Maximo - Customer Support & Back Office Specialist with 6+ years in Financial & Tech Industries

Heredia, Heredia Province, Costa Ricaen

Provided technical support across multiple channels for US clients at Concentrix.

Supported senior management and streamlined loan processing workflows at Auxis.

Published on CazVid

Summary

Experienced professional in customer service, technical support, and back office operations with a focus on process efficiency and client support in financial and tech industries.

Key Achievements

Assisted in training new employees and developed communication strategies within teams.

Skills

Customer ServiceAdvanced

Handled customer inquiries via email, calls, and chat in a fast-paced support environment.

Back Office OperationsAdvanced

Managed sensitive documents, verified information, and supported loan processing procedures.

Communication SkillsAdvanced

Provided clear assistance and training, facilitating effective team communication.

Process ImprovementIntermediate

Participated in developing and updating procedures for loan and support workflows.

Technical SupportIntermediate

Experience

Concentrix

February 03 of 2022 - March 15 of 2023

Provided technical support by email, calls and chat for people in the USA in English., Performed shadowing and training assistance sessions for new employees., Provided support on floor and through assistance channels such as floor support.

Auxis

April 03 of 2023 - June 12 of 2024

Worked as a loan processor for a US financial organization., Worked as back office operations., Worked with sensitive information and verification of documents necessary to proceed with bank loans., Provided support as a senior back up and helped the organization's executives when they visited our building., Worked in teams to develop ways to communicate efficiently between teams and create or update processes to streamline our clients' loans.