Client Support Analyst
Current● Implement letters, notices, and mortgage statements for new clients from start to finish using OpenText Exstream Design Manager● Configure applications and document settings dependent upon various data formats and logic requirements for print, electronic and image production of financial documents ● Act as a subject matter expert, analyzing clients’ business processes to create customized programming/scripting or recommend alternative services based on clients’ needs● Manage multiple projects with aggressive deadlines involving clients, programmers, and production team.● Resolved major client-facing issues while maintaining strong rapport with both clients and internal employees. ● Designated as sole project manager for the largest and most sensitive clients● Identify data discrepancies to troubleshoot daily production issues allowing for successful and timely processing of client documents● Assist with data processing and quality control. Conduct extensive testing, production proofing, proof transmission to the client, client approval process, and final testing● Develop and enhance standard operating procedures as well as informal processes, maximizing quality, time management, and client experience – saved the company an average of $100,000 per year in client reimbursement due to department errors“Danielle is a dedicated employee that always delivers top level work. Her intelligence and problem-solving skills were only surpassed by her drive to satisfy our clients. We relied on Danielle to implement new clients and set the standard for what they could expect from our company. Her senior status put her into a position to train and on-board new members of the team. We trusted Danielle to set the expectations with our newest team members and set the example for service beyond our client's expectations. Danielle was a valuable leader on our team and will be an asset to wherever she goes in the future.” – Jeff Stoffel, Manager, Client Support (2018-2023)