Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Associate Product Analyst
PennyMac Financial Services
01.2022 - 11.2023
Identified and resolved problems through root cause analysis and research.
Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
Validated results and performed quality assurance to assess accuracy of data.
Optimized core processes to improve business performance and operational agility.
Contributed to creation and implementation of technical requirements and specifications to establish common foundation for application development.
Life Insurance Consultant
North American Senior Benefits
12.2020 - 01.2022
Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
Analyzed problematic areas to provide recommendations and solutions.
Managed multiple deadlines across several businesses to meet dynamic needs of multiple clients.
Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
Conducted regular reviews of operations and identified areas for improvement.
Lead Retail Sales Consultant
U.S Cellular
02.2018 - 03.2020
Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
Trained team members in successful strategies to meet operational and sales targets.
Facilitated high volumes of cash, credit, and gift card transactions, verifying cash drawer balance at end of each shift.
Motor Transport Operator
U.S Army Reserves
12.2011 - 06.2018
Managed loading, unloading and safety of all personnel, cargo and equipment.
Dropped and hooked trailers and changed configuration of equipment.
Operated with safety and skill to avoid accidents and delays.
Maintained proficiency in tactical planning options and convoy defense techniques.
Reported defects, damage and accidents to proper personnel.
Associate Team Lead
State Farm
01.2017 - 02.2018
Built strong relationships with customers through positive attitude and attentive response.
Assisted in recruitment of new team members, hiring highest qualified to build team of top performers.
Cross-sold insurance products to existing clients to reach sales targets.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Education
MBA w/conc in Business Analytics -
Southern New Hampshire University
08.2024
B.S in Business Administration -
Southern New Hampshire University
01.2022
Skills
Communication (verbal & nonverbal)
Presenting Analysis
Problem Solving
Data Analysis
User Stories
Power BI
Microsoft Access
Customer Service
Jira (writing/grooming stories)
Requirements Gathering
Microsoft Office
Agile
Certification
American Institute of CPA's - Microsoft Power BI - Use PowerQuery to Transform Your Data, 07/30/2023
American Institute of CPA's - Microsoft Power BI - Go Beyond Pivot Tables, 07/30/2023
American Institute of CPA's - Applying Data Analytics to Financial Planning and Analysis, 07/16/2023
American Institute of CPA's - Intro to Data Analytics, 07/16/2023
American Institute of CPA's - Applying Data Analytics to Business Performance, 07/16/2023
American Institute of CPA's - Microsoft Power BI - Applying Data Analytics to Revenue Analysis, 07/16/2023
American Institute of CPA's - Robotic Process Automation Strategy, 05/21/2023
American Institute of CPA's - Leading vs Managing, 11/30/2022