Diana Sotelo
Coppell,TX
Summary
Motivated and experienced professional seeking a challenging position and continued growth within the industry. I am highly organized and a diligent professional drawing 28 years of experience, working with public relations, and maintaining strong customer relationships. Strong ability to improve processes, maximize productivity and reach sales goals. An enthusiastic team player with strong and personal communicative skills and detail oriented with the ability to multitask and problem solve using analytical skills in a fast and competitive corporate environment.
Overview
19
19
years of professional experience
Work History
Patient Services Associate
Key Whitman Eye Center
06.2022 - Current
- Addresses patient inquiries and concerns about appointment scheduling, company services, insurance coverage and payment methods
- Gathers relevant information based on qualifying questions of patients to determine priority of need and proper place of treatment
- Counsels patients and answers questions related to procedures and/or billing on an as needed basis.
Realtor
DHS Realty
07.2021 - 06.2023
- Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
- Communicated with clients to understand property needs and preferences.
- Resolved client concerns related to home purchases to maintain high satisfaction ratings.
- Presented purchase offers to sellers for consideration.
- Prepared and presented contracts and other legal documents to clients.
- Leveraged social media platforms and online marketing strategies to increase property visibility and attract potential buyers.
- Leveraged market knowledge and analysis to provide guidance and advice on best options for clients.
Realtor
Fdez Realty
11.2019 - 07.2021
- Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
- Communicated with clients to understand property needs and preferences.
- Generated leads for potential buyers and sellers by hosting open houses, conducting market analysis, and networking within the community.
- Leveraged social media platforms and online marketing strategies to increase property visibility and attract potential buyers.
- Leveraged market knowledge and analysis to provide guidance and advice on best options for clients.
- Advised clients on market conditions and property value for informed decision-making.
- Completed property walkthroughs before completing deals to uphold accuracy in listings and appraisals.
- Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
Compliance Auditor 2
H.D. Vest Financial Services
06.2014 - 02.2019
- Conducted announced and unannounced on-site inspections of registered representative and investment advisors’ branch offices including large producing and high-risk reps with Company, FINRA, and SEC standards
- Executed financial data analysis at the corporate headquarters and collaborated with field management for review before reporting findings to headquarters
- Conducted annual internal audits/limited SOX testing to mitigate risk within all departments of the Company and to ensure compliance with FINRA and SEC standards
- Traveled domestically to investigate if company-owned stores complied with company policies and procedures and ascertain whether franchises followed established agreements and operational standards
- Single-handedly performed the planning and execution of examinations of retail branch locations following review and analysis of various financial and operational reports from the home office
- Assisted in the oversight and implementation of the annual exam program
- Strictly adhered to regulatory guidelines in the identification of business risks and recommended improvements.
Service Manager 2
Wells Fargo Bank
07.2008 - 06.2014
- Supported the Store Manager by executing business strategies and upholding the Wells Fargo Service Vision
- Ensured the proper execution of tasks performed on the operational side by assigning tasks, giving hourly reads, tracking goals and giving feedback to the Store Manager
- Trained, certified team members in the SHINE model and Quick Service Standards
- Ensured efficient operation of the teller line in compliance with company policies and procedures, while ensuring that customer service standards are being met
- Drove sales metrics through utilizing ICP to track and target goals
- Coached team members to take specific actions to drive sales and enhance the customer experience.
CSSR
Wells Fargo Bank
04.2008 - 07.2008
- Assisted customers in suggesting or selecting products for sale through sharing product knowledge
- Expedited customer transactions
- Modeled and reinforced service expectations of both internal and external customers.
Personal Banker
Wells Fargo Bank
04.2006 - 04.2008
- Understood the basics of how the Company builds customer loyalty and measure business results to customer loyalty
- Achieved sales and customer satisfaction standards and goals through maximizing the customer's experience and the store's revenue by directly selling to customers.
Teller
Wells Fargo Bank
07.2005 - 04.2006
- Complied with cash handling procedures
- Interacted with customers to determine and meet customer's needs, provide assistance and support, and ensure a positive banking experience
- Modeled and reinforced service expectations of both internal and external customers
- Reviewed all detail such as checks, voids, cash advances, CTR completion, Express send and account maintenance for accuracy.
Education
High School Diploma -
Thomas Jefferson High School
Dallas, TX05.1994
Skills
- Risk Mitigation
- Auditing
- Compliance Standards
- Service Quality Management
- Hospitality
- Conflict Resolution
- Investigation Management
- Employee Coaching and Mentoring
- Proposal Development
- Business Development
- Sales management
- Financial Management
References
References and referrals available upon request.
Timeline
Patient Services Associate
Key Whitman Eye Center
06.2022 - Current
Realtor
DHS Realty
07.2021 - 06.2023
Realtor
Fdez Realty
11.2019 - 07.2021
Compliance Auditor 2
H.D. Vest Financial Services
06.2014 - 02.2019
Service Manager 2
Wells Fargo Bank
07.2008 - 06.2014
CSSR
Wells Fargo Bank
04.2008 - 07.2008
Personal Banker
Wells Fargo Bank
04.2006 - 04.2008
Teller
Wells Fargo Bank
07.2005 - 04.2006
High School Diploma -
Thomas Jefferson High School
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