Carmen Roa Email & Phone Number

• Communicate with customers and cross-functional teams to coordinate project tasks and resolve contingencies.• Provide excellent customer service to support and deliver project milestones.• Manage application review to ensure project set up.• Create applications from customer RFDS’s.• Manage NTP process by reviewing and tracking all pertinent documentation.• Work with site owners and site acqs. to coordinate installations and approvals.

• Trained, assisted and supervised over 12 temporary and seasonal employees.• Maintained a daily up to date productivity report.• Delegated work and came up with solutions to improve productivity implementing Lean Knowledge.• Assisted customers and mortgage companies seeking service with account inquires, such as, policy information, discounts, renewal updates, escrow requests, and more.

United States

• Created, processed, and resolved over 200 claims a day using Pinnacle and Salesforce.• Escalated claims requesting additional funds to a team of licensed adjusters.• Processed checks as payment for authorized claims.• Maintained an up to date status log of all claims.

• Achieved monthly goals by bringing new businesses to the company. • Served as simple point of contact to customers proving to be a trustworthy person working with confidential information.• Managed customer transactions; opened and closed accounts, cashed checks, loan payments and more.• Managed bank vaults to ensure correct cash balances, and drawers were balanced and maintained at all times.

Bachelor’S Degree, Operations And Project Management

Planning and execution of operations (routine work) in the service and manufacturing worlds, including demand forecasting, production.

Industrial Engineering

Activities and Societies: Phi Beta Lambda