Julia Funes
Instructional Designer & Learning And Development Advisor
Summary
Experienced, client-focused, bilingual Client Relationship Manager and Learning & Development advisor skilled in fostering positive relationships and driving process improvements. Known for positivity, thought leadership, organizational ability, and strategic planning. Committed to continuous improvement and enhancing functional efficiency. Collaborative, enthusiastic, and proficient in multiple operational and customer service skills. Seeking a role in international support and bilingual services to leverage skills in training, documentation, and process enhancement. Aiming to contribute to a diversity-aware, community-involved organization with a positive employee culture that emphasizes cross-functional collaboration and exceptional customer experiences. Looking for a role to inspire change, make informed decisions, and help transform the business through innovative solutions.
Overview
2025
2025
years of professional experience
7
7
years of post-secondary education
2
2
Languages
Work History
Advisor/Learning & Development
Dell Financial Services
1 2022 - Current
- Primary L&D point of contact for the development of all training requirements and curriculum, supporting all aspects of the DFS North American leasing business when migrating to a new CRM
- Collaborate on the development of all training requirements and curriculum, supporting all aspects of the DFS EMEA/ANZ leasing business when migrating to a new CRM
- Collaborate with over 80 cross functional team members
- Consistently innovating and producing quick reference and training guides for cross-functional business teams
- Spend 400+ hours developing course work
- Develop trainings used by more than 500 users globally
- Lead cross functional discussions with DFS leaders to create training plans, develop training modules, coordinate, and administer training for all aspects of the business
- Participate in weekly project and hyper care meetings and provide L&D updates to executives and project leadership
- Work with technical SMEs and/or attend pilot training and recommend adjustments to courseware to achieve desired learning outcomes
- Ensure project quality with regards to learner experience, internal customer needs, and regulatory requirements
- Lead 'Train the Trainer' courses to ensure trainers are up to speed on all process changes and functionality of new CRM or process.
- Recipient of Inspire awards recognizing: Teamwork, collaborating, fervor of job, partnership, go getting attitude, resourcefulness, Contributions to success of the launch of new CRM solution in U.S., Assistance provided in the creation of comprehensive resource site to assist users with day-to-day BAU questions
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Maintained up-to-date knowledge on the business side and regulations, ensuring accurate advice was provided to clients at all times.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Collaborated with cross-functional teams to launch series of successful financial education seminars.
Accounts Receivable Analyst/ Accounts Receivable Senior
Dell Financial Services
01.2017 - 01.2022
- Led collection activities and new process development to improve customer services and optimize internal processes
- Led the creation and update of MX AR procedures
- Contributed to the development of training curriculum used by 500+ agents across the U.S., Romania, and the Philippines. Receiving 95% satisfaction score as measured through L&D after training survey.
- Developed a strategy to train new hires within accounts receivable to minimize ramp time and create SMEs
- Evaluated compliance of team to collection process
- Reviewed and analyzed status of accounts with daily follow up to reduce delinquency
- Drove the resolution of outstanding invoice queries and disputes, preparing invoices, credit notes and refunds
- Drove closure of outstanding accounts reports, hold reports/cancellation reports, process level reports
- Led the discussions on reporting of delinquent collections and aged items
- Met objectives and was assigned larger responsibilities successively
- Improved communications across finance departments, with customer and sales representatives
- Continually look for efficiencies and improvement in business process, resources and sharing best practices
- Managed complete servicing life cycle including collections, end-of-lease, payment application, and asset/contract dispositions
- Led accounts receivable and cash operations from Romania
- Drove the daily control on account assignments for MX DFS portfolio
- Business analyst responsibilities: Business liaison to IT
- Ensure the accuracy of Daily reports reviews
- Identified, recommended and executed opportunities to enhance accounts receivable and billing processes to meet finance requirements.
Accounts Receivable Analyst
Dell Financial Services
Ciudad De Mexico
01.2014 - 01.2017
- Among first hires within Dell Financial Services México startup
- Team player and lead on creating new strategies and procedures
- Managed complex deals (government deals)
- Drove the collection of Financial Services - No monthly delinquency within portfolio multiple months
- Decreased & then sustained the number of collections accounts in portfolio from 50% to 5%
- Improved communications cross functionally to include Credit, Finance and Sales
- Continually looked for efficiencies and improvement in business processes, resources, and best practice sharing
Retail Category Development-Intern
Colgate Palmolive
Ciudad De Mexico
01.2014 - 06.2014
- Contributed on defining point of sales for retail products
Education
Diploma - Entrepreneurship
Anahuac University
México Campus Norte 06.2014 - 06.2014
Diploma - Leadership
Anahuac University
México Campus Norte 01.2011 - 06.2014
Bachelor's degree - International Business
Anahuac University
México Campus Norte 08.2010 - 06.2014
Skills
Accountability
Responsibility
Leading through influence
Trust/Integrity
Mentoring for success
Detailed Oriented with big picture perspective
Process Development & Improvement
Customer advocate with business focus
Innovative team player
Client Engagement
Presentations and public speaking
Cross-functional coordination
Websites
Awards
- President Award - Dell Financial Services
- On the spot and bronze awards- Dell Financial Services
Volunteer Experience
Juventud y Familia Misionera
Mano Amiga
Professional Development
FDU Program (Financial Development University)
Timeline
Accounts Receivable Analyst/ Accounts Receivable Senior
Dell Financial Services
01.2017 - 01.2022
Diploma - Entrepreneurship
Anahuac University
06.2014 - 06.2014
Accounts Receivable Analyst
Dell Financial Services
01.2014 - 01.2017
Retail Category Development-Intern
Colgate Palmolive
01.2014 - 06.2014
Diploma - Leadership
Anahuac University
01.2011 - 06.2014
Bachelor's degree - International Business
Anahuac University
08.2010 - 06.2014
Advisor/Learning & Development
Dell Financial Services
1 2022 - Current
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