Renee Martinez
Santa Ana
Summary
Experienced with handling client inquiries and resolving issues efficiently. Utilizes strong communication and problem-solving skills to foster positive client relationships. Track record of delivering high levels of client satisfaction and adapting to dynamic environments.
Overview
8
8
years of professional experience
Work History
Client Care Representative
TaxRise
Irvine, CA
03.2026 - Current
- Delivered exceptional client support, resolving inquiries and issues promptly.
- Managed client accounts, ensuring accurate information and compliance with regulations.
- Collaborated with cross-functional teams to enhance service delivery processes.
- Analyzed client feedback to identify trends and recommend service improvements.
- Ensured compliance with company policies and industry regulations during all interactions with clients.
Customer Service Representative III
Lendistry
Santa Ana, CA
05.2023 - 03.2026
- Assisting small business owners with gaining access to capital.
- Handling outbound and inbound calls. Highest call scores.
- Processing and account management.
- Developed training materials for new staff, improving onboarding efficiency.
- Mentored junior representatives, fostering a collaborative team environment.
Sales Associate
National Association of Family Services
Costa Mesa, CA
01.2022 - 08.2023
- Cold calling, explaining and assisting individuals in obtaining a living trust document.
- Creating and maintaining a multiple contact relationship with each client.
- Empathetic sales and the ability to deal with sensitive topics
- Sixty leads processed within a day. Dual screens use as well as
- typing speed (WPM 40-45).
Sales Associate
T-Mobile
Costa Mesa, CA
02.2018 - 12.2022
- Creating an immediate relationship with respective clients.
- acknowledging issues and concerns of clients.
- Sales goals exceeded monthly.
Vet Technician Assistant
Back Bay Veterinary Clinic
Newport Beach, CA
02.2020 - 10.2022
- Multiple position and multiple responsibilities including Kennel Technician, Receptionist and student in veterinary assisting.
- Responsible for routine animal care including cleaning, play and care, medication and medical operations.
- Maintenance of multiple doctor’s schedules and appointments. Scheduling and dispatching client and coworker correspondence to correct department.
- Covetrus, Avimark, ImproMed.
- typing speed (WPM 40-45).
Education
Bachelor of Science - Criminal Justice
Westwood College
Anaheim, CA05-2015
Skills
- SCHEDULING
- SUPERVISING/LEADERSHIP
- CUSTOMER SERVICE
- OFFICE/ADMIN
- CALL HANDLING/EMAIL
- NEGOTIATING
- DISPATCHING
- DATA ENTRY
- SALES PITCHING/PLANNING
- TYPING (WPM 40-45)
- FINANCES
- DOCUMENT MANAGEMENT
- ACCOUNT MANAGEMENT
- TECHNICAL ASSISTANCE
- Organizational skills
- Claims processing
Accomplishments
- Achieved top monthly performer for twelve months straight by completing work tasks with accuracy and efficiency.
Timeline
Client Care Representative
TaxRise
03.2026 - Current
Customer Service Representative III
Lendistry
05.2023 - 03.2026
Sales Associate
National Association of Family Services
01.2022 - 08.2023
Vet Technician Assistant
Back Bay Veterinary Clinic
02.2020 - 10.2022
Sales Associate
T-Mobile
02.2018 - 12.2022
Bachelor of Science - Criminal Justice
Westwood College
Monthly Top Performer: 12 months
Lendistry