Service Representative Spanish Tutor

Diego J Alvarado Roy

Myrtle Beach, SC ꟾ Mobile: 843-***-**** Email: **********@*****.***

PROFILE

Experienced Client Service Representative & MBA graduate with the following skills & distinguishments:

Professional: • New Business Development • Relationship Management • Financial Advisory

• Wealth Management • Analytical • Small Business & Start-up Growth • Revenue Generation

Technical: • Advanced at MS Excel and PowerPoint • Proficient at Salesforce • Intuit Quick Books

EDUCATION

SPECIAL RECOGNITION’S

• Keiser University – Delta Mu Delta • International Honor Society in Business 2020

• Recognition of High Scholastic Attainment 2018-2020

Keiser University, West Palm Beach, FL

Master of Business Administration, Major: International Business & Finance 2022

Cumulative GPA: 3.87 – Magna cum laude

Relevant Coursework: Quantitative Analysis, Financial Accounting, Commercial Banking, Investment Strategies

Keiser University, West Palm Beach, FL

Bachelor of Arts in Business Administration, Major: Finance 2020

Cumulative GPA: 3.7 – Cum Laude

Relevant Coursework: Money and Banking, Financial Management, Financial Decision Making, and Planning

EXPERIENCE

Union Services LLC, Myrtle Beach, SC January 2018 – Present

Client Service Representative

Establishing relationships with clients and steadily exceed their expectations by providing valuable advice on establishing their new company: regulatory filings and compliance, tax filing, marketing, advertising, and referral advising.

Recognized as the first employee to introduce Latino clients to the American market and for ensuring that

large construction projects received a preliminary commission of 3% of their total net income.

Develop new business opportunities that generate profitable fee income and revenue growth for Union Services

Guide thirty-five clients to obtain SBA 7(a) and PPP (Paycheck Protection Program) Loans of up to $85,000.

Prepare strategic financial projects for over 25 Latino clients to compete in large construction project bids. Ninety percent of clients succeeded in receiving bid assignments.

Established new LLC businesses for over 100 companies, maintained 100% client retention and expanded Union Services product offerings.

Work with a team of 4 and responsible for reviewing up to 30 client accounts weekly.

Palm Beach County Schools, Palm Beach, FL August 2017-December 2017

High School Mathematics and Spanish Tutor

Tutored multiple group sessions to 9-12 grade students across the District in Spanish and Mathematics

LEADERSHIP & INVOLVEMENT

Coached U-10 team’s and participated in local/travel at a semi-professional level (2022-present)

Keiser University’s open house, leading group orienting and touring new students (2016)

Men’s Seahawks Soccer Team Player for Keiser University (2015-2016)

Men’s Panthers Soccer Team Player for Carolina Forest High School (Captain 2 Years) - Sports Boosters Club Special Recognition (2011-2015)

Soccer Player for Coast Fa Travel Team U-09 thru U-18 competed at a semi-professional level (2007-2015)

City of Myrtle Beach Assistant Coach to All Sport’s Teams (2013-2014)

SKILLS & INTEREST

Fluent in Spanish (Native)

Enjoy going to the Gym, playing Golf, Soccer with friends, reading, and watching movies on finance/and documentaries.

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