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Work Background
RAKE Digital CompanyOperations Specialist
Aug. 2023 - Feb. 2025•Directly report to the Head of Operations, overseeing daily bank and account reconciliations.
•Manage daily payroll functions and collaborate with IT and Customer Service teams to handle incoming service requests.
•Serve as Project Manager for operational requests and liaise with external vendors for daily and monthly reporting.
Corient Capital PartnersOperational Specialist
Jul. 2022 - Feb. 2023•Acted as lead trader for the firm and clients, managing investment plans and ad hoc trading requests.
•Ensured data integrity across reporting systems and managed investment reporting inbox.
•Collaborated with the Investment team to produce weekly and monthly performance reports and handled fund tracking and daily updates using the Addepar program.
ExperianOperations Analyst
Mar. 2021 - May. 2022Remote-Working directly with the Data Delivery Management team as well as front line managers.
-Responsible for KPI reporting to EVP of Client Services and Management team.
-Developed a Salesforce internal guide to assist new team members becoming familiar with specific tasks inside of Salesforce.
-Developed and maintained dashboards and reports as needed by Management team.
-Assisted Management team as well as individual team members with raising Salesforce cases and assistance with any questions or processes.
First AmericanOperations Analyst
Jun. 2019 - Nov. 2020Santa Ana, California, United States-Responsibility for tracking all sales related data and creating month end-reporting using tools such as Excel, Tableau, and other visual analytic programs.
-Worked with large data sets and systems to analyze markets and convert information into market intelligence and make recommendations for improved process in terms of prospect identification, additional client penetration and retention.
-Created new ways for marketing to communicate sales team needs for advertising and promotions.
-Used data to create new ways for finance to project revenue and create budgets.
-Collaborated with legal team to improve communication and processes between sales team and legal.
-Revised the account mapping to integrate with the utilization of Salesforce.
-These changes created new plans for driving new prospect traffic to sales teams and cross-selling additional products to existing clients.
Shea PropertiesLeasing Specialist
Apr. 2015 - Feb. 2017Dana Point, California, United States-Closed out 2016 with a 32.8% closing ratio for sales placing me in the top tier for the company.
-Earned membership to Club Shea for surpassing top tier property leasing goals.
-Conducted all operations relevant to marketing and leasing of apartments.
-Headed up lease renewal process and completed all paperwork.
-Collaborated directly with residents on all property matters.
-Inventory logging for all office supplies and necessary equipment.
-Brainstormed with other office members about resident events to improve relationships with potential and current residents.
-Conducted market surveys and tours of local competition.
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