Monique Alcantara

Trade fixed income and complex options

Trade mutual funds and equities

Process IRA contributions and distribution

Educate clients on IRA rules and tax withholding

Provide exceptional client service

• Assist clients with trading stocks, ETFs, and mutual funds.
• Educate clients on various investment products.
• Perform research and resolve problems related to specific transactions through the utilization of various industry-related products/systems.
• Customer service and account maintenance

• Provide service and device solutions to customers
• Sale services and products
• Review accounts and answer billing questions
• Provide excellent customer service

• Research and resolve escalated complaints about Wells Fargo Home Mortgage
• Read through loan documents to explain terms to customers
• Review loan origination, and servicing to determine if there was a breach of contract
• Provide both written and verbal communications with customers
• Assumed ownership over each case to ensure customer inquiries were fully addressed
• Provide first call resolution, while following strict procedures that meet compliance guidelines
• Navigate multiple computer systems, applications, and utilize search tools to find information
• Provide both written and verbal communications with customers and merchants
• Research and resolve complex customer issues
• Experience with Wells Fargo complaints management process

• Effective liaison between customers and contractors
• Assumed ownership over team productivity and managed workflow to meet or exceed quality service goals and safety standards
• Regularly meet deadlines while handling unforeseen emergencies
• Managed kitchen and bathroom renovations from start to finish
• Pulled flooring and other project materials from the warehouse
• Conducted all critical pre-installation conferences with general contractors, subcontractors, consultants and manufacturer's representatives
• Determined the project schedule, which included the sequence of all construction activities