Luisa Arteaga
Antioch,TN.
Summary
Highly trained Account Specialist offering excellent skills in customer account oversight, collections, and analyzing month-end and PCL reports, and time management. Looking to bring further success through excellent attention to detail.
Overview
4
4
years of professional experience
Work History
Customer Accounts Specialist ll
Caterpillar Financial
03.2022 - Current
- Collaborated across departments to resolve customer-related issues.
- Built trusting relationship with customers, secured on-time payments and collected on delinquent accounts with tailored payment plans.
- Participated in month end reporting for whole department and generated accurate, insightful reports for management.
- Updated PCL reports for team by analyzing customer's past due reportables and other factors.
- Successfully managed a portfolio of over $500M and exceeded goals by around $6M each month.
Customer Relations Representative
Caterpillar Financial
12.2020 - 02.2022
- Conducted research for misapplied payments and inquiries regarding titles, PIF, and lien releases by creating cases in Salesforce and assigning to correct queue.
- Responsible for working cases such as late fee waiver cases, MCF portal cases, and recon cases in timely manner.
- Delivered precise and timely instructions for applying cash to contracts such as reversal forms and cash application forms.
- Communicated with customers to assess and address individual needs, providing timely and quality support.
Customer Service Representative
Tractor Supply Company
12.2019 - 04.2020
- Processed orders, returns, and exchanges for customers via TSC portal and worked with Tractor Supply stores to help customers locate pick-up orders/lost orders.
- Documented, researched and resolved customer service issues.
- Worked with tax exempt customers to find out if certain products were tax exempt and emailed end of year tax return itemized statements.
- Answered inquiries regarding Tractor Supply rewards program.
- Articulated product benefits and created solutions to provide value to customer, expanding on communication skills.
Education
BBA - International Business
Trevecca Nazarene University
Nashville, TN.BBA - International Business
Lipscomb University
Nashville, TN.12.2020
Skills
- 3 years of customer service experience
- Ability to communicate well and work well with others
- Quick to learn and always proactive
- Extensive knowledge of collections and collection techniques
- Knowledgeable of CFSC's financing and leasing products
- Ability to apply data collection and analysis skills
Timeline
Customer Accounts Specialist ll
Caterpillar Financial
03.2022 - Current
Customer Relations Representative
Caterpillar Financial
12.2020 - 02.2022
Customer Service Representative
Tractor Supply Company
12.2019 - 04.2020
BBA - International Business
Trevecca Nazarene University
BBA - International Business
Lipscomb University
Similar Profiles
Marisa CokeMarisa Coke
Customer Service Representative at Caterpillar FinancialCustomer Service Representative at Caterpillar Financial
Andrea PoindexterAndrea Poindexter
Financial Analyst at Caterpillar FinancialFinancial Analyst at Caterpillar Financial
Ranjith Menon TRanjith Menon T
Accountant II at Caterpillar Financial Services India Private LimitedAccountant II at Caterpillar Financial Services India Private Limited
Taezia VinsonTaezia Vinson
Customer Service/Remote at Goodnight Stay Vacation Rental CompanyCustomer Service/Remote at Goodnight Stay Vacation Rental Company
Brenda SeayBrenda Seay
Family Support Specialist at Health Connect AmericaFamily Support Specialist at Health Connect America