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Work Background
Client Intake Support Specialist
Confidential CompanyClient Intake Support Specialist
Aug. 2017 - Mar. 2025Updated and led the client intake process, managing 150-200 new clients annually to ensure a seamless onboarding experience and clear communication of service expectations. • Streamlined intake workflows and documentation procedures, reducing onboarding time by 40% while maintaining confidentiality and adherence to NDA protocols. • Collaborated with cross-functional teams to address client needs and ensure swift resolution of issues, enhancing client trust and long-term relationships. • Implemented APIs to automate routine processes, saving over 7 labor hours per week. • Developed and implemented client satisfaction feedback loops, improving overall client retention by 20%.
Editor
Various CompaniesEditor
May. 2017 - Dec. 2018• Managed editorial projects for multiple clients, ensuring content met high standards of accuracy and clarity, which resulted in a 100% client satisfaction rate. • Provided client communication and feedback, facilitating collaborative relationships with authors, enhancing their confidence in service delivery and project outcomes.
Data Entry Specialist
TriplifiedData Entry Specialist
Sep. 2016 - Jan. 2019• Managed large-scale client data entry projects, ensuring data accuracy and contributing to improved client reporting processes. • Worked directly with client managers to address client-specific data concerns, ensuring timely responses and efficient handling of requests.
Virtual Assistant to Sales Executive
Confidential CompanyVirtual Assistant to Sales Executive
Dec. 2015 - Sep. 2016• Supported senior sales executive by managing key client relationships, assisting in scheduling meetings, preparing client communications, and ensuring timely follow-ups. • Maintained confidentiality on sensitive client projects, reinforcing client trust and contributing to high client retention rates.
Project Manager / Client Manager
Damonza.ComProject Manager / Client Manager
Dec. 2014 - Jun. 2015• Oversaw client relationships for multiple high-stakes projects, ensuring all deliverables met client expectations and deadlines. • Led project planning sessions with clients to set clear expectations, resulting in a 20% improvement in on-time project delivery. • Coordinated cross-functional teams to address client concerns and improve client service, boosting client satisfaction scores by 23%.
Creative Writer
FAIR WORKING CONDITIONS (FWC)Creative Writer
Aug. 2014 - Nov. 2014• Collaborated with clients to produce content that aligned with their messaging needs, demonstrating a strong understanding of client objectives and enhancing their public outreach. • Provided clients with regular updates, ensuring transparency and trust throughout the project lifecycle.
Senior Certified Pharmacy Technician
H-E-BSenior Certified Pharmacy Technician
Aug. 2005 - Sep. 2011Boerne, Texas, United States• Managed high volumes of client interactions, providing exceptional customer service and maintaining compliance with strict pharmacy regulations. • Built trust with clients through clear communication and personalized service, contributing to a loyal client base.
Office Receptionist/Recruiter
Snelling StaffingOffice Receptionist/Recruiter
Aug. 2004 - Aug. 2005• Supported the recruiting and onboarding of candidates for client organizations, maintaining positive client relationships through regular communication and feedback. • Acted as the first point of contact for clients, managing inquiries and directing them to appropriate teams for prompt resolution.
Loan Modifications Processor
World Savings Bank FSB (Texas) (Houston TX)Loan Modifications Processor
Aug. 2000 - Aug. 2004San Antonio, Texas Metropolitan Area• Provided direct support to clients navigating loan modification processes, maintaining open communication to ensure client satisfaction and understanding of financial options. • Consistently met regulatory compliance standards, safeguarding client interests and maintaining trust in banking processes.

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Amber: Expert in Onboarding & User Experience
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