Luis Morales Email & Phone Number

Carlsbad, Ca, Us

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 reporting support and data analysis (Salesforce and Oracle BI)Perform reconciliations as directed between CRM and Financial systems

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, documentation, test scripts)Acted as the key liaison for support and services between all parties in relation to agent commissions across the region, including University teams, Regional Offices, Hong Kong/UK Commissions team and Central Finance teams. Developed and maintained Service Level Agreements (SLAs)Liaise with university partners to calculate, validate, collect and payout all pass-through commission payments and other contract related feesCreated and maintain internal process documentation in relation to all role related activities and maintained data qualityTrained new employees (all levels) on internal processes and Salesforce best practicesManaged the database for hundreds of agent commissions and tuition/product pricing for 9 separate universitiesManaged ongoing support requests and administrative needs as the point of contact for teams on the East Coast, UK, and Hong KongPerform overall account reconciliation & analysis to ensure accuracy of accounts

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 SalesforceStudents & Sponsors Accounts ReceivableEnsure completeness and data accuracy within our CRMsWork directly with the Director of Central Student Services and the Senior Finance Operations Partner to manage clear management controlsDeveloped and maintained Service Level Agreements (SLAs)Perform overall account reconciliation & analysis to ensure accuracy of accountsExtensive knowledge of Salesforce and it’s data (Reporting, Queues, Accounts, Products Financialforce, Cash Matching, Help Desk Tickets)Managed ongoing support requests and administrative needs as the point of contact for teams on the East Coast, UK, and Hong Kong

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 needs.Worked with the Director of the Application Processing Center to provide economies of scale through the provision of an effective and cost-efficient operation while improving customer service levels and satisfaction. Developed and maintained quality customer service for all INTO customers and clients. Establish and maintained good working relationships with INTO peers and colleagues at INTO partner universities as well as the Recruitment and Marketing teams.

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, accommodations, insurance, and other fees. Worked in partnership with students to ensure accuracy in & understanding of account charges. Also performed analytical review for each student to ensure accuracy.Invoiced students and sponsors in a timely manner, including tracking outstanding invoices. Collected cash in accordance with cash handling procedures and performed overall account reconciliation & analysis to ensure accuracy of accounts.

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 application processWorked directly with the Director of the Application Processing Center to manage clear management controls which ensured delivery on agreed service level agreements.

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