Luis Morales Email & Phone Number

Responsible for maintaining the data quality of critical data attributes within CRM to accurately report on business results (Salesforce and Oracle BI) Data analysis and governance functions to ensure quality, consistency, and efficiency in sales reporting and sales forecasting.Support the weekly and quarterly sales process through providing Adhoc.

San Diego, California

Extensive knowledge of Salesforce and it’s data (Reporting, Queues, Accounts, Products Financialforce, Cash Matching, Help Desk Tickets)Daily Salesforce reporting and data manipulations (Excel, Google Sheets)Participated in finance operations projects, alongside the Salesforce team, such as debt management and commission cost reconciliation (requirements.

Supervised Central Student Finance Assistants, their productivity, and their workload (Salesforce queues)Responsible for ensuring new staff are fully trained to work at agreed performance standardsExtensive knowledge of admission requirements, pricing, products, and immigration needs for students applying to partner universitiesExtensive knowledge of.

Duties of Team Lead Position as well as:Overall management, planning and reporting responsibility for Central Student Finance team.Development and training processes for members of the Central Student Finance teamEnsured that all team members followed the agreed processes and procedures, including identification of specific training and staff development.

Supervised Central Student Finance Assistants, their productivity, and their workload.Responsible for ensuring new staff are fully trained to work at agreed performance standards. Ensured team remained fully compliant with external requirements.Ensured completeness of and accuracy in student records, including but not limited to: Fee income from tuition.

Greater San Diego Area

Lead, managed, and trained application processor team (team of 4)Developed and maintained costumer service with INTO customers and ClientsExtensive knowledge of admission requirements, pricing, products, and immigration needs for students applying to partner universitiesWorked in partnership with students to ensure accuracy in and understanding of the.

Greater San Diego Area

Processed applications for international students applying to six INTO centers. Development familiarity with academic documents, and relevant student immigration legislation-processes for student visa applications.

San Diego, California, United States

Customer point of contact for Sales and MarketingManaged and organized database of customer information and quotesReleased Jobs to fabrication department, after quote approvalMaintained confidential company quotes, potential leads, etc. electronically filed

Solana Beach, California, United States

Responsible for all issues related to reservations and room accommodations.Responded to guest inquiries, requests, and issues in a timely, personable, and efficient manner to resolve guest concerns.Clerical duties such as data entry

Associate'S Degree, Social And Behavioral Sciences

Education record