Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alan Morefield

Irvine

Summary

Proven expertise in customer relations and service excellence - Skilled in money handling and operational oversight - Strong team collaboration and leadership abilities - Effective communication and problem-solving skills - Ability to thrive in a dynamic work environment through independence, flexibility, and adaptability - Quick learner with a growth mindset - Personable and approachable creating positive team and guest interactions - Currently enrolled in Intermediate Accounting having finished previous accounting courses

Overview

5
5
years of professional experience

Work History

Customer Service Representative

Yosemite Bum
Tustin
04.2025 - Current
  • Resolve complaints through effective communication and problem-solving skills.
  • Utilize a complex warehouse operating system to process orders. and manage customer profiles
  • Manage incoming calls, ensuring timely responses to customer needs.
  • Answer customer inquiries and provide accurate information regarding products and services.

Shift lead

Sender One Climbing
10.2021 - 04.2025
  • Foster a safety-first attitude while maintaining a wholesome and inclusive climbing environment
  • Facilitate daily tasks with a team ensuring shifts run smoothly and efficiently
  • Handle customer concerns and requests with care and an aptitude for finding appropriate solutions
  • Supervised daily operations and ensured adherence to safety protocols.

Certified Closing Expert

Mendocino Farms, Fast Casual Restaurant, Tustin
Tustin
03.2021 - 06.2022
  • Recognized as Employee of the Month for exceptional hospitality
  • Balanced multiple responsibilities, including overseeing closing tasks and money handling
  • Performed multiple roles during peak operating hours to ensure efficient and accurate service

Setup Associate

N2 Funding
Irvine
10.2020 - 03.2021
  • Accurately setup and disclose loans promptly with attention to detail
  • Communicated and collaborated closely with coworkers to maintain a cohesive work environment
  • Maintained document accuracy through communication with brokers throughout loan setup

Education

Associate of Science - Business Administration 2.0

Irvine Valley College
Irvine, CA
07-2025

Bachelor of Arts - Accounting, Ongoing

California State University, Fullerton
Fullerton, CA

Skills

  • Team leadership
  • Financial analysis
  • Coaching and mentoring
  • Daily reporting
  • Creative problem solving
  • Problem resolution
  • Data entry

Timeline

Customer Service Representative

Yosemite Bum
04.2025 - Current

Shift lead

Sender One Climbing
10.2021 - 04.2025

Certified Closing Expert

Mendocino Farms, Fast Casual Restaurant, Tustin
03.2021 - 06.2022

Setup Associate

N2 Funding
10.2020 - 03.2021

Associate of Science - Business Administration 2.0

Irvine Valley College

Bachelor of Arts - Accounting, Ongoing

California State University, Fullerton
Alan Morefield