Juan - Data Analyst with 5 years of experience in financial services

Applying statistical techniques to interpret complex data and support business decisions.

Writing and optimizing queries for extracting data from relational databases.

Developing detailed reports, dashboards, and automation within Microsoft Excel.

Creating visual representations of data to facilitate insights and presentations.

Working effectively with multidisciplinary teams to achieve project goals.

Interviewing prospective clients by phone and email to become familiar with their cases, Onboarding new clients by filling out necessary paperwork and putting together initial case files, Entering client information into computer systems, Scheduling initial consultation appointments with attorneys for promising potential candidates

Handling a high volume of incoming calls, Performing administrative duties related to customer service, client intake and overall client retention, Effectively communicating next steps if legal representation is warranted and assure sign clients on the line.

Inform customers about new features and functionality of the service, Respond to customer inquiries in a timely and empathetic manner., Focus on listening, problem solving skills and empathy