Joshua Ramirez Molina

Professional with extensive experience in client relations, ready to make impactful contribution. Known for strong team collaboration, adaptability, and achieving results. Skilled in resolving issues, managing client relationships, and communicating effectively.

Reliable and flexible with changing needs, ensuring client satisfaction and operational success. Knowledgeable with proven ability to drive sales and build strong client relationships. Demonstrated success in identifying customer needs and providing effective solutions.

Showcased skills in negotiation and strategic planning to achieve sales targets.

Client Service Associate at STRATA Trust Company (2022-06 – Present)

Manage client needs and preferences, enhancing satisfaction and retention while handling complex IRA accounts and financial operations.

• Manage client needs and preferences, enhancing satisfaction and retention
• Address client inquiries via calls, emails, and in-person, ensuring clarity and resolution
• Resolve IRA account questions, providing expert guidance and support
• Execute operational tasks like credit card processing, ensuring accuracy and efficiency
• Identify and implement improvements, boosting client experience and engagement
• Manage complex IRA accounts, resolving client inquiries and optimizing financial processes to enhance overall service quality and operational efficiency
• Partner with financial professionals and internal teams to address client needs, fostering strong relationships and ensuring seamless account management
• Drive continuous improvement in client experience through proactive problem-solving and implementation of innovative solutions in IRA account management
• Execute precise transaction verifications and credit card processing, maintaining accuracy in financial operations and compliance with industry regulations

Facilities Team Member at Antioch Waco Community Church (2021-02 – 2022-02)

Managed facility operations including event setup, inventory management, and worship team support.

• Coordinated event setup, ensuring seamless transitions between services and events
• Managed inventory, maintaining optimal stock levels for cleaning supplies
• Contributed to worship team, enhancing musical quality and team collaboration
• Developed efficient cleaning and setup processes, reducing preparation time and enhancing overall facility readiness for diverse church events and services

Team Leader at AnywhereWorks (2020-10 – 2021-02)

Led team meetings and managed Client Service Agents to improve efficiency and support team performance.

• Led team meetings to improve client service efficiency and support team performance
• Enhanced team stats through strategic oversight and effective communication
• Conducted one-on-one meetings to address individual challenges and foster growth
• Managed a team of Client Service Agents, ensuring alignment with company goals

Dedicated Legal Services Associate at AnywhereWorks (2020-06 – 2020-10)

Assisted clients with legal inquiries specializing in wills, real estate, violence cases, and child custody matters.

• Assisted clients with legal inquiries, enhancing service efficiency and client satisfaction
• Communicated with clients on legal matters, improving case processing times and client trust
• Facilitated client interactions for legal services, bolstering client relationships and service quality
• Managed complex legal inquiries, specializing in wills, real estate, violence cases, and child custody matters, ensuring accurate information dissemination

Client Experience Associate at AnywhereWorks (2019-11 – 2020-06)

Managed client appointments, resolved inquiries, and streamlined appointment processes to enhance engagement.

• Managed client appointments, ensuring seamless scheduling and order processing
• Resolved client inquiries efficiently, enhancing customer satisfaction
• Utilized strong communication skills to address client needs effectively
• Streamlined appointment processes, resulting in improved client engagement
• Streamlined client interactions, enhancing appointment scheduling efficiency and order processing while addressing specific inquiries with precision

Customer Service Representative at CustomerContactChannels (2018-10 – 2019-08)

Provided exceptional customer service, explained billing plans, scheduled appointments, and helped member understanding of benefits.

• Providing exceptional service throughout the customers' experience
• Helped member understanding of benefits
• Explained billing plans and resolved billing issues
• Scheduled appointments for customers

Activities Assistant/Receptionist at CareOne East Brunswick (2016-11 – 2018-06)

Managed patient activities, created medical charts, and led engaging programs while maintaining medical records.

• Managed patient activities, enhancing engagement and well-being
• Created and maintained accurate medical charts, ensuring seamless nurse access
• Updated resident lists, improving communication and operational efficiency
• Led engaging programs for patients, streamlined medical record management, and enhanced communication efficiency, resulting in improved patient satisfaction
• Meticulously maintained patient charts and medical records, ensuring accuracy and compliance while optimizing information accessibility for healthcare staff
• Contributed musical talents as pianist for worship team and ministries, enriching spiritual experiences and fostering a sense of community among congregants

Sales Associate at Net Line Corporation (2015-02 – 2016-04)

Built customer relationships, cross-sold products, and expanded customer base through trust-building and solution alignment.

• Maintained customer relationships, enhancing satisfaction and loyalty
• Cross-sold related products, increasing sales and customer value
• Identified customer needs, aligning solutions to boost engagement
• Established new client connections, expanding customer base
• Built trust with clients, fostering long-term partnerships
• Cultivated strong customer relationships, identifying needs and cross-selling products to boost revenue. Leveraged trust-building skills to expand client base

Associate of Arts in Liberal Arts – Middlesex County College (2014-05)

High school Diploma – South Amboy High School (2013-06)