Personal Assistant Customer Service
Resume:
PEDRO AYORA
Maple Grove, MN 55369
Cell 651-***-****
adsr77@r.postjobfree.com
OBJECTIVE
Bilingual English/Spanish Professional with a Bachelor Degree in Business Administration and 16 years of experience in the Finance and Customer Service industry. My main achievements are oriented in Sales, Real Estate Investing and Management, Portfolio Planning, Business Planning and Development. I consider myself a versatile leader, systematic, results-oriented, industry knowledge and focused on helping people achieve their financial goals.
EDUCATION
MBA (candidate)
University of Minnesota, MN, USA - 2015
Bachelors Business Administration
University of Minnesota, MN, USA, 2000-2003
(Graduated Cum Laude and Who is Who among American Universities and Colleges 2003)
PROFESSIONAL EXPERIENCE
Northstar Real Estate Associates, MN, USA March 2016 – Present
Real Estate Agent
Among my activities as a Real Estate Agent I perform the following: Present purchase offers to sellers for consideration, confer with escrow companies, lenders, home inspectors, and pest control operators to ensure that terms and conditions of purchase agreements are met before closing dates. Interview clients to determine what kinds of properties they are seeking. Prepare documents such as representation contracts, purchase agreements, closing statements, deeds and leases. Coordinate property closings, overseeing signing of documents and disbursement of funds. Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other. Market myself to acquire more clients.
Bilfinger Water Technologies, MN, USA February 2015 – March 2016
Client Services
Work directly with customers, sales, engineering and manufacturing to ensure customer satisfaction. Work with SAP on a daily basis to enter orders, determine profit margins and cost depending on Sales Managers territories within the US, Canada, Mexico, The Caribbean and Central America. Confer with customers to provide information about products and services, take and enter orders. Work directly with Accounting to deal with customers' service or billing complaints by performing activities such as exchanging/returning merchandise, refunding money, or adjusting bills. Provide pricing quotations for stock, made-to-order, and custom products. Perform stock inquiries on behalf of customers, sales representatives and/or distributors. Perform Sieve Analysis on a regular basis to determine the correct screen for our customer’s particular projects. Provide shipping information as required.
Aspire Financial Services, CO, USA August 2012 - 2014
Counselor (2012- 2014)
• As a Sales Leader in retirement recordkeeping we worked with clients and brokers in planning retirement portfolios based on an Open Investment Platform (InvestLink) tailored to the needs of customers, participants and plan types having access to unlimited investment options, strategic partnerships and operational support. I took orders over the phone to buy and sell shares to redirect current and future investment allocation, informed the participants, brokers and sponsors about current and up to date retirement laws in private held accounts, government and state held retirement accounts. We managed to increase customer retention by 7% compared to the previous year and 2 % beyond our target.
OppenheimerFunds, CO, USA December 2009 - June 2012
Customer Service Coordinator (2009-2012)
•Dealt with investors and broker dealers on a daily basis to provide them with detailed information about our mutual funds so they could make an educated decisions in their investment allocation that would fit their retirement needs. Among my responsibilities were the explanation of different retirement accounts such as IRA, 401K, 403b, 457, 401a; the differences between Roth and Traditional accounts; stock style diversification, stock type, performance yields, fact sheets and prospectus. I implemented a retention group for Spanish speaking customers which led to an increase of 2% revenue over the previous years in that client demographics.
INVEX Inc, México City May 2007 - September 2009
International Investment Advisor (2007-2009).
• I managed the accounts of one of the largest customers of the company which was Liverpool Departmental Stores business account and its owner personal account. Provided accurate and timely information on prices and market conditions. CETES (equivalent to U.S Treasuries but in Mexico) was the most common investment choice. We offered different investments choices such as Notes, SWAPS, Options and Forwards. We managed to retain over $700 million dollars in Invex International between both accounts.
BBVA Compass Bank, CO, USA March 2006 - April 2007
Commercial Relationship Manager-Sales (2006-2007)
• My main responsibility was to sell products such as Credit cards, mortgages, loans to small and medium business and personal checking and savings accounts, Certificates of Deposit and IRA’s. I was also responsible for attracting new businesses around the area to help them with account management and ACH. I specialized in Spanish-speaking businesses and I was able to increase our popularity with that client demographic.
Solid Group Realty LLC, FL, USA March 2005 - February 2006
Real Estate Office Manager / Owner’s Personal Assistant (2005-2006)
• Worked directly with current and potential clients, property investors and clients. I created documents, spreadsheets and presentations to explain the potential for investment. Completed expense reports and other accounting forms to help clients decision making to purchase or rent. Answered routine inquiries from clients, agents and brokers. Showed the properties for rent and for sale. Provide clerical support during the sales process involving sales documents, scheduling closing dates and securing public information about a property.
OTHER SKILLS
Languages: English and Spanish
Citizenship: American
Certifications:
•Life, Accident and Health Insurance License
•Property and Casualty Insurance License
•Real Estate Salesperson License Minnesota
•Building contractor and remodeler License
Contact this candidate