Experience

Summar Financial, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Account Executive freight

  • Feb 2022 - Present

  - Attend and respond in a timely manner to all incoming client calls and emails Proactively reach out to clients via their preferred contact method with status updates on their invoice purchases, Notify clients as early as possible of any verification delays. -Review client requests outside of the normal operational process and find solutions for each case, escalating as necessary for the decision making while talking 100% ownership over the decision delivery to the client -Explain thoroughly and clearly all policies, procedures and account information to the client and provide continuous client training to achieve a smoother funding process for the client -Resolve all client issues and complaints in a manner that generates the world class customer service while minimizing risk to the organization. -Ensure all invoices for purchase in a given day are purchased within the given time limit and review all held invoices to ensure that they should be on hold, Review held invoices daily making sure that all verification follow up is up to date and the client is fully informed at all times. -Review the daily portfolio analysis reports and follow up with clients daily with relevant account information. -Follow-up on all workout accounts to reduce risk of losses to zero, taking action with collections, the client, brokers, shippers and receivers as necessary. -Maintain accurate information on a client account in all systems used and maintain accurate, public client funding instructions. Include accurate no-buys on relationship and client level. -Follow up on all invoices left pending for review for AE and communicate with the broker on invoices that have not been verified as is necessary due to client request or time constraints. -Report weekly on open fuel advances, negative reserves, inactive clients/workout risk position, claims, concentration, past due originals, poor quality copies, late originals fees, AE exceptions, Unapplied Cash account. Show less



City Lending Inc

• United States
• Financial Services
• 100 - 200 Employee

• Loan Officer Assistant

  • Mar 2021 - Feb 2022

  In charge of reviewing loan applications and completing administrative tasks for their organization. Also responsible for checking important loan details and requirements before submitting all documentation to the lender. - Knowledge of encompass - Customer service - Report Credits In charge of reviewing loan applications and completing administrative tasks for their organization. Also responsible for checking important loan details and requirements before submitting all documentation to the lender. - Knowledge of encompass - Customer service - Report Credits



Sitel Group

• Outsourcing and Offshoring Consulting
• 700 & Above Employee

• Coach

  • Jun 2020 - Feb 2021

  -Management of BPO, AHT, VOC, CSAT ATTRITION sector metrics. -Management of Personnel for internal development of the campaigns.-Continuous development and creation of action plans for problem solving. -Completion of tasks

• Team Lead

  • Apr 2019 - May 2020

  - Management of BPO sector metrics.- Operation management.- Personal Development.- Personnel management.- Knowledge of KPI Tools, power BIP.- Development of coaching and action plans for the creation of internal strategies with staff.



Lean Staffing Solutions

• Colombia

• Logistics Coordinator

  • Jun 2017 - Jan 2019

  - Personal management - Strategic development and fulfillment of goals for the internal development of the company. - International purchases, related to the treated product. - Sale of products. - Development of personnel and training to fulfill operations. - Personal management - Strategic development and fulfillment of goals for the internal development of the company. - International purchases, related to the treated product. - Sale of products. - Development of personnel and training to fulfill operations.