Jhoan Octavio Peña Fernandez Executive Assistant

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Senior Account Manager

Vi-ain's

May 2023 - Current (3 years 2 months)

To provide comprehensive account management, business development and strategic financial advice to our clients. Maintain strong relationships with our existing clients, understanding their financial needs and goals to deliver customized solutions that drive their success. Coordination of the client service team. Actively seeking new business opportunities. Networking with potential clients, presenting and demonstrating the broker's services. Negotiating contracts and commercial agreements to drive our company's growth. As an expert in finance and brokerage, I provide strategic advice on financial markets, investments and financial products. I help clients make informed decisions that maximize their results. To work closely with interna

Quality Assurance Lead

Sagility

Aug 2022 - May 2023 (10 months)

To design, implement, and improve company quality standards for different clients. To analyze data in order to find areas for growth or opportunity. To assist in the recruiting process. Training, motivating, coaching, and correcting employees, especially QAs, to ensure that standards are met.

Interpreter

HighRadius

Mar 2021 - Dec 2022 (1 year 10 months)

To translate messages, live speeches, voice recordings and documents into another language, with careful attention to providing proper context, meaning, tone and technical wording. To collaborate with colleagues to compile helpful information, including terms and definitions, into an organized glossary for regular reference during the translation process. To honor outlined ethical codes to ensure sensitive and confidential information remains secure and protected. To identify terms and words with conflicting meanings to determine which alternative provides clarity and reflects the original purpose of the message. To verify, modify and edit translations to compensate for discrepancies in technical terms and to guarantee that the final co

Supervisor

Teleperformance

Sep 2020 - Mar 2021 (7 months)

To plan and implement new strategies based on the targes traced, hire and onboard new call center employees, answer staff questions, provide guidance and feedback to team members, ensure a friendly and motivating work environment, measure performance with KPIs such as call interruptions, calls waiting etc, ensure adherence to company's policies and procedures, keep senior management informed about recurring issues or problems, prepare monthly, quarterly and annual reports.

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Logistics Coordinator

Lean Staffing Solutions

Oct 2019 - Sep 2020 (1 year)

To coordinate and monitor supply chain operations utilizing logistics IT to optimize procedures, working with logistics staff according to availabilities and requirements, planning and tracking of shipments of final products, keeping logs and records of warehouse stock, executed orders etc. Preparing accurate reports for upper management.

Account Specialist

Sutherland

Aug 2018 - Sep 2019 (1 year 2 months)

To provide advise and long-term solutions to the customers based on their financial situation. Provide information about their account such as interest rate for purchases or cash advances, payment status, hardship programs, settlements, etc.

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Rewards Management and Customer Service

Casino Carnaval

Jan 2018 - Jul 2018 (7 months)

Among my responsibilities I was in charge to pay rewards based on individial spending, and provide personalized attention. Capture customer information and analyze their visit patterns, slow periods and peak times to make sure that law procedures were followed.

Jhoan Octavio Peña Fernandez

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