JENNY AGUILAR
Plano,USA
Summary
A position in the financial industry, with an emphasis on advising customers on loans or personal finance.
Results-oriented professional with a diverse background in office administration, customer service, and conflict resolution. Skilled in client interaction, issue resolution, sales, and financial counseling, with a Bachelor's in Psychology from the University of Texas at Arlington.
Overview
12
12
years of professional experience
Work History
Senior Advisor
Credit RP
Plano, TX
08.2018 - 06.2025
- Senior Advisor (10/2023 - 06/2025)
- - Managed interactions with high-value clients, focusing on motivation and retention to ensure successful program completion.
- - Resolved escalated client issues with empathy and effective discovery questioning techniques.
- - Offered financial counseling to assist clients with budgeting and navigating financial challenges.
- - Identified and communicated settlement terms and percentages that aligned with company standards.
- - Calculated and allocated necessary funds to finalize settlements.
- - Conducted follow-ups on client inquiries and secured client authorization for settlements when needed.
- Retention Specialist (04/2018 - 10/2023)
- - Developed and maintained relationships with a diverse customer base using courtesy, empathy, and active listening.
- - Educated customers and offered tailored solutions to meet their specific needs.
- Account Manager (08/2018 - 04/2018)
- - Utilized a consultative selling approach, demonstrating empathy and educating potential members on the benefits of a debt resolution program.
- - Overcame objections and successfully closed sales within one to two calls.
- - Applied sales skills such as overcoming objections, probing questions, delivering benefit statements, assuming sales, and building rapport to drive sales and retain business.
CUSTOMER SERVICE
NERIUM INTERNATIONAL LLC
Addison, TX
01.2016 - 06.2018
- Responded to customer inquiries through phone, email, and chat
- Resolved product-related issues efficiently
- Processed orders and managed returns
- Stayed updated with current product knowledge
- Recorded customer interactions in the CRM system
- Assisted in training new team members
- Collaborated with other departments to develop customer solutions
- Identified opportunities for service improvement
Customer Service Representative
The Pisa Group
Richardson, TX
08.2015 - 12.2015
- Resolved customer inquiries through effective communication and problem-solving techniques.
- Processed orders and managed returns with a focus on accuracy and efficiency.
- Trained new team members on customer service protocols and company policies.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Office Administrative
Royal Digital Imaging
Arlington, TX
09.2013 - 02.2014
- Managed various customer service and administrative duties to ensure timely issue resolution
- Coordinated with vendors regarding backorder availability, future inventory, and special orders
- Processed daily invoices and issued renewed invoices to clients
- Maintained cleanliness and organized presentation of both the stockroom and showroom
Education
Bachelor's Degree - Psychology
University of Texas At Arlington
Arlington, TXSkills
- Financial advising
- Client engagement
- Conflict resolution
- Goal setting
- Sales strategy
- Negotiation
Awards
Psi Chi Honors Society
Languages
Spanish
Timeline
Senior Advisor
Credit RP
08.2018 - 06.2025
CUSTOMER SERVICE
NERIUM INTERNATIONAL LLC
01.2016 - 06.2018
Customer Service Representative
The Pisa Group
08.2015 - 12.2015
Office Administrative
Royal Digital Imaging
09.2013 - 02.2014
Bachelor's Degree - Psychology
University of Texas At Arlington