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Customer Service Financial Consultant

Location:
Tampa, FL
Posted:
July 13, 2024

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Resume:

Milagro Brisco

Brandon, FL *****

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

+1-813-***-****

Work Experience

Financial Consultant

Strategic Consulting Services - Remote

July 2023 to Present

My role in driving financial performance and strategic decision made within the company operations. I was responsible for calls both inbounds and outbounds or up to 8 hours of talk time a day. Top 25% in production out of 400+ sales reps. Part of a remote division where I exceeded company expectations. I was responsible for credit pulls and helping customers make the right financial decisions. Debt settlement and loans.

Senior Account Representative/ Collector

D & A Services LLC - Saint Petersburg, FL

June 2012 to May 2023

My role as a collections specialist is to serve as the liaison between the creditors and consumers. Im in charge of observing accounts to identify overdue payments, report collection activity, address client queries, and develop repayment plans. I collect on pre legal/ legal accounts. Trained and tested on state and federal guide lines.(FDCPA) (FTC) and (CFPB) High customer satisfaction skills. Top collector for many of years. I’ve collect for the Top creditors such as Bank of America and American Express. I received Awards and Certificates for my top performances.

Education

Bachelors in Criminal Law Science and Administration University of Phoenix

January 2012 to December 2016

Skills

• Account Management

• Negotiation

• Phone etiquette (10+ years)

• Customer service (10+ years)

• Accounts receivable (10+ years)

• Medical collection (10+ years)

• Accounts payable (10+ years)

• Accounting (10+ years)

• Debits & credits (10+ years)

• Maths (10+ years)

• Financial concepts (10+ years)

• Account reconciliation (10+ years)

• Sales

• Analysis skills

• Financial services

• Debits & credits

• Cash handling

• Google Docs

• Financial planning

• Negotiation

• Customer service

• Account management

• Technical sales

• Salesforce

• Bilingual

• Remote Worker (5 years)

• Typing

Languages

• Spanish - Intermediate

Awards

Excellence Award

September 2022

Excellence Award

In Recognition Of My Valuable Contributions 2022



Contact this candidate