Genesis Martinez

Genesis Martinez Email and Phone Number

A&M Texas University | Pathstream | Data Analytics @ Fidelity Investments
boston, massachusetts, united states
Genesis Martinez's Location
Lawrence, Massachusetts, United States, United States
Genesis Martinez's Contact Details

Genesis Martinez work email

Genesis Martinez personal email

n/a
About Genesis Martinez

Aspiring Research & Data Analyst Dedicated and passionate about leveraging data to uncover actionable insights and drive informed decisions, currently, enhancing my analytical expertise through a comprehensive data analytics boot camp, gaining proficiency in SQL, Tableau, and Excel, data visualization, and statistical analysis skills. My background in customer service has honed my communication and problem-solving abilities, enabling me to effectively interpret complex data. Passionate about identifying trends and delivering insights that drive policy, investment, or business growth. Actively seeking opportunities to apply these skills in a Research or Data Analyst role.Below is a link to my data analysis projects for your review:https://sites.google.com/wellesley.edu/genesismartinez-dataanalyst-/home

Genesis Martinez's Current Company Details
Fidelity Investments

Fidelity Investments

View
A&M Texas University | Pathstream | Data Analytics
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Genesis Martinez Work Experience Details
  • Fidelity Investments
    Customer Relationship Advocate
    Fidelity Investments Aug 2023 - Present
    Licenses:-Securities Industry Essentials (SIE).-General Securities Representative (Series 7).-Uniform Securities Law State Agent (Series 63),Role Responsibilities:• Handles inbound customer inquiries via phone regarding account balances, transactions, investment options, and other service-related questions.• Aids on Fidelity’s products and services, including brokerage accounts, retirement plans, and mutual funds.• