Marisol Gallegos Rodriguez
Maricopa
Summary
Dynamic professional with a friendly demeanor and strong problem-solving skills, experienced at Achieve in guiding clients through financial solutions. Proven ability to analyze complex data and foster teamwork, enhancing client satisfaction and success.
Overview
9
9
years of professional experience
Work History
Welcome Call
Achieve
10.2022 - Current
- Welcome our clients and set them up for a successful and seamless program.
- Guide our clients to set up the dashboard and download a mobile app.
Underwriter
Achieve
08.2022 - 10.2022
- Evaluated risk factors and underwriting guidelines to determine policy eligibility.
- Collaborated with a Debt Consultant to gather necessary documentation for accurate assessment.
- Analyzed financial data and credit histories to assess applicant viability.
Debt Consultant
Achieve
02.2021 - 08.2021
- Analyzed client financial situations to develop tailored debt management strategies.
- Educated clients on debt resolution options and budgeting techniques.
Customer Service Representative
Achieve
12.2018 - 01.2021
- Resolved customer inquiries efficiently, enhancing overall satisfaction and loyalty.
- Managed high-volume calls while maintaining professionalism and accuracy in information delivery.
- Evaluated clients account information to assess current issues and determine potential solutions.
Supervisor
Perry Ellis International
10.2016 - 12.2018
- Directed daily operations to ensure great workflow and adherence to safety protocols.
- Mentored team members, improving overall performance.
- Coordinated inventory management, ensuring accurate stock levels and timely replenishment.
Education
Camelback
Phoenix, AZSkills
- Friendly, positive attitude
- Teamwork and collaboration
- Active listening
- Problem-solving
- Bilingual
Timeline
Welcome Call
Achieve
10.2022 - Current
Underwriter
Achieve
08.2022 - 10.2022
Debt Consultant
Achieve
02.2021 - 08.2021
Customer Service Representative
Achieve
12.2018 - 01.2021
Supervisor
Perry Ellis International
10.2016 - 12.2018
Camelback
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