Roberto Leal Jr
South Sioux City,NE
Summary
Hardworking and efficient employee at my current and previous jobs. Can work alone reliably or within a group setting. Can connect with co-workers, residents, customers or clients. The quality of my work is top priority and I do my best to ensure the job is done correctly and efficiently. I learn quickly and can adapt to the changes of the job or task at hand. Talented in many fields and my work experience has made me versatile and able to take my past knowledge and integrate it into new job/tasks. Been a team lead, worked as a social worker, and have extensive knowledge on technology and proprietary work systems. Enjoys learning and challenging myself with the potential for growth and knowledge.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Home Inspector/Field Assessor
Information Providers
Hopkins, MN
10.2024 - Current
- Conducted visual inspections of structures, including roofs, attics and crawlspaces to assess structural integrity.
- Verified the condition of electrical systems, plumbing fixtures and HVAC equipment.
- Documented findings in detailed reports that included photographs and diagrams.
- Inspected foundations for signs of water damage or foundation settling.
- Assessed the overall condition of doors, windows, siding and other exterior components.
- Prepared detailed summary reports containing conclusions from the inspection process.
- Maintained accurate records of all activities related to each inspection performed.
- Highlighted critical issues with descriptions and photographs in detailed home inspection reports.
- Attended continuing education classes on current trends in the field assessment industry.
- Utilized specialized software programs to generate reports based on collected data from assessments.
Application Specialist
First Premier Bankcard
Dakota Dunes, SD
04.2022 - 08.2023
- Conducted customer presentations to explain features and advantages of various credit card options.
- Responded to inquiries from customers regarding credit card terms and conditions.
- Assisted customers in making informed decisions on the best credit card product for their needs.
- Built relationships with clients by providing excellent customer service and support.
- Provided detailed information on fees, interest rates, payment methods, rewards programs and other related topics.
- Processed new accounts including application verification, data entry and account activation.
- Resolved customer complaints or inquiries regarding billing disputes or discrepancies promptly and efficiently.
- Identified opportunities for cross-selling additional products or services.
- Collaborated with internal departments such as fraud prevention teams to ensure compliance with regulations.
- Demonstrated strong knowledge of banking laws and regulations pertaining to credit cards.
- Explained and clearly articulated benefits of specific credit card and available credit levels and executed application process from start to finish in compliance with regulations.
- Credit card sales and aiding client's with any concerns or requirements for their credit card application. Find critical needs of the applicant and ensure verification of their credibility to be eligible for their credit card offer.
- Remote Position
Insurance Sales Agent
Globe Life
Lincoln, NE
02.2022 - 04.2022
- Conducted market research to identify potential customers and target markets.
- Assisted clients in selecting appropriate coverage options for their needs.
- Developed a customer service strategy to ensure the highest level of satisfaction.
- Analyzed customer feedback to improve sales strategies and tactics.
- Generated leads through cold calling, networking, referrals, and other marketing initiatives.
- Provided advice on financial planning and insurance policies.
- Processed applications and paperwork related to policy issuance or renewal.
- Resolved customer inquiries and complaints in a timely manner.
- Prepared presentations outlining product features, benefits, pricing plans.
- Ensured that all required documents are properly filled out before submission.
- Advised clients on coverage amounts needed based on individual circumstances.
- Reviewed insurance policies periodically to make sure they meet customer needs.
- Identified cross-selling opportunities among existing customers.
- Performed administrative tasks such as updating databases, filing paperwork.
- Created detailed reports of sales activities for management review.
- Followed up with clients regularly to ensure satisfaction with services provided.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Upsold products to policyholders and potential new clients.
- Offered policy guidance and management to promote asset protection.
- Managed a portfolio clients, providing personalized insurance solutions based on individual needs.
- Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.
- B2B and Residential Salesman. Specialized in health insurance. Helped applicants protect their assets and lives from unfortunate accidents. Licensed in Nebraska.
Resident Monitor
Dismas Charities
Sioux City, IA
06.2021 - 02.2022
- Monitored building entrances, exits and common areas to ensure safety of residents.
- Provided assistance to residents with daily living activities such as meal preparation, housekeeping and laundry.
- Organized recreational activities for residents including sports, arts and crafts, movies, music and games.
- Assisted in the maintenance of resident records and files.
