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S

Sergio

Transfer Agent at Torro Funding Group

Contacto

Guadalajara, Jalisco, Mexico
Disponible en CazVid
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Competencias

Client RelationsAdvanced

Expertise in managing client interactions, assessing needs, and delivering tailored solutions.

Credit & Financial AssessmentAdvanced

Proficient in evaluating credit histories and financial data to determine client eligibility.

Logistics CoordinationIntermediate

Skilled in managing transportation schedules, tracking shipments, and ensuring timely deliveries.

Customer ServiceAdvanced

Dedicated to providing exceptional support and resolving inquiries efficiently across diverse roles.

Educación

GED Diploma

Idiomas

EnglishNative
SpanishNative

Resumen

Dedicated specialist with experience in financial eligibility assessment, client relations, logistics coordination, and customer service across diverse industries. Proven ability to streamline processes and enhance client satisfaction.

Logros Clave

  • Assessed client eligibility for financing by analyzing credit scores and financial details, ensuring accurate qualification decisions.
  • Streamlined client evaluation processes, improving efficiency in determining funding eligibility.
  • Provided comprehensive client support, enhancing customer satisfaction and trust.

Experiencia

Transfer Agent/Associate Consulting Specialist

Torro Funding Group
2024 - 2025

Evaluating client eligibility by analyzing credit scores, credit history, funding requests, and additional financial details to determine qualification for financing solutions.

Customer Care Agent / FLCT and Social Security

Xtendops (Morgan & Morgan)
2023 - 2024

Served as first point of contact for callers seeking legal aid; routed inquiries to appropriate departments.. Transitioned to Social Security as a consulting agent, gathering information to assess eligibility for SSDI, SSI, and VA benefits.

Carrier Sales Representative (Uber Freight Logistics)

Rápido Solutions Group
2021 - 2022

Coordinated pickup and delivery of diverse cargo loads across locations.. Tracked shipments from origin to destination to ensure timely and accurate service.

Customer Engagement Associate

Talented Partners
2018 - 2021

Provided support services to hospitals and clinics in the USA.. Updated account information, installed devices (tablets, wallboards, TVs), adding content if requested and removed equipment as needed.

Bilingual Representative Agent

AT&T
2017 - 2018

Responsible for professional phone communication with customers in the United States to manage credit and collections activities.. Core duties included resolving outstanding account balances and addressing unpaid service charges, while maintaining strict adherence to a target call duration of 7 minutes or less per interaction.

Sales Agent

Avantel Outsourcing
2014 - 2017

Sold internet, cable, landline, mobile, and home security services.. Identified customers need to offer upgrades and additional products, driving upsell opportunities.

Online & Flea Market Retailer

Independent Seller

Manage independent sales of new products including sneakers, apparel, perfumes, bags, jewelry, watches, and cosmetics.. Draw on family background in retail (candy factory) to build relationships with local store owners and negotiate distribution agreements.

Habilidades

Client RelationsCredit & Financial AssessmentLogistics CoordinationCustomer Service
Publicado en CazVid - 4 ago 2026
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