Seeking a position that will allow me to apply my education in sales and bilingualism to efficiently work in an environment requiring a highly effective communicator with great analytical, communication, and customer service skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
13
13
years of professional experience
Work History
Bilingual Senior Client Service Advocate /Proctor
Bank Of America
05.2018 - Current
Assist English and Spanish Clients with Checking, Savings, and Credit Cards ( Inbound Calls )
Create team events for employee engagement
Send out letters and documents to clients per request
Work with numerous agents in team environments to reach an average handle time of 340 seconds and customer satisfaction goals of over 91%
Coached up to 25 new hires during on-the-job training
Proctored/managed 4 coaches during on-the-job training
Implemented new projects to help promote volunteerism
Take escalations for new hires during on-the-job training
Create presentations for new hires during weekly meetings in on-the-job training
Implemented new processes to improve on-the-job training
Traveled to Florida as a Bilingual coach to onboard a new vendor site
Assisted with starting a Toastmasters group for employees acting as secretary
One on One coaching, live listening, spot coaching with new hires
Logistics Account Executive
Total Quality Logistics
02.2017 - 04.2018
Call potential clients to book freight up to 60 per day
Build and maintain up to 10 client accounts
Inbound and outbound calls to truck drivers and customers for freight
Maintain excellent communication via email with clients/carriers/ and different lines of business
Negotiate rates and quotes for clients and carriers
Schedule and set appointments
Data Entry and ensuring freight is delivered on time for clients
Sales Specialist
Bank of America
12.2013 - 12.2016
Maintain excellent customer service while identifying solutions for clients
Receive up to 100 inbound Spanish and English leads per day
Updating customer accounts when appropriate
Process balance transfers and direct deposits while maintaining regulation Z compliance
Participated in the Phoenix Leadership Development Program
Actively involved as Apprentice Coach for up to 15 associates
Receive inbound retention calls up to 80 calls per day
Process new applications for credit cards
Claims Analyst II
Bank of America/Commercial Card Claims
03.2012 - 12.2013
Adequately investigate and take action on re-presentment, pre-arbitration, arbitration, and compliance cases for Visa and MasterCard
Answer service requests and inquiries from various channels
Assist chargeback associates with claims
Maintain internal operational and financial controls
Make outbound merchant calls to properly investigate disputes
Follow proper procedures in accordance with MasterCard and Visa policies
Communicate daily with other associates via e-mail and instant communicator to further investigate disputes
Send requests to leadership groups for sending documents requested by the customer
Maintain excellent customer service while properly addressing customers' concerns
Follow and maintain up-to-date with new policies introduced to the department
Send emails to associates to summarize meetings, policies, and events within the week
Manage team events including potlucks and decorations
Phoenix Campus Connections Representative- a member of a leadership organization that coordinates and communicates campus events
Created, implemented, and manage a peer-to-peer mentoring project for the department to assist associates with improving their overall skills
Created and presented a training class regarding chargebacks
Member of Toast Masters International
Member of various organizations which include LGBT, ALN, & HOLA
Wells Fargo/Debit Card Operations/Chandler
Bilingual Financial Crimes Specialist II
Wells Fargo
10.2010 - 03.2012
Work closely with Visa in attempt to recover funds from merchants as a result of fraudulent activity
Provide excellent customer service in high stress situations, using de-escalation tactics
Continuously exceed personal and team AHT goals now 8 months in a row while maintaining a top quality score and a charge back stick rate of 97%
Effectively multitask by handling 50-55 calls per day while using 10 systems simultaneously
Thoroughly explain the dispute process to a large demographic of customers
Use multiple online systems for debit card and ATM fraud/ non fraud detection and prevention
Receive and make calls both nationally and internationally gathering information for fraud detection and prevention
Work proficiently toward achieving and maintaining Reg E (Federal Regulation E) requirements for Wells Fargo Bank
Daily communication via the use of e-mail and phones across and up the organization, working towards the common goal of customer and employee satisfaction
New hire transitioning from OJT to the production floor, covering unique techniques not covered in training
Identify and develop process improvements in attempts to better existing processes
Handle transfers of money from bank general ledgers to accounts both nationally and internationally; electronically and through branch settlements
Represent and work with Spanish and English speaking customers with fraud cases from start to finish, building and finalizing claims
Work effectively and proficiently within different roles in production as needed
Work with ACH (Automated Clearing House), HDF (High Dollar Fraud), HVC ( High Value Customer), ATM, and check claims
Education
General Studies
Mesa Community College
Mesa, AZ
05.2013
Skills
Computer Literacy – MS Windows, MS PowerPoint, MS Access, MS Excel, MS Word, Skype, Outlook
MS Outlook, MS Visio, MS Communicator, DAT, FDR, Visa Online, E-tran, GUI, Hamlet, Operation Image Browser, Hogan, Mars, Aspect, CLAIMS, Visa Online, TSYS, BLAST, CLMS, Internet
10 years of inbound customer service/sales
Over 2 years of fraud/non-fraud detection and prevention
Exceptional organization and office management, Excellent customer service, communication, and leadership skills and experience
6 years of cash handling and cash register experience
Over 1 year of chargeback and re-presentment experience with Visa/ MasterCard
2 years of coaching and proctoring new hires during on-the-job training