LIZ GAMERO GUEVARA

• Knowledgeable Financial Services Associate with over 15 years of experience helping clients choose the best investment and insurance policies.
• Accurate and detail-oriented with outstanding computational abilities. Talented in preparing, reviewing and analyzing financial statements.
• Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals.
• Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
• Detail-oriented Financial Services Coordinator with 2 years of expertise. Professional individual with a strong eye for detail and comprehensive experience with business planning for start-ups.
• Adept at developing complex financial reports and auditing financial data. Resourceful Financial Services Manager adept at managing operations of financial services firms and consistently increasing sales while mitigating risks.
• Goal-oriented and direct to 4 employees across sales, operations and finance. Talented at leading financial operations, fiscal management and producing accurate financial and accounting reports.
• Reliable Financial Services Associate versed in reviewing and interpreting financial policies and regulations. In-depth knowledge of financial systems controls and accounting procedures.
• Proficient in data entry and word processing. Result-driven Financial with strong background in customer service, financial planning and sales.
• Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
• To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

• Supervised team of 4 staff members.
• Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
• Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
• Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
• Customer Relations - Earned highest marks for customer satisfaction, company-wide.
• Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
• Used Microsoft Excel to develop inventory tracking spreadsheets.
• Supervised team of 4 staff members.

• Risk analyst BBVA - 1 year .

I like the yoa because it helps me internalize my emotions and think in the moment.