Miriam Cortez

Miriam Cortez

Customer Service Representative

Followers of Miriam Cortez82 followers
location of Miriam CortezOrange County, California, United States

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  • Timeline

  • About me

    Director of Client Services at Lincoln Financial Group

  • Education

    • Santa Ana College

      2012 - 2013
      General Studies
    • Tustin High School

      2000 - 2004
  • Experience

    • Mueller Energy

      Apr 2003 - Oct 2003
      Customer Service Representative

      High-volume outbound telemarketing using company leads. Followed-up with prospects and enrolled customers into various electronic billing programs.

    • SI Technologies

      Apr 2005 - Oct 2005
      Receptionist

      Managed 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 2008
      Sales Support Representitive

      Managed 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 2011
      Debt Settlement Negotiator

      As 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 2012
      Debt Settlement Negotiator

      High 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 2018
      Homemaker

      I 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 2018
      Childcare Provider

      Provided organized childcare services for newborns-kids 5yrs. that included scheduled activities like education, nutrition, playtime and outings.

    • Lincoln Financial Group

      Aug 2019 - now
      Director Of Client Service

      Assistant to Certified Financial Planners (CFP®) by providing concierge service to VIP clients.

  • Licenses & Certifications

    • Certification Program in Parenting Skills

      OC Health Care Agency
      Mar 2018
    • Common Sense Parenting

      Boystown
      May 2017
    • Weight Loss and Fitness

      Tustin Holistic Health
      Jun 2015
    • Gardening

      University of California Cooperative Extension
      Feb 2017
    • Adult and Pediatric First Aid/CPR/AED

      American Red Cross
      May 2016
      View certificate certificate
    • Productivity

      UnitedHealthcare
      Oct 2016
      View certificate certificate
    • Cooking

      Santa Ana College
      Nov 2015
    • Makeup Artists

      Santa Ana College
      Nov 2015
    • Gardening

      Orange County Great Park
      Jul 2017
    • Helping Children Find Balance in the Digital World

      City of Irvine
      Oct 2016
  • Volunteer Experience

    • Fundraiser

      Issued by Tustin Public Schools Foundation on Nov 2017
      Tustin Public Schools FoundationAssociated with Miriam Cortez
    • Donor

      Issued by Hope Services on Jan 2014
      Hope ServicesAssociated with Miriam Cortez
    • Volunteer Administrative Assistant

      Issued by Marjorie Veeh Elementary on May 2014
      Marjorie Veeh ElementaryAssociated with Miriam Cortez