Vanessa Restrepo
Norwalk,CT
Summary
In a path to obtain a part time position where I can put my communication skills to work, enabling me to use my strong organizational skills from my management and caregiving background.
Overview
3
3
years of professional experience
Work History
Expeditor
Strategies for Wealth
Ray Brook, NY
12.2024 - Current
- Onboarding and Account Management: Assisting advisors in opening accounts, providing them with necessary documentation, and ensuring that all required forms and regulatory requirements are met.
- Order Monitoring: Tracking and ensuring the timely delivery of orders, products, and services. Expeditors monitor orders to ensure that there are no delays in delivery.
- Internal Coordination: Collaborating with various departments (such as compliance, legal, and operations) to ensure that all necessary information or actions are taken for financial products or agreements.
Financial Representative
Northwestern Mutual
Manhattan, NY
09.2023 - 12.2024
- Identified and evaluated customer needs for financial products and services.
- Complied with department and company policies, procedures, audit guidelines, and regulations.
- Assisted with the resolution of complex customer questions and problems, escalating for assistance if needed.
- Utilized CRM software tools to manage customer interactions and track potential leads efficiently.
- Completed investigations into financial issues by gathering and analyzing comprehensive records.
BDC Service Representative
BMW of North Haven
North Haven, CT
04.2022 - 09.2023
- Developed strong understanding of vehicle product knowledge to assist with automotive sales and customer questions.
- Maintained electronic customer database to round up repeat business.
- Monitored and responded to internet sales leads from company website and third party sites within 3 minutes.
- Utilize XTIME to record and track various stages of potential customer sales.
- Communicated effectively with clientele to maintain customer satisfaction and loyalty.
BDC Representative
Colonial Toyota
Milford, CT
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Identified customer needs by asking questions and advising on best solutions.
- Listened to customer needs to identify and recommend best products and services.
- Scheduled vehicle-showing appointments for sales team and provided reminder phone calls to customers.
Leasing Consultan
Waterberry property management
Waterbury, CT
- Answered calls and responded to inquiries from various parties using strong active listening and open-ended questioning skills to resolve problems.
- Contacted and followed up with tenants on renewal notices.
- Conducted background checks on applicants.
- Led property tours to showcase amenities to prospective tenants and offered valuable information regarding major features.
Education
Certified Nurse Assistant License
Norwalk Community College
Norwalk, CT05.2011
High School Diploma Brien Mcmahon High School
Norwalk, CT05.2010
Skills
Bilingual/ (Spanish)
First Aid and CPR certified CNA certified
Safety and Monitoring
Experienced with child development and elderly care
Excellent organization skills Experienced with Dealersocket system Excels in marketing and communicating Blue Print certified
Languages
Spanish
Native/ Bilingual
Timeline
Expeditor
Strategies for Wealth
12.2024 - Current
Financial Representative
Northwestern Mutual
09.2023 - 12.2024
BDC Service Representative
BMW of North Haven
04.2022 - 09.2023
BDC Representative
Colonial Toyota
Leasing Consultan
Waterberry property management
Certified Nurse Assistant License
Norwalk Community College
High School Diploma Brien Mcmahon High School
Similar Profiles
Albert PanicciaAlbert Paniccia
Wealth Management Intern at Strategies for WealthWealth Management Intern at Strategies for Wealth
Jack BaroneJack Barone
Financial Representative at Strategies for WealthFinancial Representative at Strategies for Wealth
Ryan PapasianRyan Papasian
Wealth Management Intern at Strategies for Wealth (Guardian)Wealth Management Intern at Strategies for Wealth (Guardian)