Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Belinda Waters

Indian Trail,NC

Summary

Analytical professional with a strong background in financial modeling and risk management. Im skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations. With exceptional success at leading both businesses and individuals into unprecedented financial growth. Expands and allocates business assets for maximum profit and meets the needs of individuals via expert insights. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Committed to ensuring customer satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively.

Experienced with financial analysis and funding processes, ensuring precise and strategic financial decisions. Utilizes advanced financial modeling techniques to identify and capitalize on funding opportunities. Track record of strong financial risk management and compliance, enhancing organizational financial health.

Professional in financial analysis with strong focus on funding strategies and capital management. Demonstrates expertise in data analysis, financial modeling, and risk assessment. Known for collaborative approach and adaptability in dynamic environments. Valued for problem-solving skills, reliability, and drive to achieve impactful results.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Senior Funding Analyst

Santander Consumer USA
Phoenix, AZ
03.2020 - Current
  • Automotive Finance, Automotive Refinance, Manage a book of customer files, Work directly with SC's dealerships, Loan Servicing
  • Monitored industry trends to inform strategic planning efforts related to securing new sources of funding support.
  • Reviewed financial reports from funded projects, ensuring compliance with funder expectations while identifying areas for potential cost savings or reallocation of resources.
  • Conducted regular reviews of funded projects, assessing progress toward goals and providing feedback for improvement.
  • Evaluated incoming requests for funds from various departments within the organization, determining alignment with overall objectives before submitting applications.
  • Managed a diverse portfolio of funding applications, ensuring timely completion and submission.
  • Managed approximately 50 incoming calls, emails and faxes per day from customers.
  • Analyzed financial data to evaluate the effectiveness of existing funding strategies, recommending improvements when necessary.
  • Enhanced the efficiency of funding application processes for faster submission and approval rates.
  • Mentored junior staff members and provided constructive feedback, contributing to their professional growth and development.
  • Negotiated favorable terms with funders, resulting in increased monetary awards for projects.
  • Developed strong relationships with key stakeholders, fostering trust and collaboration in securing funds.
  • Trained junior analysts on best practices in grant writing and budget development, elevating team performance levels.

Notary Public

Self Employed Services
Phoenix, Arizona
02.2020 - Current
  • Checked documents for accuracy and correct signing before notarizing.
  • Maintained accurate records of all documents notarized to support accurate recordkeeping and reporting requirements.
  • Followed proper protocol when notarizing documents, verifying signatures and dates for compliance.
  • Checked documents and identifying credentials for all parties.
  • Maintained up-to-date knowledge of state laws and regulations, ensuring full compliance during every transaction.
  • Checked client identification to maintain compliance with state legal requirements.
  • Administered oath to document signers to obtain affirmation of truth.
  • Examined documents for accuracy, completion and compliance before notarizing.
  • Advised clients on best practices for document preparation and execution, ensuring the smooth completion of transactions.
  • Drafted and executed notarial affidavits in accordance with applicable laws.
  • Developed strong relationships with repeat clientele, establishing trust and reliability in the provision of notary services.
  • Provided guidance to customers to facilitate completion of notarial documents.
  • Conducted thorough reviews of each document presented, reducing errors and increasing client confidence in the process.
  • Looked for signs of fraud or coercion and refused notarization.
  • Completed timely renewals of notary commission and bond requirements, avoiding potential lapses in service availability.

