Nancy Rangel
Dallas,TX
Summary
Dedicated professional with a strong work ethic and effective communication skills. Achieved rapid promotion to leadership role post-SIE certification, managing complex onboarding workflows and enhancing client support. Successfully bridged business and technical teams to facilitate seamless communication. Currently pursuing Series 7 licensure to expand industry expertise.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Client Partners Lead- Operations
Hilltop Securities
Dallas, TX
12.2023 - Current
- Managed client relationships to ensure satisfaction and retention.
- Supported onboarding processes for new clients to enhance their experience.
- Implemented customer service initiatives to improve customer experience.
- Developed effective communication plans to ensure timely delivery of information to clients.
- Coordinated resources across different departments to meet client requirements.
- Responded promptly to inquiries from existing clients and prospects via phone, email, or social media channels.
- Kept confidential client information properly protected and only used for official purposes.
- Coached, developed and motivated team to achieve goals.
Office Billing Manager
DCDA
Dallas, Texas
03.2022 - 12.2023
- Managed billing processes to ensure accurate invoicing for clients.
- Coordinated communication between departments regarding billing inquiries and issues.
- Processed payments and maintained records of transactions using billing software.
- Reviewed and reconciled discrepancies in billing statements and client accounts.
- Generated monthly reports to track billing activities and identify trends.
- Ensured compliance with federal, state, and local laws governing the billing process.
Education
Associate of Science - Science
Richland College
Dallas, TX05-2020
Skills
- Client relationship management
- Financial product training
- Communication planning
- Resource coordination
- Employee training
- Team building
- Problem resolution
- Effective communication
- Onboarding processes
- Multitasking
- Self-Directed
- Leadership
- Flexible and adaptable
- Good Telephone Etiquette
- Dependable and responsible
Accomplishments
- Championship Award at Hilltop Securities
- Momentous Leadership Program
Certification
- SIE Certification
- Series 7 pending.
Languages
Spanish
Professional
Timeline
Client Partners Lead- Operations
Hilltop Securities
12.2023 - Current
Office Billing Manager
DCDA
03.2022 - 12.2023
Associate of Science - Science
Richland College
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