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ANALIS CASTRO

analisclOegmail.com 1-470-***-**** Hialeah, FL33016

Summary

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven

to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player

adept at cultivating partnerships and building lasting relationships across all demographics and management levels.

Dynamic and reliable with exceptional customer service and communication skills.

‘Skills

‘* Mutual funds understanding

= Funding education

© Developing financial plans

+ Good work ethic

‘* Fluent in Spanish

Experience

IVFMD Miami, FL .

Financial Advisor

11/2017 - 06/2022 .

tee

Kalorik Miami, FL

Receptionist .

11/2016 - 11/2017

Inktel Contact Center Solutions Miami, *

FL

‘Customer Service Representative .

06/2015 - 10/2016

Customer service

‘Training & development

Teambuilding

‘Team management

seee

Answered questions regarding details of financial plans and strategies to

pay for ivf treatments

Provided recommendations for financing companies

Go over insurance benefits with patients to advise their financial

responsibility for their visit

Processed payments and updated accounts to reflect balance changes

Sorted incoming mail and directed to correct personnel's.

Reviewed doctors schedule and confirm appointments

Delivered high-quality customer service experience through understanding,

‘of patients fertility journey and being their financial advocate along the

way.

Answered and directed incoming calls using multi-line telephone system.

Delivered administrative support to team members by making copies,

sending faxes, organizing documents and rearranging schedules.

(Oversaw office inventory by restocking supplies and submitting purchase

orders.

Answered phone calls, provided information and troubleshooting for our

products

Served visitors by greeting, welcoming and directing to appropriate

personnel.

Promoted high customer satisfaction by resolving problems with

knowledgeable and friendly service.

Remained calm and professional in stressful circumstances and effectively

diffused tense situations.

Demonstrated excellent communication skills in resolving product and

consumer complaints.

Education and Training

Educated customers on special pricing opportunities and company

offerings.

Developed strong customer relationships to encourage repeat business.

Answered incoming calls and emails, providing frontline customer support

oF assistance with product and service transactions.

Hialeah Gardens Senior High School Hialeah Gardens, FL

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