Customer Service Rep
Resume:
DC
OBJECTIVE
To obtain a challenging support
role in a well reputed
organization.
SKILLS
I possess 15+ years of customer
service experience with a strong
ability to analyze and interpret
data for use serving customers
while benefiting the
organizations I have worked for.
-Software:Intermediate Microsoft
Office experience
-Strong problem-solving skills
and resourcefulness
-Strong verbal and written
communication skills (Bilingual
English/Spanish)
DIANA C. CADAVID
************@*******.***
649 SW 9TH STREET, APT 203, MIAMI, FL 33130
EXPERIENCE
FUNDING ANALYST - JUNIOR UNDERWRITER• EVEREST BUSINESS FUNDING o Demonstrate the ability to work in a team environment (to include interaction with various levels of management and lending staff), as well as the ability to take initiative and work independently. o Accountable for thoroughly researching and data entering applications into company systems for newly acquired accounts added to the Alternative Funding portfolio.
o Gather due diligence data from various locations, including by not limited to, third party vendor websites, the internet, client obtained data, etc to make approval/denial decisions within guidelines.
o Manage pending and declined accounts daily using the department communication methods.
o Communicate timely with sales agents/offices to resolve pending items required for the approval of the application. o Ability to effectively critically think, using logic and reasoning to identify strengths and weaknesses of alternate solutions or approaches to processing/approving the application. o Exceptional people skills to communicate with sales, management, and merchants
o Adaptability. Able to adapt to change and ensure I am using the correct tools given. (Templates, calculator, chain of command.) o Review, monitor and provide loan recommendations that are properly structured and accurately risk graded.
o Provide funding for loans in amounts of $2,500-$500,000 daily but limited to a million dollars.
o Ensure compliance with applicable federal, state and local laws and regulations.
o Assist in the preparation of other management reports and special projects.
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DC
DIANA C. CADAVID
649 SW 9TH STREET, APT 203, MIAMI, FL 33130
CLIENT SERVICE ASSOCIATE • MORGAN STANLEY
(PRIVATE WEALTH MANAGEMENT) • APRIL 2018 – OCTOBER 2020 o Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
o Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs
o Onboard new client accounts, which includes the collection of required documentation and client information
o Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
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DC
DIANA C. CADAVID
649 SW 9TH STREET, APT 203, MIAMI, FL 33130
o Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
o Proactively participate in firm initiatives directed by local management
o Actively engage in available training and education programs to maintain status on policies, procedures, and risk awareness o Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date EXPERIENCE CONTINUED
STORE (BRANCH) SUPERVISOR • TD BANK, NA
OCTOBER 2011 – APRIL 2018
o Supervised teller functions and assisted tellers with daily balancing and resolved any problems that arose
o Reviewed teller differences to determine if excessive difference exists and discussed with manager
o Managed unusual transactions and answered difficult customer questions
o Provided on-the-job training for tellers as needed 3
DC
DIANA C. CADAVID
649 SW 9TH STREET, APT 203, MIAMI, FL 33130
o Supervised tellers to ensure compliance with the banks policies and procedures
o Acted as vault custodian and performed ATM settlement o Acted as back up to Customer Service Rep if so designated o Created and managed store schedule
o Maintained strong product and sales knowledge and championed core service values
TEAM LEAD • BANKATLANTIC •
FEBRUARY 2007 – OCT 2011
HEAD TELLER •WASHINGTON MUTUAL•
JUNE 2005 - FEBRUARY 2007
EDUCATION
AS • 2009 • MIAMI DADE COLLEGE
AMLCA (ANTI-MONEY LAUNDERING CERTIFIED ASSOCIATE)
CERTIFICATION • 2016 • FIBA ONLINE COURSE
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