JUAN FELIPE LIÑAN CORRALES

• Accurately process and record sales transactions in Salesforce, ensuring deals are properly documented and ready for approval.
• Review and verify submitted credit applications, invoices, and equipment quotes to ensure completeness and compliance.
• Create and maintain customer and guarantor accounts, validating information through official databases (Secretary of State, FMCSA).
• Enter key deal details including financing terms, equipment specifications, and vendor information.
• Coordinate with Sales and Credit teams to validate and advance deals, uploading supporting documents and tracking deal status.
• Identify and flag high-risk applications, notifying Sales Representatives and Regional Managers promptly.
• Efficiently manage digital tools and records to support audits, approvals, and compliance processes.

Coordinate the order management process for imports and exports for clients and freight forwarders.
Examining reservations, bills of lading, hazmat, and other load-related paperwork. Track and trace.

Enhanced order accuracy by meticulously reviewing and confirming customer orders before processing.

• Verify rates, charges and documents received.
• Contact shippers, receivers and/or container port stations to confirm information
• Accept or reject orders based on information provided by the terminal

• Constant support in the development of the different operational activities in the organization's customer accounts/companies regarding any process of their logistic chain
• Report on the status of cargoes and any other developments arising during the movement of goods
• Obtain necessary documentation to complete assigned logistics activities, whether air, sea, or land
• Meet the goals and expectations set by the client and/or immediate Supervisor
• Comply with the responsibilities assigned by the company and your employer in terms of policies, regulations, quality, health and safety

Answering and resolving questions and concerns from clients regarding orders, goods, and services. Give precise information regarding the availability of products, handle returns and exchanges, respond to complaints in a timely manner, and provide suitable solutions.

• Always provide clear and truthful information in verbal and written communications to internal and external customers on the service line
• Develop reports
• Develop problem cases in real time while maintaining strict and unappealable principles of confidentiality with respect to sensitive customer information