LUIS GUTIERREZ
Glendale,AZ
Summary
Goal-oriented recruiting professional motivated to achieve demanding targets under tight deadlines. Proficient in developing and overseeing diverse candidate pipelines, marketing plans and advertising strategies.
Overview
9
9
years of professional experience
Work History
Sr. Experience Specialist
Desert Finanacial Credit Union
Glendale, AZ
07.2021 - Current
- Identified and reported on utilization patterns to enhance quality of service delivery.
- Accomplished multiple tasks within established timeframes.
- Assisted customers with banking transactions, identified and serviced customer needs and resolved issues.
- Assisted with complex transactions using overrides and functions requiring additional authorization levels.
Bilingual Customer Service Representative
Lincoln Heritage Life Insurance Company
Phoenix, AZ
02.2017 - 10.2020
- Provided an elevated customer experience to generate a loyal clientele
- Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot, and upselling a better insurance policy
- Experience conducting team to achieving company goals and achieving them
- Experience assisting management in completing large data analytic projects.
- Identified and responded to customer requests and concerns through email, online chat and phone for both English and Spanish-speaking customers.
- Resolved concerns with products or services to help with retention and drive sales
Accounts Receivable Specialist
CVS Healthcare CO
Phoenix, AZ
08.2016 - 01.2017
- Receive payments and post amounts paid to customer accounts
- Answer customer questions regarding problems with their accounts
- Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Operations Control Analyst
Bank of America Co
Phoenix, AZ
09.2014 - 08.2016
- Report large currency transactions to the IRS
- Investigate possible money laundering
- Create and analyze reporting tools to increase efficiency while driving results in real time for team performance and personal goals.
- Established, maintained and improved base of financial controls, building, documenting and executing repeatable accounting processes.
Sales Service Specialist
Bank of America Co
Phoenix, AZ
01.2012 - 09.2014
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips
- Order a supply of cash to meet daily needs
- Monitor bank vaults to ensure cash balances are correct
- Carry out special services for customers, such as ordering bank cards and checks
- Resolve problems or discrepancies concerning customers' accounts
- Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities
- Process loan applications.
Education
High School Diploma -
Glendale High School
Glendale, AZ05.2010
Skills
- Data and Trend Forecasting
- Staff Management
- Policies and procedures
- Strategic planning
- Lead prospecting
- Account servicing
- Network development
- Social Perceptiveness
- Team Building Leadership
- Business Relationship Management
Languages
Spanish
Native or Bilingual
Timeline
Sr. Experience Specialist
Desert Finanacial Credit Union
07.2021 - Current
Bilingual Customer Service Representative
Lincoln Heritage Life Insurance Company
02.2017 - 10.2020
Accounts Receivable Specialist
CVS Healthcare CO
08.2016 - 01.2017
Operations Control Analyst
Bank of America Co
09.2014 - 08.2016
Sales Service Specialist
Bank of America Co
01.2012 - 09.2014
High School Diploma -
Glendale High School