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Call Center Project Management

Location:
Orlando, FL
Posted:
August 21, 2023

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Resume:

Jessica Colón Díaz, MBA

787-***-**** • ady3ob@r.postjobfree.com

* education * Administration *sales * marketing*Business Intelligence*Compliance*Consulting*faculty

Expert in operational, financial and compliance, requirements, and divisional restructuring and Business analytics.

Senior administrator, sales, and marketing executive

Expert in increasing sales through organization effectiveness, sales, and marketing plans.

Expert working within highly regulated and complex businesses such as banking and higher education

Effective communicator, skilled in creating alliances with employees, managers, and outsiders.

Fully Bilingual in English and Spanish.

Professional Experience

TTC, LLC

Founder and CEO, Faculty (2023-PRESENT)

Expert industry executive for the past 15 years.

Held various senior leadership roles both on campus and online; achieving successful results. Currently advising companies both on operations and academic initiatives as well as project management.

Proven track record in leading organizations to achieve profitable growth through product and service innovation, technology, data based systems, and management. Expert industry executive for the past 15 years.

Held various senior leadership roles both on campus and online; achieving successful results.

Currently advising companies both on operations and academic initiatives as well as project management. Proven track record in leading organizations to achieve profitable growth through product and service innovation, technology, data based systems, and management.

Proven record and experience on Enrollment Management · Lead Management · Call Center Development · Customer Relationship Management (CRM) · Project Management · Business Intelligence (BI)

Teaching faculty for business degrees.

Ana G Mendez University

Vice Chancellor Business Intelligence & Special Projects (2019-2023) US & PR

Develop a strategic vision for the Division of Business, Admissions, Student Services, Finance, and Administrative Services.

Provide visibility through reporting on KPIs and provide leadership and strategic oversight for business on Enrollment Management optimization as student experience and satisfaction assurance.

Formulate a long-term enrollment growth strategy and deploy planned strategic projects to provide the resources necessary for campus-wide (Online and US) to be successfully achieved.

Responsible of Key Project Management trough the organization.

Lead Management and Call Center Applications Implementation, Integration and Management

National University College

Vice President Enrollment Management 2018-2019) San Juan, PR

Responsible for developing, implementing, and overseeing the execution of an annual comprehensive enrollment plan with appropriate goals that include strategies to recruit and enroll students for the University’s traditional undergraduate, online, continuing studies and strategies to attract around 16,000 new students for NUC, NUC Online and NUC IBC Institute through effective channels.

Manage PR & US Call Center Operations + 50 employees and Supervised 23 direct employees on all the Campuses around the island. Increase in enrollments year over year

Responsible for providing leadership and coordination for a comprehensive enrollment management strategy.

Designed sales and marketing strategies to attract new students through effective channels.

250 local employees indirectly in a fast driven environment adding a motivational and teamwork day to day work experience. Responsible for budget preparation and management.

National University College

Admissions Director Online (2015-2018) San Juan, PR

Responsible of the Call Center Operations with+50 employees in a fast-driven environment adding a motivational and teamwork day to day work experience.

Increase of 20% in new students Admissions by implementing new lead management system enhancement and integration to improve efficiency.

Designed Business Model to served Florida Schools (Florida Technical College & DAVE School) for full enrollment process based on the Call Center Operations and direct interactions with each Campus Admissions area.

Developed budgeting preparation and management for all 5 Company Universities (National University College, Florida Technical College, Dave School and Instituto de Banca).

Created admissions procedures and financial strategies to ensure economic goals.

Jessica Colón Díaz, MBA

787-***-**** • ady3ob@r.postjobfree.com

Doral Bank

Manager Loan Servicing Department & Customer Care Call Center (2013-2015) San Juan, PR

Managed both, Mortgage Call Center & Customer Service Center for walk in customers, including loan Transfers, investors requirements guidance, compliance and CFPB rules implementation.

