Experience

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  Teleperformance

  Jan 2012 - Jan 2013

  Customer service agent

  - Bill explanation, payments arrangements, new lines, new features, bill adjustments and technical problems.- Managed a high-volume workload within a deadline-driven environment- Helped company attain a higher customer service rating.- Completed voluntary customer service training to learn ways to enhance customer satisfaction and improve productivity.

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  Sitel

  Jan 2013 - Jun 2013

  Customer service agent

  - Reservations, itineraries modification, inquiries. - Manage conversational flow through listening and clarifying.- Deal with conflicts, upset customers and challenging situations- Build long-term loyalty through delivering outstanding service.

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  Scotiabank

  Feb 2014 - May 2014

  Financial advisor assistant

  - Met directly with clients to review documents and discuss financial planning options- Oversaw investment and proactively managed client funds - Promptly answer financial questions.

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  Old mutual group

  Feb 2015 - Jun 2015

  Financial planner

  - Meet with clients to determine financial needs and goals and develop growth plans- Used solid market and financial data to reinforce recommendations.- Monitored markets and adjusted client plans as needed - Sold mutual funds to medium-high net worth individuals

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  Fidex seguros y fianzas

  Jun 2015 - Jun 2016

  Ejecutivo de autos y casa

  - Analyze information from Heineken and SCYF and assess their insurance needs- Schedule and attend meetings to solve insurance-related problems and improve methods.- Negotiate with the various insurance companies to provide coverages suited to Heineken´s needs at the best price.- Advice clients on risk management and assist them to reduce insurance claims.- Prepare monthly reports with statistics.- Renew or modify existing policies- Assist clients in claim process when insurance companies do not comply with conditions stated. - Develop and maintain relationships with clients.- Make sure insurance premiums are paid on time.- Keep detailed records of Heineken and SCYF policies through an internal software. Show less

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  Christus muguerza

  Jun 2016 - May 2017

  Financial analyst
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  Johnson controls

  May 2017 - Mar 2022

  • Finance Manager

    Jul 2020 - Mar 2022

  • Area Controller jr

    Nov 2019 - Jul 2020

  • Senior Financial Analyst

    May 2018 - Nov 2019

  • Financial Analyst

    May 2017 - May 2018
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  Toshiba global commerce solutions

  Mar 2022 - now

  • Director Analytics, Reporting and Finance

    May 2023 - now

  • Sr Manager Analytics, Reporting and Finance

    Mar 2022 - now