Results-oriented writing professional with experience preparing concise and accurate technical documents. Expert at delivering high-quality work within tight deadlines. Talented individual collaborates with cross-functional teams for accuracy and clarity of technical content.
Hi, I’m
Alexis Luna
Cocoa,FL
Summary
Overview
5
years of professional experience
Work History
SS&C Advent
Associate Data Analyst
2021.07 - Current (3 years & 2 months)
Job overview
- Reviewed and processed 185,783 accounts in 2022 to make sure all new accounts received each day came onsite to correct firm/instance on Black Diamond SaaS wealth management platform
- Researched custodial files to resolve breaks in data and collaborated with cross-functional teams to research and re-establish accounts/feeds as needed
- Case management for ACD Authorization salesforce queue
- Served as Subject Matter Expert on ACD feeds in Black Diamond product by researching/troubleshooting issues, and providing guidance and input on processes impacted by ACD feeds
- Collaborating with multiple internal and external teams to enhance systems and procedures, resolve issues, etc
- Reviewing all paperwork for completion and accuracy when submitting requests and evaluating all new accounts, routing codes, etc. to prevent data breaches
- Generated standard and custom reports to provide insights into business performance for Data Authorization team
- Edited and proofread technical documents for accuracy and consistency.
- Carefully documented technical workflows in private wiki for education of newly hired employees.
Self Employed Web
Freelance Content Writer
2019.09 - Current (5 years)
Job overview
- Helped business owners connect with and grow their audience through compelling copy, systemized processes, and project management
- Consulted with customers to understand project requirements and purpose.
- Customized brand message to reach and capture target audience interest and drive engagement.
- Performed as consultant for solopreneurs in areas of marketing, logistics, and training to various perinatal care professionals.
- Built complex automations and workflows in Dubsado CRM for onboarding, project management, and offboarding
- Led development of Doula Instincts Mentoring Membership from conception through three successful launches on Mighty Networks platform
- Oversaw team of 4 community leaders, developed ongoing training, and managed posting schedules for team
- Worked closely with founder to develop course materials, build online community space on Mighty Networks platform, and created all marketing materials (social media posts, landing pages, etc.)
- Reviewed client processes, provided an actionable plan to improve, & follow-up to ensure process improvements were successful
- Repurposed and optimized existing content for use in different mediums.
- Edited and proofread drafts of articles and other documents.
CIT Bank
Relationship Specialist
2018.01 - 2019.09 (1 year & 8 months)
Job overview
- Monitored financial changes and patterns to proactively work with customers concerning any discrepancies or delinquencies.
- Managed over 50 customer calls per day
- Tracked and analyzed multiple data points to isolate trends and improve servicing procedures
- Processed ACH payments over phone securely and accurately.
- Followed up on all customer inquiries within SLA guidelines, often exceeding goals to provide best possible experience for customers.
- Entered client details and notes into system for interdepartmental access and review.
- Assisted in implementing procedures and policies to facilitate timely payments.
Education
Florida State College At Jacksonville Jacksonville, FL
Associate of Arts from General Studies
12.2015
University Overview
Skills
- Standard Operating Procedures Proficient
- Microsoft Word
- Microsoft PowerPoint
- Technical Concept Translation
- MS Office Proficiency
- Editing
- Technical Document Reading
- Instruction Writing
- Template Designs
- Project Scopes
- Complex Problem-Solving
Additional Information
Additional Information
Military Service Branch: Air National Guard
Service Country: United States
Rank: Staff Sergeant
September 2013 to September 2019
Timeline
Associate Data Analyst
SS&C Advent
2021.07 - Current (3 years & 2 months)
Freelance Content Writer
Self Employed Web
2019.09 - Current (5 years)
Relationship Specialist
CIT Bank
2018.01 - 2019.09 (1 year & 8 months)
Florida State College At Jacksonville
Associate of Arts from General Studies
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