Carlos René Soza

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Multiple Listing Services Specialist

Equity Pros LLC

Nov 2022 - Feb 2023 (4 months)

- Organized Investorlift information and spreadsheets for text blasts, ensuring efficient data management and accessibility. - Loaded numbers into ClickSend for text blasts and created targeted advertising content for effective outreach. - Sent text blasts via ClickSend and responded promptly to potential buyers, facilitating communication and engagement. - Directed quality buyer leads to the DISPO Specialist through the potential leads sheet in the operations spreadsheet. - Managed email blasts on Investorlift, monitored inquiries, and provided auto-responses to maintain timely communication. - Addressed requests for reverse lookups and updated the potential leads sheet with relevant information. - Maintained the operations spreadsheet 24/

Virtual Executive Administrative Assistant - Project Support Specialist

Virtual Latinos

Jan 2022 - Current (4 years 3 months)

As a Virtual Executive Administrative Assistant - Project Support Specialist, I excelled in client communication, support, and follow-ups, while also conducting general research and managing office operations. My responsibilities included gathering client information and obtaining necessary documents, organizing digital files, and filling out forms and questionnaires. I played a key role in project management, building standard operating procedures (SOPs), and structuring video sales letters (VSL) for marketing campaigns. Additionally, I managed client relationships within the CRM system, provided payroll and HR support, and handled calendar management and appointment setting. I also facilitated translation services and built exhibits, trac

Sales Representative

Onelink

Nov 2021 - Feb 2022 (4 months)

Selling energy plans based on the customer needs on TXU Energy Providing solutions to customers to avoid service disconnection Teaching how to read his/her bill and sharing tips to save money on their service Creating installments to cover late payments

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Risk Investigator

Apr 2020 - May 2021 (1 year 2 months)

As a Risk Investigator, I observed customer transactions to identify fraudulent activities such as account takeover, friendly fraud, theft, and other similar risks. I exhibited a bias for action on observed patterns and trends, taking ownership by providing timely and accurate resolutions based on customer and market needs. My role involved identifying suspicious activities and unusual patterns that could result in fraud, including but not limited to AML issues and activities reported by other staff members. I contacted customers and banking institutions to verify legitimate transactions and payment information, ensuring all interactions and findings were properly documented via the organization's tools and platforms. Additionally, I provid

Tech Support Advocate

Concentrix

Apr 2017 - Dec 2019 (2 years 9 months)

As a Tech Support Advocate, I supported Microsoft Surface products in the Canadian and US regions by assisting IT with case creation, investigation, and monitoring to determine if issues were related to hardware failures. I troubleshot errors such as bug-checks (BSOD), Windows Update (WU) issues, firmware, drivers, controllers, and managed the escalation process through the ODC. My responsibilities also included system configurations and connectivity (Network), as well as BitLocker management. In addition to my core responsibilities, I leveraged skills in stakeholder management to effectively communicate with Microsoft representatives, ensuring that technical issues were addressed promptly and efficiently. My experience in agile management

Customer Service Representative

Sitel

Jul 2016 - Apr 2017 (10 months)

Handle customer complaints, create accounts, verify accounts, money transfer, advise about international procedure as their risks, and explains policies based on the region.

Customer Service Representative

Convergys

Nov 2014 - Nov 2015 (1 year 1 month)

Activation, payment, changing plans, checking coverage area, and troubleshooting U.S. Cellular's devices.

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Interpreter

Nicaragua Network Resource [NGO]

Oct 2012 - Jan 2013 (4 months)

Translations of educational talks. Reception and control inputs and outputs of medical supplies.

Customer Service Representative

Accedo Technologies

Oct 2011 - Feb 2012 (5 months)

Creating order in real time with the customer. Canceling orders which they are not required and/or duplicated order. Compliance with established sales goals. File management and conflict resolution with the website.

Carlos René Soza

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