Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lizbeth Saavedra

Fort Lauderdale,FL

Summary

Dynamic professional with a proven track record excelling in customer service and sales. Expert in industry regulations and trends, with a flair for resolving issues promptly, enhancing client relationships. Skilled in multitasking and hospitality service, with a bilingual edge in Spanish. Demonstrates an engaging personality and a problem-solving aptitude, driving success and performance improvements.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Financial Services Representative

Alliance Fnancal Group
01.2022 - Current
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.
  • Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
  • Conducted financial planning workshops, empowering clients with knowledge to make informed investment decisions.

Server

Village Cafe
03.2019 - Current
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
  • Served food and beverages promptly with focused attention to customer needs.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Provided attentive service during high-volume periods without sacrificing attention to detail or guest rapport.
  • Maintained a clean and orderly dining area for an enjoyable guest experience.
  • Consistently met or exceeded performance goals related to sales targets, customer satisfaction ratings, and order accuracy.

Server

Vitolo
11.2023 - 12.2024
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
  • Cultivated warm relationships with regular customers.
  • Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.
  • Developed strong rapport with regular customers through genuine hospitality efforts leading to repeat business.

Mortgage Loan Originator

Norwich Commercial Group, Inc.
12.2021 - 07.2022
  • Worked with underwriters to fix application problems and resolve issues.
  • Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
  • Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
  • Maintained up-to-date knowledge of industry regulations, changes, and trends to provide accurate advice to clients.

Financial Services Representative

PFS Investments, INC
07.2017 - 09.2021
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Leveraged financial planning software to create scenarios that helped clients understand potential investment outcomes.
  • Increased client retention with personalized follow-up calls and quarterly reviews to discuss portfolio performance.


Education

Bachelor of Science - Biology And Chemistry

Florida International University
Miami, FL
06-2017

Associate of Science - Biology

Broward College
Fort Lauderdale, FL
05-2014

Skills

  • Highly reliable, organized and efficient
  • Engaging personality
  • Strong work ethic
  • Attention to Detail
  • Liquor, beer, and wine knowledge
  • Hospitality service expertise
  • Excellent communication skills
  • Problem-Solving aptitude
  • Fluency in Spanish and Eglish
  • Skilled at juggling a diverse workload both in fast-paced, high-pressure environments

Certification

  • Licensed Insurance Agent/Broker - Florida Department of Insurance. Lic. # W333526
  • Securities Industry Essentials (SIE) Licenced -FINRA
  • Certified Notary
  • Food and Beverage Certification # 1752486

Timeline

Server

Vitolo
11.2023 - 12.2024

Financial Services Representative

Alliance Fnancal Group
01.2022 - Current

Mortgage Loan Originator

Norwich Commercial Group, Inc.
12.2021 - 07.2022

Server

Village Cafe
03.2019 - Current

Financial Services Representative

PFS Investments, INC
07.2017 - 09.2021

Bachelor of Science - Biology And Chemistry

Florida International University

Associate of Science - Biology

Broward College

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Lizbeth Saavedra