David Peña Email & Phone Number

Houston, Texas Area

• Convert merchants from current Merchant Identification number platform to new Merchant Identification number platform.• Contacting merchants and setting up initial installation dates.• Comply with security protocols in verification of merchant identities and sensitive information.• Assist merchants with over the phone set up of their credit card terminals.• Assist merchants with over the phone downloading of updated Merchant Identification number platform packets.• Placing a build order to have a credit card terminal platform packet created and installed for a merchant to be delivered.• Placing a build order to have a VAR sheet platform created to be emailed to a merchant.• Editing and creating platform packets for merchant credit card terminals.• Tracking shipments of credit card terminals.• Troubleshooting of basic downloading and installation technical issues of credit card terminals.

Edinburg , Texas

● Comply with state and federal security guidelines for client verification.● Provide and explain benefit specific information, guidelines, regulations, conditions and timelines to the client.● Assist clients with applying for specified benefits over the phone and directing them to the methods of application for other benefits.● Explain Denial of Benefits letter reasons.● Assist clients with filing an Appeal of Denial and explain timeframes, procedures and guidelines for the appeal process.● Assist clients with filing a complaint against

Mission, Texas

 Provide excellent customer service to customers. Explain customer bills and taking payments over the phone for bills and equipment. Issue limited bill credits to customers Troubleshoot Technical hardware and software issues for customer equipment. Order replacement and new equipment for customers

Pharr, Texas

● Assist clients with creating online banking profiles, resetting passwords, troubleshooting of website and mobile application.● Explaining online banking statements, fees and charges.● Negotiation and refunding fees and charges.● Assist business customers with the utilization of Quicken/QuickBooks Integration Bridge of the website.● Assist with basic troubleshooting of Quicken/QuickBooks and connection with the website.● Provide above listed duties via secure email, chat and over the phone, provided basic information, policy and procedures via nonsecureemail.