Adriana Echeverri Gutierrez
Fort Lauderdale,FL
Summary
Financial Technologist with over 10 years of experience in commercial and customer service roles within the financial sector. Adept at identifying client needs, providing tailored solutions, and delivering exceptional customer experiences. Skilled in analytical and numerical reasoning, with a proven ability to adapt to high-stress environments and changing situations. Demonstrates a strong focus on achieving results and fostering client satisfaction.
Overview
12
12
years of professional experience
Work History
Customer Service Assistant
Independent Contractor - Correspondents Colombia (Pagafacil)
04.2023 - 12.2023
- Company Overview: Financial Sector
- Managed and led payment points
- Provided operational and administrative support for payment processing
- Recorded invoices and orders, managing payment transactions in collaboration with Bancolombia
- Assisted customers via in-person and telephone services
- Handled returns, warranties, and invoice changes
- Financial Sector
Commercial Advisor
Melexa SAS
03.2021 - 05.2022
- Company Overview: Electrical Sector
- Provided consultation on social security (ARL, AFP, and EPS) for independent professionals and small/medium-sized companies
- Processed new event reports, payment settlements, and managed contributions through online platforms
- Advised on social security packages tailored to client needs
- Electrical Sector
Administrative Cashier
The Secretary of Social and Political Development
10.2018 - 01.2019
- Company Overview: Municipality of Pereira
- Performed operational and administrative tasks supporting investment projects
- Conducted cash audits and coordinated dispatches with security couriers
- Assisted in documentation and invoicing processes
- Municipality of Pereira
Bank Services Advisor
Bancoomeva
08.2011 - 03.2018
- Company Overview: Financial Sector
- Delivered comprehensive customer service, providing advice on banking services and financial products
- Managed cash collections, withdrawals, and financial product setups such as CDATs and Flexirentas
- Processed deposits, transfers, and active quota management
- Oversaw issuance and payment of money orders and transaction reconciliations
- Financial Sector
Education
Technologist in Finance -
National Learning Service (SENA)
Professional Health Technician - Occupational
University of Caldas
Skills
- Microsoft Office Suite
- Excel
- Numerical Reasoning
- Data Analysis
- Adaptability
- Cash handling
- Customer consultation
- Complaint resolution
- Complaint handling
Timeline
Customer Service Assistant
Independent Contractor - Correspondents Colombia (Pagafacil)
04.2023 - 12.2023
Commercial Advisor
Melexa SAS
03.2021 - 05.2022
Administrative Cashier
The Secretary of Social and Political Development
10.2018 - 01.2019
Bank Services Advisor
Bancoomeva
08.2011 - 03.2018
Technologist in Finance -
National Learning Service (SENA)
Professional Health Technician - Occupational
University of Caldas
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