- Conducted regular rounds of assigned areas to ensure security measures were being followed.
- Responded promptly to emergency situations and took necessary action to resolve issues.
- Maintained accurate documentation of incidents or unusual occurrences involving residents.
- Ensured compliance with applicable laws, regulations and agency policies regarding resident care and services provided.
- Assisted in the development of individual service plans for each resident based on their assessed needs.
- Actively sought out opportunities to enhance the quality of life for all residents through creative problem solving techniques.
- Coordinated transportation arrangements for medical appointments or other events as needed by residents.
- Collaborated with family members or guardians when appropriate concerning any changes in a resident's status or condition.
- Educated staff on proper protocols related to resident care and facility operations.
- Observed changes in behavior or physical condition among residents that could indicate illness or injury.
- Encouraged positive interactions between staff members, families and visitors while maintaining a safe environment.
- Managed medication distribution according to established guidelines.
- Delivered meals directly to those unable to attend dining hall due to health restrictions.
- Participated in weekly meetings with supervisors regarding updates on performance objectives.
- Scheduled shift rotations for staff members ensuring adequate coverage at all times.
- Completed required documentation on patient behaviors, movements and incidents.
- Gave every resident and staff member due respect and support.
- Maintained safety and control of facility residents.
- Kept building areas organized, clean and neat.
- Responded to crisis situations quickly to maintain calm and immediately determine level of assistance needed.
- Fostered relationships with residents and worked with new residents to optimize acclimation and ease transition to new living environment.
- Developed and deepened relationships with residents and fellow staff.
- Completed daily resident welfare checks and coordinated with facility staff to meet resident needs.
- Maintained detailed records of resident interactions, incidents, and program attendance.
- Served as a liaison between residents and housing administration to communicate needs and feedback.
- Fostered a culture of inclusivity and diversity within the residence hall.
- Assisted with the recruitment and training of new Resident Advisors.
- Collected samples from patients for various tests including blood work, urine analysis.
- Worked to help pre-released felons and inmates readjust to society after they completed prison time. Ensured that they were accounted for at all times, and be where they were supposed to go once they left the facility. Dispensed medication, administered UAs, and Med/GPS audits.
Customer Service Representative
Best Buy
Sioux City, IA
10.2018 - 12.2018
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Gathered customer feedback through surveys and used the data to improve customer service.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Identified areas of improvement in customer service processes and suggested changes accordingly.
- Developed strong relationships with customers by providing personalized assistance and support.
- Tracked orders from start to finish to ensure timely delivery of goods or services.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Answered inbound calls, chats and emails to facilitate customer service.
- Developed strong customer relationships to encourage repeat business.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
- Adjusted bills and refunded money to resolve customers' service or billing complaints.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
- Promoted available products and services to customers during service, account management and order calls.
- Assisted customers with price checks, lifting heavy items and addressing other inquiries.
- Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
- Surpassed sales goals through implementation of successful marketing strategies.
Warehouse Lead
Royal Canine
North Sioux City, SD
06.2018 - 08.2018
- Ensured accuracy of inventory records and maintained accurate stock levels in the warehouse.
- Coordinated daily operations within the warehouse, including receiving, picking, packing, shipping, and returns processing.
- Monitored incoming shipments for quality assurance purposes and organized storage areas accordingly.
- Created reports detailing shipment information such as quantity received or shipped out, product availability.
- Implemented systems to track inventory movement through the use of barcodes and RFID technology.
- Performed cycle counts to verify physical stock against system-generated data.
- Assisted with unloading trucks upon arrival of merchandise at the loading dock area.
- Facilitated communication between managers and staff regarding operational procedures and policies.
- Managed day-to-day activities within the warehouse by assigning tasks among workers efficiently.
- Provided feedback on improvement opportunities within the warehouse environment.
- Used computer and company software to enter shipment and inventory records.
- Loaded and unloaded trailers with care and efficiency.
- Unloaded incoming products off trucks, sorted items in staging area and transported items to final storage locations.
- Operated forklifts, pallet jacks and variety of warehouse mechanical equipment according to safe operating standards.
- Organized efficient daily work plans based on oral instructions and written directions to meet challenging objectives.
- Staged and sorted products for loading.
- Assembled customer orders from stock and staged completed orders on pallets or shelves.
