America Martin
Yuma
Summary
Resourceful professional in financial services, known for high productivity and efficient task completion. Specialized in risk assessment, regulatory compliance, and customer service. Excel using communication, problem-solving, and adaptability skills to achieve goals and meet client needs. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Caregiver
Synergy Homecare
Yuma
04.2025 - 08.2025
- Bathing and grooming
- Laundry and helping with dressing
- Food shopping and prep
- Light housekeeping
- Managing medications
- Transportation
- Mobility assistance
- Companionship and emotional support
- Communicating with doctors and monitoring medications
CSR, Sales
CNG Holdings/ Allied Cash Advance
Yuma
01.2022 - 01.2024
- Processed transactions and maintained accurate records of customer accounts and payments.
- Conducted market research to identify potential leads and improve sales strategies.
- Collaborated with marketing teams to develop promotional materials that resonate with target audiences.
- Tracked and analyzed sales performance metrics to identify areas for improvement.
- Provided customer service and technical support to customers via phone, email, live chat, and social media.
- Ensured compliance with applicable laws and regulations related to sales process.
- Maintained records of customer interactions, transactions, comments and complaints.
- Created detailed reports regarding sales performance metrics such as daily call volumes and average handle time.
- Handled cash register transactions accurately while ensuring proper money handling procedures were followed at all times.
Sr Personal Loans Specialist inbound customer service agent
Discover Financial
Yuma
02.2020 - 01.2022
- Built and strengthened client relationships to form long-lasting, profitable bonds.
- Created marketing materials highlighting the advantages of obtaining a personal loan from the organization.
- Monitored customer accounts to ensure timely payments were made according to contractual agreements.
- Maintained records of all loan transactions including payments received, principal balances due, and interest charges incurred.
- Evaluated financial, income and credit documentation to make loan decisions.
- Processed loan applications in accordance with established procedures and regulations.
- Approved or denied loan applications and explained reasoning behind decisions.
Inbound/outbound Customer Service Escalation, Specialist
Convey Health Solutions
Yuma
03.2018 - 03.2020
- Managed escalated customer inquiries, ensuring timely resolutions and maintaining high satisfaction levels.
- Utilized CRM software to track customer interactions and follow up on outstanding issues.
- Answered incoming customer inquiries and resolved issues related to products or services in a timely manner.
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
- Maintained high levels of professionalism while interacting with customers via phone or email.
- Attended regular training sessions on updates and changes within the industry or organization.
- Supported sales team members to drive growth and development.
- Surpassed sales goals through implementation of successful marketing strategies.
- Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
Education
High School Diploma -
Primavera Online High School
Chandler, AZ09.2019
Skills
- Financial evaluation
- Problem solving
- Time management
- Money orders
- Multitasking and organization
- Phone etiquette
- Banking software
- Financial literacy
- Sales and Cross-selling
- Accounting systems and software
- Account management
- Customer relationship management
- Sales support
- Data analysis
- Team collaboration
- Upselling skills
- Money handling
Languages
English
Certification
- BLS Training and Certification through AHA
- Fingerprint Clearance Card
Timeline
Caregiver
Synergy Homecare
04.2025 - 08.2025
CSR, Sales
CNG Holdings/ Allied Cash Advance
01.2022 - 01.2024
Sr Personal Loans Specialist inbound customer service agent
Discover Financial
02.2020 - 01.2022
Inbound/outbound Customer Service Escalation, Specialist
Convey Health Solutions
03.2018 - 03.2020
High School Diploma -
Primavera Online High School