Professional Overview

I am a proactive, results-oriented Business Manager and Property Operations Coordinator with over 6 years of experience driving efficiency across customer support ecosystems, field service scheduling, and residential property management. Holding a degree in Business Management and fluent in English and Spanish, I specialize in streamlining administrative workflows, managing financial tracking, and elevating customer experience. Equipped with hands-on technical training in Housecall Pro alongside expertise in platforms like Zendesk, ClickUp, and MySQL, I combine database-driven accuracy with high-touch client communication to keep both remote and field operations running seamlessly.

Core Skills & Expertise

• Field Service & Property Operations: Managing customer records, technician dispatch, route optimization, and end-to-end scheduling for estimates, maintenance, and installations using Housecall Pro.

• Customer Success & Issue Resolution: Driving multi-channel support (calls, email, SMS), resolving escalations, securing positive review requests, and delivering high-touch assistance to U.S.-based clients in English and Spanish.

• Workflow Engineering & CRM Systems: Utilizing Zendesk, ClickUp, Velocify, and property platforms to build scalable client communication pipelines, eliminate bottlenecks, and accelerate task turnarounds.

• Financial Tracking & Governance: Overseeing invoicing, deposit processing, expense reporting, and unpaid collections to ensure steady cash flow and accurate, transparent record-keeping.

• Data Analytics & Database Management: Querying MySQL databases, performing quality assurance audits, and designing structured Excel workbooks to convert operational data into actionable insights.

Tools & Technology

• Field Service & Property Systems: Housecall Pro, AppFolio (familiar / fast learner)

• Operations & Customer Support CRMs: Zendesk, ClickUp, Velocify

• Data Analytics & Database Management: Microsoft Excel, Google Sheets, MySQL

• Enterprise Collaboration & Languages: Microsoft Teams, Outlook, Google Workspace, Bilingual (Fluent in English & Spanish)

Professional Experience

Customer Support & Lead Coordination Specialist | RegAlytics

Engineered client communication protocols and internal support workflows using Zendesk and ClickUp. Researched complex client inquiries by querying MySQL databases to deliver high-accuracy email support and streamline client onboarding. Performed data quality assurance and prepared analytical Excel reports to optimize team efficiency across remote departments.

Appointment Setter / Cold Caller | Mortgage Company (Florida)

Executed high-volume inbound and outbound call campaigns, tracking all lead engagement through Velocify. Qualified prospective clients, documented accurate account records, and installed structured follow-up schedules to seamlessly transfer warm leads to mortgage brokers and drive overall conversion rates.

Property Manager / Operations Coordinator | Vista Property Management

Directed daily business operations, tenant communications, and localized vendor/contractor schedules across a residential portfolio. Oversaw property showings, maintenance dispatching, and administrative documentation. Maintained financial oversight by updating shared Google Sheets logs and preparing monthly income/expense reports.

Why Choose Me?

I bridge the gap between back-office management and frontline customer service. By blending a solid background in business management with hands-on technical proficiency in tools like Housecall Pro, Zendesk, and MySQL, I transform daily task execution into structured, efficient systems. I am a dedicated, bilingual partner focused on reducing administrative friction, optimizing technician schedules, and protecting bottom-line operating efficiency.