Overview
Work History
Education
Skills
Certification
Timeline
Generic

Geisha Santiago

Lowell,Ma

Overview

17
17
years of professional experience
1
1
Certification

Work History

Collection Specialist

City Of Nashua
09.2024 - Current
  • Provided exceptional customer service while resolving disputes, resulting in improved customer satisfaction ratings for the department.
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
  • Negotiated payment plans with customers, prioritizing account resolution and maintaining professionalism throughout interactions.
  • Maintained high volume of calls and met demands of busy and productive group.
  • Achieved timely resolution of delinquent accounts by maintaining open communication lines with clients and diligently following up on payment promises.
  • Developed strong relationships with external agencies to facilitate efficient coordination during escalated collection efforts or legal proceedings involving delinquent accounts.
  • Monitored accounts receivable aging reports, proactively initiating collection efforts on past-due accounts to minimize losses.
  • Leveraged advanced collection software to optimize workflow, enabling faster and more accurate tracking of account statuses.
  • Acted as a liaison between clients and internal departments, coordinating efforts to resolve billing discrepancies and expedite payment processing.
  • Maintained detailed records of all collection activities, ensuring compliance with company policies and federal regulations.
  • Resolved customer disputes and disagreements through professional, calm communication to find mutually beneficial solutions.
  • Collected on delinquent accounts to reduce overdue balances.
  • Documented customer payment interactions and account statuses for future reference.

Tax Preparer-Seasonal

Jackson Hewitt
01.2024 - 04.2025
  • Completing and filing tax documents with appropriate agencies, like the IRS and state government entities
  • Collecting relevant financial records, including pay stubs and income statements
  • Inputting data from financial records into tax return software

Administrative Assistant/Bookkeeper

DIO's Accounting Group
01.2024 - 07.2024
  • Provide administrative support to managing accountant, including calendar management and travel arrangements
  • Data Entry for client contact information
  • Assist in the preparation of financial reports, including balance sheets, income statements, and cash flow statements
  • Track expenses of clients for profit/loss reports
  • Managed inventory levels and order office supplies as needed, optimizing cost-effectiveness
  • Quickbooks Certified

Banking Specialist II

Reading Cooperative Bank
08.2021 - 01.2024
  • Meet Sales and referral goals, as well as refer customers to business partners
  • Identify consumer and business product and services opportunities while offering solutions
  • Service customers inquiries relating to deposits, financial transactions, and problem resolutions
  • Mainting cash levels within branch level
  • Adhering to both state and federal agencies banking regulations
  • Ensured adherence to company security protocols, maintaining strict confidentiality of sensitive customer information.

Senior Relationship Banker/ Business Specialist

Santander Bank
11.2015 - 08.2021
  • Fostered a positive customer experience by delivering exceptional service and addressing client concerns with professionalism
  • Ensured compliance with regulatory requirements and internal policies while processing financial transactions and applications
  • Achieved quarterly sales targets through proactive outreach and relationship-building activities
  • Advised small business owners on financial products and services, including business loans, lines of credit, and merchant services
  • Deepen customer relationship, resulting in increase in deposits and loan amounts

Member Service Representative

Jeanne D'Arc Credit Union
03.2012 - 11.2015
  • Adhered to regulatory requirements and internal policies while processing transactions and maintaining member confidentiality
  • Promoted credit union services and products through proactive cross-selling and upselling techniques, achieving monthly sales goals and meeting member financial needs
  • Assisted members with account maintenance
  • Provided personalized service to credit union members, addressing inquiries and resolving issues related to accounts, loans, and financial services.
  • Processed member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and account transfers

Store Lead

Walgreens
10.2008 - 03.2012
  • Provided exceptional customer service by greeting and assisting customers promptly and courteously.
  • Answered customer inquiries regarding products, promotions, and store policies knowledgeably and efficiently
  • Managed inventory levels by monitoring stock levels and assisting with receiving and stocking shipments
  • Managed and directed team operations, effectively assigning and overseeing daily responsibilities

Education

Business Administration

Middlesex Community College
Lowell, Ma

Skills

  • Skills: Microsoft Office (Excel, Word, PowerPoint)
  • Bilingual: Proficient in Spanish

Certification

Massachusetts Notary Public

Timeline

Collection Specialist

City Of Nashua
09.2024 - Current

Tax Preparer-Seasonal

Jackson Hewitt
01.2024 - 04.2025

Administrative Assistant/Bookkeeper

DIO's Accounting Group
01.2024 - 07.2024

Banking Specialist II

Reading Cooperative Bank
08.2021 - 01.2024

Senior Relationship Banker/ Business Specialist

Santander Bank
11.2015 - 08.2021

Member Service Representative

Jeanne D'Arc Credit Union
03.2012 - 11.2015

Store Lead

Walgreens
10.2008 - 03.2012

Business Administration

Middlesex Community College

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Geisha Santiago