Maria Gomez
Charlotte,NC
Summary
Detail-oriented professional with experience in data management, records organization, and customer service across financial and educational settings. Skilled in maintaining accurate information, supporting users, and improving workflow efficiency. Bilingual in English and Spanish with strong communication and problem-solving skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Index Analyst
London Stock Exchange Group
Fort Mill, SC
05.2022 - Current
- Managed and validated large datasets, ensuring accuracy and integrity of financial information used by global clients and internal teams.
- Conducted detailed reviews of thousands of securities to maintain accurate index records and documentation.
Organized and verified complex financial data through structured workflows, ensuring consistent information quality across systems. - Identified and resolved data discrepancies by performing quality checks and investigating anomalies across multiple sources.
- Improved information management processes by helping transition ~40 datasets from manual Excel tracking to an automated PowerBI-based system.
- Monitored external information sources and corporate updates to maintain accurate records and data collections.
- Responded to client inquiries by explaining methodology and providing clear, data-supported information.
Mortgage Closer
Wells Fargo
Charlotte, NC
03.2020 - 11.2021
- Maintained and organized detailed loan documentation and records to ensure compliance and accessibility for internal teams.
- Coordinated communication between multiple stakeholders, including attorneys, customers, and bank departments, to support efficient document processing.
- Gathered and verified information from multiple databases, government websites, and internal systems to ensure record accuracy.
- Performed data validation and reconciliation using Excel and SQL to maintain reliable financial records.
- Monitored workflow progress and documentation status to support timely completion of mortgage transactions.
- Prepared reports and status updates for internal stakeholders and investors.
- Ensured accuracy and completeness of files within the internal records management system CORE.
Teller
Wells Fargo
Charlotte, NC
01.2018 - 03.2020
- Provided bilingual (English/Spanish) customer service by assisting clients with account questions, transactions, and financial services.
- Managed high volumes of daily transactions while maintaining accuracy and adherence to regulatory procedures.
- Helped customers navigate banking systems and services, providing clear explanations and resolving inquiries.
- Trained new employees on internal systems, documentation procedures, and customer service practices.
- Reviewed and investigated service complaints to ensure compliance with internal policies.
- Maintained strong client relationships through responsive support and problem resolution.
Assistant Teacher
Renaissance Healing and Learning Center
Cotati, CA
08.2016 - 06.2017
- Maintained organized records of student progress and program activities to support educational planning and reporting.
- Assisted in delivering educational and therapeutic activities for students with special needs under professional supervision.
- Developed engaging learning activities to support student development and participation.
- Managed scheduling, attendance tracking, and student check-in/check-out processes.
- Collaborated with teachers and therapists to monitor progress and adjust learning plans.
- Communicated regularly with staff regarding student development and program updates.
Education
Bachelor of Science - Kinesiology
Sonoma State University
Rohnert Park, CASkills
- Microsoft office
- Analytical thinking
- Time management
- Process improvements
- Data processing
- Customer service abilities
- Bilingual in Spanish
Certification
Google Data Analytics Certificate
Languages
Spanish
Native or Bilingual
Timeline
Index Analyst
London Stock Exchange Group
05.2022 - Current
Mortgage Closer
Wells Fargo
03.2020 - 11.2021
Teller
Wells Fargo
01.2018 - 03.2020
Assistant Teacher
Renaissance Healing and Learning Center
08.2016 - 06.2017
Bachelor of Science - Kinesiology
Sonoma State University