Ivan Pena Email & Phone Number

San Juan, Tx, Us

United States

-Achieves Contact Center targets and goals by identifying customer needs and providing appropriate advice, guidance, and education on Regions’ financial products and services, including all loan and deposit products-Fields inbound phone calls from Regions’ customers with a high potential to pursue further transactions-Takes ownership of customer issues and works proactively with the customer for resolution-Refers customers to an internal team of experts when complex financial goals and needs are recognized

United States

-Secure payment arrangements with customers and bring all their delinquent accountscurrent by determining which payment method works best for the cardholder andclients.-Provide resolution to higher stage delinquent accounts to include providing hardshipand settlement options.-Update and document account information and records, identify, resolve, and escalateany customer concerns in a timely manner, and respond to/redirect calls as appropriate.-Answer customer service-related questions and de-escalate customer calls in responseto collection calls or letters.

-Evaluate student responses to open-ended questions in a reliable manner and scoreaccording to customer supplied scoring guide.

-Engaged with shoppers and consumers to increase customer loyalty through multiple channels including phone and email.-Proficient in assessing verbal and written scenarios quickly and solving problems using a variety of tools like Salesforce and CRM.-Accurately logging the outcome of my interactions and adhering to GDPR and Child Safeguarding.

Roma, Texas, United States

-Monitored timely receipt and reconciliation of rent collections in accordance withlandlord and resident statutes.-Handled tenant complaints promptly and appropriately, calling in repairmen and othersupport services.-Maintained direct contact with customers and operations personnel to maintainpositive relationships and exceed customer expectations.

Pharr, Texas, United States

-Greeted customers on the lot and in the showroom to answer questions about thevehicles and available inventory.-Qualified buyers by matching requirements and interests to various models anddiscussing finance options.-Outlined sales, warranty and services procedures.-Reviewed vehicles before final delivery to validate for completed tasks such as installedadd-ons and damage corrections.-Completed registration paperwork and sales documentation.

Mcallen, Texas, United States

-Answered customer inquiries regarding account balances, transactions history, servicescharges.-Educated customers on use of banking website and mobile apps.-Reconciled cash drawer and resolved discrepancies.-General awareness of KYC/AML regulations.-Completed Currency Transaction Reports (CTR) and Suspicious Activity Reports (SAR)when warranted.-Learned about customers financial needs, established trust and optimized salesopportunities resulting in quality customer service.

Palmview, Texas, United States

-Informed customers about special promotions.-Recommended products to customers, thoroughly explaining details.-Coordinated efficient product deliveries to meet customers demands.-Attended to customer complaints and processed product return or replacementrequests.-Unloaded delivery trucks and safely transported goods from stockroom to assignedfloor.