Daniela Mora

In my role as a Client Service Specialist, I ensured compliance with all relevant laws and regulations related to information security. I also addressed user assistance requests and provided guidance for basic troubleshooting tasks. Furthermore, I handled customer service issues by offering assistance or escalating them for advanced support.

In my role as an AmeriCorps member, I was responsible for guiding students through the college enrollment process. This includes providing support with admissions, testing, academic advising, financial aid, orientation, and registration. Additionally, I conduct parent workshops and act as a vital connection for students at ISD high schools. I also maintain program activity logs, compile reports, and handle other required documentation.

As a bilingual customer service specialist, I took personal responsibility for each call by actively listening to understand individual needs. I used various computer systems to access customer accounts, process payments, and update account status. I followed up with customers after transactions to ensure satisfaction and strictly adhered to confidentiality guidelines when handling sensitive information. Strictly adhered to confidentiality guidelines when handling sensitive information.

I was responsible for making outbound calls to different regions in the United States to conduct surveys on topics such as health, politics, and business trends. I made sure that the people I interviewed completed the surveys fully before ending the interview and handled a large number of telephone interviews efficiently, while meeting the quality standards set by my supervisors.

As a personal banker, I greet customers as they enter the bank and direct them to the appropriate personnel or services. I assist clients with their inquiries and resolve any issues they may have. Additionally, I handle account openings and closings for clients and assist customers with deposits, withdrawals, transfers, loan payments, and other banking transactions. I also promote banking products, such as credit cards, loans, and investments, and strive to build customer relationships by providing excellent service to increase sales opportunities.

I provided administrative support to the executive team, which included scheduling meetings and managing calendars. I organized and maintained filing systems for physical and electronic documents, while ensuring the accuracy and confidentiality of records. Additionally, I composed letters, memos, reports, emails, presentations, and other written correspondence as needed by management staff. I also kept track of office supplies inventory by checking stock, anticipating needed supplies, and placing orders. Finally, I entered data into spreadsheets using Microsoft Excel or similar programs.

I assisted customers with inquiries related to their loans and payments. I analyzed delinquent mortgages to determine potential foreclosure proceedings or loan modification options. I initiated contact with borrowers who were behind on payments to discuss payment plans or other solutions. I ensured compliance with federal, state, and local regulations on mortgage servicing. Additionally, I performed data entry tasks as needed, such as updating account information in the system and preparing reports for customers with delinquent and irreconcilable accounts."Prepared reports for customers with delinquent and irreconcilable accounts.

As a Sales Associate, I assist clients with their inquiries and resolve any issues they may have. Additionally, I handle account openings and closings for clients and assist customers with deposits, withdrawals, transfers, loan payments, and other banking transactions. I also promote banking products, such as credit cards, loans, and investments, and strive to build customer relationships by providing excellent service to increase sales opportunities.

Worked as a sales associate for three months during the peak time when students were buying books for the spring semester. Responsibilities included organizing books in the designated area and managing inventory.