JEANFRED Y. PEREZ
Racine
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Well-versed in aligning technological resources with established processes and personnel strengths to achieve operational and continuous improvement objectives. Experienced in offering analytical insights and decision-making support focused on operational development and sustained growth.
Overview
9
9
years of professional experience
Work History
Personal Financial Officer
Landmark Credit Union
12.2020 - 12.2023
- Open savings products, IRA/HSA products, and service requests
- Cross sells accounts, products and loans
- Resolved member issues/problems and competently responds to member inquiries
- Trained new upcoming employees with our online services and with our loan software
- Ability to understand and explain credit bureau reports, liaise with members in satisfying loan stipulations, schedule closings and process loan documents
- Open and Close the branch
- Managed training other employees
- Attended local community events to increase visibility of the credit union's brand.
Call Center Agent
Educators Credit Union
03.2020 - 11.2020
- Assisted members with Online banking Administration
- Conducted Loan Applications and Re-finances
- Resolved problems with members regarding their accounts
- Cross-sell services and products to members
- Trained new upcoming employees with our online services and with our loan software
- Assisted with bilingual calls in a call center environment.
- Assisted customers with inquiries, issues and complaints via telephone, email and chat.
- Offered resolutions to de-escalate calls and solve customer issues.
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
Account Manager
CNAC Finance
07.2019 - 03.2020
- Created and implemented strategies to reduce delinquency rates, improve customer service and increase collections.
- Analyzed account histories, monitored payments, reconciled discrepancies and updated customer information in the database.
- Maintained records of collection activities for each account, including contact attempts, payment arrangements and resolution status.
- Researched customer disputes regarding billing errors or incorrect charges; resolved discrepancies with internal departments as needed.
- Provided financial advice to customers on budgeting techniques and money management skills to help them stay current on their obligations.
- Assisted customers with financial hardship by offering alternative payment plans or other solutions that would benefit both parties.
- Remained calm, stayed professional and provided exceptional service on calls, even when interacting with difficult individuals.
Member Finance Rep
Educators Credit Union
04.2017 - 10.2018
- Assisted members with financial inquiries in a timely manner.
- Provided guidance on available products and services to meet member needs.
- Researched and resolved discrepancies in member accounts.
- Advised members on the use of online banking tools for secure access to their accounts.
- Processed applications for new memberships or loan requests according to established guidelines.
- Ensured compliance with applicable federal regulations related to consumer protection laws.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Built positive and productive customer connections to drive consistent sales.
Teller
Educators Credit Union
07.2014 - 01.2017
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
- Explained account information to customers in detail as needed.
- Processed wire transfers for customers both domestically and internationally.
- Researched discrepancies between actual cash amounts and records of transactions for accuracy.
- Maintained confidentiality of all customer records and information according to company policies.
Education
Human Resource Management Certification
Gateway Technical College
2021
School -
Mary D. Bradford High School
01.2015
Skills
- Bilingual (Speaking and Writing English and Spanish)
- Proficient Computer skills
- Detail oriented & Organized
- Responsible
- Experienced in customer service skills
- Ability to multitask
- Analytical Thinking
- Experience in Leadership
References
REFERENCES
AVAILABLE UPON REQUEST
Timeline
Personal Financial Officer
Landmark Credit Union
12.2020 - 12.2023
Call Center Agent
Educators Credit Union
03.2020 - 11.2020
Account Manager
CNAC Finance
07.2019 - 03.2020
Member Finance Rep
Educators Credit Union
04.2017 - 10.2018
Teller
Educators Credit Union
07.2014 - 01.2017
Human Resource Management Certification
Gateway Technical College
School -
Mary D. Bradford High School
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