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Customer Service & Treasury Specialist with 7+ years in Financial and Support Roles
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Competencies
Skilled in handling diverse customer inquiries, providing bilingual support, and ensuring customer satisfaction.
Experienced in preparing financial reports, monitoring budgets, and analyzing financial performance.
Proficient in using ERP systems like CONCAR and SPRING for financial and operational management.
Capable of controlling revenue flow, generating payment codes, and monitoring delinquent accounts.
Fluent in Spanish and English, with expertise in interpreting and facilitating effective communication.
Education
Languages
Summary
Dedicated professional with over 7 years in customer service, financial analysis, and treasury operations. Adept at streamlining processes, supporting ERP systems, and delivering bilingual support to enhance organizational efficiency.
Key Achievements
- Streamlined collection processes at Promotora Los Olivos SAC, improving revenue tracking and delinquency analysis.
- Provided bilingual support at Staff Boom Perú, enhancing communication efficiency and training effectiveness.
- Managed mortgage application corrections and document verification, ensuring accuracy and timely processing at Ibañez Financial Group.
- Supported ERP system implementation and financial reporting at Activos Mineros, improving operational efficiency.
Experience
Bilingual Customer Service Representative Level II
Take in First Notice of Loss., Assist adjusters with Spanish interpretations., Outbound calls and back office support., Request electronic signatures and upload them to claim files., Assist with training new representatives.
Customer Service Representative
Answer and document customer service calls., Provide information to members and assist in scheduling appointments and transportation., Search and assign Primary Care Physicians., Assist member with extra help when their plans don’t cover them completely.
Loan Processor
Review and manage corrections to mortgage applications from U.S. customers, Collect, organize, and verify documents requested from customers, lenders, credit officers and third parties., Coordinate home appraisals, educate the client about loan amounts and schedule the date and time for the signing of the mortgage.
Treasury and Collections Assistant
Perform the control and monitoring of revenue by collection., Generate reports for analysis and monitoring of delinquent customers., Generate massive payment codes for tuition, pensions, and discount campaigns., Support in the reconciliation and validation of income.
Treasury and Budget Assistant
Prepare financial reports and monitor budget execution., Process payments to suppliers through internet banking., Perform bank reconciliations and analyze monthly financial performance., Meet requirements and requests from external auditors.
Treasury Intern
Support in the process of payment to suppliers according to source of financing., Support in the process of implementation in the ERP system, registration, monitoring of operations, analysis and validation of information., Support in the preparation of financial and budgetary reports., Digitize, sort and archive the documents generated in the areas of Treasury and Budget.