Overview
Work History
Education
Skills
Languages
Timeline
Generic

Rosmery Polanco

Overview

11
11
years of professional experience

Work History

Secretary's Assistant

Genesis Luxury Transportation
09.2021 - 07.2023
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Responded to inquiries from callers seeking information.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Communicated with customers via phone and email to confirm deliveries and respond to inquiries.
  • Offered technical support and troubleshot issues to enhance office productivity.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.

Financial Consultant

Bronxworks
07.2022 - 12.2022
  • Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Assisted clients with estate planning to organize distribution of assets based on client wishes.

Manager

Davids Financial Corp
12.2012 - 02.2022
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Improved marketing to attract new customers and promote business.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.

Education

High School Diploma -

Adonai
Dominican Republic
12.2006

Skills

  • Performance Management
  • Policy Implementation
  • Strategic Planning
  • Business Administration
  • Multitasking and Time Management
  • Clerical Support
  • Billing and Invoicing
  • Microsoft Office proficiency
  • Multitasking abilities
  • Customer service
  • Effective communication

Languages

Spanish
Native or Bilingual
English
Full Professional

Timeline

Financial Consultant

Bronxworks
07.2022 - 12.2022

Secretary's Assistant

Genesis Luxury Transportation
09.2021 - 07.2023

Manager

Davids Financial Corp
12.2012 - 02.2022

High School Diploma -

Adonai
Rosmery Polanco