Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Jorge Sanchez

Chicago

Summary

Professional with history of exceeding customer expectations. Calm and composed in stressful situations with successful record of reducing customer dissatisfaction through acknowledgment, decisive communication and focused solutions. Expert at finding win-win solutions. Broker with proven track record in client relationship building. Possess strong analytical skills, adept at identifying profitable investment opportunities while mitigating potential risk. Demonstrated ability to deliver high-quality customer service, fostering long-term client retention and loyalty. Significant impact on previous brokerage firm through growth in portfolio size and increased client satisfaction.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Client Service Representative

NinjaTrader
09.2022 - Current
  • Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
  • Presented existing and prospective customers with valuable service or product information to aid in decision-making.
  • Managed incoming calls from customers, providing prompt resolution of inquiries.
  • Scheduled and confirmed appointments based on customer availability.
  • Warmly greeted customers by employing positive telephone etiquette and asking well-rounded questions to identify issues.
  • Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction.

Broker

TQL
06.2021 - 08.2022
  • Developed and maintained relationships with customers and assisted in generating sales opportunities.
  • Played a key role in achieving over 1 million dollars in revenue for the first time, culminating the year at 1.8 million.
  • Cultivated relationships with suppliers, negotiating contracts for new commodity sources.
  • Developed long-term relationships with customers by providing personalized service and advice.
  • Stayed up-to-date on marketplace trends and researched items in detail.
  • Monitored client portfolios and made adjustments as necessary to align with changing market conditions and client objectives.

Account Manager

Genesis Marketing
05.2018 - 06.2021
  • Cultivated long-term client relationships, resulting in an increase in client retention rates over the course of time.
  • Collaborated with marketing teams to develop targeted campaigns for account acquisition and growth.
  • Resolved customer complaints in a timely manner.
  • De-escalated customer interactions by providing alternative solutions to issues.
  • Provided training and guidance to new Account Managers.
  • Recruited, hired and trained new hires to optimize profitability.

Education

Associate of Science - Sports Medicine

Morton College
Cicero, IL

Skills

  • Active Listening: Genuinely understanding others’ perspectives
  • Clear Articulation: Conveying ideas and instructions effectively
  • Feedback Delivery: Giving constructive, actionable feedback
  • Teamwork: Cooperating with others toward a common goal
  • Decision-Making: Analyzing situations to make informed choices
  • Accountability: Taking responsibility for outcomes
  • Flexibility: Adjusting to changing circumstances and roles
  • Resilience: Maintaining composure under pressure
  • Leading by Example: Demonstrating commitment and work ethic

Certification

USA Youth Soccer Licensed Coach

Languages

English
Full Professional
Spanish
Full Professional

Timeline

Client Service Representative

NinjaTrader
09.2022 - Current

Broker

TQL
06.2021 - 08.2022

Account Manager

Genesis Marketing
05.2018 - 06.2021

Associate of Science - Sports Medicine

Morton College

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Jorge Sanchez