Sales Customer Service

JUAN DIAZ DELEON

Fort Worth, TX ***** 817-***-****

adg0ec@r.postjobfree.com www.linkedin.com/in/juandiazdeleon22

SUMMARY

Highly organized and accomplished bilingual professional with experience in the health care field, along with cross training in finance and sales. Strong decision-making and problem-solving abilities along with excellent time-management skills. Hands-on experience in network provider systems, providing positive collaboration. Adept at assessing organizational challenges and creating solutions. Understanding of customer service needs with diligent attention to detail resulting in high level client satisfaction. I am prepared for a career in sales and customer service. The chance to connect with individuals and develop trusting relationships is a task that I genuinely enjoy. I look forward to finding a company where I can start a lifelong career.

PROFESSIONAL EXPERIENCE

TD Ameritrade, Southlake TX August 2020- October 2020

Relationship Manager

Managed advisor and client communications on an inbound phone line.

Point of contact between internal departments and advisors.

Educated, assisted, and built relationships with existing and prospective advisors/clients.

Achieved Securities Industry Essentials Exam (SIE)

Peloton Inc., Arlington TX January 2019- August 2020

Testing & Development Specialist

Collaborate with engineers and developers to diagnose software and mechanical issues with the exercise equipment and exercise programs.

Lead Trainer of All North Texas Treadmill Division

Manage (sub-division) team of 9-12 employees, including scheduling, routing and work assignments.

Promote to highest role within bracket within 6 months.

Achieved 100 % client satisfaction survey ratings (6 months consecutive)

Recognized for highest rate of trouble shooting in the nation (6 months consecutive)

Lustig & Young Orthodontics, Keller TX May 2011- December 2019

Records Coordinator

Verified and processed all New Patient information for 5 offices

First point of physical contact responsible for closing patient sales into our practice.

Prepared and recorded inter-oral pictures and x-rays

Scheduled complex/ invasive surgerieshttp://catalog.unt.edu/preview_course_nopop.php?catoid=20&coid=78193

Verified insurance

Developed and designed long term treatment and finance plans

Achieved Highest New Patient Conversion (Sale) Rate 2017-2018

Managed and mentored group of assistants

Charles Schwab, Westlake TX April 2018- August 2018

Financial Service Representative

Serviced client’s accounts and assets on an inbound phone line.

Assisted with money movement, trade research, and market questions.

Provided leads for possible account transfers.

Recognized as consistently in the top twenty percent in call quality in the Westlake call center.

Top Financial Service Professional

Highest Contact Percentage

EDUCATION

University of North Texas, Denton TX

Masters in Health Service Administration (expected completion 2020)

Dean’s List

Honor Student (4.0 GPA)

University of North Texas, Denton TX

Bachelors in Integrated Studies (Biology, Kinesiology, Rehabilitation)

Dean’s List

Honor Student (3.6 GPA)

Presidential Scholar Award

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