Carlos Curriculumc

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CARLOS DAVID MONEGRO SILVA

[email protected]
(505)75290904

SKILLS PROFILE

Clear Communication Skills Hi, I'm David. I'm 26 years old and proudly hail from Mexico. For the past 8 years, I've
provided top-tier customer service to some of the most prominent companies in
the world. This journey has allowed me to refine essential skills such as active
listening, adaptability, and empathy, ensuring that every interaction I have meets
Legal assistant
the highest standards of service.

My experience isn't limited to one niche. I've taken on diverse roles, including case
Adaptability manager, sales, collections,
cold-calling for real estate, back office tasks, tech support, and even receptionist
duties. Each of these roles has enriched my understanding of customer needs and
Empathy service dynamics, making me a versatile asset in any customer-facing situation.

While I'm proud of the experience I've amassed, I firmly believe in the power of
Admin Skills personal skills in this industry. It's not just about the years behind you, but the
qualities you bring to each interaction. Alongside my professional experience, I
promise a robust set of interpersonal skills that elevate every customer experience.
Client management

EDUCATION
LANGUAGES
Inst. José dolores estrada 2009 - 2014
Degree obtained: High school
english
diploma

spanish European Academy 2014 - 2016


Degree obtained: advanced English

EMPLOYMENT

2016 - 2017
Customer service agent - Sitel
Account Specialist / Customer service (Banks related)

Customer Interaction: Assisted bank customers with account inquiries,


transactions, and problem resolution both in-person and via telephone.
Transaction Management: Processed deposits, withdrawals, loan payments, and
other standard banking transactions while ensuring accuracy and adherence to
bank policies.
Account Maintenance: Helped customers open new accounts, close accounts, or
make changes to existing account details.
Digital Assistance: Guided customers on using online banking and mobile
banking platforms, assisting with password resets, and addressing any technical
concerns.
Cross-selling: Informed customers about the bank's products and services
that might benefit them, including loans, insurance products, and investment
opportunities. Etc.
Tech support agent / back office- 2017-2018
Concentrix
As a Customer Service and Tech Support Specialist for Microsoft Surface PC I was
in charge of resolving tech issues, meanwhile providing excellent customer service

Effective Communication: Engaged with customers to diagnose and resolve technical


challenges, explaining solutions in understandable terms and ensuring satisfaction.
Problem-Solving: Employed a systematic approach to identify issues, understand root
causes, and implement effective solutions.
Client Education: Guided clients through device setup, software updates, and usage tips,
fostering self-reliance and enhancing user experience.
Building Relationships: Established rapport with clients, ensuring they felt heard and
valued, leading to increased trust and loyalty.
Team Collaboration: Worked closely with team members, sharing insights and feedback
to improve service delivery and product quality.
Documentation and Organization: Maintained detailed records of interactions,
feedback, and resolutions, ensuring transparency and continuous learning.

Sales agent - Concentrix 2018-2019

As a Sales Agent at Sprint, I was instrumental in promoting and selling telecommunication


products and services to a diverse clientele. My role demanded a keen understanding of
client needs, excellent communication skills, and the ability to build trust and rapport.

Collections agent - Ibex Jan 2020 - Dec2021

In my capacity as a Collections Agent for various hospitals across the country, I managed a
high volume of accounts, ensuring timely and effective resolutions. This role required a
balance of firmness, empathy, and effective communication skills, as I frequently navigated
sensitive financial discussions with diverse clients.

Account Management: Oversaw a large portfolio of accounts, ensuring timely follow-


ups and efficient resolution of outstanding balances.
Effective Communication: Interacted with a wide range of clients, addressing their
queries, concerns, and offering solutions in a respectful and clear manner.
Negotiation Skills: Successfully negotiated payment plans and settlements in
situations where clients faced financial hardships.

Recepcionist / Intake specialist at a law firm jan 2022- Dec 2022

I began my journey at Alvandi law group as a Receptionist and was later promoted to an
Intake Specialist, recognizing my keen attention to detail, strong interpersonal skills, and
proficiency in managing client interactions. Throughout my tenure, I not only mastered
administrative tasks but also became adept at understanding clients' needs

Client Onboarding: Conducted initial interviews with potential clients to gather


necessary information and understand their legal needs.
Case Evaluation: Collaborated with attorneys to evaluate the viability of potential cases
based on preliminary information.
Documentation and Database Management: Entered and organized client data,
ensuring that attorneys had access to updated and accurate information for case
evaluations.
Client Communication: Served as the first point of contact for new clients, ensuring they
felt valued and understood, while guiding them through the firm's onboarding process.
Appointment Scheduling: Coordinated appointment bookings, ensuring clients and
attorneys had well-organized schedules.
Documentation: Maintained and updated client records, ensuring accuracy and
confidentiality.
Case manager at a law firm Dec 2022- August 2023
I As a Case Manager at Driver defense team, I was deeply involved in overseeing and
organizing legal cases from inception through resolution. My role demanded keen attention
to detail, excellent client relations, and a robust organizational skill set

Client Liaison: Acted as the primary point of contact for clients, ensuring they were
informed and comfortable throughout the legal process.
Case Organization: Managed and organized all case files, ensuring all legal documents,
correspondences, and notes were correctly filed and easily accessible.
Collaboration with Legal Team: Coordinated with attorneys, paralegals, and other
professionals to ensure all case materials and resources were in place.
Appointment Management: Scheduled client meetings, court dates, and other relevant
appointments, ensuring effective time management.
Documentation: Prepared and reviewed legal documents and correspondences to
ensure accuracy and adherence to legal protocols.
Client Onboarding: Assisted in the intake process, ensuring new clients felt welcomed
and informed about the firm's processes and expectations.
Progress Monitoring: Tracked the progress of cases and updated clients regularly,
addressing any concerns they might have.

Settlement specialist October 2023 - Now

In my role as a Reductionist Specialist, I am primarily responsible for negotiating with


medical providers to decrease clients' medical bills and liens My tasks included analyzing
medical billing documentation, following up and communicating effectively with medical
providers to secure favorable outcomes for our clients, review and identify any mistakes
that can potentially cause delays or issues in the case Etc.

Negotiated with medical providers to significantly reduce clients' medical bills and liens,
achieving substantial cost savings for clients.
Collaborated closely with attorneys and clients to ensure alignment with case strategies
and client needs.
Negotiated with medical providers to significantly reduce clients' medical bills and liens,
achieving substantial cost savings for clients.
Developed and maintained strong relationships with medical providers, demonstrating
exceptional communication and negotiation skills.

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