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Customer Service Financial Services

Location:
Santa Rosa, CA
Salary:
25.00
Posted:
March 08, 2024

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Resume:

OBJECTIVE

To obtain a meaningful career in an organization where I can positively impact clients and my colleagues. I aim to expand on my customer service experience, learn effective problem-solving skills in the finance industry and exercise my educational experience to help others obtain responsible financial services. I seek a long-term commitment with a path to grow within an organization. I look forward for the opportunity to a challenging work environment where I can exercise creativity, compassion and my strong teamwork-oriented personality.

SKILLS & ABILITIES

Microsoft Office iOS and Android Savvy

Windows Critical Thinker

Time Management Organizational Skills

Multitasking Bilingual (Spanish)

EXPERIENCE

02/2022 – 08/2023 Green Vine Landscaping, Inc Santa Rosa, CA

Human Resource Assistant

Managing all day-to-day HR administration tasks; ensuring that all employee and HR records are accurate and up to date.

Recruiting new staff.

Assisting with the end-to-end recruitment process.

Assisting with by-weekly payroll making sure that staff get paid correctly and on time.

Resolving payment issues.

Managing pension and benefits administration.

Taking full responsibility for all annual leave and attendance records.

Inducting new staff and overseeing probationary periods.

Advising line managers and other employees on employment law and the employer’s own employment policies and procedures.

Advising on disciplinary and employee performance problems.

06/2018 – 08/2021 Expeditors International Milpitas, CA

Administrative Coordinator

Type documents such as shipping orders, emails and reports for customers

Purchased, controlled and maintained office supply inventories, always being careful to adhere to budgeting practices.

Called clients to request information and schedule appointments.

Created Shipping labels, bill of landings and scheduled pickups each day.

Received incoming mail and routed to recipients.

09/2017 – 05/2018 Oportun San Jose, CA

Customer Service Representative

Financial advisor regarding the admission of investment loans.

Information and knowledge about general loans and services we provided.

Personalized assistance with former and future clients about lending.

Daily cash collection

Trimestrial internment regarding the improvement of customer service.

01/2017 – 09/2017 The Countertop Gallery San Jose, CA

Sales Assistant

Worked with B2B clientele in areas of marketing, product information and knowledge on the construction material products and services we provided.

Oversaw and generated organic sales, retained existing customers and harvested purchase orders for large construction projects.

10/2016 – 01/2017 FNTI San Jose, CA

Data Entry

Prepared, scanned and indexed confidential documents in a customer relation management database.

Used multiple organizing applications such as CRM, Excel and internal management software to ensure clients’ information was being stored appropriately and responsibly.

EDUCATION

09/2015 - Universidad Autónoma de Bucaramanga – UNAB Master’s in public law. Colombia.

06/2013 - Universidad Cooperativa de Colombia Bachelor of Law. Colombia.

REFERENCES

Scott Miles 541-***-****

Violet Do Expeditors International - Manager, Distribution 415-***-****



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