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Data Analyst with 3 years of experience in financial services
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Competencies
Utilized statistical tools and techniques to interpret complex datasets for business insights.
Queried large databases to extract relevant data for analysis and reporting processes.
Created dashboards and visual reports using tools like Tableau to communicate findings effectively.
Applied advanced functions and macros for data manipulation and reporting tasks.
Worked with stakeholders across departments to enhance data processes and insights.
Education
Summary
Experienced Data Analyst skilled in transforming data into actionable insights within the financial industry.
Key Achievements
- Developed data visualization dashboards to monitor financial KPIs.
- Automated reporting processes, reducing manual effort by 40%.
- Collaborated with cross-functional teams to improve data quality and accuracy.
Experience
Team Leader
Monitor the operations of the English inbound team with a focus on improving efficiency, Evaluate data such as the rate of calls resolved by each individual, Set up meetings with the team to provide feedback in a collaborative environment, Monitor channels of communication with customers by team members, Conduct regular team meetings and performance evaluations, Coach, mentor and train team members to improve technical and customer service skills, Customer service for higher level of operations, such as supervisors or plant managers, Responsible for addressing tickets of major importance, Development of new projects, Ensuring SLAs and KPIs are met consistently.
Senior Agent & Executive Assistant
Help desk & speaking professional agent in charge of scheduling and patient’s appointment setter for dental clinic, Managing doctors calendar and performing execution of administrative tasks, Communication with third parties seeking customer satisfaction and loyalty, Translator and interpreter agent at the service of doctors/dentist and Spanish-speaking patients, Greet patients, schedule appointments and manage check-in/check-out processes, Maintain organized appointments calendars for multiple practitioners, Coordinate rescheduling, cancellation and follow-up appointments.
Training Program Administrator
Full knowledge, coaching and implementation of ISO 9001:2015, Internal and external audit tasks for other entities in the country, Supervision of information and documentation delivered to students, Audit of integrated processes ISO 9001, ISO 14001, ISO 45001, Quality management system Implementation, Coaching and Training Program Administrator, Handling confidential documentation.
Executive account & Customer Service Agent Assistant
Opening, closing and maintenance of personal and business accounts, Credits, debit Card inquiries, Mobile banking App Assistance, Account Security and Fraud Protection.
Administrative & Secretary
Responsible for the office’s administrative organization and operations, Attorney’s secretary responsible for the management and follow-up of agenda, scheduling and client relations, Client relations such as Inbound and Outbound calls, emails, social media, Handling confidential information with discretion and professionalism, Administrative Tasks such as expenses report or payments processing, data entry and preparing invoices., Legal documents management such as contracts review for commercial purposes.