Data Analyst with 4 years of expertise in financial services
Performed detailed data analysis to identify trends and optimize processes.
Created reports and dashboards for stakeholders using Tableau and Power BI.
Proficient in writing and optimizing queries for data extraction.
Utilized Excel for data cleansing, analysis, and reporting.
Effectively communicated findings to technical and non-technical audiences.
Dedicated data analyst with 4 years of experience in financial services, skilled in data analysis, visualization, and cross-functional collaboration.
Deliver great customer service experience to handle and resolve customers’ requests in a professional and timely manner.
Assist customers with account information, deliveries, billing questions, service scheduling, and troubleshooting issues related to propane equipment or service interruptions.
Investigating and resolving chargebacks or disputes, while providing the front-line team with accurate data and timely support to ensure effective issue resolution.
Analyzing and investigating potentially suspicious or fraudulent transactions to detect financial risks, ensure compliance with anti-money laundering regulations, and protect both customers and the company from fraud.
Handle inbound calls from potential clients, engage them with expert service, and schedule appointments with intake specialists.
Conduct the initial consultation with potential clients, assessing their immigration needs, determining the appropriate case type based on attorney guidelines, and gathering detailed client information.