Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Charles Vincent Vera

Cavite

Summary

Dynamic Senior Financial Services Representative at Wells Fargo, EGS, with a proven track record in account management and customer service. Expert in data analysis and negotiation, successfully enhancing repayment plans and improving customer compliance. Recognized for leadership and effective communication, driving team performance, and fostering positive client relationships.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

10
10
years of professional experience

Work History

Senior Financial Services Representative

Wells Fargo, EGS
07.2019 - Current
  • Responsible for resolving overdraft accounts.
  • Trained new hires and facilitated process discussions.
  • Reached out to business owners to resolve their debts (emails, calls, letters).
  • Analyzed business data.
  • Maintained updated records of all financial transactions to support traceability.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Acted as a team leader when the managers were out.


Collections Specialist

RMS Collect Philippines
07.2015 - 07.2019
  • Worked in a call center environment handling manual and automatically dialed outbound calls.
  • Negotiated to collect the balance in full.
  • Improved customer payment compliance through negotiating mutually agreeable repayment plans.
  • Delivered exceptional customer service on collection calls and maintained a calm and professional demeanor.
  • Delivered exceptional customer service on collection calls and maintained a calm and professional demeanor.
  • Negotiated repayment plans by identifying causes of delinquent payments to assist in debt recovery and meet realistic timeframes.
  • Minimized legal action risk by ensuring compliance with collection laws and regulations.
  • Enhanced customer trust and retention with empathetic and solution-focused interactions.

Education

Associate of Science - Computer Engineering Technology

Technological University of The Philippines
Manila, Metro Manila, Philippines
03-2015

Skills

  • Account and Project Management
  • Complaint processing and resolution
  • Team Management
  • Data management
  • Account maintenance
  • Customer service
  • Time management

  • Problem-solving
  • Excellent communication
  • Multitasking Abilities
  • Effective communication
  • Verbal and written communication
  • Coaching and mentoring

Accomplishments

  • Achieved a better number of accounts worked by introducing automatic documentation for account maintenance tasks.
  • Supervised and trained newly hired team members.
  • Created a project named "Break Away Performance Camp - BAP Camp", helped team members get back on track with their goals, and improved negotiation skills.
  • Acted as Risk Manager and minimized potential risk in the workplace.
  • A record holder of being a top agent for five consecutive months.


Timeline

Senior Financial Services Representative

Wells Fargo, EGS
07.2019 - Current

Collections Specialist

RMS Collect Philippines
07.2015 - 07.2019

Associate of Science - Computer Engineering Technology

Technological University of The Philippines
Charles Vincent Vera