NATALY
SERRANO-
PROFESSIONAL SUMMARY
Experience delivering customer service and administrative excellence,
including clerical support and public interaction. Excels in calendar
management, scheduling, data entry and database administration.
Utilizes superior communication, presentation and time management
skills to achieve maximum efficiency and high-level customer loyalty.
Sunset, TX 76270
SKILLS
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Relationship Building
Industry Networking
Technical Support
Professional Telephone Demeanor
Appointment Scheduling
Administrative Support
Filing
Spreadsheet Management
Data Entry
WORK HISTORY
PFS Investments - Registered Representative
Dallas, TX • 02/2021 - Current
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EDUCATION
Licensed in Securities
Texas • 02/2021
Investments And Securities
Passed SIE, Series 6, Series 63, &
Series 65 Exams for securities
licensing
International Open Academy
03/- Hour TESOL Certificate Course:
Teaching English As A Second
Language(ESL)
Estrella Foothills High School
Goodyear, AZ • 05/2013
Interviewed clients to better understand financial positions and
assets ready for investment.
Communicated with clients to provide high level of service,
assistance, and to obtain new opportunities and repeated business
Developed and maintained positive customer relations and
coordinated with team members to properly handle requests and
questions.
Reached out to customers after completed sales to evaluate
satisfaction and determine immediate service requirements.
Primerica - Life Insurance Agent
Dallas, TX • 10/2020 - Current
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Analyzed customers' financial situations to recommend appropriate
life insurance policies.
Worked closely with underwriting to reassess rates for clients,
resulting in better pricing and at times reversing denial of coverage.
Explained advantages, features, and disadvantages of various
policies; resulting in a conversion rate of 90%
Ruben Luna Realtor - Real Estate Inside Sale Agent
Avondale, AZ • 04/2020 - 10/2020
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High School Diploma
Generated leads for sales through cold calls and referrals.
Worked closely with clients and loan officers to facilitate
appropriate loans, and improve credit reports.
Educated clients on sales and buying processes and advised buyers
on making decisions.
DaDaABC - ESL Teacher
04/2020 - 10/2020
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Increased ESL students' reading levels by integrating online word
games and altering lesson plans for students needing extra guidance.
Developed activities and facilitated technology to diversify
instruction.
Designed seasonal programs emphasizing vocabulary, pronunciation
and reading comprehension.
DownEast Outfitters - Shift Lead
Goodyear, AZ • 12/2017 - 05/2018
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Delivered superior training and leadership to boost performance and
help team members achieve performance targets.
Completed store opening and closing procedures.
Helped store management meet standards of service and quality in
daily operations.
Yesenia Espinoza Associate Broker Realtor - Administrative Assistant
Goodyear, AZ • 02/2016 - 04/2018
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Coordinated appointments to show tenants and buyers prospective
homes.
Promoted properties to target audiences to enhance revenue
generation.
Handled over 20 weekly home sales, working with buyers, sellers
and banks to facilitate smooth sales transactions and satisfied
customers.
Maintained detailed property lists in ARMLS to accurately promote
properties and meet client needs.