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Roque
Profesional bilingüe con experiencia en atención al cliente y finanzas
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Competencies
Atendió y resolvió consultas de clientes en inglés y español en los sectores de seguros, salud y telecomunicaciones.
Realizó conciliaciones, elaboración de informes financieros y administración de caja y tesorería en diferentes entidades.
Lideró procesos de cotización, requisiciones, órdenes de compra y seguimiento en organizaciones sin fines de lucro y el sector hotelero.
Utilizó Zeuss SQL, Siigo, Program One y Microsoft Office para gestión de información financiera y administrativa.
Manejo efectivo del inglés escrito, hablado y escuchado para atención al cliente y documentación.
Education
Languages
Summary
Profesional con experiencia en atención al cliente en inglés y español, gestión financiera, y administración, destacada por habilidades en conciliaciones, informes financieros y servicio al cliente en sectores diversos.
Key Achievements
- Gestión de pagos, cobros y conciliaciones en instituciones como hoteles, clínicas y organizaciones sin fines de lucro.
- Amplia experiencia en atención al cliente en inglés, resolviendo problemas en la primera llamada con empatía y eficiencia.
- Responsable de la preparación y presentación de informes financieros y administrativos en diferentes roles.
Experience
Bilingual Agent
As a Bilingual agent for the insurance campaigns I do take cold calls in order to present to potentially clients the benefits in regards of the insurance prices with the companies such as National Health and WorkWell, place the lead nor the appointment with the licensed agent to get the process completed.
Bilingual Customer Service Agent
As part of the Murad skin care products, carefully handling and responding to all customer questions is carried out, as well as providing excellent customer service through active listening., Work with sensitive customer information and treat it sensitively, resolve issues on the first call by being proactive, patient, empathetic, and understanding, maintaining ongoing awareness of our customers' products, services, and promotions, accurately documenting and updating records in the required systems, all in the English language.
Treasurer
Opening of income of the different collection points of the hotel, negotiation of currency sales in the collections and exchange of foreign currencies as well as their respective exchange negotiation., Daily cash balances as well as reconciliation of cash accounts, Realization of accounting records of income by boxes, of payments according to the schedule established by the central office., Presentation of daily and monthly cash register reports.
Bilingual Agent
As part of the campaign for the AT&T company, carefully handling and responding to all customer questions is carried out, as well as providing excellent customer service through active listening., Work with sensitive customer information and treat it sensitively, resolve issues on the first call by being proactive, patient, empathetic, and understanding, maintaining ongoing awareness of our customers' products, services, and promotions, accurately documenting and updating records in the required systems, all in the English language.
Treasurer
Making payments according to established programming, provision of portfolio resources with each of the clinic's client entities and providers, institutional petty cash management, preparation and presentation of execution reports, monthly projections.
Accounting Assistant / Purchasing Manager / Treasurer and portfolio
As Accounting Assistant: Registration of accounting information such as expenses and income, bank information, organization, preparation and presentation of reports on financial execution of the agreements and contracts of the sectional with the entities Ecopetrol, SENA, and the District Mayor's Office of Cartagena., As Purchasing Manager: Quotation of supplies and/or services, preparation of comparative tables of quotations, search for suppliers, preparation and follow-up of requisitions, purchase orders and dispatches, preparation of respective reports, income and output in software, work under the system of quality management., As Treasurer and portfolio: Making payments according to established programming, provision of resources and collection of portfolio, to each of the entities of the institution, management of institutional petty cash.