Summary
Overview
Work History
Skills
Timeline
Generic

Diana Villa

Orem,UT

Summary

Motivated professional with extensive experience in real estate and finance. Proven track record in resolving complex client issues and building strong relationships. Thrives in high-pressure environments while maintaining professionalism. Committed to continuous learning and adapting to change.

Overview

3
3
years of professional experience

Work History

Real Estate Agent

Keller Williams
Orem, Utah
04.2025 - Current
  • Assisted clients in property searches and viewed listings to meet their needs.
  • Conducted open houses and property showings to attract potential buyers.
  • Maintained up-to-date knowledge of local market trends and property values.
  • Managed client communications through phone, email, and in-person meetings.
  • Utilized CRM software to track client interactions and manage leads effectively.
  • Networked with other professionals to build relationships within the real estate community.

Retirement Representative

Fidelity Investments - Corporate Office
Salt Lake City, Utah
08.2024 - 03.2025
  • Promoted based on strong performance to support self-employed individuals and small businesses with retirement account solutions, including SEP IRAs, SIMPLE IRAs, and Solo 401(k)s.
  • Guided clients through account setup, contributions, rollovers, and IRS-compliant distribution options.
  • Managed high-volume inquiries and complex account servicing with accuracy and care.
  • Educated participants on plan options and benefits.
  • Processed account changes and updates efficiently.
  • Utilized internal systems for record-keeping and data management.
  • Maintained compliance with regulatory requirements in documentation.

Customer Relationship Associate

Fidelity Investments - Corporate Office
Salt Lake City, Utah
03.2023 - 08.2024
  • Delivered top-tier service by assisting clients with account questions, trades, and general financial information.
  • Maintained in-depth product knowledge across various investment vehicles and account types.
  • Collaborated closely with internal teams to enhance the customer experience.
  • Tracked performance metrics such as response times, resolution rates and average call duration in order to measure success.
  • Maintained accurate customer records in the CRM system for streamlined access.

Customer Service Representative

Home Depot
Lindon, Utah
10.2022 - 02.2023
  • Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
  • Handled escalated complaints with professionalism and empathy.
  • Conducted surveys to gather customer feedback for service improvement.

Skills

  • Client Relationship Management
  • Microsoft Office Suite / CRM Systems
  • Customer Service & Problem Resolution
  • Retirement Account Knowledge (SEP IRA, SIMPLE IRA, Solo 401(k)
  • Fluent in Spanish
  • Collaboration and teamwork

Timeline

Real Estate Agent

Keller Williams
04.2025 - Current

Retirement Representative

Fidelity Investments - Corporate Office
08.2024 - 03.2025

Customer Relationship Associate

Fidelity Investments - Corporate Office
03.2023 - 08.2024

Customer Service Representative

Home Depot
10.2022 - 02.2023

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Diana Villa