Jose Sanchez

Finance student and Operations Specialist with a track record of driving efficiency through data automation and rigorous financial analysis. Experienced in managing high-volume bank reconciliations, treasury operations, and cross-border communications with international stakeholders. A proactive problem-solver dedicated to building scalable financial systems that support rapid organizational growth in fast-paced tech environments.

Operations Support Specialist at Centric Financial Group (Provident Loan Servicing) (2025-02 – 2025-09)

• Engineered automated Excel tools to streamline complex financial data analysis and payment changes, reducing manual processing time for mortgage portfolios.
• Acted as primary liaison between internal teams and external partners to ensure timely and compliant handling of financial servicing tasks.
• Optimized system integration and documentation during the onboarding of new assets resolving with operational bottlenecks with a proactive approach.

Loan Onboarding Specialist at Centric Financial Group (2024-08 – 2025-01)

• Led the boarding process for new and transferred accounts, including hight-stakes data migration and account validation.
• Collaborated with US-based teams to ensure accurate setup of financail details and smooth client transitions.
• Identified process gaps and proposed system improvements to boost operational throughput and accurary.

Administrative Analyst at Fábrica de Chimó El Tigrito C.A. (2024-02 – 2024-06)

• Assisted in the preparation and reporting of export documentation ensuring 100% accuracy in internal financial records.
• Optimized treasury operations by managing daily reconcilations and cashflow tracking.

New Accounts & Escrow Specialist at August REI LLC (via Panama Outsource Solutions) (2021-05 – 2023-10)

• Performed detailed escrow analysis for taxes and insurance on US residential portfolios, ensuring RESPA compliance.
• Managed property tax account analysis and reconciled payments with US county tax o ces to resolve discrepancies.
• Strengthened client relationships through clear communication and timely follow-up on account setups.

Collections Agent at Sitel Group (2018-11 – 2020-05)

• Managed delinquent accounts for a US banking campaign, consistently exceeding monthly collection goals.
• Applied strategic negotiation and empathy to guide customers toward sustainable payment solutions.
• Engineered automated Excel tools to streamline complex financial data analysis and payment changes, reducing manual processing time for mortgage portfolios.
• Acted as primary liaison between internal teams and external partners to ensure timely and compliant handling of financial servicing tasks.
• Optimized system integration and documentation during the onboarding of new assets resolving with operational bottlenecks with a proactive approach.

Finance Degree in Finance – ADEN University (2023)