Yaneth Leo

Experience

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  Law Offices of J.A Morales

  Feb 2001 - Jul 2002

  Legal Secretary/ Receptionist

  • Prepare initial adjudication of claims and various court forms for workers compensation claims.• Handle deposition appointments, assisted clients via telephone with various questions regarding their case and served as a liaison between client’s and adjusters.• I also negotiated settlements with insurance adjusters and settled cases. • Assisted daily with numerous telephone calls using a multi-line system and entrusted to process confidential client’s records and other exclusive documents. Show less

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  HSBC

  Oct 2002 - Jul 2005

  Collector III

  • Provided excellent customer service while assisting with customers’ needs.• Offered various programs to customer in order to retain accounts and avoid charge off by negotiating payments over the phone

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  Wells Fargo

  Aug 2004 - Feb 2011

  Personal & Business Banker

  • Responsible for cross-selling business products to potential and existing customers• Profiled customers in depth to provide and sell products tailored to their business needs• Identified sales opportunities and referred customer to appropriate business partner• Maintained relationships with business & consumers customers to further their relationship with banks• Provided excellent customer service by identifying and resolving customer’s needs • Offered various programs to customers in order to retain accounts and avoid charges by negotiating payments Show less

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  Citi

  May 2011 - Nov 2011

  Personal Banker

  • Responsible for cross-selling business products to potential and existing customers• Profiled customers in depth to provide and sell products tailored to their business needs• Identified sales opportunities and referred customer to appropriate business partner• Maintained relationships with business & consumers customers to further their relationship with banks• Provided excellent customer service by identifying and resolving customer’s needs • Offered various programs to customers in order to retain accounts and avoid charges by negotiating payments Show less

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  Arriba Juntos

  Jul 2012 - Sept 2013

  Case Manager/ Employment Specialist

  • Manage a caseload of 150 clients• Refer or provide clients with resources on supportive services based on client’s needs• Compile monthly reports with hourly participation data• Served as a liaison between client and other institutions• Provide verbal and written translation in Spanish• Maintain updated folders with case notes, documents, and reports• Assist with client’s job goals, job search, and job placement retention• Coach clients by providing mock interviews, reviewing and updating their resume Show less

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  Citi

  Apr 2013 - Jan 2023

  - Compliance Control Analyst- Translating control calls - Review 20-25 calls per day- Verified non-compliance issues *Provide excellent customer service while assisting with customers’ needs. *Responsible for cross-selling company products to existing customers*Identified sales opportunities and referred customer to appropriate department *Provide excellent customer service by identifying and resolving customer’s needs

  • Bilingual Business Control Specialist-Quality Control Analyst

    Apr 2013 - Jan 2023

  • Customer Service / Sales III

    Apr 2013 - Oct 2016
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  South Dakota Department of Public Safety

  Jan 2023 - now

  Driver license Examiner