Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
Generic
Open To Work

NANCY CASTRO

Costa Mesa

Work Preference

Job Search Status

Open to work

Work Type

Full TimePart Time

Location Preference

On-SiteRemoteHybrid

Summary

Results-driven professional specializing in customer service excellence and efficient time management. Anticipates and fulfills guest requests, enhancing loyalty and retention. Creative problem-solver who thrives under pressure.

Overview

14
14
years of professional experience

Work History

Bartender

Westwood Coast
05.2024 - Current
  • Opening bartender responsible for setting up all service wells.
  • Greet guests with a smile and properly ID.
  • Maintain knowledge of food menu, specialty cocktails, wines, and other spirits.
  • Prepared syrups, cordials, and dehydrated garnishes weekly to enhance cocktail offerings.
  • Maintained clean bar tops by promptly removing plates and empty glassware for efficient service.
  • Executed closing procedures, including restocking, replacing kegs, disposing of trash, and cleaning to maintain bar organization.

Office Admin. Accounting Clerk

South Coast Toyota
12.2024 - 03.2026
  • Prepared daily deposit bag and performed bank reconciliation, maintaining financial accuracy and accountability.
  • Processed TFS payoffs and issued equity checks to customers, facilitating timely transactions and customer satisfaction.
  • Retrieved and counted cash drops for sales department and parts and service, ensuring accurate financial reporting.
  • Input new & used car purchases, wholesales daily into Reynolds software.

AR Wholesales and Title Clerk

Penske Automotive Group
08.2022 - 03.2024
  • Coordinated with banks, credit unions, and financial institutions to secure vehicle titles.
  • Review and process title paperwork for wholesales from CA and out of state titles to different auction locations.
  • Process payoffs and issue equity checks to customers once title registration documents are received and verified.
  • Resolved documentation issues for problem deals by collaborating with stores on missing paperwork and DMV form errors.
  • Input used car purchases, wholesales, and post flooring daily into Reynolds software.
  • Oversaw accounts receivable processes for parts department across multiple dealerships, ensuring timely and accurate financial tracking.
  • Process AR statements and contact aging charge accounts.
  • Worked overtime at month-end to ensure accurate closure of financial records.
  • Complete the release of liabilities after collecting payment from auctions and scanning the entire file into the deal jacket and filing away downstairs by sale date.

Disclosure Desk Specialist

Optionwide Financial Corporation
05.2021 - 04.2022
  • Prioritized TRID and RESPA guidelines in managing the pipeline and ensured timely delivery of documents to borrowers.
  • Streamlined disclosure process by eliminating paper files and implementing digital checklists, increasing accessibility and organization.
  • Communicated with multiple departments to request invoices and validate data for mortgage loans before releasing disclosures, ensuring accuracy and compliance.
  • Guided borrowers in executing signature requests through Doc Magic, enhancing document processing efficiency.
  • Review loan submission documents for accuracy and necessary information provided.
  • Ensured accurate fee entry by thoroughly reviewing relevant data.
  • Process credit reports, credit refresh, order CDA’s.

Customer Service Representative

OC Registrar Voters
02.2020 - 03.2020
  • Provided bilingual customer service as the sole Spanish speaker at the Vote Center.
  • Coached team on line management, customer service, and teamwork, enhancing collaboration across diverse age groups.
  • Tracked seal records, receipts, and ballots, ensuring integrity and compliance in the election process.
  • Delivered ballots and executed closing procedures, ensuring accuracy in seals and documentation.

Service Coordinator

FJ Management West
08.2018 - 01.2020
  • Increased service drive traffic by managing 400+ inbound calls and 40+ outbound calls.
  • Scheduled over 480 service appointments monthly, ensuring optimal service availability.
  • Created digital binder to enhance call center efficiency, reducing paper and toner use and minimizing misquotes on customer service bills.

Supply Chain Coordinator

Orora Packaging Solutions
08.2015 - 05.2018
  • Initially hired for receptionist as the primary contact receiving visitors.
  • Coordinated executive travel arrangements, including flights, lodging, and transportation.
  • Eliminated the use of First Overnight shipping companywide resulting in over $10K savings.
  • Managed multiple projects by prioritizing tasks to meet deadlines.
  • Supported AP project researching freight line, PO's, SO's discrepancies in SAP.
  • Generated reports and conducted data analysis to support management decision-making.
  • Assisted the legal department with UCC filings and reconciled company and CEO Amex cards.
  • Organized management luncheons and company events to enhance team collaboration.
  • FedEx administrator responsible for account set-up, communication, & quarterly reports.

Center Consultant

FedEx Office
07.2014 - 08.2015
  • Managed e-commerce and walk-in print orders through effective time management, multitasking, and prioritization to meet customer demands.
  • Credited for upselling techniques and knowing when to provide a cost-efficient option for overall customer satisfaction.
  • Completed daily financials, balanced cash registers, and prepared deposit bags to ensure accurate financial tracking.
  • Verified customer documentation to authorize package releases.
  • Audited airway bills and batched for drivers to maintain accurate shipping records.

Telemarketing Specialist

Law Office of Joel M. Feinstein
08.2013 - 06.2014
  • Placed 100+ cold outbound calls, converting leads into mortgage sales by interviewing clients and entering confidential information into LOS.
  • Established empathetic relationships with clients, enhancing trust and facilitating smoother transactions.
  • Obtained and verified necessary documentation through fax, email, and in-person drop-off to streamline processing.
  • Coached clients through the process of executing contract agreements sent via DocuSign.

Shift Manager

McDonalds Restaurant
08.2012 - 12.2013
  • Prepared work schedules and assigned duties to crew based on individual performance, optimizing station productivity.
  • Trained new team members, streamlined waste count process, and restocked inventory to maintain operational efficiency.
  • Balanced cash registers, ensuring accurate financial accountability for each shift.
  • Overnight Manager on Monday nights for a 24/7 location.

Education

Payroll Accounting Competency Certificate -

Orange Coast Community College
Costa Mesa, CA
01-2022

Entry level Accounting Certificate -

Orange Coast Community College
Costa Mesa, CA
01-2022

Skills

  • Spanish fluency
  • Collaborative team player
  • Analytical thinking
  • Certified food handler
  • Proficient in Microsoft Office
  • Engaging personality
  • POS system expertise
  • Cocktail preparation

Timeline

Office Admin. Accounting Clerk

South Coast Toyota
12.2024 - 03.2026

Bartender

Westwood Coast
05.2024 - Current

AR Wholesales and Title Clerk

Penske Automotive Group
08.2022 - 03.2024

Disclosure Desk Specialist

Optionwide Financial Corporation
05.2021 - 04.2022

Customer Service Representative

OC Registrar Voters
02.2020 - 03.2020

Service Coordinator

FJ Management West
08.2018 - 01.2020

Supply Chain Coordinator

Orora Packaging Solutions
08.2015 - 05.2018

Center Consultant

FedEx Office
07.2014 - 08.2015

Telemarketing Specialist

Law Office of Joel M. Feinstein
08.2013 - 06.2014

Shift Manager

McDonalds Restaurant
08.2012 - 12.2013

Payroll Accounting Competency Certificate -

Orange Coast Community College

Entry level Accounting Certificate -

Orange Coast Community College
NANCY CASTRO