Summary
Overview
Skills
Work History
Timeline
Education
Personal Information
Receptionist
Romeo Price

Romeo Price

Anaheim,CA

Summary

Dynamic and results-driven sales and customer service professional with proven experience in debt consulting, corporate training, and high-volume sales environments. Skilled in delivering tailored solutions, building strong client relationships, and leading teams to exceed performance goals. Adaptable with a strong work ethic, excellent communication ability, and a commitment to continuous develop improvement and client satisfaction.

Overview

3
3
years of professional experience

Skills

  • Athletic
  • Dedicated
  • Adaptability
  • Self Motivated
  • Good Work Ethic
  • Computer Skills
  • Networking Skills
  • Customer Service
  • Training
  • Recruiting
  • Leadership
  • Retail Sales
  • Phone Sales
  • Wireless Sales
  • Marketing Sales
  • Face To Face Sales
  • Door-to-Door Sales
  • Team Management
  • Relationship Building
  • Calm Under Pressure
  • Communication Skills
  • Training & Development
  • Appointment Scheduling
  • Continuous Development
  • Teamwork and Collaboration

Work History

Settlement Officer

TaxRise
Irvine , CA
05.2025 - Current
  • Assisted clients with tax-related inquiries, provided clear guidance on IRS notices of deficiency & audit findings.
  • Conducted client interviews to gather necessary information for tax preparation.
  • Prepared detailed reports on settlement outcomes for internal review and client presentation.
  • Explained complex tax regulations in an easy-to-understand manner for clients understanding.
  • Resolved customer complaints promptly to ensure satisfaction and retention efforts.
  • Stayed calm and professional in situations to resolve conflicts to customer satisfaction.
  • Developed key customer relationships to increase sales.
  • Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
  • Worked closely with other departments within the company to ensure accuracy of data entry into system databases.
  • Ensured compliance with applicable laws related to money laundering prevention as well as fraud detection and prevention techniques when processing financial settlements.
  • Processed and monitored cash payments, wire transfers, checks, ACHs, and other payment methods for settlements.
  • Verified that all documentation associated with each transaction was complete before finalizing the settlement process

Debt Consultant

Americor Funding
Irvine, California
08.2024 - 05.2025
  • Handled high volume inbound and outbound calls daily, guiding clients through debt resolution options with professionalism and urgency.
  • Provided tailored financial consultations to clients seeking debt relief, evaluating credit reports, income, and liabilities to recommend optimal solutions.
  • Educated clients on debt resolution strategies, including consolidation loans and settlement programs, while ensuring compliance with federal regulations and company policies.
  • Consistently averaged high talk time and call volume, demonstrating strong engagement, productivity, and client-focused communication.
  • Maintained detailed case records and followed up consistently to monitor progress and client satisfaction throughout the resolution process.
  • Collaborated with internal departments including underwriting and customer service to expedite client onboarding and optimize outcomes.

Sales Corporate Trainer

AT&T
Anaheim, CA
01.2023 - 04.2024
  • Delivered personalized sales consultations to residential and business customers, identifying individual needs and offering tailored wireless, internet, and TV solutions.
  • Selected and paid by corporate leadership to travel to underperforming markets to deliver hands on training, mentorship, and motivate sales teams, resulting in measurable performance improvements across multiple offices.
  • Built and maintained trust-based relationships, managing a high volume of client interactions while resolving concerns and ensuring satisfaction.
  • Consistently exceeded sales goals through strategic communication, active listening, and data-informed recommendations.
  • Maintained detailed records of customer interactions and transactions using CRM tools, ensuring accuracy and data integrity.
  • Conducted candidate interviews mid-shift while actively engaging in face-to-face sales, demonstrating exceptional multitasking, time management, and leadership under pressure.

Marketing Specialist

NERD Power
Anaheim, CA
11.2022 - 01.2023
  • Educated homeowners on benefits of solar energy such as potential savings, lowered environmental impacts and likely increases in home value.
  • Conducted follow-up calls about benefits of solar power in comparison with traditional power services with warm leads to cement connections and pursue conversions.
  • Traveled 5 hours a day to canvass neighborhoods and prospect for customers on door-to-door basis.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Developed expertise in renewable energy and smart home products to better serve customers' needs and promote products.
  • Leveraged contacts with satisfied customers to generate referrals and new business.
  • Responded to inquiries from potential customers via email and telephone.

Timeline

Settlement Officer

TaxRise
05.2025 - Current

Debt Consultant

Americor Funding
08.2024 - 05.2025

Sales Corporate Trainer

AT&T
01.2023 - 04.2024

Marketing Specialist

NERD Power
11.2022 - 01.2023

High School Diploma -

Magnolia High School

Education

High School Diploma -

Magnolia High School
Anaheim, CA
05.2022

Personal Information

Work Permit: Authorized to work in the US for any employer

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