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Ruth
Data Analyst with 5+ years of experience in Financial Services
Contacto
Competencias
Proficient in analyzing large datasets to extract insights and support decision-making.
Experienced in writing complex SQL queries for data retrieval and manipulation.
Skilled in creating models for risk analysis, forecasting, and valuation in finance.
Familiar with Power BI and Tableau for designing dashboards and visual analytics.
Educacion
Resumen
Results-driven data analyst with over 5 years of experience in financial services. Skilled in data modeling, reporting, and BI tools to support strategic decision-making.
Logros Clave
- Developed and maintained complex financial models used for risk assessment and forecasting.
- Streamlined data collection and reporting processes, reducing report generation time by 30%.
- Led a team to implement a new BI tool that improved data accuracy and operational efficiency.
Experiencia
Bilingual agent
Handling incoming calls, Placing people's orders according to a magazine, Give information about account balance, credits, order tracking, past order information, Incoming calls from the car rental company, Issues according to rules violation in the rental of the vehicle, Impose fines in case of non-compliance with rent rules, Review of evidence, photos and videos, capture of images to review dates, Add charges according to broken rules, Send emails to contact the Hosts or Guests and ask for the respective evidences
Bilingual agent
Incoming calls regarding housing rental, Calendar Review, Review of reservations, make sure that reservations are not overlapping, Review that the photos on the page are adequate, Review of cancellation policies, If there is a call for violation of rules, send the case to the corresponding department, Help the Guest communicate with the Host in case of inconveniences, Provide personalized attention depending on the requirement of the Guest or Host, Sent emails with the information for the case, sent resolutions and explanations in case the Guest required that. (formal way)
Bilingual Agent
Patient Call Intake, Review of the effective date of the insurance and verify if the insurance was in the network, Review of doctors' agenda for appointment planning, Review of referrals, prescriptions, nearest clinics, Send documents via email/fax, Make appointments for patient transport, Assist the patient according to their needs, take notes of symptoms, Sending notifications to the doctor in case the patient needs direct communication (Be formal)
Bilingual agent
Area: Claims, Receive calls according to the status of the claim, Provide information to the collections area in case payments are not made in time, Communication with customers' insurance in case payments need to be made for collisions or incidents, Evidence review, Reading of police reports if needed, Submission of necessary documentation in case the claim is resolved through insurance, Review of claim resolution and notify the client in case coverage has been denied, partial or complete, In case the coverage has been partial, make the calculations according to the protection plan with the company, review the deductibles, Notify customers via emails and calls to notify them of the decision made, Customers who have not made their respective payments would be notified with the collection area, Receipt of documents to be sent to other areas, Leave notes in each case
Interpreter
Call Taking: Medical, Educational, Customer Service, 911, etc, Interpretation in different cases, Knowledge of terminology for insurance (medical and vehicle), medications, specialties, addresses, symptoms, names of diseases, acronyms, banks.
Interpreter
Receiving calls from the customer as well as from the LEP, Make calls according to the client's needs to perform interpretation, Calls regarding medical appointments for follow-ups, check-ups, triage, reading of results, pre-surgical indications and indication of post-surgery care, physical therapy, making appointments, appointment confirmation, pharmacy, psychological appointments, Be precise in addresses, dates of birth, and full name, Stay in a quiet space so you don't have noise, Knowledge of legal, medical, insurance, banking, educational, etc. terminologies