Diana Perez Garcia
Marietta,GA
Summary
Dynamic Bilingual Professional with extensive experience in customer relations and financial services. Proven ability to enhance customer satisfaction through effective communication and problem-solving skills. Proficient in credit application processing and adept at managing high call volumes, consistently achieving high satisfaction ratings. Strong team leader with a focus on quality service.
Overview
1
1
Language
1
1
Certification
8
8
years of professional experience
Work History
Bilingual Administrative Assistant
Central Indiana Insulation
Carmel, Indiana
05.2025 - 04.2026
- Managed multi-line phone system, routed calls, delivered messages, and greeted visitors to ensure effective communication.
- Handled bilingual inquiries from field staff to maintain seamless communication flow.
- Facilitated scheduling and communication across departments to enhance operational efficiency.
- Transcribed and organized information for speeches and presentations, facilitating preparation for company events.
- Supported administrative tasks for Accounting, Payroll, Finance, and HR.
- Executed general office support tasks, including scanning, filing, and ordering office supplies to maintain operational workflow.
Retirement Representative
Charles Schwab/Akkodis
Indianapolis, Indiana
01.2025 - 04.2025
- Educated clients on retirement plans and investment options to facilitate informed decisions.
- Processed retirement distributions and rollovers efficiently, ensuring timely execution.
- Assisted clients with inquiries and transactions related to retirement accounts.
- Maintained accurate records of client interactions and transactions for compliance and reporting.
- Collaborated with team members to enhance overall service quality for clients.
- Coordinated with external vendors, such as brokers or advisors, to optimize client outcomes.
Bilingual Financial Service Representative
World Finance
Indianapolis, Indiana
01.2024 - 12.2024
- Managed high-volume incoming calls, addressing collection inquiries and assisting customers with credit applications, loan processing, and payments to enhance customer service experience.
- Assessed credit applications accurately by analyzing applicants' financial history, income stability, and repayment capability.
- Processed and prepared loan applications, executing loan documents and closings for new and renewal loans to facilitate funding for clients.
- Processed in-branch payments, balanced cash drawer daily, and completed daily bank deposits to ensure accurate financial transactions.
- Build and maintain strong customer relationships, provide tailored financial advice, and conduct follow-up calls and reviews.
Bilingual Customer Service Representative
Sedgwick CMS
Indianapolis, Indiana
04.2023 - 12.2023
- Handled approximately 150 calls regarding customer inquiries and suggestions courteously and professionally.
- Addressed customer concerns with compassion and patience, fostering positive relationships.
- Answered high volume of customer calls promptly, ensuring minimal wait times and improving customer satisfaction.
- Resolved escalated calls efficiently, achieving satisfactory outcomes for customers and the company.
- Updated account information to maintain customer records.
Customer Service Representative
Allpaid, Inc
Indianapolis, Indiana
11.2022 - 04.2023
- Answered customer calls promptly, minimizing on-hold wait times and enhancing overall customer experience.
- Adhered to customer call guidelines for service levels, handle time, and productivity, ensuring consistent service quality.
- Educated customers about billing, payment processing, and support policies and procedures.
- Responded to customer inquiries efficiently, providing effective solutions and resolving issues to enhance customer satisfaction.
Assistant Restaurant Manager
El Rodeo Mexican Restaurant
Fishers, Indiana
06.2020 - 11.2022
- Supervised all areas of the restaurant to keep it clean and well-maintained.
- Immediately resolved issues with patrons by employing careful listening and communication skills.
- Kept the restaurant compliant with all federal, state, and local hygiene and food safety regulations.
- Delivered in-depth training to workers in food preparation and customer-facing roles to promote strong team performance.
- Pitched in to help host, waitstaff, and bussers during exceptionally busy times such as dinner hour.
Call Center Representative
Bankers Life Insurance Company Of America
Carmel, Indiana
09.2018 - 04.2020
- Achieved a high satisfaction rating through proactive one-call resolutions of customer issues.
- Achieved call-time and quality standards by adhering to company policies and scripts.
- Provided knowledgeable responses to diverse questions by maintaining in-depth understanding of product information.
- Coordinated interview schedules and conducted initial phone screens to streamline hiring process.
Education
BBA - Banking and Finance
Western Governors University
Salt Lake City, UT04-2026
Skills
- Bilingual communication
- Customer relationship management
- Document translation
- Call center operations
- Multi-line phone systems
- Office administration
- Data entry
- Problem resolution
- Business administration
- Financial analysis
Languages
Spanish
Native/ Bilingual
Certification
Certified Medical Interpreter - Eskenazi Health 2018
Took the Bridging the Gap (BTG) course for Medical Interpreters at Eskenazi and received a certificate of completion for the course in 2018.
Took the Bridging the Gap (BTG) course for Medical Interpreters at Eskenazi and received a certificate of completion for the course in 2018.
Timeline
Bilingual Administrative Assistant
Central Indiana Insulation
05.2025 - 04.2026
Retirement Representative
Charles Schwab/Akkodis
01.2025 - 04.2025
Bilingual Financial Service Representative
World Finance
01.2024 - 12.2024
Bilingual Customer Service Representative
Sedgwick CMS
04.2023 - 12.2023
Customer Service Representative
Allpaid, Inc
11.2022 - 04.2023
Assistant Restaurant Manager
El Rodeo Mexican Restaurant
06.2020 - 11.2022
Call Center Representative
Bankers Life Insurance Company Of America
09.2018 - 04.2020
BBA - Banking and Finance
Western Governors University