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Rafael

Customer Support & Collections Specialist with 9+ years in Financial Services

Video resume

Finance & Customer Experience Specialist
Bilingual professional with 9+ years of experience in Customer Service, Sales, Collections and Loan Modification

Contacto

Guadalajara, Jalisco, Mexico
Abierto a remoto
Disponible en CazVid
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Competencias

Customer Service & SupportExpert

Provided bilingual support across retail, e-commerce, and financial sectors, resolving inquiries efficiently and ensuring high customer satisfaction.

Collections & Debt RecoveryAdvanced

Managed late-stage accounts, employed negotiation strategies, and developed tailored collection approaches to meet recovery targets.

Loan Modification & NegotiationAdvanced

Negotiated payment solutions and loan modifications for clients facing financial hardship, ensuring retention and compliance.

Team Supervision & TrainingIntermediate

Supervised QA teams, mentored agents to meet KPIs, and managed recruitment processes to improve overall call quality.

CRM & Financial SystemsIntermediate

Utilized CRM and financial tools to manage customer accounts, collections, payments, and dispute resolution.

Educacion

B.Sc.
Universidad Abierta Y A Distancia De México
Completed 12/2023

Idiomas

SpanishNative
EnglishC2 (Fluent, Professional)
GermanA1 (Basic)

Resumen

Experienced professional specialized in customer service, collections, loan modifications, and account management. Skilled in negotiation, conflict resolution, and team leadership. Adept at handling high-pressure situations and delivering excellent client outcomes in diverse industries.

Logros Clave

  • Managed a portfolio of SEO and local marketing accounts, serving small to medium-sized businesses.
  • Led customer retention efforts, achieving over 80% client retention through strategic objection handling and personalized solutions.
  • Successfully negotiated loan modifications and payment solutions, maintaining high customer satisfaction and retention.

Experiencia

Retention Account Manager

TJBPO
10/2025 - 12/2025

Loan Modification Specialist

Intugo
08/2024 - 09/2025

Managed a portfolio of SEO and local marketing accounts, serving as the primary point of contact for small and medium-sized business owners across multiple industries., Led customer retention and save-to-retain (S2R) cases, handling cancellation requests through strategic objection handling,...

Late-Stage Collector

Intugo
11/2023 - 08/2024

Customer Service Representative

Tata Consultancy Services
07/2023 - 11/2023

Collections & Customer Service Representative

HYCITE Mexico
01/2018 - 10/2021

Developed strong skills in conflict resolution, mediated between clients and internal departments (finance, insurance, service, and legal) to develop tailored solutions, preventing voluntary and involuntary repossessions., Managed late-stage accounts, employing negotiation strategies to recover...

Customer Service Representative

Beliveo Mexico
08/2016 - 09/2017

Delivered bilingual (Spanish–English) support for a U.S.-based retail and e-commerce company., Assisted customers with order placement, payment processing, and policy application, achieving high first-call resolution., Handled 0 – 30-day collections and billing inquiries for clients in Canada, the...

QA Supervisor

REDECOM
01/2011 - 01/2013

Supervised quality assurance for banking sales operations., Mentored agents to achieve performance KPIs and improved call quality scores., Conducted staff management and recruitment processes.

Habilidades

Customer Service & SupportCollections & Debt RecoveryLoan Modification & NegotiationTeam Supervision & TrainingCRM & Financial Systems
Publicado en CazVid - 17 may 2026
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