As a valuable and highly-motivated employee, I have the desire to take on new challenges. My strong work ethic, adaptability, and exceptional interpersonal skills will help the company achieve its goals.
Overview
11
11
years of professional experience
Work History
Demarketing/Prime Services- Offboarding Analyst
Citi
Getzville, NY
09.2022 - Current
Assist with the closure of Futures, OTC Clearing, and Prime accounts by adhering to proper procedures to ensure any risk is minimized.
Identify if a client meets the requirements to be re-marketed by carefully reviewing information provided by the salesperson.
Collaborate and communicate with different teams to get accounts closed or re-marketed.
Collaborate with my team on updating processes and procedures to ensure tasks are completed efficiently and accurately.
Data Entry Clerk
ARCA
Amherst, NY
05.2022 - 09.2022
Ensured compliance with all relevant rules and regulations governing data entry activities.
Identified discrepancies between source documents and entered data.
Utilized specialized software applications related to the job role.
Underwriter
GEICO
Getzville, NY
11.2019 - 04.2022
Evaluated policies to ensure the risk was being rated for properly.
Conducted and assisted in investigations to help minimize losses for the company.
Examined documents from policyholders and determined if evidence was sufficient to continue policies or if adverse action needed to be taken.
CUSTOMER SERVICE REPRESENTATIVE
GEICO
Getzville, NY
03.2013 - 11.2019
Top rated internet agent from 2014-2018 in both quality and efficiency.
Mentored and trained new internet service agents.
Communicated with customers via email or online chat to assist them with updating an existing policy.
Education
Bachelor of Science (B.S.) Physical and Health Education -
CANISIUS COLLEGE
05.2009
Skills
Highly productive with completing requests 253 requests completed so far in 2024
Created a pipeline management tool for my peers to assist with efficiency in completing requests
Hosted a team training on how to implement the pipeline management tool
Leadership qualities
Effective and concise written and verbal communication skills
Proficient with Microsoft Office and Excel
Self-motivated
Detail oriented
Affiliations
Ice hockey referee
Plan to start taking business classes this fall
Play ice hockey
References
References available upon request.
Timeline
Demarketing/Prime Services- Offboarding Analyst
Citi
09.2022 - Current
Data Entry Clerk
ARCA
05.2022 - 09.2022
Underwriter
GEICO
11.2019 - 04.2022
CUSTOMER SERVICE REPRESENTATIVE
GEICO
03.2013 - 11.2019
Bachelor of Science (B.S.) Physical and Health Education -
Vice President – Data Strategy, Governance and Analytics Lead Analyst – Master Reference Data at CitiVice President – Data Strategy, Governance and Analytics Lead Analyst – Master Reference Data at Citi