Summary
Overview
Work History
Education
Skills
Timeline
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STEPHANY LOPEZ

Riverside,CA

Summary

I'm a professional Customer Service Representative with over 16 year's experience and over 10 in management. My unique professional experience stems from years of providing excellent customer support, creative problem solving, and building customer loyalty. My skill set is very vast from retail to finance making it easy for me to handle all types of work.

Overview

13
13
years of professional experience

Work History

ADMINISTRATIVE ASSISTANT

Respiratory Medical Services
08.2022 - Current
  • Organize and maintain filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records
  • Track a portfolio of 200 client accounts, ensuring consistent service delivery and client satisfaction
  • Ensure efficient operation of office equipment such as printers, copiers and fax machines.
  • Answer questions from customers regarding products and services offered by the company
  • Offer assistance to accounting department to provide, manage Invoices, payments and receipts
  • Confer with human resources department to provide assistance with payroll personnel databases and other duties
  • Assist with projects, research, and data analysis
  • Enter data into spreadsheets using Microsoft Excel or other similar programs
  • Ability to prioritize tasks and meet deadlines

SECONDARY

Interactive Mortgage
10.2019 - 02.2022
  • Calculating Correct interest rates for client's rate lock period and making further adjustments when needed due to changing factors through Encompass
  • Achieved a 99.5% accuracy rate in rate lock entries, minimizing errors and rework by streamlining internal processes
  • Transferred wires from in-house to financial institutions
  • Followed Fannie Mae and Freddie Mac guidelines to make sure loans were registered correctly
  • Assisted in audits and helped processing team gather necessary documentation for loan approval
  • Ensured proper loan registration and tracking using MERS, resolving any issues related to loan transfer or servicing.

ASSISTANT MANAGER

Inland Boardshop
07.2011 - 10.2019
  • Purchased products that would meet the wants and needs of stores cliental and increase profit margins
  • Managed payroll hours and billing to vendors and employees
  • Created professional relationships with sales representatives and customers
  • Promoted and marketed company events through social media to boost sales for store
  • Focused on employee development to help store preform and meet forecasted goals

Education

High School Diploma -

Ramona High School
Riverside, CA
06.2008

Skills

  • Customer Service
  • Data Entry
  • Organization
  • Computer skills
  • Office administration

Timeline

ADMINISTRATIVE ASSISTANT

Respiratory Medical Services
08.2022 - Current

SECONDARY

Interactive Mortgage
10.2019 - 02.2022

ASSISTANT MANAGER

Inland Boardshop
07.2011 - 10.2019

High School Diploma -

Ramona High School
STEPHANY LOPEZ