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Daniel

Fintech Analyst with 5+ years of logistics and customer service expertise

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San José, San José, Costa Rica
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Competencies

Logistics ManagementAdvanced

Applied import/export management skills to oversee shipment operations, ensuring compliance and efficiency.

Customer ServiceExpert

Provided support, resolved customer inquiries, and managed client relationships across multiple industries.

Sales and Account ManagementIntermediate

Developed understanding of digital forensics services and maintained positive client relationships.

Technical SupportIntermediate

Supported technical scenarios involving cloud services, troubleshooting, and customer issue resolution.

Education

Diploma
Instituto Marco Tulio Salazar

Summary

Experienced professional with a strong background in fintech logistics, customer support, and sales, committed to improving operational workflows and customer satisfaction.

Key Achievements

  • Managed import logistics operations ensuring compliance and timely shipment release at EQUIFAX.
  • Streamlined export processes, improving customer experience and documentation accuracy at EQUIFAX.
  • Handled customer inquiries and support efficiently across roles, including resolving escalated issues and managing accounts.

Experience

Fintech Analyst

EQUIFAX
May, 2019 - May, 2021

Managed import logistics operations, ensuring compliance with all requirements for timely shipment release and container availability., Streamlined export processes to enhance customer experience, verifying accuracy of shipping details and documentation., Responsible for tracking and resolving outstanding payment issues., Provide exceptional customer support while resolving outstanding receivables., Identify and execute necessary account adjustments.

Sales Representative

SYKES
September, 2017 - April, 2019

AT&T Customer Service focused in provide support to customers with billing questions, data and plans for their mobile phone. Also offer home services such as cable and Internet providing a good experience as a customer., Help customers with inquiries of the credit report with disputes on their credit supplement, gathering information from accounts in order to bring report up to date., Customer service focused in general inquiries of Credit file for all type of accounts such as Credit Cards, Utility and Insurance., Route escalated requests and unresolved issues to the appropriate team members (e.g.: tier 2 or 3 or Leadership)., Responsible for the customer support experience with Microsoft Resolving customer issues including complex technical scenarios integrating several cloud capabilities (Windows Azure, SQL Azure, AppFabric, etc.)., Scenarios supporting a service such as service availability, quality, outage management, subscription management, correlation of usage and charges, and cost-efficient solution architecture. Drive technical collaboration and engagement outside of customer support services.

OOCL LOGISTICS
November 2021 - January 2024

Sales / Account Representative

Digital Forensics Corp
October 7 2024 - December 23 2024

Develop an in-depth understanding of digital forensics services., Answer inbound calls with authority and professionalism., Maintain positive relationships with clients., Manage sales queue effectively., Respond to client inquiries and follow up in timely manner.

Skills

Logistics ManagementCustomer ServiceSales and Account ManagementTechnical Support
Published on CazVid - Jul 3, 2025
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