SUMMARY of QUALIFICATIONS

Dynamic and motivated self-starter professional with a proven record of generating and building relationships with staff and clients via written and oral communication skills

Managed projects from concept to completion, designing educational strategies, and coaching individuals to success with building cross-functional teams

Licensed Insurance agent for 11 years with 7 years of experience working in finance institutions industry with experience with data analysis and financial analysis for recommendations for businesses and individuals.

5 years of expectance working with IT/Telecommunication industry

EXPERIENCE

University of Texas – San Antonio August 2018- May 2019

Full Time Student, 12 hours per semester

Project Management course - demonstrated skills in project planning skills including scope definition, scheduling, cost-estimating and risk assessment. Accountable for learning the developing skills in support of project leadership, team building and communication

Finance for Entrepreneurs - financial management techniques for developing businesses. Topics included cash flow projections, managing cash and working capital, estimating cost of capital, and project evaluation

Computer Modeling - developed computer modeling techniques for analyzing financial of financial statements, forecasting, capital budgeting, and principles of investment analysis of securities

Charter Communications 40 Hours per week June 2015 – August 2018

Sales Support Specialist II San Antonio, TX

Executed project management accounts (based on revenue of $500 to $25,000 monthly recurring), internal and external installation coordination

Reduced volume of invalids and rejected/processes orders by 95% by meeting service levels agreement of 125 orders per day

Conducts test and evaluation procedures to ensure system software requirements are met, report status for system test cases for testing and analyzes test cases and provides regular progress reports

Provide quality technical support to customers, installations and service personnel who are having problems using the company's products

Closely involved with one on one interaction with project managers and shareholder to make sure orders were in line with the milestone completion date and within budget

Charter Communications 40 Hours per week June 2013 – June 2015

Technical Support CSR II San Antonio, TX

Created provisional commercial work for customers requiring single and multi- line phone services using order management systems

Convey an image of quality, integrity and superior understanding regarding services.

Effectively address customer questions, complaints and concerns within the scope of responsibility.

Remain current and knowledgeable on every aspect of supported products.

Facilitate customer issue escalations to local management/support as required. Determine necessity for field visits.

Worked in high-volume 24x7 call center that required rapid diagnoses, troubleshoot and resolved complex users and system issues (Integration and Infrastructure) throughout the life cycle of the process. Average monthly call incidents of 2,160 a month

J.P. Morgan Chase 40 Hours per week May 2012- December 2012

Personal Banker San Antonio, TX

Processes paying/receiving transactions and maintains accurate records of all transactions.

Responsible for daily cash settlements of cash and proof transactions.

Opens checking, savings, money market and certificates of deposit accounts. Orders check and ATM/Debit cards and provides starter checks for new accounts.

Understands and effectively applies selling techniques to open, develop, and close sales; creates product interest; actively cross-sells products/services; actively pursues potential customers.

Identifies customer’s financial needs through in-person efforts, cold calls, referrals, and marketing, while providing strong product knowledge and quality service excellence.

Displays knowledge and proficiency in explaining, selling, and administering products; refers customers to appropriate resources within the organization.

Responds to customer needs and priorities; establishes effective working relationships with customers; identifies and takes appropriate action on customer needs.

Schedule periodic meetings and check-points with clients to provide value-added services.

MetLife 40 Hours per week May 2007 - May 2012

Financial Service Representative – Registered Representative Shreveport, LA

Analyze, prepare and deliver presentations and seminars to clients through the effective use of information, data and product knowledge.

Demonstrate outstanding client service and support by continuing to assist current clients in achieving their changing financial objectives.

Facilitate monthly seminars and benefit enrollments for financial planning and debt management.

Accountable for standard regional and national account customers. Customers include single and multi-product group customers.

Resolves and responds directly to group customer regarding billing inquiries and issues. May include other internal partners in resolution. Participates in escalation calls as billing expert with Customer, Broker, Sales and Service as situation warrants.

Educates customers on the billing and remittance processes and provides ongoing guidance and support to make billing administration easy for them.

Performs functions critical to the accuracy of billing for assigned group customers including: daily review and analysis of error reports; suspense management; billing vs remit discrepancies; billing master schedule updates; final bill hold review and release; eligibility updates and identification of D&U.

Determines appropriate cash allocation and provides direction to the Remittance Service Center for proper premium application.

Reviews reports, conducts analysis and works to correct all errors resulting from failed process rules, bad data requirements or file layouts.

Analyze, recommend or approve loan applications, investments, or other actions involving the properties or monies of others held in trust by or for a financial institution; internal accounting or auditing work for a financial institution that required understanding of debits and credits, balance sheets, and operating statements.

Aneca Federal Credit Union 40 Hours per week January 2006 – May 2007

Collection Officer Shreveport, La

Exhaust all collection efforts on accounts that are delinquent, including all legal and bankrupt accounts, via telephone, email or written correspondence.

Perform routine accounting duties in support of the accounting system, reviews and monitors the customer loan and refund process.

Established department and organization policies, procedures, objectives and quality standards to ensure meeting the OCC regulatory guidelines by bringing collections rate from 8.75 to 1.27% in under 6 months. .

Responsible for the monthly deposit reconciliation, reviews company batch details for accuracy, payment research, and other general accounting functions within the Cash Management Department.

Gather, organize and analyze selected data

Complete related bank supervision procedures

Comcast Commercial Online 40 Hours per week September 2004 – December 2005

Collection Officer Shreveport, La

Performs routine accounting duties in support of the accounting system, reviews and monitors the customer refund process.

Responsible for the monthly deposit reconciliation, reviews company batch details for accuracy, payment research, and other general accounting functions within the Cash Management Department.

Act as liaison between system offices and the Division Accounts Payable Department.

Make the appropriate recommendations to transfer inappropriate or misapplied funds and/or refunds.

Check to ensure compliance with laws and regulations

Gather information through discussions with other employees and bank management

Draw conclusions and recommend corrective actions

Perform offsite analyses, write memorandums and reports, and update or write examination comments under close supervision.

EDUCATION

The University of Texas as San Antonio

Bachelor of Business Administration in Finance

Excepted Graduation: May 2019

Licenses and Certifications

Insurance License: Group One (Life and Health and HMO) May 2008 – Present

Lean Six Sigma Yellow Belt December 2018

SOFTWARE SKILLS:

Salesforce, Microsoft Office, Excel, TYSY, and Fast Data, and E-Osar, CSG, ICOM, AAD, RIO, NyRoc, E-Service, Smart Office, Peoplesoft, and Pacer

Contact this candidate