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.
