Jeffrey Morales
Lancaster
Summary
Detail-oriented and bilingual professional with 6+ years of experience in customer service, sales, and bookkeeping. Skilled in QuickBooks, data entry, and managing client communications in both English and Spanish. Known for strong organizational skills, accuracy with financial documents, and a proactive, team-oriented attitude. Eager to bring administrative support and client-focused service to a growing escrow team.
Overview
4
4
years of professional experience
Work History
Bookkeeping Administrative Assistant
D & R Catering
04.2024 - Current
- Managed receipt entry, invoice tracking, and estimate creation using QuickBooks, improving accuracy and turnaround time
- Communicated with clients to resolve billing inquiries and confirm event details, ensuring smooth financial operations
- Maintained organized financial records for audits and reports, supporting compliance with state and business regulations
- Assisted with vendor payments and account reconciliation, contributing to timely month-end closings and budget monitoring
Mobile Expert
T-Mobile
01.2022 - 05.2024
- Delivered personalized solutions to customers, consistently exceeding sales goals and building long-term client relationships
- Handled confidential customer account data with accuracy, ensuring smooth activation, billing, and troubleshooting processes
- Managed high-volume phone and in-store inquiries, demonstrating strong communication, multitasking, and problem-solving skills
- Trained new team members on company systems and customer service standards, supporting a collaborative and efficient work environment
Sales Representative
DIRECTV
02.2021 - 01.2022
- Consistently exceeded weekly sales targets through persuasive communication and a consultative approach
- Built rapport with new and returning customers, addressing concerns and highlighting value-added features to close deals
- Processed orders, handled account setup, and ensured accurate entry of customer information for smooth activation
- Participated in product training sessions and kept up to date with the latest service updates, pricing, and equipment
Education
Marketing
California State University, Northridge
Northridge, CA05-2026
Skills
- QuickBooks & Data Entry
- Bilingual: English & Spanish
- Strong Organizational Skills
- Professional Phone & Email Communication
- Attention to Detail
- Customer Service & Client Support
Timeline
Bookkeeping Administrative Assistant
D & R Catering
04.2024 - Current
Mobile Expert
T-Mobile
01.2022 - 05.2024
Sales Representative
DIRECTV
02.2021 - 01.2022
Marketing
California State University, Northridge
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