Customer Service Financial Planning
Resume:
787-***-**** **************@*****.***
PROFESSIONAL PROFILE
Specialist with years of experience in administration, management and service development. Oriented to provide services to companies where I can perform efficiently with ethical reasoning, knowledge, skills, and abilities necessary to make optimal decisions, contributing to the development and implementation of strategic plans, financial planning and new market trends, while ensuring customer satisfaction. Willing to actively contribute to the growth of the organization personally, intellectually and professionally. WORK EXPERIENCE
2008 – Present Senior Social Assistance
Technician
ADSEF - Family Socioeconomic
Development Administration
PO Box 8000 San Juan,
PR 00910
Hours:
37.5
weekly
Salary:
$2208
monthly
- On-site and remote customer service and support
- Report writing and case evaluation
- Program eligibility identification
- Virtual and physical case file management
- Data analysis
- Preparation of work plans
- Management and use of EBT (Electronic Benefits
Transfer), TURNOS PR, ADSEF Digital and
SAICWEB (Case Administration and Information
System)
- Organization and presentation of community
lectures and orientations
- Answer questions regarding completion of
application forms
- Making calls using Microsoft TEAMS
- Managing PAN (Nutrition Assistance Program),
TANF (Temporary Assistance for Needed
Families) and LIHEAP (Low Income Home Energy
Assistance Program)
- Conducting field visits
- Evaluating and analyzing cases for assignment to BENDEX (Beneficiary and Earnings Data
Exchange), SWICA (State Wage Information
Collection Agency), PARIS (Public Assistance
Reporting Information System) and death lists
- Performs work involving the collection,
compilation and/or tracking of data
- Field questions and provide information to
employees, customers, and contacts
2004 – 2008 Production Supervisor
TIPCO (Workshop for People
with Disabilities), Inc.
PO Box 118 Coamo, PR
00769
Hours:
37.5
weekly
Salary:
$1300
monthly
- Responsible for the preparation and
implementation of individualized and general
plans
- Verification of standards compliance
- Personnel file management
- Development of time and motion studies
- Organization of materials inventory
- Counseling and guidance
- Billing for services
- Conducting reprimands and dismissals
- Evaluation and analysis of achievements
- Design and organization of work activities
- Preparation and presentation of daily and periodic reports
- Evaluation of quality and quantity of materials
- Case management
- Recruitment and hiring of employees
- Planning meetings and staff talks
ATTENTION OPTIMIZATION SERVICE FINANCE DIRECTION
BETZAIDA BURGOS ROSADO
**************@*****.***
Nationality: US
Language: Spanish – English
787-***-**** **************@*****.***
1999 – 2008 Sales Associate
Sears Roebuck PR Inc.
9410 Ave. Los Romeros
2nd floor Kmart
Montehiedra Town
Center. San Juan, PR
00926
Hours:
10/25
weekly
Salary:
$200/$300
biweekly
Achievement: Top Seller of the Year 2002
- Customer service and attention
- Cash register handling and balancing
- Performing sales of services
- Inventory control and organization
ACADEMIC FORMATION
2002 Bachelor’s Degree of Arts in Social Sciences with Concentration in Forensic Psychology
University of Puerto Rico – Ponce, PR
Honor: Cum Laude
SKILLS AND ABILITIES
- Bilingual (Spanish and English)
- Problem identification and solution
implementation
- Effective communication with broad synthesis
and conveyance of ideas
- Ability to select and evaluate personnel
- Leadership in decision-making and supervision
- Agility in interpreting federal laws and policies
- Integration of interdisciplinary work teams and
maintenance of assertive working relationships
- Skill in developing financial strategies
- Customer service and support
- Evaluating and analyzing data
- Processing documentation accurately and quickly
- Proficiency with Microsoft programs and tools
REFERENCES
- Pablo Rodríguez Ramos
Employer: ADSEF
Title: Social Assistance Supervisor
Phone: 787-***-****
Email: *****.*********@*******.**.***
- Luis Rodríguez
Employer: ADSEF
Title: Social Assistance Supervisor
Phone: 787-***-****
Email: ****.*********@*******.**.***
- Wanda Morales
Employer: TIPCO
Title: Industrial Services Coordinator
Phone: 787-***-****
Email: *************@*******.***
Contact this candidate