jose nunez

El Paso, TX *****

adz06m@r.postjobfree.com

+1-915-***-****

Authorized to work in the US for any employer

Work Experience

Bilingual Financial specialist

Prudential - El Paso, TX

July 2018 to Present

• Consult with clients to create needs-based solutions to help clients meet their financial goals by applying a combination of investment, protection and retirement planning strategies

• Manages the day to day activities of a 401(K), annuities, 457(b) client services to ensure delivery of optimal service.

• Assist existing Prudential clients through our lead generation programs

• Conduct outreach to existing clients to ensure their portfolios are current and satisfactory to meet their individual needs and goals

• Analyzing information gathered from client meetings and developing proposed solutions.

• Ensuring that all work abides by compliance standards set forth by the industry’s regulatory bodies as well as Prudential Advisors.

• Route calls accordingly and efficiently to proper department for immediate resolution.

• Handle large amount of incoming phone calls.

• Assist participants with loans, disbursements and asset transfer to other record keepers. Advisor Services/Investor Services representative

Charles schwab - El Paso, TX

June 2018 to May 2019

Process an array of applications such as SEP applications, Simple IRA apps, trust apps, estate app, POA apps, add remove POA apps .

Maintain high level of productivity while meeting efficiency standards. Maintain client information confidential on a daily basis. Index electronic documents when required.

Place outbound calls to financial adviser as well as investors and informed them of either missing information in they're application or to update them on status of application. Keep record of processed applications.

Contribute to team goal by meeting and exceeding weekly efficiency goals. English-Spanish Interpretor

Language line solutions - El Paso, TX

November 2017 to March 2018

Facilitate effective communication between two parties that do not speak a similar language by converting one spoken or written language to another. Translate foreign languages for clients in prison so they can understand prison officials. Relay concepts and ideas between languages.

Convert written materials from one language into another, such as books, publications, or web pages. Use dictionaries and glossaries for reference.

Employomputer-assisted translation.

Facilitate communication for people with limited English proficiency. Provide language services to healthcare patients, Healthcare providers, Insurance adjuster,CPS providers with limited English proficiency.

MCC-Bilingual officer-temp

SSFCU - El Paso, TX

May 2017 to October 2017

Serve members by providing service and information in a courteous and efficient manner by telephone and/or other correspondence.

Perform preliminary research, answers members questions, and resolve problems and complaints concerning Credit Union accounts.

Perform account verifications, update account information when required. Perform effective communication and sales skills, identify member needs and offer Credit Union products which best fit those needs.

Process stop payments upon member request.

Receive and respond to telephone, or personal inquiries with members and insurance agents by providing specific title and loan information or inquiries about insurance or collateral loans. Research existing title work to determine why original lien has not been received and informs the Member Records department for prompt resolution.

Prepare Permit to Transport form and Release of Lien documents, generate loan payoff request and email them or send them via fax as needed.

Assisting members on processing loan payments,transfer funds between member account and 3rd party member accounts.

Begin procedure to close out CD, savings accounts and/or any other products that members would request to close out.

Retention Specialist/Customer Service/Technical Support Dish - El Paso, TX

September 2015 to April 2017

Primary responsibilities would include retaining highly valued customers by utilizing customer service techniques.

Successfully present a variety of packages by utilizing effective sales and persuasion skills in addition to a strong knowledge of the companies products and competitors products. Strategically present most optimal solution for valued customer base. Successfully resolve complaints related to products and services. Effectively manage companies resources and budget. Customer Service Representative/Technical Support

AT&T /WEST - El Paso, TX

July 2013 to September 2015

Responsibilities

Maintain customer records by updating account information, Resolved product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution. Maintain accounts by processing customer adjustments, Recommended potential products or services to customers by collecting information and analyzing customer needs, Contribute to team effort by accomplishing related results as needed. process calls in a timely manner. Accomplishments

#1 agent award for month of 09/14

Skills Used

Customer Service, Product Knowledge, Quality Focus, Problem Solving, Market Knowledge, Documentation Skills, Listening, Phone Skills, Resolving Conflict, Analyzing Information, Multi-tasking Technical support specialist

xerox/sprint - El Paso, TX

February 2013 to July 2013

Responsibilities

Developed sales opportunities by researching and identifying potential accounts; soliciting new customers; building rapport; providing technical information and explanations; preparing quotations. Updated job knowledge by studying new product descriptions; participating in educational opportunities. Skills Used

Meeting Sales Goals, Closing Skills, Technical Understanding, Building Relationships, People Skills, Data Entry Skills, Customer Focus, Professionalism, Motivation for Sales. Education

GED graduate

EPCC

in progess of AAS in Physical Therapy

epcc - El Paso, TX

Skills

• Interpersonal skills, Excellent customer service skills, Analytical, Sales and retention skills, Ability to handle high volume of incoming calls, Ability to sit for long periods of time.

• Customer Service

• Data entry

• Financial services

• Spanish

• English

• Interpretation

• Translation

Awards

Employee of the month

March 2014

i was fortunate enough to be the employee of the month at West-Alorica Certifications and Licenses

Driver's License

Contact this candidate