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Financial and Administrative professional with 5+ years of customer service and finance experience
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Competencies
Delivered personalized assistance and managed client relations across insurance and loan services.
Evaluated credit risks and approved merchant cash advances, supporting financial solutions.
Handled insurance policy administration, database management, and payment processing.
Provided effective customer interactions, influencing work environment positively.
Proficient in Microsoft Office for data management and documentation.
Education
Languages
Summary
Experienced in insurance administration, customer service, and financial evaluation with a focus on process efficiency and client satisfaction.
Key Achievements
- Managed insurance policies for major companies, ensuring accuracy and service continuity
- Streamlined loan management processes, enhancing customer service efficiency
- Specialized in credit risk evaluation and merchant cash advances, strengthening financial decision-making
Experience
Administrative Assistant
Efficient management of insurance policies on digital platforms of renowned companies such as Assa, Iniser, Lafise, and Seguros America, ensuring accuracy and reliability., Excellence in customer service, providing personalized advice, payment processing, and timely delivery of insurance documentation., Responsible for making bank deposits in corporate accounts., Execution of payments at insurance company counters., Meticulous administration of databases and client lists., Confirmation of insurance renewals to ensure service continuity and customer satisfaction.
Customer Service Agent
Efficient customer service management in granting short-term loans., Agility in loan management.
Financial Agent
Underwriting Specialist with a proven track record in the efficient approval of Merchant Cash Advances (MCA), facilitating dynamic financial solutions for merchants., Strategist in the evaluation and management of credit risks, optimizing financial decision-making., Expert in credit management and renewal, strengthening customer loyalty and satisfaction., Coordination for the celebration of commercial contracts, ensuring legality and mutual benefit in business transactions.