A detailed oriented analyst skilled in regulatory compliance, customer communication, and report development. Demonstrated experience in analyzing and guiding customers.
Overview
19
19
years of professional experience
Work History
Intake Analyst
Department of Financial Protection and Innovation
05.2023 - 08.2025
Provide guidance to consumers on how to access resources within the organization.
Coordinate communication via phone and email between consumer and financial institutions.
Analyze consumers' complaints and inquires for regulatory compliance.
Maintain organized records of incoming cases and correspondences.
Senior Benefits Program Specialist
California Public Employees' Retirement System
12.2006 - 04.2023
Process Service Credit Purchases request for eligible consumers.
Educate consumers on retirement options and eligibility requirements.
Collaborate with internal teams to resolve consumers issues.
Conducted outreach activities.
Education
Human Resources -
Consumnes River College, Sacramento, CA
09.1998
Business Adinistration -
Skills
Customer support
Date Entry
Effective Communication
Customer Focus
Customer service
Customer education
Quality control
Strong numeracy skills
Client confidentiality
Transaction processing
Problem resolution
Timeline
Intake Analyst - Department of Financial Protection and Innovation
05.2023 - 08.2025
Senior Benefits Program Specialist - California Public Employees' Retirement System
Associate Governmental Program Analyst at Department Of Financial Protection And InnovationAssociate Governmental Program Analyst at Department Of Financial Protection And Innovation