Luis Rojas
Tegucigalpa,FM
Summary
Dynamic leader with a proven track record at Pondera Services LLC, adept in staff management and enhancing customer satisfaction. Excelled in financial advisory roles, significantly improving client portfolios and fostering trust. Skilled in cash flow management and active listening, achieving top performance targets and resolving complex problems efficiently.
Overview
8
8
years of professional experience
Work History
Supervisor
Pondera Services LLC
06.2024 - Current
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
- Resolved conflicts among team members promptly, maintaining a harmonious working environment conducive to productivity.
- Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
Financial Advisor
Fomento Financiero S.A.
04.2023 - 09.2023
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Advised clients on investments, retirement and estate planning.
- Created financial models to analyze and evaluate investment strategies.
- Researched and evaluated potential investment products for clients.
- Recommended specific investments to help clients meet financial goals.
Customer Service Representative
Comcast West
11.2022 - 04.2023
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
Financial Advisor
National Advisors Corp
09.2019 - 10.2022
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Financial Advisor Assistant
BCT Securities S.A.
01.2018 - 08.2019
- Collaborated with team members on projects aimed at improving overall firm performance, sharing insights gained from daily interactions with clients.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with financial planning to meet financial goals.
- Performed due diligence and valuation processes.
- Contributed to successful client meetings by preparing detailed agendas, gathering pertinent materials, and taking thorough notes for follow-up actions.
Collector Agent
Morgan & Morgan Law Firm
07.2017 - 01.2018
- Exceeded performance targets consistently through diligent work ethic, excellent negotiation skills, and strong attention to detail.
- Optimized workflow efficiency by proactively identifying areas for improvement in processes and procedures related to collections activities.
- Enhanced internal training programs by contributing valuable insights from personal experiences as a Collector Agent.
- Increased recovery rates by conducting thorough account research and identifying potential sources of repayment.
- Implemented effective time management strategies to prioritize high-value accounts, maximizing overall revenue collection.
Education
No Degree - Engineering
Universidad Del Istmo
Panamá ESL - English As Second Language
Florida State University
Panamá Financial Administration - Finance
Universidad Del Istmo
Panamá 10-2024
Broker License - Financial Management
Superintendencia Del Mercado De Valores
Panamá 04-2019
Skills
- Training and mentoring
- Goal oriented
- Staff management
- Customer service
- Cash flow management
- Business forecasting
- Budget management
- Financial controls
- Active listening
- Critical thinking
- Customer relations
- Problem resolution
Timeline
Supervisor
Pondera Services LLC
06.2024 - Current
Financial Advisor
Fomento Financiero S.A.
04.2023 - 09.2023
Customer Service Representative
Comcast West
11.2022 - 04.2023
Financial Advisor
National Advisors Corp
09.2019 - 10.2022
Financial Advisor Assistant
BCT Securities S.A.
01.2018 - 08.2019
Collector Agent
Morgan & Morgan Law Firm
07.2017 - 01.2018
No Degree - Engineering
Universidad Del Istmo
ESL - English As Second Language
Florida State University
Financial Administration - Finance
Universidad Del Istmo
Broker License - Financial Management
Superintendencia Del Mercado De Valores
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