Jorge Morales_Rosario
Buffalo,NY
Summary
Customer-focused professional experienced in selling technical solutions to business-to-business clients. Demonstrates a strong ability to research and understand complex customer needs, proposing and explaining optimal solutions. Builds long-term, mutually beneficial relationships with key customers.
Overview
10
10
years of professional experience
Work History
Business Sales Consultant
New Wave Energy Services
Buffalo, NY
07.2024 - 09.2024
- Developed marketing strategies to increase sales and customer base.
- Identified new business opportunities through market research, competitive analysis and industry trends.
- Conducted presentations to potential customers to demonstrate product features and benefits.
- Researched and identified potential customers.
Collector Agent
First Direct Mediation Inc
Buffalo, NY
04.2024 - 05.2024
- Verified customer accounts to ensure accuracy of information and payment status.
- Processed payments by phone, mail, or online banking systems.
- Negotiated repayment plans with customers in order to bring past due accounts current.
- Provided customer service support regarding issues such as billing inquiries, payment arrangements.
- Implemented collection strategies to maximize recovery rates.
- Set up and monitored payment plans and processed payments.
Collection Specialist
Capitol Management Group
Buffalo, NY
04.2023 - 04.2024
- Reviewed accounts for past due balances and contacted customers to arrange payment plans or collect payments.
- Developed solutions to resolve customer payment disputes or discrepancies.
- Maintained accurate records of all collection activities in the computer system.
- Received payments and posted amounts to customer accounts.
- Identified delinquent accounts and initiated appropriate collection action in accordance with the company's policies.
- Analyzed customer creditworthiness, financial condition, and account history to determine appropriate collection action.
- Negotiated repayment terms with customers based on their individual circumstances.
- Handled incoming calls from customers regarding account status, billing inquiries, payment arrangements.
Collection Specialist
First Source LLC
Buffalo, NY
10.2020 - 03.2022
- Reviewed accounts for past due balances and contacted customers to arrange payment plans or collect payments.
- Developed solutions to resolve customer payment disputes or discrepancies.
- Identified delinquent accounts and initiated appropriate collection action in accordance with the company's policies.
- Analyzed customer creditworthiness, financial condition, and account history to determine appropriate collection action.
- Maintained accurate records of all collection activities in the computer system.
- Handled incoming calls from customers regarding account status, billing inquiries, payment arrangements.
- Processed returned checks promptly according to established procedures.
- Secured payments by following up with customers which disregarded promise to pay.
- Received and submitted payments and applied amounts to customer balances.
- Reviewed overdue accounts to schedule contact dates for follow-up phone calls.
- Collaborated with team members to meet or exceed collection goals.
- Managed high-volume call lists to contact debtors and secure payments.
- Updated collection databases and systems with payment arrangements and notes.
- Answered customer questions regarding account discrepancies or problems.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Recorded information about status of collection efforts.
Assistant Manager
Dijune's Liquor Store
Rochester, NY
04.2018 - 01.2019
- Monitored employee attendance records, timekeeping, and payroll information.
- Ensured compliance with safety regulations and company policies.
- Managed customer service inquiries and complaints in a timely manner.
- Delegated work to staff, setting priorities and goals.
Cashier Shift Manager
Fast Trac
Rochester, NY
04.2018 - 01.2019
- Greeted customers and answered any questions they had about the store's products and services.
- Verified that customers were of legal age to purchase alcohol or tobacco products.
- Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
- Counted money in cash drawer at the beginning of shift to ensure that amounts were correct and have sufficient change.
- Issued receipts, refunds, credits or change due to customers.
- Stocked shelves with merchandise when needed.
- Answered customer inquiries regarding store policies and procedures.
- Processed returns and exchanges of merchandise in accordance with store policies.
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
- Provided excellent customer service while promoting loyalty programs to increase sales potential.
- Kept records of purchases; maintained orderly appearance of checkout area; restocked supplies as needed.
- Answered customer questions and provided store information.
- Identified needs of customers promptly and efficiently.
- Conferred with management and subordinates to resolve problems or complaints.
- Enforced company policies, answered coworkers' questions and trained new personnel.
Store Manager
Express Mart
Rochester, NY
03.2015 - 02.2018
- Conducted daily store operations, including opening and closing procedures and cash handling.
- Monitored inventory levels and placed orders to restock shelves.
- Established customer service standards and monitored staff compliance.
- Resolved customer complaints in a timely manner.
- Organized promotional events to increase product awareness.
- Recruited, trained and supervised new employees.
- Ensured compliance with safety regulations and company policies.
- Analyzed financial data to identify areas of improvement.
- Maintained accurate records of employee performance reviews.
- Created weekly work schedules for store personnel.
- Performed regular price checks to ensure competitive pricing.
- Managed daily banking activities such as deposits and withdrawals.
- Developed relationships with suppliers to negotiate better prices.
- Trained and mentored associates to teach daily tasks and procedures.
- Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
- Managed inventory tracking and physical inventory counts to minimize loss.
- Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
- Delivered excellent customer service and adhered to standard practices to maximize sales and minimize shrinkage.
- Enhanced customer satisfaction and store operations through relationship building and daily problem-solving.
- Built customer confidence by actively listening to concerns and complaints and quickly resolving issues.
- Updated and maintained store signage and displays.
- Strengthened work flow productivity by hiring, managing and developing top talent.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Education
Associate of Business Administration -
Bryant And Stratton College
Getzville, NY06-2015
High School Diploma -
Kenmore West Senior High School
Buffalo, NY01-2012
Skills
- Client acquisition
- Closing deals
- Territory Management
- Competitive Analysis
- Performance Tracking
- Industry Expertise
- Multitasking
- Self Motivation
- Task Prioritization
- Adaptability and Flexibility
- Organizational Skills
- Professionalism
- Time management abilities
- Problem-Solving
- Reliability
- Active Listening
- Sales process engineering
- Time Management
- Excellent Communication
- Team Collaboration
- Analytical Thinking
- Continuous Improvement
- Effective Communication
Languages
Spanish
Professional
English
Professional
Timeline
Business Sales Consultant
New Wave Energy Services
07.2024 - 09.2024
Collector Agent
First Direct Mediation Inc
04.2024 - 05.2024
Collection Specialist
Capitol Management Group
04.2023 - 04.2024
Collection Specialist
First Source LLC
10.2020 - 03.2022
Assistant Manager
Dijune's Liquor Store
04.2018 - 01.2019
Cashier Shift Manager
Fast Trac
04.2018 - 01.2019
Store Manager
Express Mart
03.2015 - 02.2018
Associate of Business Administration -
Bryant And Stratton College
High School Diploma -
Kenmore West Senior High School
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