Javier Lucumi
Orillia,Canada
Summary
Financial, accounting job sicker highly effective at working either with clients or with electronic information data sheets Great attitude at the team work or by my self in person or remotely as well Open to learn, friendly and personable with adaptable approach.
Overview
12
12
years of professional experience
Work History
Delivery Assistant
Ora Kitchens & Bath
Orillia , Ontario
04.2023 - 05.2024
- Assisted with loading and unloading product from trucks.
- Responded promptly to inquiries from customers regarding their orders status.
- Ensured that all deliveries were complete, accurate and on time.
- Verified the contents of inventory loads against shipping papers.
Customer Service Representative
Kroll Driasi
Toronto , ON
04.2022 - 06.2022
- Demonstrated excellent communication skills in resolving product and consumer complaints.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Assisted customers with making payments or establishing payment plans to bring accounts current.
Banking Advisor
Pichincha Bank
Manizales, Colombia , Caldas
12.2016 - 08.2018
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Provided recommendations for education funding, estate planning and insurance gap analysis.
Insurance Sales Agent
Metlife
Buenos Aires, Argentina , Buenos Aires
04.2012 - 11.2013
- Upsold products to policyholders and potential new clients.
- Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
Education
Workshop - Investment
AGF Investment
Vaughan, ON10-2023
Personal Financial Essentials - Course
McGill University
Montreal, QC03.2021
Financial Administrator - Bachelor
University of Caldas
Manizales, Colombia12.2019
Skills
- Account updating
- Paperwork Processing
- Data analysis and research
- Finance
- Financial Reporting
- Accounting and bookkeeping
Languages
Spanish
Native/ Bilingual
English
Professional
Timeline
Delivery Assistant
Ora Kitchens & Bath
04.2023 - 05.2024
Customer Service Representative
Kroll Driasi
04.2022 - 06.2022
Banking Advisor
Pichincha Bank
12.2016 - 08.2018
Insurance Sales Agent
Metlife
04.2012 - 11.2013
Workshop - Investment
AGF Investment
Personal Financial Essentials - Course
McGill University
Financial Administrator - Bachelor
University of Caldas
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