Fergie Bueso
Reisterstown,MD
Summary
Detail-oriented individual with problem-solving and analytical skills seeking the position as Purchasing Agent at NIH. Dedicated to customer loyalty and satisfaction. Responsible and dedicated Customer Service Representative with extensive experience in the finance industry. Gifted at working with all types of customers.
Overview
2
2
years of professional experience
Work History
Spanish Interpreter
Baltimore County Public Schools
Towson, MD
09.2023 - Current
- Facilitated communication between Spanish speaking individuals and English speaking organizations.
- Conducted client interviews in Spanish to ensure a thorough understanding of their needs.
- Provided guidance on cultural differences when communicating with people from diverse backgrounds.
- Interpreted phone conversations between people who spoke different languages fluently.
- Maintained confidentiality of data during interpreting sessions due to sensitive nature of discussions.
- Assisted non-profit organizations in communicating with Spanish-speaking communities during outreach and support initiatives.
Finance Secretary
Owings Mills Foursquare Church
Owings Mills, MD
01.2022 - Current
- Responsible for purchasing supplies, materials, tools and equipment needed for the church.
- Evaluated proposals from vendors on a regular basis to ensure cost effectiveness.
- Negotiated contracts with vendors to secure the best possible prices for goods and services.
- Coordinated with finance and accounting to ensure timely payments to suppliers.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Monitored cash flows and prepared weekly cash projections.
- Reported on financial results including balance sheets, income statements, cash flow statements.
- Performed general ledger reconciliations on a timely basis.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
Consumer Loan Specialist
Point Breeze Credit Union
Hunt Valley, MD
12/18/17 - 07.2023
- Collected and reviewed documentation from borrowers and converted to paperless format and mastered rate sheets, product codes and load price adjustments to calculate rates and fees.
- Managed communication between client and lending institution, explained refinancing options and insurance protection products and verified complete data on-hand to fund loans.
- Built relationships with clients and used knowledge of consumer marketplace, products and finance to fully understand clients' personal plans and introduced suitable loan services.
- Analyzed potential marketing opportunities to develop future business prospects and build pipelines and supported offsite and outbound promotions and sales campaigns.
- Prequalified borrowers based on credit criteria and offered debt counseling and financial education to clients and potential clients to help attain loan qualification.
- Locked loans in system with agreed-upon terms and managed locked pipelines through funding process.
- Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Submitted loan applications to underwriter for verification and recommendations.
- Analyzed applicants' financial status and credit and property evaluation to determine feasibility of granting loan.
- Performed daily maintenance of loan applicant database.
- Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
Call Center Representative
Point Breeze Credit Union
Hunt Valley, MD
12/18/17 - 10.2019
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
- Answered, screened and processed high volume of calls daily with call management system and web-based communications.
- Process wires of large amounts.
- Maintained strong call control and quickly worked through scripts to address problems.
- Updated customer accounts, addresses and contact information within call management databases.
- Navigated through computer systems to review information and respond appropriately to callers.
- Offered resolutions to de-escalate calls and solve customer issues.
- Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
- Handled escalated customer service concerns to preserve customer satisfaction and maintain long-term business relationships.
- Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
Insurance Sales Agent
State Farm
Owings, MD
05/01/15 - 12/18/17
- Responded to inquiries and explained product features and service advantages to potential customers.
- Upsold products to policyholders and potential new clients.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Offered policy guidance and management to promote asset protection.
- Pursued continued professional development through insurance workshops, course and webinars.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
- Exceeded company sales goals for new policies.
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
Education
Associate of Science - Legal Studies
The Community College of Baltimore County
06.2017
Skills
- Customer Service
- Account Management
- Data Entry
- Call Control Skills
- Providing Customer Support
- Accounts Receivable
- Bookkeeping
Timeline
Spanish Interpreter
Baltimore County Public Schools
09.2023 - Current
Finance Secretary
Owings Mills Foursquare Church
01.2022 - Current
Consumer Loan Specialist
Point Breeze Credit Union
12/18/17 - 07.2023
Call Center Representative
Point Breeze Credit Union
12/18/17 - 10.2019
Insurance Sales Agent
State Farm
05/01/15 - 12/18/17
Associate of Science - Legal Studies
The Community College of Baltimore County
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