Customer Service Representative, Contact Center.

Joe Bejar

***** ****** **, *******, ** *****

Phone: (832) 781 - 6947 ● Email: ********@*****.***

OBJECTIVE

Detailed, organized and hard-working team player with over 10 years of customer service in the financial banking and retail energy industry. An independent individual with a strong history of interpersonal communication and problem-solving skills. I am looking for a company to further build my customer service skill set and to learn & acquire new skills from. Skills

• Microsoft Office (Microsoft Excel, Word, Outlook etc.)

• 60 WPM & able to professionally execute emails, replies and phone calls

• Proficient in Salesforce Classic and Lightning & ERCOT

• Bilingual in Spanish & English. (Read, Write & Speak) EMPLOYMENT HISTORY

Customer Service Representative (Contract) August 2022-March 2023 APG&E

• Worked with retail and commercial clients to quote and price retail electricity and process a move in of services.

• Communicated closely with ERCOT to perform account adjustments, connections and disconnections, meter services and permits required by local utilities.

• Assisted customers with inquiries about their utility bill. Making escalations on bill issues, meter requests such as disputes or re-reads and provided daily follow ups on requests statuses.

• Collaborated with internal departments to assist commercial clients, explaining demand charges and pricing structure. Requested move in services on customer needs and explained contractual terms and conditions. Residential Title Examiner August 2021-May 2022

Sunnova Solar Energy

• Responsible for the review of Solar Energy contracts, making sure the information of the client matches the information on the contract. Cross referencing information from Salesforce to the contract, reviewing legitimacy, acceptability of signatures provided and resending contracts through DocuSign if needed.

• Used resources such as SiteXPro and Catastro and specific County websites to verify residential ownership.

• Reviewed Deeds, Trusts, Black Knight Titles, Certificate of Occupancies and conducted research online to verify property ownership. Making sure the information is congruent with contract information and making adjustments as required.

• Worked with Solar Energy Dealers and guided them through the process of finalizing the sale and project block completion within Salesforce. Often time acting as a liaison between Dealers and Customers. Loan Intake Coordinator April 2019-June 2021

First Community Credit Union, Houston, TX

• Responsible for the intake of loan applications of auto loans, personal, credit cards and various loan products through a daily queue, contacting the client and discussing loan requirements.

• Assisted the loan officers in contacting the client when further questions arose, referring to their credit reports to analyze and discuss derogatory accounts, late payments and charge offs relaying information to the loan officers to make a loan decision.

• Acted as the front line answering client questions pertaining their loans via large volumes of emails, text messages and phone calls. Discussed the loan process from applying to closing and loan requirements to new clients and assisted in handling documentation such as paystubs, tax returns, legal documents and loan documents. Education

Langham Creek High School, Houston, TX 2008-2012

• High School Diploma

Summary of Skills

• Ability to control calls regarding customer service & problem solve.

• Skilled in clerical duties pertaining filing records, sending/receiving faxes & relaying messages.

• Outstanding verbal and communications skills, email handling & data entry.

Contact this candidate