Sara Robert Email & Phone Number

El Cajon, Ca, Us

San Diego, California, United States

Kearny Mesa, Ca

Provide a variety of administrative support functions including the preparation of contracts, amendments, engagement letters, proposals, financial reports, and marketing campaign analytics. Responsible for the creation of corporate documentation under the direction of the Vice President of Operations including the preparation of the company business continuity plan, procedure manuals, and system training guides. Research and facilitate the on-boarding and training for all new software and devices. Engage and collaborate with a multitude of third-party consultants to improve technical systems, processes, and reporting capabilities. Maintain and customize multiple company-wide systems including Microsoft Dynamics CRM and Yardi Voyager. Provide Yardi Voyager training and technical support for the Property Management and Accounting Departments. Coordinate corporate insurance policy renewals, distribute renewal certificates to clients, and oversee the third party certificate of insurance tracking and compliance vendor.

Responsible for supervising and assigning 12 to 20 cable technician routes, as well as creating and adjusting client service work orders according to company policy.Required to clearly notate client accounts detailing changes to client work orders, technician findings, and client interactions.Responsible for responding within 10 minutes of receipt to customer service e-mails ranging from technician status requests to client escalations.Responsible for managing multiple line office phone and directing or handling calls accordingly.Responsible for all closing procedures including releasing technicians from the field, sending closing reports and follow-up reminders for the opening supervisor, as well as locking and securing the office and warehouse.

Responsible for quick and accurate data entry and financial analysis, as well as performing daily follow-up on active loan files to provide status reports to supervisor.Respond to clients and third-party contacts via e-mail or phone quickly and concisely to ensure customer satisfaction and on-time file processing.Adhere to federal and state lender compliance regulations; provide required and accurate disclosures; utilize resources to remain current on changing procedures and program requirements.

Responsible for quickly and accurately processing multiple banking transactions, operating DOS and Windows based programs simultaneously, meeting and exceeding personal and company goals, and referring clients for further products and services.Responsible for customer service follow-up calls and addressing customer feedback to improve the level of customer service provided by fellow co-workers.Received multiple Shared Success Awards for customer service excellence and teamwork.

Responsible for performing Teller duties and Teller Manager duties upon Teller Manager absence.Oversaw teller line, approved transactions, coached tellers towards sales and service goals.Completed customer service follow-up calls, and performed operational tasks to maintain audit readiness.Received multiple awards for leadership, teamwork, and customer service excellence.

Responsible for processing multiple banking transactions, opening new products and services using DOS based and Windows based systems.Worked to meet and exceed company goals, maintain customer profiles, review teller work, and perform operational tasks to maintain audit readiness.

Bs, Business - Administration

High School Diploma