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Data Analyst with 5 years of experience in financial services
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Competencies
Applied statistical techniques to interpret complex datasets and generate insights for decision-making.
Designed and optimized queries to extract and manipulate data from large databases for reporting purposes.
Utilized advanced Excel functions and VBA to automate reporting and analyze financial data.
Created dashboards and visual reports to communicate key insights to stakeholders.
Prepared comprehensive financial reports ensuring accuracy and compliance standards.
Summary
Dedicated data analyst with 5+ years in financial services, skilled in data management, visualization, and reporting to support business growth.
Key Achievements
- Streamlined data collection processes, reducing reporting time by 20%.
- Led a team project to develop a new data visualization dashboard adopted company-wide.
- Enhanced data accuracy and consistency across multiple financial reports.
Experience
Senior Customer Service Representative
Managed 60+ inbound calls daily assisting members with eligibility, claims, and benefits inquiries., Maintained 95%+ Quality Assurance scores while ensuring full HIPAA compliance., Achieved 90%+ Customer Satisfaction (CSAT) ratings., Provided guidance and real-time support to new hire agent groups during onboarding., Consistently recognized for outstanding performance and reliability.
Customer Service Representative
Assisted customers with banking transactions, account verification, and financial product inquiries., Consistently met or exceeded monthly KPIs and maintained 95%+ QA scores., Reduced Average Handle Time (AHT) while maintaining high-quality service standards., Supported and mentored new agent groups to ensure performance alignment., Demonstrated exceptional professionalism in compliance-driven environments.
Customer Service Representative
Handled high-volume calls related to memberships, billing, and order management., Maintained 90%+ customer satisfaction ratings., Assisted in training and supporting newly hired agents during ramp-up periods., Recognized for strong performance metrics and consistent service excellence., Demonstrated outstanding adaptability in fast-paced operations.