Customer Service Data Analysis

Parthvi Patel

South Carolina, USA

803-***-**** ***********@*****.***

Objective

Detail-oriented professional with a strong background in data analysis, compliance, customer service, and billing. Experienced in managing large datasets, resolving discrepancies, ensuring regulatory compliance, and optimizing workflows. Adept at problem-solving, process improvement, and collaborating across departments. Seeking a role where I can leverage my analytical, technical, and communication skills to enhance business operations. Core Skills

• Data Analysis & Reporting: Proficient in Excel (Pivot Tables, VLOOKUPs), data validation, and reporting tools to generate insights.

• Billing & Financial Reconciliation: Hands-on experience with invoicing, credit card reconciliations, and managing financial data.

• KYC & Compliance Expertise: Knowledgeable in KYC, AML, OFAC, and regulatory compliance procedures.

• Customer Service & Issue Resolution: Strong interpersonal skills to handle client inquiries, resolve disputes, and enhance customer satisfaction.

• Technical Proficiency: Skilled in NetSuite ERP, Microsoft Office Suite, Active Directory, Jira, Zendesk, ServiceNow, and Guidewire.

• Process Optimization & Workflow Automation: Ability to streamline operations, identify inefficiencies, and implement data-driven solutions. Professional Experience

Systems Engineer

Baygrape Technologies, California — June 2023 – Present

• Analyzed large datasets and prepared reports to support business decisions.

• Designed and implemented secure SFTP solutions for seamless data transfers.

• Managed NetSuite ERP for data validation, reconciliation, and financial reporting.

• Resolved technical inquiries and optimized workflows to enhance operational efficiency. KYC Analyst

Integreon — October 2022 – June 2023

• Conducted Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) reviews to ensure compliance with AML regulations.

• Verified customer documents and analyzed financial data for potential risks.

• Collaborated with internal teams to enhance compliance procedures and mitigate fraud risks.

Lead Customer Service Representative

Integreon — June 2022 – October 2022

• Supervised a team, provided training, and conducted performance evaluations.

• Resolved customer inquiries and managed escalations with a 98% satisfaction rate.

• Assisted in reviewing customer data and ensuring accurate record-keeping. IT Specialist

BioVision/RDL, Princeton, NJ — August 2021 – May 2022

• Provided IT support, troubleshooting system issues, and managing security configurations.

• Assisted in data management, compliance checks, and process optimization. KYC Analyst

Metro Bank UK — October 2019 – August 2020

• Performed KYC and AML compliance checks to ensure regulatory adherence.

• Reviewed financial records and flagged inconsistencies for further investigation.

• Assisted in process improvements for onboarding and risk assessment. Founder & CEO

Spellbound From England Ltd — July 2015 – August 2019

• Led strategic operations, managed finances, and oversaw customer service.

• Streamlined workflows to enhance operational efficiency and compliance. Education

Associate’s Degree in English, IT & Health and Social Care Alperton Community College, London, UK

Certifications

• Google Data Analytics Certified

• Google IT Support Professional – System Administration and IT Infrastructure Services

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