Customer Service Manager

Adalberto Rodriguez

. ***** South Dr. #*** . Houston, TX 77099 . Mobile 832-***-****

*********.*********@*******.***

Summary: Results-focused, quality-driven professional with extensive

experience in business development, customer retention, demonstrating consistent

achievement of objectives, strong multi-tasking and service skills, and

dedication to organizational goals. Advanced presentation and relationship

development abilities, with success improving customer relations to ensure profit

turnarounds.

Work Experience:

Hamak hotels

Credit advisor

Present

Currently retained by a Mexican-Based Hotel Operating Company to do the planning

and strategy of a new and efficient credit and financial structure.

Talent Tree Inc.

Houston, TX

Cash and Credit Analyst

1/2006 - 1/2010

Analyzing Business financial information to identify potential risk involved in

lending credit to clients.

Perform quarterly review of major clients through review of publicly available

material, including Dun & Bradstreet and Experian.

Approving and recommending credit limits.

Managed the Cash Application in handling responsibilities associated with all

A/R, cash reconciliation, lockbox, credit card processing, refunds and wire cash

posting.

Maintain records and the accuracy of cash application.

Generate payments from clients/debtors.

Ensure that approval procedures comply with applicable company standards.

Providing consultancy services on credit issues and quality to internal

corporate.

HSBC Bank

Houston, TX

Sr. Account Executive

7/2004 - 1/2006

Analyze credit check and financial backgrounds.

Provide customer service to applicants interested in applying for different type

of loans (Home Equity, Consolidation, Refinance, Unsecured etc.)

Assisting Manager in various assignments, including cash authority, supervising

branch (when manager was not available) and handling bank deposits.

Reviewed and discuss conditions prior to Underwriter and delegated conditions as

needed.

Priced loans, prepared reports and documents order forms, pulled flood

Certificates, ICP Letters, ordered appraisal and Lien Searches.

Channel Partners

Houston, TX Territory Representative

1/2001 - 09/2004

Managed and maintain visible presence in designated stores within a territory.

Train retail sales associates.

Develop and maintain communication flow between corporate and retail store

personnel.

Lead high energy conference calls and effectively sharing information to enhance

knowledge acquisition.

Travel frequently to learn and participate in trainings on client's products.

Education: Houston Community College.

Houston, Texas

Business General Curricula - 2002-2003

Limited Lines Insurance license

Skills: Oracle 12, People Soft, Windows, Microsoft office (Word,

Excel, Power Point and Access), Dun & Bradstreet, Experian, Client relationship,

credit operations, Risk / Loss management,Typing - 65 wpm & Certified Spanish

business interpreter.

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