Eileen Rivera Email & Phone Number

Florida, United States

Florida, United States

Tampa, Florida, United States

Tampa, Florida, Estados Unidos

San Juan, Puerto Rico

 Lead and manage data analytic initiatives for products portfolio. Generate standard or custom reports summarizing business, financial, or economic data for review by executives, managers and other stakeholders. Conceive analytic initiatives to convert raw data into useful information to support management have insights of product behavior based on the thorough understanding of the business process and information systems and the expertise in business intelligence.   Applies sophisticated analytics techniques to gain an in-depth understanding of the inter-relationships of products behavior and customers profiles and support business units throughout the bank and how they impact expected revenues and providing detailed analysis and recommendations based on the data trends.  Frequently involved in matters that require complex analytics development and solutions based on sophisticated analytical thought such as identifying analytics enabled solutions for a variety of complex issues. Prepare annual budgets and support development of new products and the creation of new sales strategies to exceed corporate goals.  Design workshops and train branch sales force on deposit product benefits and market trends ; work closely with internal departments, such as Legal Compliance, Risk, Operations, Information Technology and Marketing  Managing the entire product line life cycle from strategic planning to tactical activities Identify and monitor current and potential customers, using business intelligence tools and portfolio management. Revamped Onboarding program to increase product awareness and engagement among new deposit customers. Project Manager (task status log, deliverables, meeting coordination), Monthly MIS and key Performance indicators, workshops/training, attend auditors internal and external, Implementation and enhancement of applications, and participate in UAT drafting testing scenarios and providing results.

San Juan, Puerto Rico

 Supervised the IRA (TD) Department activities to assure quality within daily operations. Supervised the digitalization and filing process along with the personnel of digitalization Implement advanced strategies for gathering, reviewing and analyzing data requirements Reported accurately all quality assurance activities of the Department. Developing automated reports for quality evaluation. Prepare Bank IRA’s Quarterly Report required by the Commissioner of Financial Institutions and deliver the reconciliation on time to comply. Maintain all statutory required records and ensure compliance with relevant laws and regulations. Investigated customer’s complaints, reported results and made recommendations to resolve them, ensuring department claims are processed on a timely manner. Identified high risk and default rate areas and provided workshops aimed to reduce incidences.  Work with the IT Department in the implementation of the Metavante program, in the creation of forms and logistic functions for the system. Tested tools and software updates made by the IT Department, in order to make recommendations to ensure efficiency and compliance with policies and procedures of the institution.

San Juan , Puerto Rico

Perform business process consulting to assist in the formulation of policies, procedures and controls in the design phase of a process, system or activity.Evaluate the adequacy of internal accounting, administrative, operational controls and perform daily reports of the control ledger account transactions for assigned branches.Use data modeling practices to analyze findings and create suggestions for strategic and operational improvements and changesUpdating business intelligence tools, databases, dashboards, systems, and methods.Review operations and processes to confirm consistency with corporate goals, objectives and policies.Consult and educate management on issues relating to audit findings or recommendations.Ensures branch operational activities run smoothly and efficiently; provides leadership, training and limited supervision within the branch;promotes business for the Bank by maintaining good customer relations and referring customers to appropriate personnel for new services. Created sales reports and calculate incentives payments in accordance with established policy. Assist in the branch audit process and in the elimination of the findings. Perform special tasks assigned to contribute with the improvement of the institution.

San Juan, Puero Rico

Prepared and managed relationship with medium and high network customers. Solved account related customer problems to ensure positive public relations. Explained services to potential customers to generate additional business. Trained and instructed employees on the latest company procedures and operational system.

Caguas Puerto Rico

 Provide great service to clients Consistently exceeded monthly and quarterly sales objectives Promote the bank’s products and services, account opening for new prospects or established Disbursement of personal loans Promote cross-selling during mortgage loans closing process