Customer Service Representative

Santander Consumer USA
Mesa, AZ
03.2016 - 08.2020
  • Service Consumer Privacy accounts, Assist with Adverse Action accounts, Educate customer about terms of account, Discover the reason for customer inquiries, Resolve issues in a prompt professional manner, Assure accounts are worked to business quality guidelines
  • Administered approximately 70 incoming and outbound calls, emails and faxes per day from customers.
  • Demonstrated empathy in handling difficult situations, fostering trust and loyalty among customers.
  • Effectively managed escalations from dissatisfied customers, working closely with management to ensure timely resolutions that maintained brand reputation.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Demonstrated high attention to detail, organization and management of multiple tasks and projects simultaneously.
  • Utilized strong problem-solving skills to quickly identify and address customer issues.
  • Maintained a high level of professionalism when interacting with customers, ensuring positive experiences.
  • Clearly communicated product features and benefits, helping customers make informed decisions about their purchases.
  • Addressed customer account discrepancies and concerns.
  • Contributed to achieving company goals by consistently meeting or exceeding performance metrics.
  • Assisted in training new hires, sharing best practices for effective customer service delivery.
  • Responded to customer requests for products, services, and company information.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Trained new personnel regarding company operations, policies and services.
  • Maintained up-to-date knowledge of product and service changes.
  • Streamlined communication processes for improved information exchange between customers and team members.
  • Responded proactively and positively to rapid change.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Delivered prompt service to prioritize customer needs.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Promptly responded to inquiries and requests from prospective customers.
  • Investigated and resolved accounting, service and delivery concerns.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Trained staff on operating procedures and company services.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Resolved associate, tool and service delivery issues revealed by statistical reports.
  • Increased efficiency and team productivity by promoting operational best practices.

Call Center Agent/Lead Dispatcher

AT&T/Directv
Chandler, Arizona
06.2014 - 03.2016
  • Product knowledge, Schedule appointments, Activate services/Troubleshoot, Collecting & analyzing customer information, Handles inbound technician & outbound customer calls, Resolves product or service problems by clarifying the customer's complaint
  • Enhanced call center efficiency by effectively managing high call volumes and multitasking in a fast-paced environment.
  • Improved customer satisfaction ratings by efficiently addressing and resolving inquiries, complaints, and requests.
  • Consistently met or exceeded performance targets through diligent attention to detail and strong communication skills.
  • Exceeded daily call center metrics, consistently maintaining a high level of productivity and customer satisfaction.
  • Boosted client retention rates by providing exceptional customer service and building rapport with callers.
  • Managed approximately 80 incoming and outgoing calls, emails and faxes per day from customers.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.

Receptionist

Unique Mobile Paint and Body
02.2011 - 07.2013
  • Payroll, Schedule appointments, Take and relay messages, Responsible to make orders, Provide information to callers, Prepare emails and documents, Tidy and maintain the reception area, Greeting all guests in a friendly and professional manner, Answer a multi-phone system in a friendly and professional manner, Provides other office functions, including but not limited to scanning, ordering of office supplies and other duties as assigned
  • Managed approximately 30 incoming calls, emails and faxes per day from customers.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Resolved customer problems and complaints.
  • Handled cash transactions and maintained sales and payments records accurately.
  • Responded to inquiries from callers seeking information.
  • Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
  • Answered central telephone system and directed calls accordingly.
  • Corresponded with clients through email, telephone, or postal mail.
  • Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
  • Handled sensitive information with discretion while maintaining strict confidentiality standards.
  • Managed multiple tasks and met time-sensitive deadlines.

Education

High School Diploma -

John Hay High
Cleveland, OH

Skills

  • PC keyboarding and navigation between various programs & systems
  • Proficient in Microsoft Windows Operating Systems
  • Strong organization skills
  • Ability to interact with all diversity
  • Typing Speed: 50 words per minute
  • The ability to communicate in a clear organized manner
  • Excellent communication skills, both written and verbal
  • Ability to learn complex material and resolve issues with minimal oversight
  • Funding Strategy

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Certification

  • CNP - Certified Notary Public
  • CAP - Certified Administrative Professional

Languages

English

Timeline

Senior Funding Analyst

Santander Consumer USA
03.2020 - Current

Notary Public

Self Employed Services
02.2020 - Current

Customer Service Representative

Santander Consumer USA
03.2016 - 08.2020

Call Center Agent/Lead Dispatcher

AT&T/Directv
06.2014 - 03.2016

Receptionist

Unique Mobile Paint and Body
02.2011 - 07.2013

High School Diploma -

John Hay High
Belinda Waters