Jacob Munoz Email & Phone Number

Miami, Fl, Us

New York, New York, United States

-Work collaboratively with account coverage team and play a critical role in the contract renewal process by developing and executing client retention strategies and fostering relationships with clients in multiple sectors of business.-Maintain high level of product knowledge including key research, product features and benefits and other elements of services.-Convey the company’s value proposition and deliver on activity targets and retention goals.-Assist with client demonstrations, provide training, and on-site visits to improve workflow adoption and customer satisfaction. Drive engagement of content through channels that align with customers’ workflows.-Gain and maintain familiarity with client organizations and processes to create and execute on Account Plans.-Provide proactive customer service by working closely across teams to ensure client issues and needs are communicated and resolved effectively.-Provide forecast and pipeline information to management.-Uncover new opportunities and mitigate risks by coordinating with appropriate internal teams.

This Moody's Analytics Add-in for Excel® provides direct access to multiple credit risk products. The tool allows users to seamlessly download up-to-date data into pre-defined templates and helps in streamlining organizational workflows. This Add-in for Excel® eliminates the time-consuming data entry and model adjustment by embedding complex financial models into your spreadsheet increasing productivity and efficiency. Using familiar Excel-based formula structures, users are able to retrieve the latest data and scores from various tools in a fraction of the time.

Provide customer support for Moody’s Default and Recovery Database.(DRD)

New York City Metropolitan Area

• Understand new technologies and provide detailed and constructive feedback to clients.• Answer questions, resolve issues and complete specific client requests through developing working relationshipsacross multiple departments.• Identify product issues; triage, resolve and/or escalate for resolution.• Detailed report preparation for upper management and specialist on technical program.• Support product launches and new business initiatives including training, marketing activities, feedback to thebusiness.• Lead trainings and teach company software tools.

Conducting detailed portfolio analysis and preparing reports.Frequently utilize specific software applications that attribute portfolio performance to individual securities or asset allocations.

Evaluating clients’ credit data and financial statements in order to determine the degree of risk involved in lending money to themPreparing reports about the degree of risk in lending money to clientsAnalyzing client records and using the data to recommend payment plans

Kearny, New Jersey, United States

• Performing financial transactions daily over the counter.• Greeted customers and offered assistance to build favorable first impression and positive experience.• Answered customer questions, shared product knowledge and researched pricing and availability.• Listened to customers to understand needs and refer to optimal services.• Planned and organized strategic daily work schedule to maximize time and maintain frequent connections with customers.

University Of Central Florida

• Scheduled and led interviews with selected candidates.• Set up meet and greet events to attract interested individuals in person.• Promoted opportunities by creating and posting advertisements • Ability to make sound decisions quickly and efficiently

Rutherford, New Jersey, United States

• In charge of holding my teammates responsible for their actions and boosting their confidence/moral• Promoted to leadership position in recognition of strong work ethic and demonstrated ability to motivate those around me to work harder• Applied extremely hard work ethic as well as determination to improve daily