Dayhana Olmos
Business Administrator
Whitestone,NY
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Financial Agent
National Life Group
02.2024 - Current
- Advised small business owners on effective cash flow management techniques to improve overall profitability.
- Enhanced customer retention through strong relationship building and regular communication.
- Led training sessions on various financial products, boosting team knowledge and sales capabilities.
- Monitored economic trends to inform strategic decision-making and provide insightful counsel to clients.
- Improved client satisfaction by providing tailored financial advice and solutions.
- Identified new business opportunities by conducting market research and networking activities.
- Educated prospective customers on the benefits of various insurance products, leading to an increase in policy sales.
- Provided exceptional customer service, resolving complex inquiries and maintaining long-term relationships with clients.
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
Financial Agent
New York Life Insurance Co
08.2022 - 02.2024
- Worked with clients and finance companies to find optimal solutions for financing.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Discussed financial options with clients and provided informed suggestions.
Administrative Manager
YANEZ STONE DESIGN LLC
11.2021 - 08.2022
- Ensured smooth daily operations with timely completion of all essential administrative tasks and responsibilities.
- Supervised staff and delegated tasks to maintain positive, productive administrative operations.
- Maintained accurate record-keeping systems to ensure easy access to critical information for decision-making purposes.
- Updated reports, managed accounts, and generated reports for company database.
Partner and Business Manager
GRUPO FINANCIERO S.A.S
02.2020 - 06.2021
- Provided outstanding service to all individuals, promoting effective and lasting business relationships
- Oversaw firm's day-to-day administrative operations, provided guidance to support staff and enforced compliance with state, federal and local regulations across organization
- Chaired partner meetings to drive discussion of matters important to firm operations, keeping discourse on-topic and moving at efficient pace
- Spoke with peers to verify task completion, meeting tight deadlines and schedules.
Business and Brand Creation Consultant
Grupo Greenpay
07.2019 - 12.2019
- Creation and commercial registration of a new company
- Organizational statutes for the start of operations
- Development of marketing strategy and brand positioning
- Consulting and advice on the creation of digital and transnational platforms
- Consulting in the formation of commercial equipment
- Mentored and guided executive team during business development decision-making to optimize profitability, marketing strategy, and communications planning.
Commercial and Administrative Manager
Solution Group
11.2014 - 07.2019
- Creation and development of a business growth strategy
- Development of the organizational structure
- Creation of a commercial structure to impact the local market
- Administrative management of all departments of the company
- Development of a Strategy for the opening of new branches
- Responsibility to the partners of the company in the presentation of statistics and indicators of management of the company
- Annual presentation of the company's profitability.
Professional II Collection Agricultural Branch
Bank Davivienda
02.2010 - 09.2014
- Contacted customers to discuss late payments and options for remitting amounts due
- Trained and mentored new employees on collection methods, documentation requirements, and performance strategies
- Monitored payments due from clients and promptly contacted clients with past due payments
- Processed payments and applied to customer balances
- Review weekly payment commitments agreed with assigned customers
- Receipt, verification, and analysis of documents submitted by customers interested in reconstructing or deferring their commercial obligations to carry out the procedure corresponding
- Timely request the termination of suspended processes in accordance with the commitments.
Collection Analyst III
Bank Davivienda
10.2008 - 02.2010
- Collaborated on collection and dispute resolution issues
- Monitored accounts receivable aging and worked with various areas to address business needs
- Prepared accounts receivable-related journal entries for accounting month-end close
- Identified and discussed with management opportunities for improvements to procedures and internal controls
- Comply with the times for generation of the generation of the extracts according to cuts 05,15 and 25 of each month
- Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews
- Protect the evidence from depreciation.
Financial Analyst II
Bank Davivienda
09.2007 - 09.2008
- Create reports and recommended courses of action to upper management
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts
- Reviewed financial reports and streamlined operations to increase productivity and company profits
- Developed forecasting tools to analyze revenue variance, business pipeline, and industry trends
- Improved operational efficiency and cultivated cost reduction and increased productivity
- Handled internal and external inquiries and complaints submitted by accounts payable clerk, finance director, and other department heads, providing outstanding customer service when resolving issues.
Education
Master of Arts - Master of Business Administration
EIDHI University
Phoenix, AZ01.2020
Business Management Specialist -
Universidad Del Norte
Barranquilla, Colombia09.2013
Seminar - Technology Education
Chamber of Commerce of Barranquilla And Colciencias
Barranquilla, Colombia06.2017
Bachelor of Business Administration -
Universidad Autonoma Del Caribe
Barranquilla, Colombia12.2008
License - Finance
Department of Financial Services
New York, NY09.2022
Skills
- Settlement Negotiation
- Multitasking Abilities
- Teambuilding
- Knowledgeable in SAP, As-400, Microsoft-office, Quickbooks
- Cash Flow Management
- New market Identification
- Executive-Level Presentations
- Information Flow Management
- Administration and Magagement
- Retirement planning
- Portfolio Management
- Insurance Planning
Languages
Spanish
Native or Bilingual
English
Professional Working
Certification
- Licensed Department of Financial Services
- Life Accident and Health /Travel Accident
- New York
- New Jersey
- South Carolina
- Florida
- Certificate of Achievement AHIP 2024
Timeline
Financial Agent
National Life Group
02.2024 - Current
Financial Agent
New York Life Insurance Co
08.2022 - 02.2024
Administrative Manager
YANEZ STONE DESIGN LLC
11.2021 - 08.2022
Partner and Business Manager
GRUPO FINANCIERO S.A.S
02.2020 - 06.2021
Business and Brand Creation Consultant
Grupo Greenpay
07.2019 - 12.2019
Commercial and Administrative Manager
Solution Group
11.2014 - 07.2019
Professional II Collection Agricultural Branch
Bank Davivienda
02.2010 - 09.2014
Collection Analyst III
Bank Davivienda
10.2008 - 02.2010
Financial Analyst II
Bank Davivienda
09.2007 - 09.2008
Master of Arts - Master of Business Administration
EIDHI University
Business Management Specialist -
Universidad Del Norte
Seminar - Technology Education
Chamber of Commerce of Barranquilla And Colciencias
Bachelor of Business Administration -
Universidad Autonoma Del Caribe
License - Finance
Department of Financial Services