Customer experience and operations professional with a proven track record of fast learning and delivering high-quality work across diverse environments. Committed to optimizing transaction workflows while consistently exceeding expectations and contributing to organizational goals.
Manage end-to-end documentation and onboarding processes for high-net-worth clients. Review and verify complex legal and financial data, execute and monitor high-priority banking transactions, provide troubleshooting for paperwork and digital onboarding issues, and conduct data verification and fraud detection protocols.
Conducted regular audits to ensure financial processes and reporting adhered to regulatory standards and internal policies. Monitored sales calls and interactions, analyzed customer satisfaction surveys, conducted staff sessions on compliance standards, and evaluated operational risks with mitigation recommendations.
Worked on quality assurance activities supporting financial operations, compliance, and process improvement. Reviewed interactions and processes, provided feedback and coaching, and helped maintain adherence to standards and best practices.
Licentiate Degree, Geology
Bachelor, Geology
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