Brandon Hafetz
Orlando,FL
Summary
Dynamic Compliance Analyst with Capco Technologies, skilled in regulatory compliance and risk assessment. Achieved a remarkable accuracy rate within a strict error margin while advising on compliance improvements. Proven customer service expertise, coupled with strong negotiation skills, enhances my ability to drive project success and foster client satisfaction. I managed multiple projects at a time while bringing a detail-oriented and decisive nature, along with sound judgment.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Compliance Analyst
Capco Technologies
Maitland, FL
03.2024 - Current
- Maintained accuracy under a strict 2 percent error margin.
- Reviewed metrics to uncover compliance issues and advised on improvements.
- Completed multiple projects in compliance with project standards.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Customer Service Representative
Primerica
Orlando, USA
11.2022 - 10.2023
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Provided primary customer support to internal and external customer
- Clarified customer issues and determined the root cause of problems to resolve product or service complaints
- Answered customer telephone calls promptly to avoid on-hold wait times
- Responded to customer requests for products, services and company information
- Managed over 50 calls per day, over 300 per week
Customer Service Representative
ASM Research
Orlando, USA
05.2022 - 10.2022
- Guided clients of the state of Maryland in identifying if they qualify for Maryland unemployment and helped callers apply and receive unemployment benefits
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices
- Assisted clients with making payments or establishing payment plans to bring accounts current
- Performed careful reviews of applicant data with compliance and eligibility criteria for economic assistance
Real Estate Agent Assistant
RE/MAX Advantage
Hollywood, USA
03.2019 - 11.2021
- Developed and maintained a list of available properties suited to different customers needs and budgets for agents to presents to the clients
- Set up appointments with clients and agents on freshly marketed homes and offices
- Arranged for title searches of properties being sold and gave buyers virtual and physical tours of properties
Customer Service Assistant
Oasis Insurance
Hollywood, USA
01.2018 - 02.2019
- Enriched customer knowledge of insurance plans and steps to follow
- Expressed technical knowledge of insurance products to troubleshoot and resolve customers issues and concerns
- Organized conference calls with employees and taken on everyday task involving special products
Education
Integrated Business
University of Central Florida
Orlando, FL05-2023
Skills
- Regulatory compliance
- Risk assessment
- Data analysis
- Policy writing
- Project management
- Customer service
- Profound negotiation skills
- Spanish fluency
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Certification
- Non pricing Better Project - April 3rd / 2024
- Pricing Better Project- June 5th / 2024
- Bank of Popular HMDA Project - September 6th / 2024
References
References available upon request.
Timeline
Compliance Analyst
Capco Technologies
03.2024 - Current
Customer Service Representative
Primerica
11.2022 - 10.2023
Customer Service Representative
ASM Research
05.2022 - 10.2022
Real Estate Agent Assistant
RE/MAX Advantage
03.2019 - 11.2021
Customer Service Assistant
Oasis Insurance
01.2018 - 02.2019
Integrated Business
University of Central Florida
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