
Miriam Cortez
Customer Service Representative

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About me
Director of Client Services at Lincoln Financial Group
Education

Santa Ana College
2012 - 2013General Studies
Tustin High School
2000 - 2004
Experience

Mueller Energy
Apr 2003 - Oct 2003Customer Service RepresentativeHigh-volume outbound telemarketing using company leads. Followed-up with prospects and enrolled customers into various electronic billing programs.

SI Technologies
Apr 2005 - Oct 2005ReceptionistManaged high volume calls and provided customer service. Provided customers with tracking numbers & freight charges. Updated the sales scorecard weekly. Data Entry; entered new customers and maintained existing customer data. Stuffed and posted invoices and general mail. Also helped accounts payable with voucher and debit memo processing, matching invoices with receivers, and checking against inspection report. Ordered office supplies as needed and lunch for meetings. Promoted to Sales Support Representative at Vishay Transducers (formerly SI Technologies). Show less

Vishay Intertechnology, Inc.
Oct 2005 - Jul 2008Sales Support RepresentitiveManaged Inbound/outbound calls. Maintained relationships with existing customers in order to maximize sales goals. Priced and quoted inventory delivery or production lead times. Processed and managed customer sales orders. Cross referenced parts for customers for a different brand or depending on the application. Maintained customer blanket orders and reported monthly for order updates, lead times, or credit issues. Tracking shipments and parts for return evaluations, warranty, or repairs (RMA).

Bankruptcy Alternitive Services
Aug 2008 - Nov 2011Debt Settlement NegotiatorAs a CSR I managed high volume of inbound/outbound calls from clients and answered with questions regarding debt settlement program, collection letters, summons & complaints, settlements offers, rescheduled payments, cancellations, refunds, and maintained client information up to date. As a debt negotiator, I negotiated with creditors, collection agencies, and law firms to achieve the lowest settlement on behalf of the client. Calculated and coordinated settlements based on clients available funds. Processed settlement payments with the collectors. Consistently exceeded weekly/monthly goals. Show less

Aphex Processing Center
Dec 2011 - Sept 2012Debt Settlement NegotiatorHigh volume inbound/outbound calls with creditors, collection agencies, and law firms to negotiate the lowest settlements possible on behalf of our clients. Monthly follow up calls to maintain client relationships. Calculated and coordinated settlements based on clients available funds. Self motivating to maintain weekly/monthly goals.

Cortez Household
Oct 2012 - Sept 2018HomemakerI manage a household of five and am raising three succeeding teenagers. Skills included: managing people, multi-tasking, communication, persuading, listening, research, organization, collaboration, negotiations, scheduling, budgeting finances, volunteer work and community involvement.

Miriam's Daycare
Oct 2012 - Sept 2018Childcare ProviderProvided organized childcare services for newborns-kids 5yrs. that included scheduled activities like education, nutrition, playtime and outings.

Lincoln Financial Group
Aug 2019 - nowDirector Of Client ServiceAssistant to Certified Financial Planners (CFP®) by providing concierge service to VIP clients.
Licenses & Certifications

Certification Program in Parenting Skills
OC Health Care AgencyMar 2018
Common Sense Parenting
BoystownMay 2017
Weight Loss and Fitness
Tustin Holistic HealthJun 2015
Gardening
University of California Cooperative ExtensionFeb 2017- View certificate

Adult and Pediatric First Aid/CPR/AED
American Red CrossMay 2016 - View certificate

Productivity
UnitedHealthcareOct 2016 
Cooking
Santa Ana CollegeNov 2015
Makeup Artists
Santa Ana CollegeNov 2015
Gardening
Orange County Great ParkJul 2017
Helping Children Find Balance in the Digital World
City of IrvineOct 2016
Volunteer Experience
Fundraiser
Issued by Tustin Public Schools Foundation on Nov 2017
Associated with Miriam CortezDonor
Issued by Hope Services on Jan 2014
Associated with Miriam CortezVolunteer Administrative Assistant
Issued by Marjorie Veeh Elementary on May 2014
Associated with Miriam Cortez
Languages
- spSpanish
- enEnglish
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