Customer Service Data Specialist
Resume:
Argentina Guerrero
San Antonio, Texas
*************@*****.***
Proven data specialist and customer service professional with over 15 years of experience in the financial sector, driving process improvements, enhancing data accuracy, and supporting large-scale client operations.
Summary of Accomplishments
● Processed and validated 50+ provider enrollment requests daily, maintaining 99% accuracy.
● Supported 10–40+ financial institutions daily, resolving complex IRA, Roth IRA, and employer-sponsored plan issues.
● Enhanced data integrity by reducing manual entry errors by 30% through advanced Excel process improvements.
● Conducted 50+ investigations per week to correct rejected transactions, ensuring timely resolution for clients.
● Delivered real-time data updates to providers, reducing turnaround time for enrollment completion by 25%.
● Partnered with Agile teams to track IT project progress, ensuring 100% on-time phase completions.
● Improved adviser compensation accuracy by auditing hundreds of compensation and asset statements weekly.
● Processed high-volume mutual fund trades with 98% first-pass accuracy, ensuring compliance with regulatory requirements.
● Reduced enrollment rejections by 20% through proactive clearinghouse communication.
● Recognized for exemplary client service delivery, maintaining top-tier customer satisfaction scores over multiple years.
Areas of Expertise
● Data Analysis & Visualization (Excel, SQL, Tableau)
● Data Validation & Process Optimization
● Mutual Fund Operations & Trading Processes
● Regulatory & Compliance Support
● Agile Project Management
● Financial Reporting & Reconciliation
● Problem-Solving & Analytical Thinking
● Client Relationship Management
● Back Office Operations
● Data Ethics & Privacy
Professional Experience
LK Jordan and Associates (Office Ally) – San Antonio, Texas Enrollment Specialist Assistant April 2024 – May 2025
● Validated and processed 50+ ERA Provider enrollment requests daily, adhering to strict quality standards.
● Utilized advanced Excel functions to clean, organize, and compile large datasets for clearinghouse submissions.
● Investigated and corrected rejected enrollment requests, reducing delays by 20% through proactive issue resolution.
● Communicated pending issues to providers and confirmed completion of enrollment requests, improving client satisfaction.
● Collaborated with the clearinghouse to verify and reactivate enrollments, ensuring timely processing for providers.
Accenture Federal Services – San Antonio, Texas
Information Technology Intern November 2017 – January 2018
● Supported Agile project teams by maintaining Kanban boards, tracking task completion, and monitoring timelines.
● Verified forecasted production hours against actual hours, ensuring 100% alignment with weekly targets.
● Coordinated meetings and handled day-to-day administrative tasks to ensure seamless project execution.
● Developed reporting templates for tracking progress and status updates, improving project visibility.
● Assisted in documentation and workflow updates, supporting compliance with federal client requirements. American Funds – San Antonio, Texas
Client Service Specialist December 2005 – July 2014
● Provided client support to 10–40+ financial institutions daily, resolving regulatory and product-related issues.
● Researched and analyzed rejected transactions, ensuring accurate execution of redemptions, transfers, and book transfers.
● Generated hundreds of adviser compensation and asset statements monthly, ensuring accurate payments.
● Processed mutual fund trades, including share class moves, redemptions, and purchases, with 98% accuracy.
● Partnered with compliance teams to resolve discrepancies, ensuring regulatory adherence and client satisfaction.
Education
Bachelor of Business Administration – Corporate Financial Management St. Mary’s University – San Antonio, Texas
Certifications & Professional Development
● Gener8tor Skills Accelerator – Project Management Certificate
● Gener8tor Skills Accelerator – Data Analytics Program Certificate
● Data Analytics Bootcamp Graduate
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