Felipe A. Blandin-Vega
Summary
Bilingual professional with expertise in client service and document preparation. Proficient in negotiation and data analysis, facilitating clients through complex processes to achieve successful outcomes. Dedicated to providing exceptional customer support and building strong relationships.
Overview
10
10
years of professional experience
Work History
Client Service Representative
Catholic Charities
Baltimore, MD
01.2023 - 04.2025
- Prepare and/or fill out documents for clients in Spanish and English (income letters, power of attorney, police report request forms, travel letters, government applications and other forms)
- Notarize documents
- Interview, screen and refer clients to appropriate programs
- Assist with the FRPS to complete family reunification services
- Complete background check and fingerprint services
- Translate Documents
- Complete change of venues for immigration cases
- Filled out unemployment applications and food stamp applications
- Created and improved client resumes and cover letters
Payroll Administrator
Towson University
Towson, MD
09.2022 - 12.2022
- Processed new and current hiring forms
- Assisted students and faculty with the completion of W-2 and MW507
- Indexed: hiring forms, direct deposit, and tax documents on the software perceptive concept
- Updated all work status information for both faculty and students on the software PeopleSoft
Centralized Account Representative
Mariner Finance
Baltimore, MD
09.2021 - 09.2022
- Conducted loan interviews over the phone in which I would upsell to reach the highest possible loan for the customer
- Negotiated the inclusion of various products that may be added onto the loan such as (life insurance, disability insurance, involuntary unemployment insurance, home and auto insurance)
- Analyzed credit and financial information
- Maintained a record of past due accounts to get them current once again
- Made recommendations to Branch manager and AVP to reconsider/adjust loan approvals
- Assisted customers on a daily in both English and Spanish with their account to make payments, answers any questions regarding their account, and assist them accruing any legal documents pertaining to their account
- Averaged around 24 loans monthly
- Trained new hires on how to operate the company’s systems, perform loan interviews and how to solicit new, former and current customers on acquiring funds through Mariner Finance
Bilingual RISK Agent
TTEC – Bank of America
Remote
04.2021 - 09.2021
- Operated using the systems LexisNexis, Visa Prepaid Administration System, Falcon, Client Administrative Tools and Services, Experian, Visa Online, AVS, Humanify, WFO, CTR, Avaya, and USP
- Assisted customers with unblocking their card when they had a declined transaction, when they needed to report fraudulent activity, had an inactive card, when they had a card that had been compromised, scanned clienteles acc for fraudulent trends, opened and resolved fraud cases on accounts, closed fraud blocks on accounts, helped update security information on accounts
- Performed High Risk Verification on clients
Office Assistant
Loyola Office of Research and Sponsored Programs
Baltimore, MD
09.2019 - 05.2021
- Filed faculty research grants, edited teacher research grants on PDF, filed CITI documents online, worked on IRB's, edited the school's website, and worked on editing and documenting grants
Bilingual Fraud Agent
TTEC – Bank of America
Remote
11.2020 - 04.2021
- Operated using the systems LexisNexis, Visa Prepaid Administration System, Falcon, Client Administrative Tools, and Services
- Assisted customers with unblocking their card when they had a declined transaction, when they needed to report fraudulent activity, had an inactive card or when they had a card that had been compromised
- Performed High Risk Verification on clients
Bilingual Customer Representative
TTEC – Bank of America
Remote
06.2020 - 11.2020
- Answered the phone on the Spanish and English line
- Assisted account holders with unlocking their account, identifying any fraudulent activity, guided them on how to change/update their information, making claims on purchases not authorized by them, assisting them with creating an account online, providing web support to their online account., informing future account holders on what the EDD card is for, and described the benefits and limitations to this card
Intern
East West Manufacturing
Atlanta, GA
09.2018 - 05.2019
- Filed documents, made orders on the Boss.net to Vietnam for customers in the United States, updated weekly order status reports, took account of the company's inventory and made sure that it was always stocked, ordered supplies for the company, worked on uploading documents to the Boss network, updated East West's weekly report.
Intern
Voya Financial Management
Atlanta, GA
09.2017 - 05.2018
- Analyze and monitored fixed income investment portfolios.
- Investigated data quality issues affecting analytics and risk metrics.
- Extracted and provided data for consultant & client investment data requests related to RFPs (Request for Proposal) and DDQs (Due Diligence Questionnaires)
- Generated reports used to conduct analyses of portfolio performance with focus on return, yields, duration.
- Leveraged Blackrock Aladdin tools (Prism and Green Package) and proprietary software to build data sets.
- Manipulated data in Excel into presentable formats for reporting purposes
Intern
Bennett Thrasher
Atlanta, GA
09.2016 - 08.2017
- Filed documents, made orders on the Boss.net to Vietnam for customers in the United States, updated weekly order status Entering and updating information, worked on excel by making guest lists, wrote notes on the company's system, organized the system, filed materials for applying admissions, entered information on Excel for the BT Foundation Program
- Filing health forms and 401k forms, entered data on Excel spreadsheets, Word documents, and PowerPoint.
Intern
Southern Gas Company
Atlanta, GA
09.2015 - 08.2016
- Processed index forms, noted down all calls, processed mail, filed contract forms, health forms, and retired forms, processed invoices, processed Contract index form, scanned and printed files, worked on Excel spreadsheets to enter workers compensation data.
Education
Bachelor of Science - Business Administration in International Business
Towson University
Baltimore, MD05.2025
Skills
- Microsoft Office Suite
- Data analysis and reporting
- Bilingual communication
- Social media management
- HTML and SQL basics
- Front office operations
- Investment software proficiency
- Negotiation and conflict resolution
- Account management strategies
- Customer support excellence
- Sales and relationship building
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Client Service Representative
Catholic Charities
01.2023 - 04.2025
Payroll Administrator
Towson University
09.2022 - 12.2022
Centralized Account Representative
Mariner Finance
09.2021 - 09.2022
Bilingual RISK Agent
TTEC – Bank of America
04.2021 - 09.2021
Bilingual Fraud Agent
TTEC – Bank of America
11.2020 - 04.2021
Bilingual Customer Representative
TTEC – Bank of America
06.2020 - 11.2020
Office Assistant
Loyola Office of Research and Sponsored Programs
09.2019 - 05.2021
Intern
East West Manufacturing
09.2018 - 05.2019
Intern
Voya Financial Management
09.2017 - 05.2018
Intern
Bennett Thrasher
09.2016 - 08.2017
Intern
Southern Gas Company
09.2015 - 08.2016
Bachelor of Science - Business Administration in International Business
Towson University
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