Summary
Overview
Work History
Education
Skills
Timeline
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Angel Santana

Lakeland,FL

Summary

Self-motivated Senior Agent team member passionate about utilizing skills to maximize customer & New Agent retention. Highly accurate and efficient with strong investigation, problem-solving and critical thinking skills. Expert in correcting issues with little oversight and bringing more than 7 years' experience in National Call Center. Hardworking, detail-oriented and tenacious in developing and pursuing solutions to customer concerns & Agent Development. Adept at balancing company objectives with customer desires. Level-headed and positive in every customer & Colleague interaction.

Overview

7
7
years of professional experience

Work History

Licensing & Credit Term Specialist

Southern Glazer's Wine and Spirits
Tampa, FL
08.2023 - Current
  • Created training materials for new hires on the company's procedures and policies.
  • Conducted regular meetings with staff to review progress and address any concerns.
  • Participated in ongoing training and compliance activities.
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Evaluated needs of departments and delegated tasks to optimize overall production.

Senior Customer Advocate

Southern Glazer's Wine and Spirits
Tampa, FL
01.2022 - Current
  • Proactively recommended changes based on consumer needs and market trends to grow company.
  • Used different knowledge banks to research customer problems and develop accurate responses.
  • Handled escalated queries and complaints from customers and staff, sharing positive outcomes as training tools.
  • Met and exceeded performance goals to support long-term company growth and market dominance.
  • Implemented company processes to effectively resolve customer service issues.
  • Volunteered to handle complaints and issues for manager during busy time periods.
  • Demonstrated in-depth knowledge of products, services and policies to coach team members.
  • Assisted with recruiting and hiring perspective candidates.
  • Set attainable daily, weekly and monthly goals and game plans.

Customer Advocate Specialist Credit Verification

Southern Glazer's Wine and Spirits
Tampa, FL
10.2019 - Current
  • Researched problems with benefits, accounts and services with speed and accuracy.
  • Engaged with customers and worked to resolve product and service issues.
  • Performed extensive research on all inquiries and concerns to achieve complete client satisfaction.
  • Answered 30-40 daily phone calls to resolve 25-40 customer issues.
  • Collaborated cross-functionally with sales, management and other departments to maintain effective operations.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

Account Receivables Specialist

Southern Glazer's Wine and Spirits
Lakeland, FL
05.2017 - 10.2019
  • Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
  • Maintained account books and accounting systems with accuracy by entering data precisely and proofreading.
  • Verified items billed against items received and followed-up with vendors and employees to reconcile variances.
  • Maintained accuracy when reviewing and reconciling general ledger.
  • Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.

Education

Some College (No Degree) - Business Administration

Polk State College Collegiate High School
Lakeland, FL

Some College (No Degree) - Cyber Security

University of Central Florida
Orlando, FL

Skills

  • Resolving conflicts
  • Customer services
  • Standard Operating Procedure development
  • Quality assurance calibrations
  • High-energy attitude
  • Call Center Operations Knowledge
  • Inbound and Outbound Calling
  • Job Skill Building
  • Relationship Building
  • Culture Builder

Timeline

Licensing & Credit Term Specialist

Southern Glazer's Wine and Spirits
08.2023 - Current

Senior Customer Advocate

Southern Glazer's Wine and Spirits
01.2022 - Current

Customer Advocate Specialist Credit Verification

Southern Glazer's Wine and Spirits
10.2019 - Current

Account Receivables Specialist

Southern Glazer's Wine and Spirits
05.2017 - 10.2019

Some College (No Degree) - Business Administration

Polk State College Collegiate High School

Some College (No Degree) - Cyber Security

University of Central Florida
Angel Santana