Vanessa Restrepo
Norwalk
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.
Experienced with cultivating and managing customer relationships in fast-paced environment. Utilizes CRM tools and communication skills to optimize lead generation and follow-up processes. Track record of building strong client rapport and contributing to team success.
Overview
2026
2026
years of professional experience
Work History
Expediter
Strategies for Wealth
11.2024 - 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
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
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.
Leasing Consultan
Waterberry property management
- 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.
BDC Representative
Colonial Toyota
- 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.
- Provided exceptional customer service through active listening, empathetic responses, and timely problem resolution.
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
- CRM software
- Appointment setting
- Performance tracking
- Goal oriented
Languages
Spanish
Native/ Bilingual
Timeline
Expediter
Strategies for Wealth
11.2024 - Current
Financial Representative
Northwestern Mutual
09.2023 - 12.2024
BDC Service Representative
BMW of North Haven
04.2022 - 09.2023
High School Diploma Brien Mcmahon High School
Leasing Consultan
Waterberry property management
BDC Representative
Colonial Toyota
Certified Nurse Assistant License
Norwalk Community College
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