Daniel - Financial Advisor with 5+ years of experience in finance and customer service

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.

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.

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.

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.