Data Specialist

ARGENTINA GUERRERO

*************@*****.*** 210-***-**** San Antonio, Texas

DATA SPECIALIST

Experienced customer service professional with over 15 years in the financial industry, providing exceptional client support and solutions in a fast-paced environment. Proficient in analyzing customer data, identifying trends, and resolving complex issues to improve service delivery. Currently enhancing technical skills in data analysis, including proficiency in tools such as Excel, SQL, and Tableau, with a strong focus on leveraging data-driven insights to support business decision-making. KEY SKILLS

Excel Relational Databases Basics SQL Tableau Data Manipulation Data Visualization Data Ethics and Privacy Program Management Problem Solving Analytical Thinking Soft Skills Back Office Operations Trading Processes Mutual Fund Operations Financial Operations Regulatory & Compliance PROFESSIONAL EXPERIENCE

LK Jordan and Associates (Office Ally) San Antonio, Texas April 2024 - May 2025 ENROLLMENT SPECIALIST ASSISTANT

Validated and processed a minimum of 50 ERA Provider enrollment requests daily, complied with policies and standard operating procedures

Utilized advanced Excel functions to compile, clean, organize and accurately submitted enrollment data to the clearinghouse.

Reviewed and assessed rejected enrollment request, contacted clearinghouse requesting verification and approval for enrollment reactivation.

Updated Providers with any pending issues and confirmed the completion of their request ACCENTURE FEDERAL SERVICES SAN ANTONIO, TEXAS NOVEMBER 2017 – JANUARY 2018 INFORMATION TECHNOLOGY INTERNSHIP

Provided project support by using digital and manual Agile Kanban boards to track team progress, ensuring successful completion of each project phase.

Verified forecasted production hours during all stages to ensure weekly goals were met, while managing day-to-day operations, including scheduling meetings and office administration.

Performed various administrative duties to maintain operational efficiency. AMERICAN FUNDS SAN ANTONIO, TEXAS DECEMBER 2005 – JULY 2014 CLIENT SERVICE SPECIALIST

SERVICED 10 TO 40+ LARGE FINANCIAL INSTITUTIONS, PROVIDING PRODUCTS, SERVICES, AND RESOLVING REGULATORY ISSUES RELATED TO INDIVIDUAL RETIREMENT ACCOUNTS (IRAS), ROTH IRAS, EMPLOYER- SPONSORED PLANS, COLLEGE AMERICA, AND MORE.Serviced 10 to 40+ large financial institutions with company products, services, and regulatory issues such as Individual Retirement Accounts (IRAs), Roth IRAs, Employer-Sponsored, College America, and more

Assisted with back-office operations by analyzing rejected transactions, transferring books of business, and processing redemptions, transfers, and updates to ensure accuracy.

Conducted research and generated Compensation and Adviser Asset Statements to verify accurate compensation payments to institutions and advisers.

Processed and amended mutual fund trades, including share class moves, redemptions, purchases, and transfers, ensuring compliance with broker requests. EDUCATION AND CERTIFICATION

Bachelor of Business Administration, Corporate Financial Management - St. Mary’s University Gener8tor Skills Accelerator - Project Management & Data Analytics Program Certificates Data Analytics Bootcamp

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