- Operated forklifts or pallet jacks to transport items.
- Maintained inventory records with timely updates.
- Protected company inventory by maintaining and organizing storage areas.
CAD Drafter/Machine Operator
Missouri Valley Steel
Sioux City, IA
11.2011 - 08.2015
- Created detailed CAD drawings of mechanical components and assemblies from skhes, verbal instructions, and other engineering documents.
- Modified existing designs to meet customer specifications or design changes.
- Prepared BOMs for parts and assemblies in accordance with engineering standards.
- Performed part modeling tasks such as creating surfaces, solids, sheet metal, plastic parts.
- Analyzed drawings for accuracy and completeness according to established drafting standards.
- Inspected completed design work for accuracy against original specifications and drawing notes.
- Planned project timelines to ensure that deadlines were met in a timely manner.
- Collaborated with engineers on projects to ensure proper functionality of designs.
- Utilized AutoCAD software to generate accurate 2D drawings from 3D models.
- Created assembly drawings showing all the components required for an assembly with appropriate dimensions and tolerances specified.
- Researched existing products and components to determine compatibility with current designs.
- Assisted in prototyping efforts by producing drawings suitable for fabrication purposes.
- Maintained records of revisions made to CAD files throughout the design process.
- Provided technical support to internal customers regarding CAD related questions or issues.
- Supported design staff with AutoCAD related issues.
- Created schematic renderings in computer-aided software to produce 2D and 3D models.
- Mentored new drafters to maximize performance and accuracy.
- Generated detailed 3D models and advanced assemblies, weldments and drawings ahead of schedule and according to department and company guidelines.
- Assisted drafters in developing structural and mechanical design of products using computer-assisted design (CAD) software.
- Developed precise drawings from scratch based on written and verbal specifications supplied by customer, engineering or sales.
- Produced drawings using CAD software, drafting machines or hand tools.
- Analyzed design specifications and necessary materials to determine project requirements.
- Adjust machine settings to complete tasks accurately.
- Monitor the feed and speed of machines during the machining process.
- Troubleshoot malfunctions in equipment or processes.
- Perform periodic maintenance on machines such as cleaning and lubrication.
- Read blueprints and job orders to determine product specifications and tooling instructions.
- Maintain records of completed work and production data including volume produced and time required for each task.
- Carry out regular safety checks on machinery prior to operation.
- Comply with company policies regarding quality control procedures.
- Inspected products for defects and conformance to customer specifications using precision measuring instruments.
- Monitored production processes to ensure quality standards were met and documented results of inspections.
- Verified accuracy of product labels, including expiration dates and lot numbers.
- Developed corrective action plans based on findings from investigations and audits.
- Maintained records of all nonconforming products and completed corrective actions as required.
- Identified areas for improvement in existing processes, procedures, and equipment.
- Provided technical support to other departments regarding quality related topics and initiatives.
- Reviewed customer complaints and identified potential sources of quality issues.
Education
Bachelor of Science - Criminal Justice/Psychology
Wayne State College
Wayne Nebraska05-2021
Skills
- Client interviewing
- Quality Assurance
- Reliability
- Self-efficacy
- Team player
- Bilingual: English and Spanish
- Microsoft Office/Excel
- Tech Support/Sales
- Computer hardware and software knowledge
- Building codes
- Professional networking
- Defect analysis
- Communication via smartphone
- Documenting dimensions
- Quality Assurance
- Auditing
- Customer Satisfaction
- Negotiation
- Drafting
- Blueprint Reading and Design
- CAD/AutoCAD
- Interpersonal skills
- Inbound Marketing
- Customer Acquisition
- Fabrication
- Machining
Certification
- Mazak Machines Certification
- Residential and Business Insurance License
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Home Inspector/Field Assessor
Information Providers
10.2024 - Current
Application Specialist
First Premier Bankcard
04.2022 - 08.2023
Insurance Sales Agent
Globe Life
02.2022 - 04.2022
Resident Monitor
Dismas Charities
06.2021 - 02.2022
Customer Service Representative
Best Buy
10.2018 - 12.2018
Warehouse Lead
Royal Canine
06.2018 - 08.2018
CAD Drafter/Machine Operator
Missouri Valley Steel
11.2011 - 08.2015
Bachelor of Science - Criminal Justice/Psychology
Wayne State College
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