Remote Client Services Data Entry Clerk Candidate

DENNIS SUMBA

Queens, NY • 347-***-**** • *************@*****.*** • LinkedIn

PROFESSIONAL SUMMARY

Bilingual (English/Spanish) business graduate with experience in account review, compliance, and high-volume financial operations. Proven ability to analyze records, resolve discrepancies, and maintain accuracy within regulatory frameworks (Title IV, TAP, FERPA). Skilled at building client relationships, identifying needs, and delivering tailored solutions with a client-first approach. Adept at account reconciliation and financial processing, with a strong interest in banking, financial services and long-term relationship growth.

EDUCATION

B.B.A. – International Business, Minor in Finance and Economics Baruch College / CUNY, Zicklin School of Business – May 2025 Financial Services Fellow (200+ hrs.)

COOP Careers — Excel, Tableau, financial services, client communication – Dec 2025 A.S. – Business Administration

Queensborough Community College / CUNY – Dec 2022

CORE COMPETENCIES

Client Relationship Management • Student Accounts & Billing • Financial Aid Disbursement & Reconciliation • Compliance • Account Analysis & Discrepancy Resolution • Refund Processing Support • Customer Service & Student Advisement • Data Auditing

& Accuracy • CUNYFirst / Student Information Systems • Excel (Pivot Tables, VLOOKUP) • Cross-Functional Collaboration • Workshops & Presentations • Market Research & Strategy • Interpersonal Communication • Bilingual (English/Spanish) PROFESSIONAL EXPERIENCE

Customer Services & Operations Associate Oct 2025 – Mar 2026 Avianca Airlines – Queens, NY

• Delivered high-volume, student-equivalent customer service (1,000+ daily), resolving complex inquiries with empathy and clarity.

• Ensured strict compliance with regulatory and operational policies, demonstrating attention to detail aligned with financial aid and billing regulations.

• Interpreted and communicated complex policies to diverse populations, including Spanish-speaking clients.

• Collaborated across departments to resolve service discrepancies and improve operational workflows, reducing delays by 30%. College Assistant – Office of Health Services Jul 2023 – Jan 2026 Queensborough Community College – Queens, NY

• Reviewed and audited 3,000+ student records, identifying discrepancies and improving data accuracy by 70%—directly applicable to student account analysis and financial aid reconciliation.

• Responded to student inquiries regarding services, documentation, and institutional processes, demonstrating strong customer service aligned with bursar office expectations.

• Maintained accurate and compliant records within CUNY systems, supporting FERPA-aligned documentation practices.

• Coordinated scheduling and administrative workflows, improving processing timelines by 15%, transferable to disbursement and refund processing cycles.

• Supported reporting and tracking functions, contributing to compliance monitoring and operational decision-making. College Assistant – Office of Continuing Education and Workforce Development (CEWD) Jul 2021 – Jul 2023 Queensborough Community College – Queens, NY

• Administered and monitored payment plans, billing, refunds, and collections for tuition-based programs, including follow-up on delinquent accounts.

• Processed and verified financial documentation to ensure accurate receipt and application of third-party funding (e.g., 1199 vouchers, ACCES-VR, private scholarships).

• Prepared, analyzed, and presented bi-weekly financial reports (in-person and virtual), summarizing account activity and supporting data-driven decision-making.

• Generated and maintained daily transactions, enrollment, and revenue reports; contributed to annual profitability analysis and comparative financial reporting.

PROJECT EXPERIENCE

Market Expansion Strategy – Sock Affair (Canada) May 2025

• Conducted financial and data analysis using Excel to support strategic recommendations.

• Presented findings to stakeholders, demonstrating ability to lead workshops and communicate complex financial information clearly.

CERTIFICATIONS & TECHNICAL SKILLS

Certifications: Google Analytics • Commercial Banking • Corporate Finance (ESG) • Personal Banker Systems & Tools: CUNYFirst (PeopleSoft Student Financials exposure) • Excel (Pivot Tables, VLOOKUP) • Tableau • CRM Systems • Amadeus

Languages: English • Spanish (Fluent)

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