Managed a team of 75 employees with direct report

Escalated Executive and Regulatory Complaints management focused on

Supervised, reviewed and assess established internal controls and procedures to ensure compliance with regulators and investors servicing guides, including time sensitive compliance time frame claims strictly and as a liaison between customer, regulators and all the bank departments.

Managed the creation of customer information records in the CRM database along with execution of the necessary quality control procedures to support this initiative.

Recruitment of staff and development of a hiring profile for department roles and execute that plan to properly resource the team.

Manage FDIC projects (Portfolio Risk Claims Analysis & Management) on Banco Popular transition process of Doralbank Take Over.

Created new reporting tools and guidelines to enforce the unit initiatives to improve service levels and efficiency.

Manager Mortgage Call Center & Inbound Sales Business • Doralbank (2011-2013)

Increase team from 8 to 25 employees in the Cal Center.

Oversee all aspects of inbound, centralized call center team that is responsible for supporting all of core division. Responsible of call center structure expansion of Human Resources and capabilities. Leading and motivating a team of 18 people from Telemarketers Representatives to Mortgage Sales Officers and several contractors and suppliers.

Collect accurate marketing campaign and customer information data on every inbound inquiry.

Customer-service focused on handle every aspect of home loans, from origination to closing.

Manage the creation of accurate customer information records in our CRM database along with execution of the necessary quality control procedures to support that effort along.

Implemented new initiatives (first time resolution, speed to answer, performance appraisal, etc.) to improve sales, resulting in a quarterly 10% sales growth.

Doral Bank

Branch Manager (2009-2011) San Juan, PR

Managed two of the highest volume branches simultaneously in the Metropolitan Area.

Assessed new and existing commercial customers services needs. Successfully performed retail credit analysis and structuring.

Developed strong business relations with Municipalities achieving acquisitions of $5MM on Deposits. Performed financial statements analysis for direct and government guaranteed loans, including collateral preparation of credit facilities.

Assisted senior management in the development of Branch goals and increase the retail and corporate division of $36MM.Increased financial branch result 26%.

Emprende JC, Inc. dba Musa Kautiva

President • (2007-2009) San Juan, PR

Successfully planned, developed, financed and managed a small business, in the highly competitive retail fashion industry.

Prepared and updated the Business Plan according to the enterprise needs.

Traveled to Europe and US to place inventory orders, according to fashion business requirements.

Achieved six figures sales during first year of operations and surpassed planned net profit

Scotiabank

Branch Manager (2005-2007) San Juan, PR

Success opened a new branch in Humacao

Successfully grew the new branch to achieve the institution’s goals

Hired lead and motivated a team of new 14 staff members

Prepared, modified and evaluated sales strategies to comply with bank management goal requirements.

Ensured fulfillment with metrics, sales and regulatory compliance.

Ranked in Top Ten Managers List 2006 and 2007.

Jessica Colón Díaz, MBA

787-***-**** • ady3ob@r.postjobfree.com

Banco Popular de Puerto Rico

Management Trainee, Commercial Business & Assistant Branch Manager (2002-2005)

Established effective plans on operational banking systems, Anti-Money laundering, and Bank Secrecy Act compliance. Ensured compliance with deposit, loan, and strict internal policy goals.

Present for approval of commercial business plans and credit structure proposals, to the Bank’s Executive Credit Committee.

First Bank

Sales Representative (2000-2002)

Achieved assigned retail banking sales for all sort of customers. Offered services and products according to customer profile and branch goals.

As a team member, proactively supported coworkers and management in the successfully financial goals achievement.

Education

Metropolitan University Master’s Degree –MBA- in Management

Sacred Heart University Bachelor’s Degree -BBA- in Administration

Project Management Institute-- PMP Certification –On going

Cornell University - Digital Marketing Certification

Master Careers – Licensed Esthetician

Professional Development: Dr. Daniel Goleman’s Emotional Intelligence / Dr. Stephen R. Covey’s 7 Habits of Highly Effective People/Strategic Enrollment Planning RUFFALO Noel Levitz



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