Hi, I’m
Francine Esparza
Corona,CA
Summary
A highly motivated employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
11
years of professional experience
Work History
PFS InvestmentsTulsa, OK
Regional Manager
08.2019 - 11.2023
Job overview
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Coordinated and participated in group presentations on financial services to attract new clients.
- Offered a diversified set of solutions and a full scope of investment products and services to meet clients' best interests.
- Promoted business to increase customer base and grow revenue.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Facilitated client meetings with comprehensive investment strategy planning.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.
USPSWest Fork, AR
PTF Clerk
01.2018 - 08.2019
Job overview
- Sorting all mail for the day for carriers, ensuring that customers received all packages and mail
- Cashier and customer service, completing all reports necessary to the main oce of all completed scans and reports.
- Sold stamps, tracking services, and insurance to customers.
- Operated cash registers accurately and efficiently while processing customer transactions.
- Provided excellent customer service at all times by addressing individual needs promptly and courteously.
- Obtained receipts for registered and certain insured mail.
- Assisted customers with product selection, order placement and returns.
- Set goals and operating procedures that maximized employee effectiveness.
- Answered customer inquiries via phone or email in a timely manner, providing accurate information as needed.
- Processed payments and handled cash using point of sale (POS) computer system.
Coca ColaOntario, CA
Dispatch Lead
06.2012 - 02.2015
Job overview
- Performed routine clerical, secretarial, dispatching, and administrative support in answering telephones, providing customer assistance, data processing, and record keeping; communicated with outside carriers, scheduled timely pickups and ensured all loads were delivered on time
- Organized and processed all BOL's
- Approved and adjusted time sheets for vacation time, sick leave, straight time and mileage.
- Mentored junior team members and managed employee relationships.
- Reviewed incoming requests from customers to ensure they meet company standards and expectations.
- Recorded and maintained files or records of customer requests, work or services performed.
- Conducted regular meetings with team members to discuss goals, objectives, deadlines.
- Worked with routing specialists, route managers and service department to optimize routes.
- Scheduled or dispatched workers, equipment or service vehicles to locations using radios or telephones.
- Set schedules, implemented new policies and worked with managers to optimize operational procedures and establish clear objectives.
Education
University of Phoenix
Bachelors Business Administration
12.2023
Art Institute of Inland Empire
Pastry Chef
12.2017
United Education Institute
Medical Billing & Insurance Coding
07.2016
Skills
- Conflict Resolution
- Empathy
- Funding Education
- Developing Financial Plans
- Client Relations
- Pipeline Management
- Sales Follow-Up
- Business Development
- Budget Compliance
- Lead Generation
- Critical thinking
- Reliable & trustworthy
- Planning & organizing
- People skills
- Good work ethic
References
References available upon request.
Timeline
Regional Manager
PFS Investments
08.2019 - 11.2023
PTF Clerk
USPS
01.2018 - 08.2019
Dispatch Lead
Coca Cola
06.2012 - 02.2015
University of Phoenix
Bachelors Business Administration
Art Institute of Inland Empire
Pastry Chef
United Education Institute
Medical Billing & Insurance Coding
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