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Daniel
Financial Advisor with 5+ years of experience in finance and customer service
Contacto
Competencias
Utilized CRM tools such as Salesforce and Zoho One to manage customer relationships and data.
Effectively communicated with debtors, customers, and clients across multiple channels.
Handled data reporting and analysis to inform financial recommendations and customer service strategies.
Supported sales activities and managed customer engagement to improve service delivery.
Responded to inquiries, resolved disputes, and explained policies effectively in customer-facing roles.
Educacion
Idiomas
Resumen
Detail-oriented professional with a strong background in financial advising, customer service, and collections. Skilled in client communication, payment negotiation, and data analysis.
Logros Clave
- Managed payment plans and negotiated repayment arrangements as Collection Agent at UCB.
- Responded promptly to customer inquiries, resolving concerns effectively at Concentrix.
- Educated clients on credit reports, bank operations, and created budgeting strategies as Senior Financial Advisor.
Experiencia
Collection Agent
Effectively communicating with debtors to explain payment options and negotiate repayment plans for medical bills., Setting up and managing payment plans., Skillfully negotiating payment arrangements and resolving disputes.
Customer Service Agent Fedex
Respond promptly to customer inquiries via phone, email, and live chat Indicate delivery dates to customers, Deliver accurate information about products, services, and company policies., Resolve customer concerns and escalate issues to appropriate departments when necessary.
Senior Financial Advisor
Teach clients the importance of how credit and financial institutions work in the US., Explain and set goals on their credit reports., Create Budget analysis for clients for a better financial understanding.