Marilu Diaz
Houston,TX
Summary
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
4
4
years of professional experience
Work History
Account Executive I
Homebase
02.2024 - Current
- Work independently and collaboratively as part of various teams within your assigned geography to close sales, win business, and reach sales goals.
- Built relationships with customers and community to promote long term business growth.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Consulted with businesses to supply accurate product and service information.
Customer Success Representative
Homebase
11.2022 - 02.2024
- Maintained up-to-date knowledge of product and service changes.
- Educated customers about billing, payment processing and support policies and procedures.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Sought ways to improve processes and services provided.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Loan Officer Assistant
Matador Lending
11.2020 - 11.2022
- Sales skills to sell loan-processing services to customers.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Assembled important paperwork and disclosures for borrower.
- Answered inquiries and provided superior customer service to clients.
Education
Associate in Business Administration -
University of Texas at San Antonio
05.2016
High School Diploma - undefined
Elsik High School
06.2014
Skills
- Customer Relationship Management (CRM)
- Product knowledge
- Collaborative Work
- Zoho
- Salesforce
- Bilingual - Spanish
- Customer Service
- Lead Generation
- Account Servicing
- Pipeline Management
- Sales target monitoring
Timeline
Account Executive I
Homebase
02.2024 - Current
Customer Success Representative
Homebase
11.2022 - 02.2024
Loan Officer Assistant
Matador Lending
11.2020 - 11.2022
Associate in Business Administration -
University of Texas at San Antonio
High School Diploma - undefined
Elsik High School
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