Financial Analyst Help Desk

Ralph R Garcia III

*** *. ***** ***** *** Antonio, TX 78212

210-***-**** / *************@*****.***

EXPERIENCE

Capital Group, San Antonio TX— Financial Analyst

November 2019 - PRESENT

●Assisted in escalated calls from internal, external clients and financial center personnel.

●Enhanced client’s financial relationship by offering appropriate products and services that fit their specific needs and wants.

●Worked with our training department as a Help Desk mentor for newly hired classes entering their phase of on the job training

●Quality control officer monitoring calls for quality assurance

●Processed New Business Applications and Transaction Requests

Security Service FCU, San Antonio TX — Senior Collector/Senior Solutions Officer

January 2008 - November 2019

●Contacted members by phone and or email to collect past due payments to bring account current, adhering to state and federal NCUA regulations

●Recommended closing of lines of credit and recovery actions to supervisors when appropriate

●Reviewed work queue and forwards charge off and account closure candidates to supervisors

●Utilized available Internet sources and On-line Credit Bureau to skip trace members who have not notified SSFCU of address changes or new contact information.

●Assisted members with approved forbearance agreements or deferments.

●Resolve all disputes for credit cards and all loan products, Processed loan applications, all member support calls

EDUCATION

Brackenridge High School, San Antonio TX

The University of Texas at Austin, Austin TX

SKILLS

Excellent time management, dedication and teamwork, training specialist

All Microsoft programs (Word, Excel, OneNote)

Chrome, Edge, Lexis Nexis, etc.

AWARDS

Difference Maker Award, 2024 This was awarded to me for the contributions I made to my company’s training department. Having assisted in training over 30 new-hires last year.

Top Performer Q4 2023 & Q1 2024

Led my team in various projects and was recognized by my department during several quarterly recognition events

Top Collector & Collections 2017-2019

Various months throughout the years I was recognized for collecting top 5% of dollars collected in my department as well as top volume of accounts collected on

LANGUAGES

English & Spanish

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