This is my profileContact via CazVidGabriel
Credit & Client Support Specialist with 8+ years in Financial Services
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Competencies
Handled client inquiries, resolved issues, and maintained detailed records within financial and support environments.
Promoted financial products and managed client portfolios to ensure satisfaction and engagement.
Utilized MS Office Suite, Google Workspace, Zoom, and Teams for communication, documentation, and training purposes.
Delivered English-Spanish translation in reports, forms, and meetings, supporting international communication.
Conducted training sessions in Microsoft Excel and supported academic and technical environments.
Education
Languages
Summary
Experienced credit advisor, account executive, and translator with extensive expertise in client relationship management, financial product promotion, and technical training.
Key Achievements
- Managed extensive client portfolios across multiple financial institutions, resolving complex client inquiries and issues.
- Developed and delivered training sessions on Microsoft Excel and Visual Basic, enhancing technical competencies of students.
- Provided accurate translation and interpretation services for international communication and documentation.
Experience
Credit Advisor
Provided direct client support: managed inquiries, resolved issues, and delivered financial solutions., Maintained accurate records of client interactions and transactions., Collaborated with internal teams to address complex client needs.
Account Executive
Conducted client evaluations and interviews, resolving financial and administrative queries., Prepared and submitted detailed reports for approval., Acted as primary contact for SME clients, ensuring clear communication and support.
Credit Officer
Managed a large client portfolio, promoting financial products and resolving client concerns., Applied problem-solving skills to minimize risks and improve client satisfaction.
Translator & Interpreter
Delivered continuous English ↔ Spanish translation in reports, forms, and meetings., Supported international visitors, ensuring clear and accurate communication.