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Skills

  • MS Office
  • User interface understanding
  • Process implementation
  • Operational improvement
  • Cross-functional collaboration
  • CCTV
  • Presentation skills
  • Document scanning
  • Supervision
  • Hardware evaluation

Work Experiences

  • Answered 8 phone calls per 6 months to assist customers.
  • Was in charge of receiving, storing, transferring, and dispensing petroleum fuel products.
  • Tableau was delivered to customer locations by me.
  • Measured yardage and looked for stray golf balls.
  • Used Workday to accurately enter data into a batch ticketing system.
  • Raised the stakes.
  • Initiative was planned and carried out by me.
  • Identified
  • Effectively controlled the release of proprietary and confidential information for general client lists.
  • Was in charge of all tasks delegated to me, including budget management and risk assessment.

Summaries

  • Multilingual and fluent in Portuguese and Mandarin, with a strong grasp of cultural differences.
  • With 14 years of progressive experience in large-scale corporate banking environments, I am a highly analytical and results-driven banking professional.
  • Excellent communicator and team player looking for a position as a QA analyst with a forward-thinking company.
  • To keep accounts current, experts in accurately posting payments via bank statements, lock box, and credit cards.
  • Service-driven
  • Adaptable, tenacious, and capable project manager with over 5 years of experience leading teams, resolving conflicts, networking with prospects, and managing budgets to maximize profits.
  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.
  • Proficient in promoting standard by leveraging client relations and risk assessment knowledge.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Financial analysis, reconciliation, mortgage collections, loan documentation, SBA liquidation, credit and risk management assessment, and customer service are all areas of expertise for me.

Accomplishments

  • Led post-sale account management that ensured 61% on-time delivery of all deliverables to top-tier clients.
  • Developed a service gap analysis framework that delivered measurable improvement in support quality, reducing customers' complaints by 73%.
  • Received internal 'Excellence in Client Relationships' award for consistently exceeding customer satisfaction scores by 17%.
  • Documented and resolved process which led to system.
  • Effectively bridged gaps between client needs and available solutions, resulting in a 16% satisfaction rate improvement.
  • Spearheaded cross-functional efforts with marketing, resulting in 34% higher client engagement in promotional campaigns.
  • Identified and closed $10 in new business by leveraging deep analysis of client data and presenting custom solutions.
  • Proactively managed a portfolio of 4 accounts, maintaining 72% customer retention year-over-year.
  • Devised a client engagement plan improving online support portal utilization by 37%, reducing incoming requests.
  • Developed a cross-team collaboration strategy that resulted in a 61% reduction in response time to client inquiries.

Affiliations

  • Participated in Sales Leadership Conference, Sponsored by National Association of Account Management, 2018
  • Certified Trainer, Society of Sales Coaches and Trainers (SSCT), 2023
  • Completed Leadership and Management Program, American Management Association (AMA), 2016
  • Certified in Advanced Excel Techniques for Sales Professionals, 2016 (By program)
  • Professional Member, Global Business Continuity Institute (BCI), standard
  • Member, Project Management Institute (PMI), category, Certified in Account-Based Sales Development (ABSD)
  • Participant, Sales Operations Roundtable, Sponsored by Revenue Growth Association, 2018
  • Participant, National Association of Appraisal Management Companies (NAAMC), process
  • Affiliate, Business Development Institute (BDI) standard
  • Active Participant, Sales and Marketing Executives International (SMEI), method

Certifications

  • CompTIA Security+
  • Certified Sales Operations Professional (CSOP)
  • Advanced Client Relationship Management (CRM) Certification
  • Customer Experience (CX) Certification – Meridian
  • Salesforce Certified Administrator
  • Digital Marketing Certified Associate (DMCA) - Brightline
  • Google Analytics Individual Qualification (GAIQ)
  • Project Management Professional (PMP)
  • Advanced Client Engagement Strategies – SAP
  • SAP Certified Application Associate

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