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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