February **** to January 2022
January 2009 to February 2016
Monica Denise Linarez
602-***-**** • ******.*******@******.***
Professional Experience
Senior Technical Specialist
Edward Jones
Trained and coached associates across multiple business areas to improve efficiency and ensure policy compliance.
Managed system access and user authorizations in alignment with internal and regulatory standards.
Oversaw records management and business continuity activities to maintain compliance and readiness.
Collaborated with leaders, associates, and vendors to resolve issues, improve processes, and enhance overall performance.
Operations Team Generalist
Edward Jones
Performed a variety of operations including processing, service, and reconciliation. Served as a mentor and coach to team members, providing guidance and support. Implemented process improvements to enhance efficiency and accuracy. Resolved complex and non-routine issues requiring analytical and problem-solving skills.
Operations Specialist II
Edward Jones
Processed routine transactions and department activities accurately and efficiently. Verified documents for completeness and ensured accuracy of account entries. Performed calculations and adjustments related to exceptions and corrections. Resolved escalated issues through detailed research and coordination with other departments.
Education
High School Diploma
Corona Del Sol, Tempe, AZ
Skills
Proficient in Microsoft Office
Salesforce Management
Data Entry and Record Maintenance
Training and Development
Coaching and Mentoring
Complex Data Analysis and Interpretation
Quality Control and Data Accuracy
Power BI Service