Patricia Diaz
Lilburn,GA
Summary
Independent bilingual (Spanish) worker with high energy and great communication skills. Reliable and friendly professional able to work with light oversight and collaborate in team environments.
Overview
10
10
years of professional experience
Work History
Business Development Associate
Bankers Fidelity
02.2023 - Current
- Engaged with customers to build business relationships.
- Communicated with local organizations to build networks and develop leads.
- Developed business pipeline using cold and warm techniques.
- Boosted revenue by bringing in and cementing relationships with new clients and optimizing servicing of existing customer accounts.
- Negotiated contracts and closed sales with new and existing clients.
- exceeding goals 88%.
- experience in sales force
Accountant
Honda Finance
02.2021 - 02.2023
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions
- Discussed financial needs and goals to present investment options aligned with clients' financial status
- Maintained accounting records by performing routine calculating, posting and verifying duties
- Answered customer invoice questions and resolved issues discovered during invoicing and collection process
- Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems
- Placed outbound collections calls daily to approximately 100+ account holders
- Reached out to customer to pursue payments, remind of obligations and discuss default procedures
- Processed payments over phone and set up recurring drafts
- Updated accounts and credit reports to reflect recent changes
- Operated with sales force
Participant service coordinator
Incentive Solutions
11.2019 - 02.2021
- Customer service
- Inbound and outbound calls
- Tracking
- Resolving accounts
- Multitasking
- Excel/word/teams
- Manage and provide access to necessary supportive services in the community, provide case management services as needed and requested, and develop programs and resources
- Communication skills
- Claim and data entry analysts
Wells Fargo Insurance Tracking
Assurant
05.2017 - 11.2019
- Current Drove client retention by increasing savings opportunities and identifying premium discounts
- Maintained pleasant and cordial attitude at all times, even when issues arose
- Exceeded team goals by partnering with staff to share and implement best practices
- Translated calls banks: CHASE, PNC BANK, SUNTRUST, WELLSFARGO
- Worked for Wells Fargo insurance tracking
- Mortgage insurance payment
- Paid homeowner insurance
- Sent overnight payment, Conducted phone interviews for medical surveys, accurately recorded responses in electronic system, and ensured that each survey was successfully completed
- Maintained a professional demeanor during telephone conversations and addressed issues and concerns in a high-quality manner.
Loan Officer Manager
Atlanta
07.2015 - 05.2017
- Performed administrative tasks such as creating status reports on loans in progress, photocopying loan documents, printing daily sheets and answering phones
- Analyzed loan files, including review of borrower's income, assets and credit, verified compliance input new loans into designated software
- Generated estimates clients confirmed receipt of verification of employment documentation
- Received Award for rate of closed loans
- Became an office manager 6 months within the company.
Customer Service Representative
The Myers group
10.2013 - 11.2014
- Handled customer inquiries and suggestions courteously and professionally.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Utilize Spanish proficiency to build relationships Spanish and english -speaking customers.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Provided exceptional customer service to patients, answering questions and addressing concerns.
Education
Marketing
Georgia Gwinnett College
Lawrenceville, GA12.2024
Skills
- Knowledgeable in proper documentation practices
- Experience in using QuickBooks
- Typing speed of 60 wpm
- Loan applications
- Financial reporting
- Cash management
- Excellent communication skills always with a positive attitude
- Financial services
- Paperwork processing
- Microsoft excel
- Professional telephone demeanor
- Creative problem solving
- Account updating
- Team development
- Lead Qualification
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Business Development Associate
Bankers Fidelity
02.2023 - Current
Accountant
Honda Finance
02.2021 - 02.2023
Participant service coordinator
Incentive Solutions
11.2019 - 02.2021
Wells Fargo Insurance Tracking
Assurant
05.2017 - 11.2019
Loan Officer Manager
Atlanta
07.2015 - 05.2017
Customer Service Representative
The Myers group
10.2013 - 11.2014
Marketing
Georgia Gwinnett College
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