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Carlos

Operations Specialist with 3+ years in financial services and customer support

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Rosarito, Baja California, Mexico
Open to remote
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Competencies

Operations ManagementAdvanced

Lead operational tasks such as quality control, process optimization, and team coordination.

Customer ServiceAdvanced

Handled client relations and problem-solving to ensure high levels of customer satisfaction across roles.

Team LeadershipAdvanced

Supervised teams in collection agency and managed operational tasks at Triad.

Technical SkillsIntermediate

Proficient in Microsoft Office Suite, sales force, Relius, and payment processing tools.

Process OptimizationAdvanced

Optimized delivery routes and operational workflows to improve efficiency.

Languages

SpanishBilingual
EnglishBilingual

Summary

Versatile professional with comprehensive experience in operations, team management, and customer service across financial and service industries.

Key Achievements

  • Managed operational processes for 401(k) accounts at Triad, ensuring accuracy and compliance.
  • Promoted to managerial role at AARGON Collection Agency within one year, overseeing team and operations.
  • Provided efficient food delivery services at DoorDash, maintaining high customer satisfaction.

Experience

Operations Specialist

Triad
2021 - 2023

Responsible for executing and overseeing operational processes related to 401(k) accounts., Collaborated with cross-functional teams to ensure accurate and timely processing of client transactions., Conducted quality control checks to ensure compliance with industry regulations and company...

Food Delivery Driver

DoorDash
2020 - 2021

Provided reliable and efficient food delivery services to customers, maintaining a high level of customer satisfaction., Managed delivery schedules, optimized routes, and ensured prompt and accurate order fulfillment., Adapted to varying customer needs and maintained professionalism in challenging...

Manager

AARGON Collection Agency
2010 - 2020

Promoted to the managerial role within one year of joining the company, demonstrating strong leadership and performance., Oversaw daily operations, including team management, target setting, and performance monitoring., Implemented strategies to improve collection efficiency and meet organizational...

Professional Carpet Cleaner

The Cleaning Connection
2000 - 2010

Operated a truck-mounted unit to perform professional carpet cleaning services., Provided exceptional customer service, addressing client concerns and ensuring satisfaction., Maintained equipment and followed safety protocols to ensure efficient and safe operations.

Skills

Operations ManagementCustomer ServiceTeam LeadershipTechnical SkillsProcess Optimization
Published on CazVid - May 17, 2026
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