Customer Service Financial Services

Elisa Zaragoza

*************@*****.*** **** Pioneer Blvd Santa Fe Springs Ca 90670 562-***-****

Objective

To be and innovative economist performing policy-relevant economic and statistical research in an institution that works in an intense financial market.

Skills

•MS Office proficient: Excel, VLOOKUP, pivot tables, regressions and conversions.

•Microsoft World, Outlooks.

•Data analysis: STATA, Eviews, R-studio

•Staff training and development

•Superior communication skills

•Exceptional multi-tasker

•Conflict resolution skills

Education

University Cal Poly Pomona Anticipated graduation Springs 2019. Degree: M.S. Economics

University Cal Poly Pomona Grad 2016 B.S. Economics

Universidad Nacional Autónoma de Mexico (UNAM) Mexico City, Mexico Lic Administration

Experience

Leadership and Customer Service Experience

Disneyland Resort

Anaheim, CA

Lead Costumer Service Vendor

08/2011-present

Responsible on monitoring the day to day operations of the department and for the deployment for Outdoor Vending department

Monitoring cash flow, building end of day reports of financial revenue

Management of labor: balancing labor hours with daily budget, administrating lunch and breaks complying with labor laws.

Serve as a resource and advisor on related issues resolutions, collaborate cross-functionally to deliver superior performance results.

Resolve customer issues in a prompt manner and proactively work to prevent future ones

Thrived in a fast-paced environment that values an exceptional work ethic and integrity.

Banking Experience

Wells Fargo Bank Santa Fe Springs, CA

09/2009-09/2010

Personal Banker

Performed qualitative and quantitative analysis on long and short equity assets for financial security

Researched potential clients and presented information to account managers for sales pitches

Managed over 50 client accounts consisting of high net-worth clientele value on average $250K requiring traditional banking services

Recommend products and services to Wells Fargo customers and maximize their utilization of assets by providing analysis on future earnings, dividends and refinance programs that the bank offers to support capital structure and future liquidity.

Bank of America

Santa Fe Springs, CA

Personal Banker/Loan Officer

03/2004-08/2009

Assisted customers in exploring potential options and available financial services, developed and implemented individual financial plans

Processing new home purchases, home lines of credit, real state purchases.

Opened new accounts, added financial history documentation, entered data and processed transactions

Completed basic financial services including processing transactions, exploring financial options, and documenting resources

Provided comprehensive customer service and developed customer relations to facilitate option exploration and monitor account status

Campus and Community Involvement

Cal Poly Pomona Academic Tutor on Economics Fall 2015

Explained complex economic concepts to students in a clear manner

Devise time management plans for students to improve their studying habits and provide a weekly goal to attain

Cal Poly Pomona Economics Club Economics Club Treasurer / Scheduler Fall 2013-2015

Network with economics alumni from a variety of industries to provide workshops and coordinate the necessary logistics, transportation and technical arrangements to each event

Identify potential event problems or special support requirements such as petitions for funding and travel notices.

Created reports to detail each spending item to have an accurate budget

Language Skills

French 200 hrs. Written and verbal at the Institute Francais d’Amerique Latine, Mexico City, Mexico.

Italian 112 hrs. Written and verbal at Dante Alligeri AC. Mexico City, Mexico.

Spanish 100% written and verbal

References

Upon request

Contact this candidate