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Jesus
Collections & Operations Specialist with 5+ years in logistics and finance
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Competencies
Provided personalized assistance, managed client portfolios, and maintained stakeholder communication to enhance customer satisfaction.
Coordinated deliveries, managed load data entry, and resolved order issues across various logistics platforms.
Processed, reviewed, and managed payment documentation, ensuring accuracy and timeliness.
Utilized Salesforce, Gmail, and Google Sheets extensively to manage data, track orders, and communicate with stakeholders.
Demonstrated strong verbal and written communication in customer service, sales, and operational environments.
Education
Languages
Summary
Experienced specialist in billing, collections, client support, and logistics coordination with a proven ability to manage multiple priorities and ensure operational efficiency.
Key Achievements
- Managed over 100 invoices daily for payment follow-up, improving collection efficiency.
- Handled loan application reviews and approvals while adhering to regulatory standards at Sutherland Global Services.
- Coordinated end-to-end order cycles and maintained accurate tracking across multiple teams at MHW.
Experience
Collections/Billing Specialist - Carrier Sales
Managing broker calls to follow up on payment statuses by handling +100 invoices per day., Handling payment documentation via platforms like Salesforce., Building relationships between brokers and carriers, and managing load data entry., Tracking loads and verifying carrier effectiveness using...
Bank Associate
Managing customer inquiries and applications for automobile loans., Reviewing and approving loan paperwork, adhering to regulatory standards and internal policies., Delivering personalized assistance and guidance to clients during their purchasing journey., Meeting or exceeding productivity...
Travel Associate - Customer Success Specialist
Addressing client inquiries and concerns through inbound and outbound calls., Managing hotel reservations, air tickets, and rental car arrangements, achieving an exceptional CSAT., Coordinating relocation processes as a high-level advisor., Sending the team’s performance report updates to...
Operations Specialist
Managed the full order cycle (wholesale and retail), handling client requests via email/phone and ensuring timely delivery., Served as main contact for my client portfolio, managing updates, dispatch coordination and issue resolution through Gmail, Salesforce Slack and RingCentral., Coordinated...