William Grillo Email & Phone Number

Doral, Florida, United States

RENEWALS SPECIALIST May 2022 – PresentCreate renewal proposals for merchants by analyzing business banking statements and aligning debt adjustments with average daily deposit criteria, monthly revenue, daily balance, credit history, and overall performance with the company. Support brokers, experiencing challenges in connecting with merchants to streamline renewal deals funding. Evaluate additional funding sources and expand file assessment criteria since the initial funding date. Recognize the importance of accuracy while producing morning follow-up reports for staff. Facilitated the approval process for 300+ deals by contributing towards the overall funding activities, on a monthly basis. Enhanced merchant awareness, regarding renewal opportunities and eligibility criteria through customized communication strategies, with brokers. Utilized the preexisting Fonality phone system to its full potential for broker and merchant transfers in designated departments while fostering collaborations with cross-functional teams to identify client needs.

Miami-Dade County, Florida, United States

SALES ASSOCIATE Mar 2020 – May 2022Streamlined front desk operations and managed patient flows to improve service efficiency. Assembled store reports by utilizing system-generated data and extracting key client information. Educated clients on product features and provided transparent information regarding pricing differentials for informed decision-making. Optimized inventory tasks through reconciliation with total on-hand inventory, in conjunction with a third-party company. Exceeded sales targets by $350K as a sales associate by prioritizing customer needs and employing user-centric strategies. Contributed to a team effort in generating $2M in total store sales, meeting company key performance indicators (KPIs). Maximized customer satisfaction rates, via personalized guidance in eyeglass selection, like frames, lenses, and add-ons. Enriched customer experience by resolving their issues, performing minor repairs, and addressing accidental damage to glasses through the replacement of a discontinued frame. Boosted team productivity by allocating tasks, administering phone responsibilities, and assisting team members on-site.

Hialeah, Florida, United States

STUDENT ASSISTANT, FRONT DESK Aug 2018 – Dec 2019Oversaw diverse administrative tasks, including special project management, file organization, phone communication, and email handling. Backed up students in fulfilling civic engagement class requirements through training and mentorship. Fostered civic engagement and awareness by planning and executing campus-wide workshops and events. Delivered 20+ presentations to highlight the importance of voting and clarify the requirements for the civic engagement class.

Bachelor'S Degree, Finance And Financial Management Services, 3.1

Associate'S Degree, Finance And Financial Management Services, 3.1