Christina Quiroz
Lockport,IL
Summary
I am a highly organized and detail-oriented Senior Data Operations Specialist with over 11 years of experience in data operations. I have a proven track record of quickly and accurately entering data into various systems, while also providing excellent customer service to clients.
Overview
21
21
years of professional experience
Work History
Senior Data Operations Specialist
CAP STRAT
Oak Brook Terrace, IL
11.2013 - Current
- Liaison between institutional clients and their custodians. Work closely with recordkeepers to ensure fund and share class changes have been implemented correctly.
- Assist in client recordkeeper changes, join in calls with clients on timeframes and procedures that take place during the RFP process.
- Produce several monthly and quarterly Morningstar Presentation Studio factsheets for plans with custom Target Date Funds.
- Run monthly reports for our custom funds, indexes, as well as category ranks and asset allocations in Morningstar and ensure the data is loaded properly.
- Actively employed scalable solutions that allow the firm to experience tremendous growth while providing uninterrupted monthly and quarterly client performance materials.
- Stable Value contact, gather monthly stable value returns, quarterly rates, and quarterly statistics for all Institutional clients’ stable value funds.
- Generate quarterly and monthly participant balance reports and participant count reports for Institutional clients.
- Create and update quarterly data to be imported into our Microsoft Office Access reporting system that then transfers to Azure. Run and check performance reports monthly for private clients through Orion and quarterly for Institutional clients. Generate and analyze data in monthly snapshots for all Institutional clients.
- Analyze several Power-Bi screens to ensure that all the data loaded is generating into our client reports before our consultants send materials to each client.
- Meet goals to complete full Institutional reports within 3 weeks of each new quarter.
- Meet goals to complete monthly snapshot reports and Private client monthly reports within 10 business days each month.
- Generate and update CAP STRAT client 408(b)2 fee disclosures. Work with recordkeepers to receive their 404(a) participant disclosures as well as recordkeeper 408(b)2 fee disclosures.
- Maintain our client maintenance screen in Azure. Updating any client, plan, or portfolio data, when need be.
- Setting up new client portfolios in our database. Following several procedures to ensure we have all the correct data needed to make the client active in our system.
- Work closely with other departments to ensure reporting data is to our standards and ready for finalization.
Server
Paddy B’s
Orland Park, IL
01.2010 - 10.2013
- Served food and drinks to patrons.
- Helped with set-up, food, and drinks for banquet parties.
- Customer service and register sales.
- Helped with banking and closing procedures.
- Filled in for cooks when short on staff.
Assistant Department Head
Lifespa-Lifetime Fitness
Burr Ridge, IL
09.2008 - 01.2010
- Open and close salon, cash drop and bank responsibilities, scheduling appointments, customer service, retail sales.
- Appointment confirmation calls, 48-hour service follow-up calls.
Cashiering Specialist
Xpresstrade
Chicago, IL
01.2006 - 08.2008
- Utilized sales force programs, Great Plains programs and utilized Citrix database.
- Sent out mass emailing and answered customer inquiries on Live Chat.
- Generated trading reports.
- Filed and handled all interactions with funding client accounts.
- Responsible for customer inquiries regarding commodity trading through email.
- Answered cash transferring inquiries, ACH transfers, and Wire transfers.
- Processed customer checks.
- Worked as liaison between trading client and bank in order to process transfers.
Administrative Assistant
Royal Buying Group
Hinsdale, IL
11.2004 - 01.2006
- Scheduled meetings.
- Contacted vendors, field merchandising, and handled email communications for Royal Buying Group and STARZ Buying Club.
- Handled travel arrangements.
- Prepared and sent marketing pieces.
- Sent out vendor contracts/proposals.
- Prepared agendas for all meetings conducted by Director of Business Development.
- Monitor vendor payments and performed collection communications.
Education
Bachelor of Business Degree - undefined
Robert Morris College
Orland Park, IL02.2005
Associate of Applied Science Degree - Business Administration
Robert Morris College
Orland Park, IL10.2003
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Hair Professionals Career College
03.2001
Skills
- Experience of more than 11 years in data operations Over 20 years in customer service and administrative background
- Great ability to do multiple tasks
- Proficient ability to analyze complex data sets and use statistical methods to solve problems
- Proficiency in SQL server, Azure, Microsoft Access, Planner, Orion, and several other platforms that assist in our clients reporting needs
- Effective communication skills working with both internal partners as well as external recordkeepers and clients
- Empowering operations with critical thinking, adaptability, and a keen eye for detail to optimize performance and drive strategic decisions
- Exceptionally good communication skills both verbally and written
Timeline
Senior Data Operations Specialist
CAP STRAT
11.2013 - Current
Server
Paddy B’s
01.2010 - 10.2013
Assistant Department Head
Lifespa-Lifetime Fitness
09.2008 - 01.2010
Cashiering Specialist
Xpresstrade
01.2006 - 08.2008
Administrative Assistant
Royal Buying Group
11.2004 - 01.2006
Bachelor of Business Degree - undefined
Robert Morris College
Associate of Applied Science Degree - Business Administration
Robert Morris College
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Hair Professionals Career College