A dedicated Technical Lead Specialist with an extensive background in the Fintech industry, leveraging over 3 years of experience to deliver exceptional results for Easton clients and TFT. Instrumental since day one, I have showcased a proven track record of success, progressing from a Customer Representative to a Customer Support Manager and ultimately earning the role of Technical Lead Specialist. Recognized for expertise in Broker Operations, CRM Administration, Account Investigation, and Financial Trading, along with adeptness in Customer Database Management, Reporting Analysis, and Operational Management. Demonstrates consistent growth and promotion within the organization, reflecting a strong commitment to professional development and excellence.
Broker Operations Management:
Spearheading and optimizing broker operations to enhance efficiency and effectiveness.
Implementing strategies for streamlined processes and improved client experiences.
Admin Portal CRM Expertise:
Resolving and preventing CRM issues on the Admin Portal for enhanced user experience.
Implementing solutions for efficient CRM utilization, contributing to improved internal workflows.
Account Investigation Proficiency:
Conducting thorough investigations into client accounts, ensuring compliance and accuracy.
Implementing proactive measures to prevent and resolve account-related issues.
Quality Control (QCs):
Leading and implementing quality control measures to uphold high standards in operations.
Conducting regular audits and assessments to identify areas for improvement.
Handling Client's Escalated Issues:
Effectively managing and resolving escalated issues from clients.
Implementing corrective actions and preventive measures to enhance overall client satisfaction.
Broker Operations Management:
Spearheading and optimizing broker operations to enhance efficiency and effectiveness.
Implementing strategies for streamlined processes and improved client experiences.
Admin Portal CRM Expertise:
Resolving and preventing CRM issues on the Admin Portal for enhanced user experience.
Implementing solutions for efficient CRM utilization, contributing to improved internal workflows.
Account Investigation Proficiency:
Conducting thorough investigations into client accounts, ensuring compliance and accuracy.
Implementing proactive measures to prevent and resolve account-related issues.
Quality Control (QCs):
Leading and implementing quality control measures to uphold high standards in operations.
Conducting regular audits and assessments to identify areas for improvement.
Handling Client's Escalated Issues:
Effectively managing and resolving escalated issues from clients.
Implementing corrective actions and preventive measures to enhance overall client satisfaction.
Quality Control (QCs)
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