BELEN GARDEA
Appleton,WI
Summary
Diligent Customer Service Representative with solid background in financial services. Proven track record in assisting clients with financial decisions and managing portfolios efficiently. Demonstrated ability in customer service and financial analysis.
Overview
10
10
years of professional experience
Work History
In Home Nanny
Javier Murcio
Oshkosh, WI
02.2023 - 03.2026
- Provided nurturing care and supervision to children in a safe home environment.
- Supported the family by managing household tasks such as laundry, light cleaning, and errand running.
- Managed schedules efficiently, coordinated transportation needs for the children.
- Communicated effectively with parents regarding children's progress and developmental milestones.
Financial Services Representative
Lending Solutions
Elgin, IL
03.2020 - 01.2024
- Recorded detailed notes that documented member interactions, complex situations and transactions to minimize lapses in employee communication and member service.
- Received and addressed customer complaints, investigating root cause and managing related corrective measures.
- Diagnosed and documented technical issues, directing tickets to appropriate personnel for remediation.
- Conducted investigations into Customer's accounts to identify financial missteps and fraud.
- Collected payments for mortgages, loan balances and credit cards on behalf of the financial institution's customers.
- Complied with applicable banking laws and regulations, following company's security and operational procedures.
- Served as first point of contact for clients, creating positive first impressions through friendly and expert customer service.
Packer
Power Packaging
Geneva, IL
09.2016 - 03.2020
- Packaged finished products and prepared for shipment.
- Placed labels, company logos and exterior parts on finished products.
- Maintained high productivity with clean and organized workstations.
- Used proper PPE and reported safety hazards to supervisors.
- Moved products to correct workstation for further processing or packaging.
- Assembled cartons and pallets and calculated weight distribution.
- Inspected finished products to verify conformance to quality standards.
- Helped achieve daily production quotas by cross-training at different workstations.
Education
Associates Degree - Business
Elgin Community College
Elgin, ILSkills
- Call center operations
- Customer service
- Attention to detail
- Goal orientation
- Script adherence
- Documentation and reporting
- Workflow management
- Account maintenance
- Transaction processing
- Regulatory compliance
- Effective communication
- Time management
- Financial product knowledge and sales
- Risk and debt management
- Account reconciliation
- Debt recovery
- Negotiation techniques
- Record keeping
Timeline
In Home Nanny
Javier Murcio
02.2023 - 03.2026
Financial Services Representative
Lending Solutions
03.2020 - 01.2024
Packer
Power Packaging
09.2016 - 03.2020
Associates Degree - Business
Elgin Community College