Summary
Overview
Work History
Education
Skills
Certification
Websites
Timeline
Generic

Jualisa Ervin

Charlotte,NC

Summary

Experienced Data Analyst and Project Manager with a proven track record of fostering cross-functional collaboration and driving actionable insights through meticulous dashboard creation. Proficient in ad-hoc analysis, statistical modeling, and delivering compelling data-driven presentations. Committed to upholding the highest data quality standards and continuously refining skills to drive business success. Skilled in leading high-performance teams and executing strategic planning initiatives within dynamic, growth-driven environments.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Lead Business Analyst

PNC Bank
Charlotte, NC
12.2019 - Current

-Directs research, discovery, and interpretation of business requirements.
- Implements and tracks KPIs using Tableau for performance enhancement.
- Provides senior-level consultation, facilitating client and tech team communication.
- Oversees daily customer service operations, ensuring efficiency and resolution of issues.
- Collaborates cross-functionally to improve communication and alignment.
- Conducts performance evaluations and provides coaching for continuous improvement.
- Successfully exceeds Workforce Management goals through strategic staffing.
- Consults on frameworks and methodologies for business requirements traceability.
- Independently mentors associates for knowledge transfer.
- Translates business needs into actionable plans.
- Communicates complex requirements to senior stakeholders and tech teams.
- Leads multiple project management processes and ensures effective deployment.
- Drives development, analysis, and distribution of complex reporting.

Claims Specialist Team Lead

Sedgwick
Charlotte, NC
11.2017 - 12.2019

- Prepared and delivered weekly reports on claims processing metrics, trends, and outcomes to senior management, enabling informed decision-making and process enhancements.
- Addressed escalated claims and customer inquiries, delivering timely and effective resolutions.
- Designed and executed training initiatives for claims specialists, fostering continuous skill development and knowledge enrichment.
- Investigated and rectified discrepancies, inaccuracies, and inconsistencies in claims documentation.
- Effectively managed escalated claims and customer inquiries, promptly delivering solutions that enhanced overall customer satisfaction within a 3-month timeframe.

Education

Bachelor of Arts - Fashion Marketing And Management

The Art Institute of Charlotte
Charlotte, NC
05-2013

Skills

  • Analytical Skills: Analysis, Data Analysis (Dashboard, Statistical Modeling and Analysis, Statistics)
  • Technical Skills: Asana Software, Microsoft Excel, MySQL Workbench, Power BI, SQL, Tableau Software
  • Communication and Collaboration: Communication (Interdepartmental, Cross Functional Skills, Presentation), Teamwork, Training Management
  • Customer Focus: Customer Experience and Satisfaction
  • Management and Leadership: Empowerment, Key Performance Indicator Management, Project Management Resource Allocation, Risk Management, Senior Management Liaison, Strategic Planning, Workforce Management
  • Process Improvement and Prioritization: Claim Processing, Prioritization, Process Improvement

Certification

  • Tableau Data Analytics Certificate with Statistical Analysis • 09/2023 Pathstream
  • Asana Project Management Certificate • 09/2024 Pathstream

Timeline

Lead Business Analyst

PNC Bank
12.2019 - Current

Claims Specialist Team Lead

Sedgwick
11.2017 - 12.2019

Bachelor of Arts - Fashion Marketing And Management

The Art Institute of Charlotte
Jualisa Ervin