Daniel Peralta Email & Phone Number

Centennial, Colorado, Us

Centennial, Colorado, Us

• Apply corporate clients' payments to invoices that are unable to be automatically processed through the lockbox system• Provide the research needed to correctly apply payments through checks, wires, credit card and ACH payments• Research and clear unapplied and unidentified cash• Manual batch recordings, bank adjustments, deal locations, write offs, credit card processing and daily cash reconciliation• Perform application of customer payment remittances into Oracle or other accounting systems• Provide research on customer payment issues such as duplicate payments and customer debits, etc.• Enter discrepancy issues into claims/chargebacks to be resolved by customer research group• Work closely with Financial Service Representative to ensure accurate and timely recording of all cash receipts• knowledge of application tools, system processes and business impact

Irving, Tx, Us

FIFA World Cup Qatar 2022

Lakewood, Co, Us

• Assisted customers in Online/Mobile Banking related services primarily via chat and Bank Mail, and provided backup support for phone channel.• Moderated FirstBank social media such as Facebook, LinkedIn and Twitter and left feedback on customers' inquiries and comments.• Maintained an extensive knowledge of our Online Services (Online Banking and Mobile App).• Maintained a working knowledge of all FirstBank products and services being offered to communicate confident and correct answers to customers.• Assisted customers with BillPay inquiries regarding payments, payees and any other questions.• Achieved a strong understanding on fraud trends occurring to identify possible fraud attempts.• Navigated seamlessly between multiple FirstBank programs and systems while aiding customers.• Performed other duties and projects as assigned.• Understood and complied with all provisions of the Safety in the Workplace policy.

Lakewood, Co, Us

*English and Spanish Agent*· Assisted customers with general banking or FirstBank product and service questions over the phone· Helped customers with credit card applications · Developed and maintained a general working knowledge of all bank products and services· Knowledgeable about various aspects of other centralized departments (Fraud, Centralized Accounts, bookkeeping/ACH, Loans, Telephone Wires, debit and credit card disputes)· Researched customer issues and concerns across various products and services to pinpoint logical resolutions· Helped customer needs with a focus on our Online/Mobile solutions including, bill payment research, zelle, and technical troubleshooting· Achieved a general understanding of fraud trends occurring to identify possible fraud attempts· Met individual and department service level objectives· Assisted customers with general troubleshooting for FirstBank products and services· Collaborated with other FBSS departments and branch operations in order to properly assist customers

Lakewood, Co, Us

As a Contact Center Representative I worked in a fast-paced call center atmosphere focusing on either general customer service or online banking support. Assisted customers in an efficient, friendly and professional manner with a variety of banking questions over the telephone. This position developed and maintained a general working knowledge of all FirstBank products and services offered to assist customers with general troubleshooting and inquires.

Denver, Colorado, Us

• Gathered information about events, workshops, student meetings and job fair events around campus to put them together in a weekly calendar and send it to all TRIO scholars through email• Created weekly social media content • Tracked student participation• Used Photoshop and Publisher Office to create promotional materials for program events• Helped to maintain and organize work environment, and performed daily tasks• Scheduled appointments for students and faculty members• Conducted student outreach• Scanned student files and distributed promotional material

Denver, Colorado, Us

Seattle, Wa, Us

• Crafted quality handmade beverages with regards to company standards and guidelines.• Strengthened ability to multitask and prioritize responsibilities such as drive thru orders, food prep, cash register orders and other duties as needed.• Maintained up-to-date knowledge of changing company coffee roasts, promotions, and beverage recipes. • Arranged displays of materials and coordinated seasonal lobby merchandise set-up. • Excelled at all fundamental store roles including: bar, order support, store support, and POS use. • Trained new hires in core values and key processes of a certified barista.• Organized sorting, calculation, and distribution of weekly tips for the entire store.• Managed customer relations to ensure client satisfaction.

Internship opportunity in Peru (Summer 2019). My main responsibilities were the following:· Oversaw accounts payable and accounts receivable· Sent invoices and account updates to clients· Kept an accurate record of client accounts and outstanding balances· Received, sorted, and tracked incoming payments· Issued receipts for received payments· Validated debit accounts to ensure the credibility of payments · Addressed and solved client questions and issues· Securely handled client data and payment information· Provided accurate reports of billing data

Denver, Colorado, Us

• Oversaw front desk and provided assistance at the reception• Distributed team newsletters, mail, email updates and other forms of communication to professors and faulty staff• Faxed and emailed important documents between faculty members and students• Generated shipment invoices, prepared packages and set up courier deliveries for faculty members• Scheduled advising appointments for students• Received and screened high volume of daily internal and external phone calls, email and mail.• Downloaded Student CAPP reports when required for professors

Atlanta, Georgia, Us

• Processed Checkout and Return transactions, as well as monitored and maintained the Self-Checkout area• Proactively sought product/project knowledge to provide customers with information and identified selling opportunities• Followed all policies and procedures to ensure that shrink was minimized• Helped customers find specific products, answered questions and offered advice• Assisted customers with credit card applications • Updated customer accounts, signed them up for new services to take advantage of special offers• Received returned damaged items and marked them down as unsaleable merchandise • Completed daily recovery tasks to keep areas clean and neat for maximum efficiency• Reduced company risk by properly verifying customer identification for 21+ merchandise

Specialization, Financial Technology (Fintech)

Bachelor'S Degree, International Business And Economics

Study Abroad Through Colorado State University In Multiple Countries Of Asia, Africa And Europe, (International Business, Global Studies, Economics And Oceanography)

High School Diploma, General Studies

Elementary And Middle School, General Studies