Summary
Overview
Work History
Education
Skills
Web Development Projects Completed
Timeline
Ricardo Perez

Ricardo Perez

City Of Los Angeles,CA

Summary

Dedicated and results-driven professional with a proven record of delivering exceptional customer service and contributing to team success. Actively expanding technical skills through software engineering studies. Seeking an IT Help Desk role to leverage my customer-centric approach, commitment, and growing IT expertise. I have a passion for technology and a diverse background in banking. Currently, I am pursuing studies in Software Engineering and IT Support, aiming to become a well-rounded tech professional.

Overview

16
16
years of professional experience

Work History

Uber

Contractor
Los Angeles, CA
01.2023 - 08.2023
  • Demonstrated strong time management and multitasking skills in delivering reliable transportation services.
  • Excelled in a fast-paced environment, consistently ensuring customer satisfaction.

Private Client Banker /Business Relationship Manager

JPMorgan Chase Bank N.A.
Woodland Hills, CA
08.2019 - 12.2021
  • Collaborated with Home Lending, Business Lending, and Wealth Management partners to enhance client relationships.
  • Exceeded sales targets by customizing bank products and services to meet client needs.
  • Advised high net worth individuals on retirement planning and asset management.
  • Opened, modified, and closed customer accounts.
  • Generated leads with Client Central and developed sales funnels.
  • Developed asset protection strategies for clients.
  • Worked at a busy branch so time management was extremely important.
  • Conducted numerous meetings throughout the day.

Collections Specialist

First Credit Finance
Van Nuys, CA
06.2018 - 01.2019
  • Managed delinquent accounts, notifying customers and conducting collection efforts.
  • Applied advanced training and techniques to overcome objections and secure payments.
  • Conducted skip traces to locate customers and updated account records.
  • Mentored new team members to maximize performance.
  • Remained calm, stayed professional and provided exceptional service on all calls, even when interacting with difficult individuals.
  • Recorded and updated customer personal accounts with accurate contact information.

Loan Officer

LOANMART FINANCIAL SERVICES
City of Los Angeles, CA
04.2014 - 06.2018
  • Upsold products and services, maximizing sales and meeting customer needs.
  • Built strong, trusting relationships through personalized connections with customers.
  • Guided clients through smooth loan application initiation and filing processes.
  • Expanded customer base by fostering relationships, enhancing loyalty and retention.
  • Acquired over new accounts through strategic lead generation, cold calling, and referrals.
  • Analyzed applicants' financial status, credit, and property to determine loan feasibility.
  • Collaborated with teams and customers to find effective operational solutions.
  • Negotiated favorable loan terms and conditions, ensuring mutual satisfaction.

Customer Service Associate /Collections Representative

Westlake Financial Services
City of Los Angeles, CA
06.2007 - 03.2014
  • Assisted over 720 callers weekly in a fast-paced environment.
  • Exceeded team goals by collaborating on customer service initiatives.
  • Informed customers about billing procedures and processed payments.
  • Trained new employees, optimizing team performance.
  • Calmly and effectively de-escalated customer concerns.
  • Delivered prompt, knowledgeable service for inquiries and complaints.
  • Inspired and trained team members, enhancing productivity.
  • Consistently met performance benchmarks for speed and accuracy.
  • Managed overdue accounts using billing system and skip tracking strategies.

Education

High School Diploma -

Los Angeles High School, Los Angeles, CA
07.2003

Series 6, Series 63, (Working On) Google IT Support Professional Certificate -

LICENSES

Skills

  • Strong customer service and interpersonal abilities
  • Proficient in HTML, CSS, and currently learning JavaScript
  • Troubleshooting and problem-solving skills
  • Building strong relationships with clients
  • Discovering new opportunities
  • Critical Thinking
  • Tailoring products to clients
  • Digital proficiency
  • Sales
  • Bilingual

Web Development Projects Completed

  • Cat Photo App
  • Quiz Webpage
  • Nutrition Label Webpage
  • Responsive Photo Gallery Webpage
  • CSS Rothko-style rectangular art piece
  • Survey Form
  • Registration Form
  • A CSS Set of Colored Markers
  • Cafe Menu Webpage
  • A Tribute Webpage

Timeline

Uber - Contractor
01.2023 - 08.2023
Private Client Banker /Business Relationship Manager - JPMorgan Chase Bank N.A.
08.2019 - 12.2021
Collections Specialist - First Credit Finance
06.2018 - 01.2019
Loan Officer - LOANMART FINANCIAL SERVICES
04.2014 - 06.2018
Customer Service Associate /Collections Representative - Westlake Financial Services
06.2007 - 03.2014
Los Angeles High School - High School Diploma,
LICENSES - Series 6, Series 63, (Working On) Google IT Support Professional Certificate,

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Ricardo Perez