Detail-oriented professional with extensive experience in customer service and data analysis. Known for facilitating onboarding and conducting thorough surveys, ready to drive impactful solutions that enhance organizational efficiency.
Overview
10
10
years of professional experience
Work History
Associate, Client Service Management II
BNY Mellon
Philadelphia, Pennsylvania
10.2023 - Current
Collaborated with cross-functional teams to achieve organizational objectives.
Identified customer needs and resolved issues swiftly, enhancing satisfaction.
Utilized advanced technical skills to troubleshoot complex problems effectively.
Maintained data integrity across company-wide systems.
Conducted thorough surveys of multiple platforms for accuracy and completeness.
Monitored trends impacting timely onboarding of new managers to trading platform.
Served as primary contact for onboarding new managers, facilitating smooth transitions.
Creditwise Digital Associate
Capital One
Wilmington, Delaware
09.2018 - 10.2023
Assisted customers in navigating flagship Creditwise application for improved user experience.
Aggregated metrics from digital trials to determine feature viability and suspension.
Developed presentations conveying business analysis results to senior stakeholders.
Tested new promotional products, articulating outcomes and insights for industry trials.
Facilitated communication on credit education and risk among Equifax, TransUnion, and Experian through diverse channels.
Personal Account-Trade Analyst
JP Morgan Chase
Newark, DE
10.2015 - 06.2018
Surveyed trades executed by Tier 1 employees, including CEO, COO, CIO, and direct reports to prevent insider trading.
Identified trends in risk reporting to reduce potential breaches in trading techniques.
Reported weekly metrics and analytics to Advisory Board for compliance with official trading regulations.
Education
Master of Public Administration - Public Administration
Wilmington University
New Castle, DE
05-2011
Bachelor of Science - Business Administration And Management
Delaware State University
Dover, DE
05-2001
Skills
Data integrity
Customer service
Business analysis
Onboarding processes
Trend monitoring
Project management
Timeline
Associate, Client Service Management II
BNY Mellon
10.2023 - Current
Creditwise Digital Associate
Capital One
09.2018 - 10.2023
Personal Account-Trade Analyst
JP Morgan Chase
10.2015 - 06.2018
Master of Public Administration - Public Administration
Wilmington University
Bachelor of Science - Business Administration And Management
Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)