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.

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