Erik Ferguson Email & Phone Number

Rochester, New York Area

Maintain, analyze and perform processes to continuously monitor data quality, adoption rates and productivity utilization of the platform applications. Assist in maintaining database maintenance including creation of new users, deactivation of terminated users, and maintain user support help.Manage on-going support requests, responsible for training all users and system administrative needs. Write reports in order to compile necessary business data. Ensure assignment data is correct in the system and maintain overall data integrity. Develop training materials and documentation to support users.Create Tableau reports for more comprehensive territory analytics.

Rochester, New York Area

Monthly Reporting: creates and builds queries and reports using MS Access, Business Objects, SQL, or Jasper-reporting. Salesforce Database Administrator: Creates new fields and customized dashboards for leadership team, point person in sales department for any database requests. Works with ancillary HRA, loading eligibility into Alegeus Wealthcare Administration. Completed project testing for file-feed standardization of claims and eligibility uploads. Working on Salesforce implementation team project to replace legacy system.

Rochester, New York Area

Broker Administration Analyst- I create Sales Force reporting as well as mass uploading data with limited admin rights. Work in Business Objects creating Adhoc reporting as well as monthly reporting. Maintain the Callidus Cloud (ICM) program, Building SQL reports, input broker information, and manage broker matches and licenses. Using IKA and Tivoli I maintain log information as well as input broker information and pull broker matches out of IKA.

Benefit Information System Analyst- Build and maintain benefits plans for companies. Manage open/rollover enrollments for new and existing clients. Audit and analyze to manage client’s benefits. Build manuals for procedure operations. Data entry of financial and benefit information.

Assisted bank branch manager in all aspects of banking operations and ensuring compliance with all state and federal banking regulations. Provide a high level of customer service to all new and existing customers.Attained 100% of loan application and approval goal in 2009.Ranked in the top 25% for sales in the district of personal, commercial and mortgage loans.Achieved 277% of goal for commercial deposits.

Analyzed client's financial data to determine loan eligibility and risk levels. Consistently achieved 100% accuracy for underwriting loans.Ranked in the top 10% for cross selling additional services with loans.Acknowledged by bank managers for providing extraordinary results in expediting and efficiently processing loan paperwork.

Assisted bank branch manager in all aspects of banking operations and ensuring compliance with all state and federal banking regulations. Provide a high level of customer service to all new and existing customers.Received recognition for attaining top sales performance in 2006.Opened a record number of checking accounts in one quarter.Achieved outreach goals for opening new accounts.

M.S., Masters, Finance

B.S, Business Economics

A.A.S, Business Administration