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Carlos Ojeda

@carlosojeda

SME / Supervisor & Loan Officer at Crediterium / F5Networking / Clever Ideas, supporting agents and improving daily sales performance.

Mexico

Message

At Crediterium / F5Networking / Clever Ideas, I followed up with potential clients and explained financial solutions, payment terms, and schedules. I also coordinated operational teams to support daily sales performance and resolve cases in real time.

I trained new hires on product knowledge, sales techniques, and service standards, and analyzed operational data to support decision-making and performance monitoring.

Earlier, I supported customers at XO Latam, Foundever, Beliveo, and Alorica. My work included English-language customer and technical support, handling inquiries across service channels, and escalating complex cases when needed.

Experience

Work history, roles, and key accomplishments

SME / Supervisor & Loan Officer

Crediterium / F5Networking / Clever Ideas

Oct 2024 - Sep 2026 (1 year 11 months)

Provided personalized follow-up to potential clients to offer financial solutions, presenting clear explanations of processes, payment terms, and schedules. Led and coordinated operational teams to maximize daily sales performance while providing real-time case resolution and support to agents.

Team Leadership Data Analysis Omni Channel Support Problem Solving Sales Negotiation Training and coaching Active Listening Teamwork CRM Contact Center Systems Ticket Management Google Workspace Microsoft Office Tracking and Reporting

Customer Service Representative

XO Latam

Sep 2023 - Jul 2024 (10 months)

Accurately identified customer needs through active listening and empathetic communication. Delivered transparent guidance on product and service inquiries, offering end-to-end solutions tailored to specific user requirements.

Active Listening Empathetic Communication Product Knowledge End To End Solutions CRM Contact Center Systems Ticket Management Google Workspace Microsoft Office

Bilingual Customer Representative

Foundever

May 2023 - Sep 2023 (4 months)

Delivered high-quality English customer support following strict international quality assurance standards. Handled call routing efficiently and formally escalated complex technical/service cases to specialized departments.

English Customer Support Quality Assurance Call Routing Escalation Management CRM Contact Center Systems Ticket Management Google Workspace Microsoft Office

Customer Service Representative

Beliveo

Nov 2022 - May 2023 (6 months)

Provided specialized English technical support and phone advice following structured protocols. Focused on rapid comprehension and effective first-contact resolution of user inquiries.