Luis David Moreno Reyes

Luis David Moreno Reyes

About

Detail

León de los Aldama, Guanajuato, Mexico
Contact Luis regarding: 
work
Full-time jobs
Starting at USD1.25k/month
Flexible work
Starting at USD7.81/hour
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Finding mentors
groups
Networking

Timeline

work
Job
school
Education

Résumé

Jobs verified_user 0% verified
  • Seguros Monterrey New York Life
    Financial Wealth Advisor
    Seguros Monterrey New York Life
    Feb 2025 - Current (1 year 9 months)
    Financial advising, needs assessment, contact through outbound calls to prospects, cold contact with clients, analysis and presentation of solutions, Excel management (developed an automated file for quotations), AML and KYC regulations and procedures.
  • Oportun
    Member Support Agent
    Oportun
    Aug 2022 - Jan 2025 (2 years 6 months)
    As a Member Support Agent, I resolved issues for various types of clients, providing personalized service and effectively managing complaints and reports. I negotiated and collected early-stage debts while promoting additional financial products to enhance client satisfaction. Additionally, I assisted in supervising new agents, demonstrating leadership and mentorship skills, and successfully advanced from associate representative to agent. Although I did not have the opportunity to apply my knowledge in Microsoft Power BI during my time at Oportun, I took the initiative to observe and learn about its functionality. This, combined with the course I completed and the projects I developed during training, has equipped me with a solid understan
  • E
    Sales Associate
    El Cubo Papeleria
    Oct 2021 - Aug 2022 (11 months)
    Customer service and sales, handled additional services and procedures, anaged inventories and social media, provided web-based customer support.
Education verified_user 0% verified
  • C
    Definitive License A1
    Comisión Nacional de Seguros y Fianzas.
    Feb 2025 - Mar 2025 (2 months)
  • Udemy
    Expert in Data Analysis and Visualization.
    Udemy
    Aug 2024
  • Udemy
    Excel and Power BI data analysis and visualization.
    Udemy
    Jul 2024 - Aug 2024 (2 months)
  • Universidad de León
    Bachelor's Degree in Finance
    Universidad de León
    Sep 2022 - Current (4 years 2 months)
  • B
    English Certificate.
    Boston Academy
    Jan 2022 - Aug 2022 (8 months)