This is my profileContact via CazVidRobert
Data Validation & Customer Support Specialist with 5+ years in legal, finance, and customer service
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Competencies
Validated legal case records and maintained compliance in legal and administrative workflows.
Provided bilingual support via phone, email, and chat, building customer loyalty and resolving issues effectively.
Managed client data, scheduling, and documentation in various CRM tools and case management systems.
Utilized Zendesk, Salesforce, Asana, and Trello to streamline workflows and improve team collaboration.
Provided technical troubleshooting support for mobile devices, network issues, and account setup.
Education
Languages
Summary
Experienced professional skilled in data validation, legal compliance, customer support, and operations management. Adept at leveraging CRM tools and project management platforms to optimize workflows and enhance client satisfaction, fluent in English and Spanish.
Key Achievements
- Reviewed, validated, and updated 300+ client case records weekly, ensuring legal compliance.
- Collaborated with legal teams reducing data discrepancies by 20% and supported billing accuracy.
- Managed scheduling and client communication for 200+ customers, improving booking accuracy and team efficiency.
Experience
Data Validation Specialist
Reviewed, validated, and updated 300+ client case records weekly, ensuring accuracy and compliance with legal standards., Maintained client data, court filings, and documentation in case management systems with 98% accuracy., Collaborated with attorneys and paralegals to resolve discrepancies,...
Loan Validator
Reviewed and validated 200+ car loan applications monthly, ensuring compliance with financial regulations., Verified applicant documentation (proof of income, ID, and credit history) to maintain regulatory standards., Collaborated with underwriting teams to resolve discrepancies, improving loan...
Assistant Manager / Bilingual Customer Service Specialist
Assisted agents with open houses, property listings, and client appointment coordination., Maintained electronic client databases and filing systems for accuracy and compliance., Prepared marketing materials and managed property listings across digital platforms., Handled rental income and expense...
Drivers Scheduling Manager
Coordinated delivery schedules between brokers, drivers, and customers., Managed detailed records of contracts, insurance waivers, and customer agreements., Monitored driver performance and followed up on customer satisfaction.
Client Success & Operations Specialist (Scheduling Manager)
Acted as primary liaison between 200+ customers, instructors, and company staff., Managed payroll, balance sheets, and payment processing across multiple systems., Streamlined scheduling process in Zendesk, reducing client booking errors by 25%., Supervised and trained a remote team of 10+,...
Customer Service Agent / Sales
Delivered high-quality customer support, consistently exceeding service KPIs., Closed sales and upsold products via inbound and outbound calls., Built strong rapport with clients, achieving repeat business and customer loyalty.
Technical Support Specialist
Provided technical support for mobile devices, network connectivity, and account management., Assisted with prepaid plan setup, SIM activation, and troubleshooting., Logged and tracked customer issues in ticketing systems for timely resolution.