Data Analyst Resume
5.00/5 (Submit Your Rating)
Katy, TexaS
SUMMARY:
- Dedicated professional with diverse experience and a strong background in risk management with proven abilities to work collaboratively in achieving corporate goals. Superior interpersonal, communication, organization and analytical skills. Results - driven manager with a proven track record in motivating and mentoring personnel to reach desired corporate and individual objectives. Dedicated to maximizing profits, providing impeccable customer service and creating an atmosphere of exceptional employee morale. Ability to swiftly learn emerging technologies.
AREAS OF EXPERTISE:
- Consultative Sales
- High-Level Sales Proficiency
- Strategic Planning/Analysis
- Microsoft Office Suite
- Financial Management
- Needs Assessments
- Team Leadership
- Market Analysis
- Client Relations
- Process Improvements
- Sales/Forecast Management
- Cold-Calling Proficiency
PROFESSIONAL EXPERIENCE:
Confidential, Katy, Texas
Data Analyst
- Assists with identifying research compliance areas to be audited, preparing audit notifications and making arrangements for conducting on-site audits
- Identifies and quantifies research compliance deficiencies. Recommends changes to operational systems/practices in order to secure compliance.
- Maintains appropriate and complete audit files.
- Work with sector management to ensure all required audit documents are submitted and in compliance.
- Assist with resolving any questions/conflicts in regards to the Certification process for annual audits.
- Schedule audits and/or audit cycle as per individual scheme requirements.
- Coordination with other global scheduling units to facilitate the planning process for audit visits.
- Work with the risk department to ensure that scope and assigned codes meet accreditation requirements.
- Ensure technical advisory services are executed in alignment with the global service lines, with regional variations as approved.
Confidential, Houston, TX
Legal Office Manager
- Answer phones, forward accurate and detailed messages, facilitate conference calls and, as appropriate, disseminate of general information to callers.
- Preparation of invoicing and deposits for multiple entities.
- File documents, order certificates and perform searches with the Texas Secretary of State.
- As requested, compose various document such as agreement, contracts, correspondence, interoffice memos, and reports.
- Establish and maintain appropriate filing systems, both manual and electronic. May generate confidential files and reports.
- Ensure the office supplies meet assigned group’s supply and stationary needs.
Confidential, Dunwoody, GA
Commercial Underwriter
- Evaluates a prospect's/renewal's financial standing, operational strategy, and industry trends to determine whether to proceed with the account, and if so, under what terms and conditions
- Performs a hazard analysis by combining knowledge and experience with available information on the prospect's/renewal's and its industry, and where appropriate, collaborates with experienced underwriters and other departments to evaluate a prospect's/renewal's potential exposure to loss.
- Applies understanding of insurance with the hazards identified for the customer to assess the customer/broker request and determine acceptable coverage grants by line of business that address the customer's critical insurance and service needs.
- Using assessments of the prospect's/renewal's operations and anticipated hazards, losses (primary & excess), and expenses (service requirements), applies knowledge of pricing tools, manual rates, rating plans, and reinsurance, develops a price for each coverage and rating plan option under consideration that meets or exceeds target returns, and has accountability and ownership of account pricing recommendations.
- Cultivates effective business relationship with accounts, providing risk stewardship including initial setup of service commitments and ongoing consultation. Completes all required steps on account setup, documentation, and account management. Partners with service providers to build long-term relationships between customers/brokers and Liberty and manages expectations of all parties
- Given the customer/broker request, the hazard, coverage, and loss analyses, and the competitive situation, recommends program structures (coverage, limits/retention, rating plan/pricing, and billing combinations) achieving desired Business Unit goals, including long term profitability.
Confidential, Atlanta, GA
Personal banker
- Provided personalized financial and credit services to clients in an effort to acquire 100% of their business.
- Successfully increased the products-per-customer ratio by utilizing analysis tools to establish new opportunities.
- Managed customer portfolios and service relationships while simultaneously cross-selling banking services.
- Qualified retail banking products and services to both current and potential customers.
