Yuliana Rodriguez
San Diego
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
12
12
years of professional experience
Work History
Claims Administrator
Cortex
- Assisted sales reps., VP, accounting, and manager to ensure product warranties, policies and availability
- Received invoices for replacements or reimbursement to approve or decline
- Maintained logs and accounts for any approvals, reviews and updates
- Emailed and informed customers of all claim status and request
- Attend warranty meetings for large accounts and review policy updates
- Worked with Salesforce and Epicor to gather install information to guarantee coverage.
Administrative Clerk
Cortex
- Collected all mail and distributed it to relevant departments
- Scanned all incoming company checks to the bank platform, creating an Excel spreadsheet of all scanned checks and reporting to accounting ensuring all information is accurate
- Maintained files of all reports made to accounting according to dates
- Took over the phone C.C
- Payments using Heartland to process orders in a confidential and professional manner
- Collected data to generate a 1099-MISC tax form and mailed to IRS office
- Placed supply orders to restock employee lunch areas and office areas
- Organized company events such as, birthday celebrations, Christmas dinners, Lunch meetings
- Set up office meetings and reminders for the manager.
Data Entry/ Customer Service
Engineered Floors
- Assist customers via telephone, live, or email using CAMS system to revise orders for customers and sales reps
- Advised on stock and material availability for new orders or replacement
- Communicated order status ETAs for sales reps, customers, and order desk
- Received order payment in C.C
- Form and maintain records for corporate.
Operations Assistant
Cortex
10.2019 - 03.2022
- Processed and submitted orders in EPICOR using various channels such as email, portals, chats and telephone
- Fulfilled any field tech boot stock orders
- Respond promptly to all customers' inquiries through all platforms providing information relevant to product, order information, shipment schedules, tracking, payment processing, warranty updates, RMA request and billing information
- Maintain an accurate record of customers transactions, notes, and special pricing
- Worked with manager to scheduled shipments using Trello prioritizing any rush or next day air orders
- Worked with procurement department on raw material updates
- Assisted in placing stock orders for the warehouse.
Ship Clerk / Customer Representative
Engineered Floors
01.2016 - 09.2019
- Ensure trailers and docks are ready for loading
- Analyze and organize all outbound orders according to size and weight
- Create loads per carriers and destinations using CAMS
- Send out emails for scheduling request, confirmations, and inquiries
- Create BOL systematically and manually specifying load
- Scanned BOL’s and reports to corporate and organize, file BOL’s in numerical order based on ship via and dates
- Receive all inbounds via rail, sea, and land carriers assigning to available docks
- Receive will calls and dispatch material systematically
- Received and tracked samples pertaining to sales reps
- Dispatch and shipped all sample request for sales reps
- Handled UPS & FedEx shipments and tracking
- Received all return materials and processed RA’s
- Ensure cut table was processing VIP rolls, HD rolls, and LVT orders
- Assist with inventory count and reconciliation
- Kept data of any changes, NIL’s (not in location) and relocating
- Operation manager/Supervisor assistant
- Made daily outbound shipments using UPS/ FedEx.
Service Coordinator Lead
Freedom Christian Center
12.2016 - 08.2019
- Joined church leaders on campus to thoroughly review details in agendas for service
- Ensured thoroughly all ministries (stage, sound, lighting and media) were set up and ready for run through before service
- Prep and communicate with speakers of any updates and announcements
- Tested microphones for pastors and guest speakers
- Distribute Agenda to leaders and pastors and inform of any changes or updates
- Coordinated and delegated roles, assignments and communicated any service details
- Maintain charts of my designated team with roles and shared with pastors
- Attended all leader meeting pertaining to service potential improvements, hits, and misses
- Assisted all major productions in planning and analyzing stage and productions
- Met with all national and international visitors during service to coordinate times, guidelines, and directions
- Organized and maintained a weekly bible study group 4-12 people
- Submitted weekly logs of all follow-ups pertaining to family groups, salvations, and family class.
Receptionist
United Pharma
11.2009 - 06.2012
- Greeted all incoming visitors professionally
- Maintained visitors log ensuring accurate information
- Directed all visitors to personnel or conference room
- Answered and directed all phone calls in a timely manner using a multi-line phone system
- Received messages and distribute via email, voicemail, or personal note
- Created, organized and set up a conference room for company meetings, vendors
- Distributed mail to according to departments
- Arranged vendor and customer meeting for the president.
Education
HS Diploma -
Sonora High School
La Habra, CASkills
- Customer Communication
- Claims Processing
- Microsoft Office
- Carrier Coordination
- Follow-up skills
- Assertiveness
- Customer Service
- Multitasking and Organization
- Phone and Email Etiquette
- Documentation and Recordkeeping
- Data Entry
- Administration and Operations
- Scheduling and calendar management
- Inventory Management
Awards
2016 - 2018, Freedom Christian Center, Bible college certificate
Bilingual
I am fluent is Spanish
Languages
Spanish
Advanced (C1)
Timeline
Operations Assistant
Cortex
10.2019 - 03.2022
Service Coordinator Lead
Freedom Christian Center
12.2016 - 08.2019
Ship Clerk / Customer Representative
Engineered Floors
01.2016 - 09.2019
Receptionist
United Pharma
11.2009 - 06.2012
Claims Administrator
Cortex
Administrative Clerk
Cortex
Data Entry/ Customer Service
Engineered Floors
HS Diploma -
Sonora High School
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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