Claudia Taboada Email & Phone Number

Manage relationships with Third Party Index Partners. Develop commercial models and strategies to govern index data.

Manage and lead several tier 1 banks through implementation process of providing indicative and executable pricing. Some of the accounts include JP Morgan, Deutsche Bank, Morgan Stanley, TD, and CIBC. The implementation process includes building feeds, pricing monitors and offering pages, testing data upload and training contributors on the onboarding.

Front line technical support for Pricing contributions in production. Worked with clients assisting with live feed issues including MPF and Pricelink troubleshooting, entitlement/on-boarding client concerns, and data quality queries ensuring issues were resolved with a quick turnaround. Provided analyses and QC of team's quality of responses during live.

Responsible for implementation of new content for Research projects for the Americas. Accounts included large investment banks where I conducted trainings in English, Portuguese and Spanish in order to create marketing pages, educate them on client on-boarding procedures and provide guidance on using contribution protocols such as FTP process for XML as.

Brick, NJ

Responsible for generating home loans through network or realtors, lawyers and personal referrals. Reviewed applicants eligibility for best loan program available to them giving consideration to credit, loan ratios, and other variable considered for approval.

West Orange, NJ

Responsible for generating home loans through network or realtors, lawyers and personal referrals as well branch referrals. Prepared seminars at local bank branches to introduce first time home buyer program and special multi-family loans. Seminars were presented in Portuguese as well as English in order to educate local community members of the available.