Jayson Lopez

Jayson Lopez- Professional Profile Enthusiastic and ardent about unlocking the hidden treasure of possibilities using Data Analytics. Team-oriented go-getter with a diverse background of employment and personal experiences and extensive experience in the financial services industry. Diverse but cohesive experience, quick learner and one that excels at making a positive impact. Possess keen leadership abilities necessary to unify groups and achieve departmental and company goals. Education Southern New Hampshire University, Manchester, NH Anticipated Graduation: August 2022 BS Data Analytics, GPA 3.80 Core Proficiencies Microsoft Excel, Word, Power Point, Outlook, | Python | Commodity Confirmation Drafting | Writing Procedures | R | SQL | Smart Draw | Quick books | Tally| Professional Experience Remote, Omni Data February 2012-Present Data Entry Specialist Input revenues, invoices, and cash payment. Keep records of maintenances, and documents for storage on & off-site. Applies data program techniques and procedures. Generate reports. Stores complete work in designated locations and perform backup operations. Worked for CVS, Walgreens, Medical Facilities for billing and coding, and private financial firms in assisting them with organizing datasets within their internal database. Contractual work performed for six months, or 10 months depending on projects and needs of the clients. TD Bank, June 2019-July 2021 Customer Servicer Representative Monitored market conditions to determine how various changes may impact taxes and client investments. Advised clients on how to apply for mortgages, loans, and other financial products. Developed and sustained long-term relationships with clients to encourage repeat business and client referrals. Santander Bank, Head teller June 2017-May 2019 Replenished and troubleshooted ATM machines. Carried money to the vault and audits the vault regularly with the help of a second employee. Possessed the ability to motivate other tellers when they are not meeting goals. Computer literate and within MS -Excel and Tally. Wells Fargo, October 2013-May 2017 Customer Service Representative Teller 22011 – 2013 Teller 12010 - 2011 Originated loan applications, prepares documents and conducts loan closings. Worked with a sales team to create better methods to address customer complaints. Performed a broad range of tasks of varying complexity and scope. Responsible for making sound decisions and timely problem resolution. Followed all security and audit measures to minimize potential loss. Assists Head Teller or Assistant Head Teller with daily duties as directed by management.