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Marcos
Sales Development Representative
Contacto
Competencias
Performed requirements gathering, process modeling, and documentation to support project delivery in financial services.
Facilitated communication between technical teams and clients to clarify project requirements and expectations.
Identified process inefficiencies and recommended solutions to optimize workflow and reduce redundancies.
Created detailed functional and technical specifications to guide development and testing phases.
Educación
Resumen
Dedicated business analyst experienced in requirements analysis, process improvement, and stakeholder engagement within financial organizations.
Logros Clave
- Led requirements gathering and analysis for multiple client projects, ensuring all stakeholder needs were documented and prioritized.
- Developed functional specifications that served as detailed blueprints for technical teams, streamlining project implementation.
- Participated in cross-functional teams, contributing to process improvements and system enhancements across the organization.
Experiencia
Trainner
I work for Dish as a customer service agent., After 3 months became tech support advisor., After 2 months I became a trainner for new waves helping out with soft skills and helping new new hires with their rapport.
Trainner
As Verizon I started helping with customer service calls and tech support for about a month., After that I became a trainer helping out the new hires with their soft skills rapport.
Team lead and trainner
At frontier I was part of the sales campaign opening new accounts and did that for about 3 months., After I was part of the training department and the team lead helping out a new hires with the new prospect and not training them in customer service that they could build better soft skills and also their rapport.
Financial advisor
For Scotiabank I was a financial advisor for about 3 months., After that I became a revolving credit advisor took the training helping out customers with their credit cards revolving loans., After about 4 months then I became a loan specialist now helping out customers with the loans with their car loans., After about a year at Scotiabank and then I was kind of a team lead helping out other supervisors but they're training with the coaching with the new hires.
Sr tech support
At AT&T I was a tech support advisor., Helping customers I'll solve their cell phone connectivity device issues and I was also helping them with their signal issues if there was any downtime., After about 6 months I also was part of the trainers to train New Waves I did that for a long time., As part of the training department I was able to help new hires with their soft skills with their wrap port and how to connect properly with a customer if we have to deliver any bad news about their cell phone service if they wasn't going to be any down time due to a tower issues.