Bryan Barrera Email & Phone Number

Hollywood, Florida, Us

Hoboken, New Jersey, Us

Jersey City, New Jersey, Us

Jersey City, New Jersey, Us

Zurich, Ch

Mutual Funds Operations

New York, Ny, Us

• Handled inbound calls with discretion and poise inside a fast paced environment• Explained product features, annuitization quotes to clients and financial advisors• Resolved complex escalated service inquiries with strong knowledge of product features and transaction processing• Protected sensitive information by using verification tools and a high attention to detail to avoid fraud • Assisted with beneficiary claims by explaining options and providing proper forms to process claim efficiently• Executed trades as instructed by financial advisors and clients• Rebalanced portfolios and explained equity to fixed asset allocation for all products • Prepared annuitization quotes for all investment products and frequencies

Jersey City, New Jersey, Us

• Assisted Credit Manager with credit reports and company background checks• Determined credit limits for potential and existing clients using Credit Safe• Prepared weekly aging sales reports for department director• Processed payments in AS/400 software to ensure credits are applied to customer accounts• Coordinated with Credit Manager to facilitate collections on delinquent accounts • Applied price adjustments using SuperValu portal• Prepared invoices for billing using MetaView s

• Assisted company President with creating and implementing a successful marketing plan • Facilitated contract negotiations with industrial equipment dealers• Initiated first contact on sales inquiries from potential customers and businesses• Created and managed database of existing customers and vendors• Prepared invoices and ensured that clients paid in a timely matter • Maintained up to date records of company expenses and outstanding receivables

Bachelor Of Science (B.S.), Business Administration & Marketing

Associate'S Degree, Administration & Sports Management