Juan Carlos Vides Email & Phone Number

United States

Original member of a team of professionals responsible to manage and support assigned subscription orders and cases.• Review, validate, and monitor the quality and accuracy of the information of both new and reoccurring (renewal) subscription orders. • Manage workflow via cases, outbound and inbound tracking and to support root cause analysis. Manage assigned cases and drive performance based upon metrics.• Update and remediate the quote/order to improve the quality of the order form and invoice to customer• Implementation of quality initiatives and process adoption• Support to customers, legal, sales and support staff through problem resolution.• One on one training sessions with Sales to communicate processes.• Document standardized processes to share amongst team members.

Chandler, Arizona, United States

Phoenix, Arizona Area

Analyst responsible to manage and support assigned Gift Card Partners from a settlement and reconciliation perspective while establishing and building effective Partner rapport.• Partner settlement support, cash application, accounts receivable collections, high volume transaction level research and reconciliations including cross-functional and Partner facing facilitation towards resolution• Resolution of settlement partner issues through ServiceNow and department mailbox• Performed daily maintenance, data analysis, reconciliation of payments, issue resolution and achieved KPIs on all accounts.• Facilitated issue resolution by working across departments to resolve timely and efficiently.• Elaboration of metrics, Ad hoc reports and presentations for multiple management levels• Generated Excel macros to compile large data files for reconciliation.• Settlement and reconciliation process improvements• Data analysis and management to help internal and external customers optimize business decisions• Trained and educated new external partners on company policies and reporting procedures.• Created and modified SQL queries to perform data analysis and reconciliation of partner accounts.

Chandler, Arizona

Representative providing service in both English and Spanish at the Retirement & Benefits Contact Center assisting plan participants in several Fortune 500 companies from first time investors to financial advisors exercising stock options to achieve their retirement goals.• Accurately processing financial transactions including stock, money market, and mutual fund trades, loans, withdrawals, and option exercises• Offering world-class customer service by providing complete and accurate information to clients in a multi-task, high-pressure environment that requires attention to detail• Assisting clients with inquiries about their accounts and retirement goals• Demonstrating a cooperative and professional work attitude and displaying the ability to work effectively in a team environment • Client-facing for over four million participants in Retirement and Benefit Plans

El Salvador

Operations team supervisor on open-market negotiations and agreements that are executed through brokerage firms. Active participation in each one of the agreement supervision commissions before the Ministry of Economics and Ministry of Agriculture and Livestock. • Financial Analysis• Facilitated issue resolution by working across departments to resolve timely and efficiently.• Elaboration of metrics, Ad hoc reports and presentations for multiple management levels• Control of open market negotiations • Direct contact with brokerage firms• Validation of purchase and sale offers • Drafting of contracts • Responsible for the validity of contingent authorizations • Elaboration of metrics and presentations for multiple management levels• Coordination and preparation of internal and external audit requirements

Greater New York City Area

Member of a support team of professionals at Bloomberg Vault / Message Compliance who successfully completed the migration project before deadline• Responsibilities include data management, network protocol, email compliance, archiving and overall the analysis of each client’s account based on specifications given using the Bloomberg terminal• Actively engaged in customer support, account setup, and configuration leading to new business revenue• Periodic meetings to review weekly and monthly goals for number of conversions consistently

El Salvador

Analyst responsible to manage a portfolio of clients for the cargo area. Based on results, keeping a past due portfolio below 5%, I acquired greater responsibilities at a fast pace until being in charge of the sales representatives (GSA) in Europe, Asia & South America and Key Accounts in both USA and Venezuela.• General sales agent (GSA) client portfolio management in Europe, Asia & South America, Key Accounts in both USA and Venezuela and Cargo Agencies in Central America• Accounts receivable management• Responsible to manage different accounts generating 120 million dollars in annual revenue• Portfolio analysis for the cargo area• Resolution of discrepancies and adjustments in client account statements • Direct contact with clients abroad• Elaboration of metrics and presentations for multiple management levels• Coordination and preparation of internal and external audit requirements