Andrea - Customer Service & Operations Coordinator with 5+ years in client onboarding and finance

Managed client onboarding processes, including product demonstrations and hardware setup.

Provided customer support, managed inquiries, and assisted with loan applications and collections.

Reviewed customer interactions, conducted training, and supported quality improvements.

Scheduled and followed up on installation and service reviews to ensure optimal performance.

Negotiated shipping prices and optimized logistics for merchandise delivery.

Showcase the product and function to new clients., Install the hardware online for seamless integration., Schedule installations and follow-up reviews to ensure optimal performance., Conduct health checks through emails and phone calls.

Optimize the shipping of merchandise to the United States and negotiate prices in the US market.

Review the chats and calls at Zilch, in order to improve the representative’s performance so they could create a great experience to the credit card customers by providing accurate information., Collaborated with the Quality Analyst team to enhance customer experiences at Oportun., Conducted training sessions for customer service representatives., Managed floor support operations to new waves at Oportun.

As a financial representative at Oportun, in the sales area I assisted new and potential customers by answering questions about our personal loans., I helped initiate loan applications by collecting information and documents to complete the process., Additionally, I provided details about loan benefits once approved.

Managed inbound and outbound calls to ensure timely loan payments by performing a negotiation according to their loan terms to effectively reduce delinquency.