Summary
Overview
Work History
Education
Skills
Additional Information
Languages
Timeline
Generic

David Maldonado

Whittier,CA

Summary

Skilled professional with experience in collections, customer service and data entry. Exceptional interpersonal and problem-solving skills. Effectively mediates customer disputes and collects payment in timely manner.

Overview

7
7
years of professional experience

Work History

Payment Specialist/Customer Service Representative

Americor
11.2021 - Current
  • Processed high-volume payment transactions accurately and efficiently.
  • Reviewed and reconciled discrepancies in payment records to ensure accuracy.
  • Collaborated with cross-functional teams to streamline payment processing workflows.
  • Implemented best practices for data entry to enhance processing speed and reliability.
  • Performed various administrative tasks related to payments, including generating reports, updating records, and maintaining accurate documentation.
  • Trained new team members on payment procedures and software usage effectively.
  • Evaluated and recommended improvements to current payment systems, leading to increased efficiency and reduced processing times.
  • Provided exceptional support to customers by addressing inquiries related to billing and payments in a timely manner.
  • Boosted customer satisfaction with timely and accurate processing of various payment methods.
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
  • Responded to customer inquiries and provided detailed account information.
  • Listened to customers and negotiated solutions that met creditor and debtor needs.
  • Conducted follow-up communications to ensure resolution of issues and build rapport.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.

Customer Service Representative

Rose Hills Mortuary and Cemetery
02.2021 - 10.2021
  • Resolved customer inquiries through effective communication and problem-solving techniques.
  • Utilized CRM software to track interactions and ensure timely follow-up on customer issues.
  • Maintained product knowledge to provide accurate information and support to customers.
  • Collaborated with team members to streamline processes and enhance customer service experience.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Contributed to sales growth by upselling products and services based on individual customer requirements.
  • Participated in training programs to enhance product knowledge and customer service skills.
  • Addressed customer inquiries to ensure satisfaction and foster positive service experience.
  • Delivered prompt service to prioritize customer needs.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Promptly responded to inquiries and requests from prospective customers.

Bank Teller

Chase Bank
07.2018 - 03.2020
  • Processed customer transactions accurately and efficiently.
  • Provided exceptional customer service to enhance client satisfaction.
  • Assisted in balancing cash drawers to ensure accuracy at end of shifts.
  • Educated customers on bank products and services to meet financial needs.
  • Maintained compliance with banking regulations and security protocols.
  • Resolved customer inquiries and issues promptly to foster loyalty.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Processed customer transactions promptly, minimizing wait times.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
  • Reconciled cash drawer and resolved discrepancies.
  • Provided customer records, account statements and copies of checks.
  • Logged cashier's checks and other transactions to maintain accurate account records.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Processed loan payments accurately, contributing to the overall efficiency of branch operations.
  • Enhanced branch sales through cross-selling bank products and services to customers.
  • Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
  • Referred customers to other banking departments for specialized services.

Education

General Studies

Rio Hondo College
Whittier, CA

High School Diploma -

St. Paul High School
Santa Fe Springs
06-2017

Skills

  • Electronic funds transfer
  • Transaction monitoring
  • Know your customer
  • Payment processing
  • Payment negotiation
  • Collections management
  • Customer service support
  • Strong client relations skills
  • Microsoft Excel
  • Financial records and reporting
  • Collections
  • Credit card processing
  • Research and due diligence
  • Teamwork and collaboration
  • Debt settlement
  • Payment scheduling

Additional Information

  • C:\Users\DLMaldonado\OneDrive - Duane Morris LLP\Desktop\DTM Resume C:\Users\DLMaldonado\OneDrive - Duane Morris LLP\Desktop\DTM Resume C:\Users\DLMaldonado\OneDrive - Duane Morris LLP\Desktop\DTM Resume

Languages

Spanish
Native or Bilingual

Timeline

Payment Specialist/Customer Service Representative

Americor
11.2021 - Current

Customer Service Representative

Rose Hills Mortuary and Cemetery
02.2021 - 10.2021

Bank Teller

Chase Bank
07.2018 - 03.2020

General Studies

Rio Hondo College

High School Diploma -

St. Paul High School