Nataly Martinez Email & Phone Number

Des Plaines, Illinois, United States

- Generate proposals, estimates, and invoices for our clients - Purchase appropriate insurance for construction permits- Register company with municipalities- Coordinate consultations and work schedules with clients and electrician

Chicago, Illinois, United States

- Use digital tools to securely send documents needed to process IRA and estate distributions, link checking and brokerage accounts, and open accounts for existing and new clients- Help administrate 10+ 401(k) plans by recording fiduciary committee meeting minutes, generating and distributing plan level and participant level performance reports, and facilitating 401(k) plan conversions and participant withdrawals/rollovers- Keep accounts up to date by maintaining consistent contact with clients- Raise cash in accounts for withdrawals by selling stocks bonds and mutual funds

Greater Chicago Area

Trained to become a Registered Associate.

Naperville, Illinois

- Speak with clients on phone about documents needed for mortgage pre-approval & property search.- Use company software to pull clients' credit & organize forms.- Create anti-predatory lending applications for clients.- Upload & organize clients' information on Salesforce.

Evanston, Illinois

Evanston, Illinois

• Compute patrons’ totals using Patron Manager to process form of payment• Clarify patrons’ and students’ confusion on phone and in person• Assist patrons before a performance by selling tickets to preferred seats

Greater Chicago Area

• Create sales orders, packing slips, and invoices to ensure customers’ orders are picked & delivered• Instruct new employees on NetSuite to facilitate transition into new job• Communicate with customers to send invoices, confirm orders, and handle problems with orders• Provide knowledge on NetSuite to anyone in office to solve problems that arise

Chicago, Illinois

• Created and edited invoices on Quickbooks and NetSuite to keep track of transactions• Generated and uploaded CSV files to NetSuite to assign individual prices to customers• Researched and recorded information on composting organizations to develop business

Melrose Park, Illinois

• Calculated guests’ totals of up to $10,000 using a register to process form of payment• Focused on guests’ needs to assure customer satisfaction• Cooperated by shifting off register duty to manage situations at other parts of store as needed

Melrose Park, Illinois

• Supervised five crew members to establish a calm shift• Controlled inventory by counting supplies during and at end of shift• Prepared customers’ orders and determined totals to process form of payment• Assigned responsibilities to each of five crew members when lobby of theater was empty• Handled problems customers had during time at movie theater