Leonardo De Jesus Barragan
Ocoee,FL
Summary
Experienced in financial operations and client support, emphasizing accuracy and attention to detail. Currently assists small business clients with fraud claims and account security, honing skills in investigation and discrepancy resolution. Background in customer service enhances problem-solving abilities and cross-team collaboration, ensuring efficient financial operations.
Overview
8
8
years of professional experience
Work History
Account Security & Claims (Small Business)
Truist
03.2025 - Current
- Guided small business clients through claims process after fraudulent activity, restoring account security and enhancing client trust.
- Work directly with customers during high-stress situations, providing clear communication and practical solutions to resolve account issues efficiently.
- Mentored and trained new team members on policies and procedures, fostering understanding of best practices for client support.
- Conducted internal meetings to review process updates and policy changes, ensuring compliance and aligning team on operational standards.
Processing Clerk
Costco Logistics
09.2021 - 07.2024
- Coordinated with multiple internal teams to resolve escalated cases, ensuring timely and effective resolution of complex service requests.
- Resolved delivery inquiries, order concerns, and purchase issues, enhancing customer satisfaction through focused assistance.
- Provided clear updates to customers and internal teams, supporting efficient operations and fostering positive client experiences.
- Verified delivery appointments, confirmed scheduling details, and maintained accurate records within company systems.
Grocery Clerk
Publix
06.2021 - 09.2021
- Delivered friendly, efficient service in fast-paced retail environment, guiding customers with product availability and store navigation to enhance shopping experience.
- Organized inventory and ensured compliance with stocking procedures, contributing to accurate record-keeping and operational efficiency.
- Maintained efficient work areas and utilized operational problem-solving to streamline workflows, supporting overall store operations.
Lead Customer Service Representative
Circle K
09.2018 - 03.2020
- Led front-end operations, collaborating cross-functionally to ensure consistent delivery of high-quality customer service.
- Resolved customer concerns promptly and professionally, contributing to a positive store environment.
- Handled cash transactions and balanced registers, ensuring accuracy in financial reporting through meticulous attention to detail.
Education
Associate Degree - Accounting
Valencia College
Orlando, FL08-2018
High School Diploma -
Ocoee High School
Ocoee, FL05-2018
Skills
- Fraud Detection Tools
- Fraud & Claims Assistance
- Data Analysis
- Data accuracy
- Operational Problem Solving
- Client Account Support
- Customer Relationship Management
- Process compliance
- Microsoft Office Suite
- Data entry
- Analytical Skills
- Attention to detail
- Cross-Team Collaboration
- Verbal communication
- Written communication
- Conflict Resolution
- Spanish
- English
Skills Strengths
English, Spanish, verbal communication, written communication, financial software, Microsoft Office Suite, data entry, Advanced typist, Analytical Skills, attention to detail, accuracy, Operational Problem Solving, Client Account Support, Fraud & Claims Assistance, Customer Relationship Management, Financial Transaction Accuracy, Process Compliance & Documentation, Cross-Team Collaboration, Conflict Resolution
Timeline
Account Security & Claims (Small Business)
Truist
03.2025 - Current
Processing Clerk
Costco Logistics
09.2021 - 07.2024
Grocery Clerk
Publix
06.2021 - 09.2021
Lead Customer Service Representative
Circle K
09.2018 - 03.2020
Associate Degree - Accounting
Valencia College
High School Diploma -
Ocoee High School