Summary
Overview
Work History
Education
Skills
Timeline
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Daniel Chavez

Daniel Chavez

Benito Juarez

Summary

Knowledgeable and dedicated customer service professional with extensive experience in Technology industry. Skilled in communication, problem-solving, and time management, ensuring seamless service delivery. Collaborative team player, adaptable to changing requirements, consistently driving results and fostering positive work environment.

Overview

15
15
years of professional experience

Work History

Customer Service Specialist

Aspen Tech
01.2018 - Current


  • Enhanced customer satisfaction by resolving issues promptly and professionally.
  • Manage and own the customer renewal process.
  • Negotiate and close renewal agreements with existing customers.
  • Collaborate with sales, account management, and support teams to ensure customer satisfaction.
  • Assist customers with contractual support, onboarding, license management, and order processing.

Banker

Scotiabank Customer Contact Center
02.2014 - 01.2018
  • Strengthened customer relationships through attentive service and prompt resolution of inquiries.
  • Educated customers on features and benefits of banking products and services.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Opened, closed, and updated accounts for customers.
  • Cross-sold credit cards, loans and other bank products.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.

Loss Mitigation Specialist

GMAC Mortgage
05.2010 - 01.2014
  • Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
  • Ensured compliance with all relevant regulations and guidelines by diligently reviewing loss mitigation documentation and procedures.
  • Coordinated foreclosure prevention efforts, facilitating timely communication between borrowers, lenders, and legal counsel.
  • Helped customers navigate options to maintain homeownership.

Education

Bachelor of Arts - Music Education

Bellas Artes
Mexico City, Mexico
05.2001 -

High School Diploma -

East Hampton High School
East Hampton, NY.
05.2001 -

Skills

Customer service

Good communication skills

Complaint resolution

Customer relations

CRM software

Call center experience

Telephone etiquette

Process optimization

Project management

Problem-solving

Paperwork processing

Payment processing

Timeline

Customer Service Specialist

Aspen Tech
01.2018 - Current

Banker

Scotiabank Customer Contact Center
02.2014 - 01.2018

Loss Mitigation Specialist

GMAC Mortgage
05.2010 - 01.2014

Bachelor of Arts - Music Education

Bellas Artes
05.2001 -

High School Diploma -

East Hampton High School
05.2001 -
Daniel Chavez