Hi, I’m
Richard Schwarz
6235 Bear Lake Terrace Apopka,FLORIDA
Summary
Reliable, top-notch sales associate with outstanding customer service skills and relationship-building strengths. Dedicated to welcoming customers and providing comprehensive service. In-depth understanding of sales strategy and merchandising techniques.
Quality-focused and insightful with many years of experience in a number of diverse felids such as Information Technology, Sales, and Finance.
Overview
9
years of professional experience
1
Certification
Work History
USHEALTH AdvisorsAPOPKA, United States
Customer Service Sales Representative
03.2020 - Current
Job overview
- Showcased product features to customers and discussed technical details to overcome objections and lock in sales
- Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns
- Computed total costs and profit requirements for customer sales to provide accurate pricing
- Obtained referrals with existing clients to generate new business, boosting overall sales by 30%
- Delivered superior customer service to retain existing customers and attract future customers
- Determined customer needs and interests to recommend full-coverage policies to customers
- Interpreting and utilizing complex data through use of various CRM, DBA, Cloud, and SaaS software.
Ravago Manufacturing AmericasMaitland, FL
Data Integrity Analyst
09.2017 - 01.2020
Job overview
- Checked legacy systems for redundancies and performed merges, unmerges, and other types of corrects to resolve issues.
- Reviewed and troubleshot inbound and outbound data interface issues.
- Added, removed and updated permanent records.
- Partnered with department representatives to check different datasets.
- Strategically planned methods to achieve operational goals and targets.
- Verified important customer information such as W9’s, Tax Exemption certificates and 1099 forms for entry into customer management systems.
- Generated SOP’s for systemic guidelines and for process changes
Springleaf Finance Corp.Tempe, AZ
Loan Verification Analyst
10.2015 - 09.2017
Job overview
- Reviewed and edited loan agreements to promote efficiency and accuracy
- Originated, reviewed, processed, closed and administered customer loan proposals
- Recommended loan approvals and denials based on customer loan application reviews
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
- Adjuster for APR and State Regulated Fees
- Developed prospects for new loans by conducting 100 cold calls weekly
Endurance International GroupTempe, AZ
Technical Support Representative
12.2012 - 09.2015
Job overview
- Configured hardware, devices and software to set up work stations for employees
- Developed and tested new product offerings prior to release to assist development team in bug identification
- Created support documentation that empowered and enabled user community to extend skills, leverage system features and find resolutions to questions without intervention from support team
- Loaded software, granted permissions and configured hardware for new employees as part of onboarding process
- Patched software and installed new versions to eliminate security problems and protect data
- Removed and replaced malfunctioning components to correct hardware problems
- Demonstrated professionalism and courtesy with customers while working to resolve complaints, problems or respond to questions
Education
Seminole State College of FloridaSanford, FL
Associate of Science from Information Technology Project Management
06.2024
University Overview
- Continuing education in Business and Information Technology
Skills
- 2-15 State Insurance License
- Data collection and analysis
- Proficient in Microsoft Office & Excel
- Team Coordination
- Supervisory & Leadership Skills
- Customer Service
- Sales/Recruitment
- Communication Skills
- Supervisory & Leadership Skills
- Website Navigation
Certification
The Florida 2-15 Life, Health and Variable Annuities
Timeline
Customer Service Sales Representative
USHEALTH Advisors
03.2020 - Current
Data Integrity Analyst
Ravago Manufacturing Americas
09.2017 - 01.2020
Loan Verification Analyst
Springleaf Finance Corp.
10.2015 - 09.2017
Technical Support Representative
Endurance International Group
12.2012 - 09.2015
Seminole State College of Florida
Associate of Science from Information Technology Project Management
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