Alvaro Perez
Fountain Valley, CA
Summary
Offer professional and ethic work with high levels of integrity and accuracy. Facing challenges with a positive attitude to succeed my personal and profesional goals to contribute to my fullest potential as I continue to grow.
Overview
9
9
years of professional experience
Work History
Property Manager
Catalyst
07.2018 - Current
- Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
- Maintained original leases and renewal documents in digital and hardcopy format for property management office and following up on delinquent tenants and coordinated collection procedures
- Maintained operational facilities attractive to potential tenants by organizing regular maintenance, major repairs, and capital improvement projects and monitored progress of construction and maintenance projects and notified appropriate individuals of project updates, delays, and schedule changes.
Client Relationship Manager
Charles Schwab
09.2022 - 09.2023
- Addressed and resolved customer complaints to improve satisfaction and built relationships with clients and community to establish long-term business growth.
- Managed accounts to retain existing relationships and grow share of business and addressing client needs and developed plans to adequately address current and future objectives.
- Resolved problems with high-profile clients to maintain relationships and increase return customer base and maintaining financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
Account Solutions Specialist (Operations)
Charles Schwab
06.2019 - 09.2022
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Helped clients make optimal decisions on amounts and timing of capitalization and created and maintained precise and accurate models, charts and reports.
- Presented oral and written reports on general economic trends, individual corporations and entire industries.
Temporary Schedule Coordinator
United HealthCare Services Inc.
05.2019 - 08.2019
- Scheduled 20-25 NP appointments on a daily basis to customers through out the U.S. & managed all NP (Nurse Practioners) schedules.
- Documented personal and secured information to create reports and
generate tracking files. - Assisted 100 - 160 customer calls on daily basis by answering questions, responding to inquiries and handling appointments by telephone requests.
Banker
Wells Fargo Bank
02.2018 - 01.2019
- Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
Sales & Customer Service Rep.
Allstate Ins. (Salazar & Lee) Agency
03.2015 - 03.2018
- Achieved monthly goals (100-120 quotes) and consistently exceeded revenue quota through product and service promotion .
- Provided highly customer service to walk ins and customer telephone calls
- Conducted orientation sessions and organized on-the-job training for new hires.
Education
BBA - International Business
University Of Texas At El Paso
12.2019
Skills
- Relationship building and management
- Organizational and Communication skills
- Ability to meet or exceed performance objectives
- Creative, Responsible and Multi–task person
Affiliations
- Explorer Student, U.S. Customs and Border Protection’s Student Explorer Program, Nov. 2014 to Dec 2015
- Volunteer community service , [Nuestra Senora de la Paz Church], 2009 to 2016
Language
100% Bilingual (English and Spanish)
References
Available upon request
Timeline
Client Relationship Manager
Charles Schwab
09.2022 - 09.2023
Account Solutions Specialist (Operations)
Charles Schwab
06.2019 - 09.2022
Temporary Schedule Coordinator
United HealthCare Services Inc.
05.2019 - 08.2019
Property Manager
Catalyst
07.2018 - Current
Banker
Wells Fargo Bank
02.2018 - 01.2019
Sales & Customer Service Rep.
Allstate Ins. (Salazar & Lee) Agency
03.2015 - 03.2018
BBA - International Business
University Of Texas At El Paso
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