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Document and Sales Professional with 5+ years of experience in finance and telecommunications
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Competencies
Reviewed and verified customer documents for compliance and completeness in financial services.
Promoted and sold telecommunications services through outbound and inbound calls, engaging with customers to meet targets.
Managed transfer, analysis, and organization of large datasets, including bank statements and digital files.
Proficient in Microsoft Word and Excel, utilized for document processing, data analysis, and record management.
Ensured accuracy and compliance across document review, data entry, and organization tasks.
Education
Languages
Summary
Experienced professional adept at document review, data management, and customer engagement across financial and telecommunications industries.
Key Achievements
- Reviewed customer documentation to ensure compliance with legal and internal standards at One Park Financial.
- Handled inbound and outbound calls, successfully promoting and selling telecommunications services, meeting performance targets.
- Managed data transfer and verification processes, maintaining accuracy and organization of digital files in financial services.
Experience
Document Reviewer Agent
Review customer documentation submitted during the financing process, ensuring compliance with legal, regulatory, and internal requirements, as well as verifying its quality and completeness., Interact with different departments to request corrections or missing documents, record and update...
Sales Agent
Handling inbound and outbound calls to promote and sell telecommunications services such as internet, television, and mobile., Responsible for identifying customer needs, presenting suitable solutions, handling objections, and closing sales while meeting established targets., Managing CRM systems...
Document Processor Agent
Manage the transfer and verification of data from various sources into digital files or databases, analyze bank statements, and create spreadsheets with large volumes of information while ensuring accuracy., Update and retrieve data as needed, perform regular backups to guarantee preservation, and...