Luis Cordero
Charlotte,NC
Summary
Results-driven professional with over ten years of experience in sales and service environments, including six years of supervisory and managerial roles. Expertise in forecasting, data analytics, and reporting. Skilled in project management, Salesforce, Tableau, SQL, and SaaS. Proven ability to excel both independently and in team settings.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Supervisor
Amazon
03.2021 - Current
- Liaison between associates and management to resolve conflicts
- Managed a team of 30 associates across three shifts, ensuring daily metrics are met
- Trained new hires and maintained high morale in a fast-paced environment
- Assigned warehouse projects to maximize efficiency
- Conducted quality control checks and audits
- Handled Call escalations including situations involving fraud on banking accounts as well as credit and debit cards.
External Fraud Investigator
Wells Fargo
10.2022 - 04.2023
- Investigated suspected fraud transactions, identifying victims and suspects
- Conducted interviews via phone and email to gather insights on transactions
- Created Excel spreadsheets with macros, tables, and charts for research support
- Produced detailed reports with recommendations for management
- Ensured compliance with laws and regulations such as BSA and Regulation E.
Platform Support/Data Analyst
Adhesion Wealth Management
02.2022 - 10.2022
- Supported advisors with tutorials and training via Zoom and PowerPoint
- Collaborated with custodians on services for advisors and clients
- Provided guidance on tax harvesting, corporate actions, and fund custody
- Managed account maintenance, including cash management and investment changes
- Led team meetings and facilitated project tasks.
Senior Business Development/Procurement Partner
Red Classic/Coca-Cola Consolidated Inc.
05.2018 - 02.2022
- Onboarded new business through prospecting and identifying decision-makers
- Managed large customer accounts, consistently exceeding revenue and margin metrics
- Fostered strong client relationships through regular communication
- Collaborated on contract negotiations and compliance adherence
- Processed billing, reconciliation, and recordkeeping for clients.
Senior Client Service Analyst
LPL Financial
Fort Mill, SC
01.2014 - 07.2017
- Provided support to financial advisors and assistants via phone and email
- Generated reports on corporate actions and provided insights to clients
- Ensured service level agreements were met through effective team management
- Produced forecasting reports using Tableau
- Served as a Subject Matter Expert and provided training on ClientWorks Platform.
Client Services Team Lead
Wells Fargo Advisors
11.2011 - 01.2014
- Led the department in sales and referral profits
- Implemented sales training and coaching programs
- Conducted progress reports and tailored development plans
- Assisted with special projects and acted as interim supervisor as needed.
Banker Coach/Supervisor
Wells Fargo
09.2010 - 11.2011
- Provided training and support to new hires
- Monitored and coached bankers to meet performance goals
- Conducted shift huddles and created progress reports
- Ensured compliance with banking regulations and policies.
- Managed complex escalations including potential fraud activity, professionally and ethically, balancing risk reduction with customer service considerations.
Education
Skills
- Project Management
- Agile
- Salesforce
- Tableau
- Structured Query Language (SQL)
- Software as a Service (SaaS)
- Customer Focus
- Training & Coaching
- Data Analytics
- Employee Motivation
- Complex Problem-Solving
- Operations Management
- Process Improvement
Certification
[Your Certifications Here]
Timeline
External Fraud Investigator
Wells Fargo
10.2022 - 04.2023
Platform Support/Data Analyst
Adhesion Wealth Management
02.2022 - 10.2022
Supervisor
Amazon
03.2021 - Current
Senior Business Development/Procurement Partner
Red Classic/Coca-Cola Consolidated Inc.
05.2018 - 02.2022
Senior Client Service Analyst
LPL Financial
01.2014 - 07.2017
Client Services Team Lead
Wells Fargo Advisors
11.2011 - 01.2014
Banker Coach/Supervisor
Wells Fargo
09.2010 - 11.2011