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Jonathan
Financial Analyst with 5+ years in Banking and Investment
Contacto
Competencias
Applied financial analysis techniques to evaluate investment opportunities and monitor financial performance.
Built and maintained financial models to support decision-making processes and forecasts.
Prepared reports for internal and external stakeholders, ensuring adherence to regulatory standards.
Utilized advanced Excel functions for data analysis, modeling, and reporting tasks.
Educacion
Resumen
Experienced financial analyst with over 5 years of success in data analysis, financial modeling, and reporting within banking and investment environments. Adept at supporting strategic decision-making and ensuring regulatory compliance.
Logros Clave
- Led financial analysis and reporting for major banking projects, ensuring compliance and accuracy.
- Developed financial models that supported investment decisions and risk assessments.
- Progressed from Junior Analyst to Senior Financial Analyst, expanding responsibilities and skills.
Experiencia
Funding Specialist
Provide assistance to prospects in order to create leads and collect all the information required according to every profile., Create new profiles and leads using paperwork provided by the applicants., Background checks: Credit Score, bankruptcy files, ability to pay, Etc., Calculate and determined possible offers to every applicant following specific criteria based on the information provided by every applicant., Create offers determined on the ability to pay for every customer and make the offer offering detailed information., Check contracts, collect signature and complete the funding.
Technical Support Tier III/Troubleshooting (Advanced)
Provide assistance to internal employees following the company policies, issues related with tools, access, users, passwords, such as:, Create new users, profiles, and remote access to every tool., Reset passwords, create new passwords, active and recover accounts., Troubleshooting for regular tools required to provide normal services to external customers (service provided for internal employees)., Create and follow up for all the tickets when was needed.
Frontline Advisor/Orders and delivery issues
Take inbound and outbound calls for issues related to orders and delivery issues for new and existing customers in order to provide support and solve every situation as required., Provide assistance through the website to educate customers about how to use the webpage., Create tickets and make the follow ups on cases that are not solved at the first contact., Place refund request when was necessary, follow up the refund request as well., Provide assistance for upgrades when it requires to get a faster delivery options.
Funding representative/Retentions and renewals
In charge to complete the process for new funding requests, and make the follow up necessary to get all the paperwork required, through inbound and outbound calls and email as well keep in contact with new and existing customers to complete the sale.
Customer Service Representative
Take contacts through Phone, E-Mail, and Chat's related with deliveries issues., Open and follow up tickets for investigations about refund requests and denied claims, make outbound calls to close tickets and follow ups, escalate to Tier 2 department if it was necessary., Create a daily report for the escalations received every day, since the company doesn't have a defined escalation process.
Customer Service / Tech Support / Retentions
Specialty Agent (Voice Service (Home Phone Support), Move & Reconnects). Assists customers on moving process and issues related with the landline services, such as port numbers, change number, billing questions and service settings., Retention Agent (Retaining active accounts offering more benefits, discounts and other service packages According to the characteristics of each client)., Technical Support Agent (Providing basic and advanced troubleshooting for internet and connection issues related with speeds, WIFI access and general information about real expectations on the service provided).