Miguel Perez
Forney,TX
Overview
4
4
years of professional experience
Work History
Financial Service Representative
World Finance
Dallas, TX
03.2025 - Current
- Greet and assist clients in a professional and welcoming manner.
- Answer and manage multi-line phone system.
- Process payments and handle confidential financial documents.
- Maintain accurate client records and digital filing systems.
- Assist with loan documentation and data entry.
- Schedule client appointments and follow-ups.
- Ensure compliance with company policies and privacy standards.
Team Member
Braums
Terrell, TX
03.2022 - 02.2025
- Facilitated daily operational processes to maintain high standards of service and customer satisfaction.
- Maintained orderly and sanitary work environments to comply with health regulations.
- Worked alongside team members to enhance efficiency in food preparation processes.
Education
Associate of Arts Degree - undefined
Eastfield College
Dallas, TXSkills
- Professional phone etiquette
- Confidential document handling
- Data entry
- Scheduling and calendar management
- Detailed oriented
- Organized
- Quick learner
Languages
Spanish (Fluent)
ADDITIONAL INFORMATION
Technical: Microsoft Office (Word, Excel, Outlook)
Eligibility
Eligible to work in the US with no restrictions
Timeline
Financial Service Representative
World Finance
03.2025 - Current
Team Member
Braums
03.2022 - 02.2025
Associate of Arts Degree - undefined
Eastfield College