RICARDO EDU
HOUSTON
Summary
Energetic and highly effective financial services professional with a proven track record of working with clients from diverse backgrounds and at all levels. Friendly and personable, easily adapting to any situation. Several years of experience supporting clients in achieving financial goals through astute investment guidance. Multilingual Appointment Coordinator with fluency in multiple languages. Driven and ambitious with a clear and professional phone voice. Talent lies in effectively scheduling appointments and coordinating busy schedules. Proficient in making persuasive phone calls to secure appointments for potential customers.
Overview
3
3
years of professional experience
2
2
Project Management Professional (PMP)
Work History
Data Analyst Intern
JNM LAW FIRM
- Analyzed large datasets to identify trends and patterns.
- Performed exploratory data analysis on large datasets to identify trends and outliers.
- Analyzed customer feedback data to identify areas for improvement.
APPOINTMENT COORDINATOR
Sterling McCall Toyota
01.2023 - 10.2024
- Fast learner with a strong work ethic, consistently meeting deadlines and contributing to team success through effective collaboration
- Analyzed complex data sets to drive strategic decisions, improving operational efficiency and optimizing resource allocation
- Worked closely with cross-functional teams to streamline processes, enhancing productivity and fostering a culture of teamwork
- Implemented innovative solutions that led to measurable improvements in project outcomes, demonstrating a commitment to excellence
- Facilitated customer engagement by coordinating appointments, boosting satisfaction and fostering positive dealership experiences
- Optimized scheduling processes by analyzing client needs, reducing wait times, and improving appointment efficiency
- Streamlined appointment coordination, leading to improved client satisfaction and increased dealership efficiency
- Enhanced client interactions by developing personalized service strategies, fostering trust and loyalty in a competitive market
- Utilized data-driven insights to refine appointment scheduling, minimizing client wait times and optimizing operational flow
Financial Services Representative
JNM LAW FIRM
05.2019 - 10.2021
- Organized appointments, boosting client satisfaction and operational efficiency
- Enhanced inventory accuracy, reducing logistical errors and delays
- Collaborated across teams, improving task coordination and punctuality
- Led financial audits, optimizing resource allocation and enhancing compliance through strategic analysis
- Streamlined financial reporting processes, delivering precise insights and enhancing decision-making efficiency
- Researched and evaluated clients' financial objectives and risk tolerance levels.
Education
INTERNACIONAL BUSINESS -
University of Houston-Downtown
Houston05.2024
ASSOCIATE IN BUSINESS -
Houston Community College
Houston02.2022
Skills
- Logistics Management (Skillful), Team Leadership (Expert), Customer Relations (Expert), Data Analysis (Skillful), Scheduling Optimization (Expert), Inventory Control (Expert), Process Improvement, Conflict Resolution, Negotiation Skills (Skillful), Time Management (Skillful), Technical Support (Skillful), Market Research, Customer Engagement (Skillful), Sales Strategy
- Follow-up skills
- Data validation techniques
- [Software] expertise
- Client relations management
- Remote work capabilities
- Appointment confirmation
- Data analysis
- Python programming
- Data cleaning
- Excel functions
- R programming
- Tableau software
- Data storytelling
- Big data analytics
- Natural language processing
- Text analytics
Accomplishments
- Supervised team of 25 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
Affiliations
- Society of Human Resource Management
- Association for Computing Machinery
- Project Management Institute
- International Association of Administrative Professionals
Certification
- Excel Expert Certification – Microsoft Office Specialist, Expert (Office 365 and Office 2019).
- Microsoft Certified, Data Analyst Associate - Microsoft.
- Certified Data Professional (CDP)
Additional Information
Doing my master degree in port management.
Languages
English
Professional Working
Spanish
Professional Working
French
Professional Working
Timeline
APPOINTMENT COORDINATOR
Sterling McCall Toyota
01.2023 - 10.2024
Financial Services Representative
JNM LAW FIRM
05.2019 - 10.2021
INTERNACIONAL BUSINESS -
University of Houston-Downtown
ASSOCIATE IN BUSINESS -
Houston Community College
Data Analyst Intern
JNM LAW FIRM
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