Corporate Life Valuation Actuarial Intern at Sammons Financial Group (2025-05 – 2025-08)
Developed VBA code and Cash Flow Testing models for reserve and cohort balance reporting
- Developed VBA code to automate end-of-quarter reserve and cohort balance reporting, reducing manual effort and improving accuracy
- Using Cash Flow Testing (CFT) models to evaluate PVEMS across multiple scenarios, integrating topside adjustments in external models
- Integrated Snowflake queries into Excel workbooks to automate the retrieval of manual adjustment, policy, and valuation balance data; Designed pivot tables and applied dynamic formulas to present historical quarterly trends and extract targeted insights
- Collaborated with team members to leverage diverse skill sets, enhancing efficiency and achieving shared goals
Customer Support Representative at Diversatek Healthcare (2024-07 – 2025-02)
Managed customer support and order processing using CRM systems
- Proficiently navigated and utilized ShopWorx and Sugar CRM systems to manage customer and order data
- Accurately processed customer orders, ensuring correct entry of addresses, part numbers, and pricing details
- Provided high-quality phone support by resolving customer inquiries and delivering timely solutions
- Collaborated with cross-functional teams to gather and relay critical information
Receptionist at Milwaukee Marriott Downtown (2023-05 – 2024-12)
Managed guest data, billing, and financial records using Property Management System
- Ensured accurate, advance billing using correct business codes and rate structures, minimizing discrepancies and improving data integrity
- Utilized Property Management System (PMS) to access, update, and analyze guest data, gaining strong system and process knowledge
- Processed deposits and refunds, maintained financial records, and filed documentation to support accurate cash flow reporting
- Verified and entered guest data during check-in, ensuring accuracy of personal information, ID validation, and payment processing
