This is my profileContact via CazVidSamuel
Data Analyst with 3 years of experience in financial services
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Competencies
Utilized statistical tools and techniques to analyze complex datasets.
Managed and queried relational databases to extract relevant data for reporting.
Created dashboards and visual reports for stakeholders using tools like Tableau.
Built complex spreadsheets and models to support data analysis and reporting.
Worked effectively within multi-disciplinary teams to share insights and improve data practices.
Education
Summary
Experienced analyst specializing in transforming data into actionable insights within the financial sector.
Key Achievements
- Developed and maintained dashboards that improved decision-making efficiency.
- Streamlined data collection processes, reducing errors by implementing automated workflows.
- Collaborated with cross-functional teams to deliver actionable insights supporting business goals.
Experience
Customer service representative - Billing - Cross sales
Performing basic troubleshooting with air conditioners, furnace and water heaters, scheduling technical visits when the issue cannot be resolved., Guiding customer step by step to create a profile on the company mobile app so they can set up automatic payments and check their bill online., Resolving questions about billing, payments dates, refunds, and payment methods., Selling maintenance and protection plans for air conditioners, water heaters, furnace and general plumbing.
Customer Care Representative - Technical support - Mentor
Handle inbound and outbound calls about medical devices, being the technical support for glucose meters., Managing and scheduling outbound calls to continue with the processes and do constant follow ups., Entry of information and documentation of it in Salesforce, doing multitasking while speaking with the client., Creation of warranty orders and checking them with the carriers (UPS, FedEx)., Follow an empathetic call script used to guarantee a perfect customer experience., Teaching new employees about the products or services offered by the company and putting them in practice on their interactions., Explaining the procedures and customer service protocols they must follow (Call Script, Quality standards)., Training in the use of computer systems and communication tools used in the operations floor (CXOne, Salesforce)., Providing practical examples and simulated situations for employees to practice their customer service skills., Providing feedback and ongoing evaluation to help employees improve their performance and achieve the campaign goals., Addressing questions and providing support during the training process.
Administrative assistant
Responsible for carrying out administrative procedures to register workers in the social security system, ensuring that they have access to benefits such as medical care, pensions, among other benefits., Collecting personal and work-related information from employees., Verifying that employees meet the requirements for social security affiliation., Completing and submitting the necessary forms for affiliation., Coordinating with the social security entity to ensure that the affiliation is done correctly., Keeping updated records of affiliations and monitoring any changes in the employees' work situation., Managing schedules, doing outbound calls to schedule meetings with the clients., Handling correspondence received in the company and digitalize them in excel., Handling phone calls with the client to date general work tasks., Coordinating office supplies, managing orders to receive.