Bryan Bautista
Lake Forest,CA
Summary
Seasoned Customer Service Professional with four years of experience working in the financial industry. Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Committed to maintaining professional relationships to increase profitability and drive business results. Detail-oriented team player with strong organizational skills and the ability to handle multiple projects simultaneously with a high degree of accuracy. Open minded individual with the capabilities of adapting to new strategies, positively affecting production levels. Analytically minded to properly asses discrepancies and create and sufficient solutions.
Overview
10
10
years of professional experience
Work History
Financial Representative
Northwestern Mutual
01.2025 - Current
- Met with customers to assess needs, financial status, and eligibility.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
- Conducted thorough risk assessments, minimizing potential losses for clients and the firm.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Assistant Center Director/Coach
Kid Strong
10.2023 - 12.2024
- Developed strong relationships with community partners, expanding resources available to center and its clients.
- Managed team of educators, ensuring high-quality instruction and adherence to curriculum standards.
- Collaborated with Center Director on strategic planning initiatives, aligning goals with organizational objectives.
- Led staff meetings focused on professional growth, best practices sharing, and goal setting for continuous improvement as team.
- Assisted in hiring process by conducting interviews for potential candidates contributing towards development of skilled and dedicated team.
- Enhanced team performance by developing and implementing effective coaching strategies.
Retention Specialist/Assistant Lead
Alleviate Financial Solutions
02.2022 - 08.2023
- Ensure Company's Quality Assurance Team's Standards are met on each and every call.
- Extensive understanding of product knowledge to adequately explain benefits within company practices.
- Show cased advanced skills in solving problems and making accurate decisions to implement strategies that brought about immediate results.
- Developed product demonstrations and presentations for customers.
- Maintained customer satisfaction with forward thinking strategies focused on addressing customer needs and resolving concerns.
- Managed over three-hundred thousand dollars worth of accounts each month, with retention rates up to 30%.
Client Success Representative
Alleviate Financial Solutions
12.2020 - 02.2022
- Answered average of 60 calls and emails per day, addressing customer inquiries, solving problems and providing product information
- Multiple months of Quality Assurance scores on client phone calls above 95% and above.
- Assessed individual client situations and made targeted recommendations for products and services to resolve specific situations.
- Fostered customer trust by addressing concerns and needs using targeted problem-solving.
- Reviewed KPIs (key performance indicators) daily to ensure production levels meet and exceed company standards.
- Strengthened client relationships by maintaining regular communication and addressing concerns promptly.
- Served as primary point-of-contact for questions or concerns from clients during ongoing projects.
Loan Advisor
Alleviate Financial Solutions
10.2019 - 12.2020
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Documented and detailed calls and complaints using call center's CRM database.
- Receiving more than 50 calls each day, resulting in thousands of dollars of debt enrollment each month.
- Initiated contact with prospects and conducted follow-up calls to garner information and qualify leads.
- Collaborated with cross-functional teams for comprehensive client assessments, supporting informed decision making.
- Provided tailored loan solutions that best fit clients'' needs, leading to higher client retention rates.
- Effectively managed time and resources to maintain a high level of productivity while ensuring attention to detail in every aspect of the loan process.
- Collaborated with underwriters to ensure accurate evaluation of creditworthiness and risk assessment.
Team Lead Sales Associate
Dick's Sporting Goods
02.2015 - 01.2017
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products
- Walked through department multiple times each shift to evaluate and correct issues such as cleaning and stock replenishment needs
- Trained team members to establish successful strategies to meet operational and sales targets
- Educated staff on strategies for handling difficult customers and challenging situations
- Answered questions about store policies and concerns to support positive customer experiences
Education
Associate of Applied Science - Business Finance
Saddleback College
Mission Viejo 06.2026
High School Diploma -
Loara High School
Anaheim, CA05.2016
Skills
- Customer relationship management software
- Data analysis proficiency
- Strong customer service
- Technical documentation expertise
- Data report analysis
- Meticulous attention to detail
- Client account management
- Loan processing documentation
- Effective internal communications
- Strategic partnership development
- Credit analysis expertise
- Financial analysis proficiency
Timeline
Financial Representative
Northwestern Mutual
01.2025 - Current
Assistant Center Director/Coach
Kid Strong
10.2023 - 12.2024
Retention Specialist/Assistant Lead
Alleviate Financial Solutions
02.2022 - 08.2023
Client Success Representative
Alleviate Financial Solutions
12.2020 - 02.2022
Loan Advisor
Alleviate Financial Solutions
10.2019 - 12.2020
Team Lead Sales Associate
Dick's Sporting Goods
02.2015 - 01.2017
Associate of Applied Science - Business Finance
Saddleback College
High School Diploma -
Loara High School
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