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Customer Service Quality Assurance

Location:
Manhattan Beach, CA, 90266
Posted:
June 08, 2010

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Resume:

Jarrod Eastwood

Contact

Tel : 310-***-****

e-mail : *********@*****.***

Address

**** ******* ***. ********* *****, California 90266

Education

**** ** ****

Bachelor Degree in Communications (completed August 2001)

California State University, Long Beach. Long Beach, California USA

2008 to 2010

Master Degree in Business Administration (completed April 2010)

Blekinge Technical University Karlskrona, Sweden

Work Experience

September 2008 to April 2010- During this period I have been a full-time student

at Blekinge Technical University.

Lipper, Inc. -A Thomson-Reuters Company- Denver, Colorado USA

Data Analyst (New Funds Department)

April 2006 to September 2008

Responsible for the registration of new clients into the company database for

evaluation of their funds by senior analysts.

Interfaced regularly with executive-level clients regarding fund information,

performance, clarity of data provided and questions or concerns.

Performed quality assurance and performance testing on fund data such as NAV,

Total Net Assets and accruals as well as holdings information.

Classified funds based on prospectus content.

Responsible for initiation of link to NASDAQ market data feed for new mutual, ETF

and hedge funds within 24 hours of their inception date.

Created reports utilizing several database types such as Access, Excel, Oracle,

SQL and other proprietary database programs.

Actively and consistently reviewed and searched for new ways to improve market

data collection and market data feed process in addition to our own internal

processes. Received recognition on 3 occasions for improvements to the process.

Assisted in the Implementation of new departmental procedures/processes to

streamline inter-departmental communication.

Responsible for data collection, sorting and interpretation for other departments

within the company.

Responsible for organization and maintenance of client database and all

documentation pertaining to client accounts.

Rigorously checked fund data for quality control issues and performance errors.

American General Financial, Inc. Los Angeles, California USA

Loan Officer/Financial Services Representative

February 2003 to April, 2006

Combined excellent customer service and sales abilities to provide loan, insurance

products and collections services to American General Financial clientele.

Originated, negotiated and closed a variety of loan products including mortgage,

commercial, auto and personal.

Responsible for complete loan process including taking applications, evaluating

credit reports, reviewing home appraisals, title examination, loan documentation

and loan closing.

Analyzed credit history to make determinations about credit worthiness and limits

of clients.

Conducted market analysis working with key performance indicators and evaluated

process and end-result market metrics to optimize profitability.

Actively handled credits, payments and receipts while servicing current client

requests and concerns.

Maintained client database and monitored activity and trends.

Kept records and logs of client and partner communication and activity.

Improved office production numbers by 50% after my arrival by seeking out new

business opportunities.

Responsible for research of banking trends and Interest Rate activity.

Worked in Spanish language 50-75% of the time.

Bridema A/S

Account Executive, Western European Region

Copenhagen, Denmark

February 2002 to February 2003

Sales and purchasing of high-end computer hardware and software components to

clients in Spain, Portugal, Greece and other parts of Western Europe for IT

components re-seller.

Responsible for sales, purchasing and logistics of products throughout assigned

territory in Western Europe in a highly- competitive industry and with a wide

array of clientele.

Conducted extensive area research via the internet, referrals, re-sellers,

distributors and a wide variety of sources to achieve budgetary and business

development targets.

Conducted extensive market analysis utilizing key performance indicators and

market metrics.

Developed marketing plan, conducted SWOT analysis performance planning and

evaluation.

Maintained current client database and handled inquiries regarding additions to

the database as well as negotiation of vendor contracts.

Used outstanding negotiating skills to set terms, issue purchase orders and

quotations and navigate bidding process.

Handled accounts payable for my assigned territory.

Developed client list from 6 countries in the region. Company experienced over

600% growth during the time.

Relied upon excellent communication skills to negotiate bidding process and

logistical concerns to the point of product receipt.

Languages

English (native)

Spanish (fluent)

Swedish (basic)



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