Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Joshua Wolfe

Mechanicsburg,PA

Summary

Analytical professional prepared for this role with extensive experience in data analysis and interpretation. Known for delivering actionable insights and driving process improvements that align with business goals. Highly collaborative team player with focus on achieving results and adapting to changing needs. Skilled in documentation and training, data analysis, and requirements gathering.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Financial Delinquency Analyst

Capital Blue Cross
01.2022 - Current
  • Analyzed complex data sets to identify trends and inform strategic decision-making.
  • Developed and maintained dashboards for real-time performance monitoring and reporting.
  • Collaborated with cross-functional teams to streamline processes and enhance operational efficiency.
  • Conducted comprehensive research to support project initiatives and business strategies.
  • Implemented data integrity checks, ensuring accuracy in reporting and analysis outputs.
  • Facilitated training sessions for staff on analytical tools and best practices for data management.
  • Evaluated existing workflows, providing recommendations for process improvements and optimization.

Operations Business Analyst

Capital Blue Cross
09.2021 - 12.2021
  • Developed detailed documentation of requirements for system enhancements and process changes.
  • Facilitated stakeholder meetings to ensure alignment on project deliverables and timelines.
  • Provided training and support for end-users on new systems and process implementations.
  • Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
  • Interacted with internal customers to understand business needs and translate into requirements and project scope.
  • Developed and delivered training programs enhancing employee skills and knowledge retention.

Branch Sales and Service Representative

PNC Financial Services
01.2018 - 09.2018
  • Delivered exceptional customer service by addressing inquiries and resolving issues efficiently.
  • Assisted customers with product selection, enhancing their understanding of financial services.
  • Processed transactions accurately, ensuring compliance with regulatory requirements and internal policies.
  • Collaborated with team members to streamline service delivery processes, improving overall efficiency.
  • Trained new staff on customer service protocols and operational procedures, fostering a knowledgeable team environment.

Education

Bachelor of Arts - Interdisciplinary Humanities, Minor in Writing

The Pennsylvania State University
Middletown, PA
12.2016

Skills

  • Microsoft Office
  • Analytical thinking
  • Excel proficiency
  • Data research and validation
  • Documentation and reporting
  • Requirements gathering
  • Process improvements
  • SQL and databases

Certification

  • Lean Six Sigma certified within Capital Blue Cross.
  • Published in Penn State Harrisburg’s literary magazine, From the Fallout Shelter.
  • Implemented enhanced reporting that led to a 25% reduction in the weekly outstanding balance of a large client

Timeline

Financial Delinquency Analyst

Capital Blue Cross
01.2022 - Current

Operations Business Analyst

Capital Blue Cross
09.2021 - 12.2021

Branch Sales and Service Representative

PNC Financial Services
01.2018 - 09.2018

Bachelor of Arts - Interdisciplinary Humanities, Minor in Writing

The Pennsylvania State University

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