Customer service and financial account specialist with over 5 years of experience in communication, account management, and financial analysis across service and real estate industries.
Extensive experience engaging with clients to address concerns, negotiate, and build positive relationships.
Handled accounts receivable/payable, prepared financial reports, and reconciled financial records using specialized software.
Promoted products and services, met with clients, and provided financial information to facilitate sales and loans.
Prepared and presented customer behavior reports and financial analyses to inform strategic decisions.
ATT CALL CENTER
Communicating with customers and sales representatives., Analyzing customer behavior., Gathering information about customer complaints., Developing aggressive retention strategies based on customer feedback., Negotiating with customers to renew contracts and retain business., Meeting with the sales team to propose customer retention solutions., Writing and presenting customer behavior reports., Building positive relationships with customers and business associates.
Real State
Market products to individuals and firms, promoting Client services that meet customers’ needs, Meet with customers to obtain information for loan applications and answer questions about the process, Analyze applicants’ financial status, credit, and property evaluations to determine the feasibility of granting loans, Explain to customers the different types of loans and credit options that are available, as well as the terms of those services, Improve loan applications and documentation by informing the applicant of additional requirements
Daren Camarena Clinic
Account receivable & Payable: Responsibilities for Accounts Receivable Maintain precise records of all incoming payments, Prepare and send invoices to clients, Contact clients as needed to ensure payment of outstanding invoices, Reconcile any irregularities in receipts, Work collaboratively with accounts payable and other accounting staff to ensure accuracy in finances, Use Mass 200 Software, Keeping track of all payments and expenditures, including payroll, purchase orders, invoices, statements, etc., Reconciling processed work by verifying entries and comparing system reports to balances, Maintaining historical records, Paying employees by verifying expense reports and preparing paychecks, Paying vendors by scheduling paychecks and ensuring payment is received for outstanding credit; generally responding to all vendor inquiries regarding finance, Preparing analyses of accounts and producing monthly reports, Continuing to improve the payment process
Associate Degree
High School Diploma
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