Service Account Manager

• Dec 2022 - Present

MDM Team Lead

• Jun 2022 - Dec 2022

Currently managing market data for 3 clients with analysts as direct reports. Created a training program for new hires, and have shadow sessions to identify gaps in their learning. Review documentation and update any standard operating procedures. Became the point of escalation for urgent queries like late payments, software bugs, projects, and dashboards.

Market Data Management Analyst

• Jul 2019 - Jun 2022

Manage market data on behalf of our clients through our software. We work with the client to add contracts, services, and any other inventory through uploads and daily reviews. Load invoices, reconcile accounts, and pay invoices in accordance with our SLA’s through Coupa. Work with the client to resolve any inventory updates or billing errors. Procure market data on behalf our client by working with major providers like Bloomberg, Refinitiv, Factset, etc. to make sure that users have the latest services. Run monthly usage reports and yearly reviews to create savings from unused services.Review monthly variance reports, metrics, and efficiency projects with the client on our calls. Use dashboards, reports, and auditing to reduce overall market data costs.Identify any bugs in our software, added implementation steps into our system for user ease, and work to make system improvements. Show less

A/R Analyst

• Jan 2019 - Apr 2019

Heavy interaction, verbal and written, with suppliers, customers, sales, and internal business community. Made decisions based on accurate analytics, knowledge of multimillion dollar customers, and recognized risk. Used automation to create a more proactive collection approach that decreased my portfolio of past due from 1.9% to 1.4%. Heavy interaction, verbal and written, with suppliers, customers, sales, and internal business community. Made decisions based on accurate analytics, knowledge of multimillion dollar customers, and recognized risk. Used automation to create a more proactive collection approach that decreased my portfolio of past due from 1.9% to 1.4%.

Loan Servicing Specialist

• Nov 2017 - Jan 2019

Created a centralized process of perfecting Sun Federal’s lien position on secured collateralized consumer loans. Perfected over $1 million in collateralized loans in the first month, and reduced our unsecured loans by 25 percent. Analyzed data using excel to find techniques to reduce errors by lenders, and automated tasks to streamline our lending process. Trained managers and then lenders on the improvements made in our titling process. Created and maintained a scorecard to track our departments metrics for improvements. Maintained a training matrix to keep our department appropriately staffed. Show less

Bilingual Registered Retirement Representative

• Apr 2017 - Nov 2017

As a Series 6 &63 Bilingual Registered Representative I answered an average of 70 calls a day from participants with questions about their retirement plans in English and Spanish. I educated clients on the specifics of each plan, provided them with investment options, processed policy coverage changes, recommended changes to procedures, and followed-up on issues that arose from specific requests. As a Series 6 &63 Bilingual Registered Representative I answered an average of 70 calls a day from participants with questions about their retirement plans in English and Spanish. I educated clients on the specifics of each plan, provided them with investment options, processed policy coverage changes, recommended changes to procedures, and followed-up on issues that arose from specific requests.

Client Service Associate

• Nov 2014 - Apr 2017

As a Client Services Associate, one of my main responsibilities was to respond to shareholder and advisor requests. Within my team, I handled an average of 10,000 financial transactions a month with a quality rating of 98% or higher. High level of teamwork, and had to stay abreast of the constant regulatory and policy changes. Led a team of five new hires, and prepared them for additional training. Used analytics in to find ways to help my team become more efficient a cost effective. By reprioritizing some of our daily tasks I was able to reduce the cost of adjustments and waived fees. Show less