This is my profileContact via CazVidDiego
Customer Support Specialist with 10+ years in financial services and tech
Contact
Competencies
Handled technical support, billing, and account reconciliation for customers and vendors.
Trained over 30 new hires, conducted onboarding, and designed training materials for financial and technical campaigns.
Managed accounts receivable, processed international money transfers, and resolved transactional discrepancies.
Ensured timely payments, accurate reporting, and supported financial reconciliation processes.
Proficient in Word, Excel, PowerPoint for documentation, reporting, and training purposes.
Education
Languages
Summary
Dedicated professional with extensive experience in customer support, financial reconciliation, and training within the financial and tech industries. Skilled in account management, technical support, and process improvement with a proven ability to support international campaigns and onboarding processes.
Key Achievements
- Led the first international campaign launch in Guyana, supporting client implementation.
- Designed training programs that improved QA accuracy to 89.6% and Customer Satisfaction to 91.4%.
- Managed accounts receivable, collections, and transaction discrepancies across multiple roles.
Experience
Collections Agent
Managed accounts receivable and collections for a US located client, ensuring timely payments and accurate reporting., Monitored open balances, resolved discrepancies, and supported financial reconciliation processes.
Global Remittance Service Agent
Processed international money transfers with strict compliance and accuracy., Investigated and resolved transactional discrepancies impacting financial accounts.
Trainer
Trained and onboarded 30+ waves of new hires across international campaigns, maintaining an average graduation rate above 90%., Designed training materials and up-training sessions, improving QA accuracy to 89.6% and Customer Satisfaction to 91.4%., Partnered with Operations and Quality Assurance...
Technical Support Agent
Resolved subscription, billing, and account discrepancies with accuracy and efficiency., Documented technical and billing issues to support operational improvements.
Technical Support Agent
Assisted customers with refunds, subscription billing, and account reconciliation issues.
Technical Support Agent
Supported merchants in payment processing, transaction disputes, and vendor account reconciliations., Partnered with finance teams to investigate and resolve variances in vendor receivables.
Sales Agent
Managed product upgrades and account adjustments while ensuring billing accuracy.
Intake Specialist
Collected and reviewed client financial/legal documentation with strict accuracy., Assisted in preparing compliance reports and maintaining updated records.
Sales & Lending Underwriting Specialist
Began in sales, supporting logistics clients with account setup and service agreements., Transitioned to Lending Underwriting, evaluating loan applications, financial documentation, and credit history for trucking professionals., Approved or declined loans in alignment with compliance and risk...
Customer Support Agent
Provide billing and account support to customers and vendors., Ensure timely resolution of discrepancies and accurate documentation of financial-related cases.