Ramon Gutierrez

Available to assist customers and
Input activity and account opportunity information into CRM to accurately track progress, track conversations and to share information, so customers see the work that has been done on their behalf.

• Set appointments with salespeople and potential customers.
• Routed incoming mail and messages to relevant personnel without delay.
• Helped office staff prepare reports and presentations for internal or client-related use.
• Collected and distributed messages to team members and managers to support open communication and high customer service.
• Answered phone calls and answered questions from potential customers.
• Implemented multi-channel outreach efforts, utilizing email campaigns, social media messaging, and direct mail in addition to phone calls.
• Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
• Adapted quickly to changes in company offerings or processes, ensuring seamless communication of updated information to prospective clients during outreach efforts.
• Confirmed appointments, communicated with clients, and updated client records.
• Assisted in training new Appointment Setters on best practices for effective communication and time management strategies.
• Entered daily data in computer systems and documented office activities.
• Handled assignments independently with good judgement and critical thinking skills.
• Demonstrated exceptional multitasking abilities by managing multiple calendars simultaneously while handling incoming calls from potential clients.
• Resolved customer problems and complaints.
• Excellent communication skills, both verbal and written.
• Proven ability to learn quickly and adapt to new situations.
• Worked effectively in fast-paced environments.

• Generated reports detailing findings and recommendations.
• Collected, arranged, and input information into database system.
• Evaluated customer needs and feedback to drive product and service improvements.
• Earned recognition as a top performer consistently exceeding targets throughout my tenure as a specialist in the field.
• Collaborated with internal departments to align marketing campaigns.
• Conducted thorough research to identify trends and inform decision-making for business growth initiatives.
• Listened and responded to customer requests and forwarded necessary information to superiors.
• Built and managed relationships with key clients and partners to drive growth.
• Assisted with staff training to enforce quality, safety and sanitation guidelines.
• Followed all company policies and procedures to deliver quality work.
• Interpreted clients' needs and introduced services to fit specific requirements.
• Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
• Evaluated staff performance and provided coaching to address inefficiencies.
• Helped meet changing demands by recommending improvements to business systems or procedures.
• Mentored junior team members, fostering professional growth through guidance on best practices in the industry.

• Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
• Reviewed and updated policies regularly to ensure compliance with industry standards and regulatory requirements related to fraud prevention.
• Maintained detailed records of all investigations conducted, providing valuable data for trend analysis and future case management efforts.
• Collaborated with cross-functional teams to implement effective anti-fraud measures across the organization.
• Supported colleagues in navigating difficult situations involving potential fraud by providing timely advice based on professional expertise and experience.
• Developed comprehensive fraud prevention strategies to protect company assets and maintain customer trust.
• Conducted thorough investigations of suspected fraud cases, leading to the recovery of lost funds.
• Reviewed transactions and receipts to identify any suspicious activity.
• Reduced fraudulent activities through continuous monitoring of financial transactions and customer behaviors.
• Collaborated with team members to discuss fraud trends and brainstorm methods to combat this type of crime.

• Participated in departmental meetings to establish short- and long-term strategy.
• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Kept scripts and test cases updated with current requirements.
• Mentored and coached team members on QA topics and strategies.
• Fixed identified issues to improve workflows.
• Streamlined QA processes for increased efficiency and reduced time spent on redundant tasks.

• Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
• Offered advice and assistance to customers, paying attention to special needs or wants.
• Developed strong relationships with clients for repeat business and referral opportunities.
• Collaborated with team members to ensure seamless transactions and positive client experiences.
• Developed new business and managed new and existing clients.
• Participated in team projects, demonstrating an ability to work collaboratively and effectively.
• Excellent communication skills, both verbal and written.
• Paid attention to detail while completing assignments.
• Used critical thinking to break down problems, evaluate solutions and make decisions.
• Worked well in a team setting, providing support and guidance.
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Proven ability to learn quickly and adapt to new situations.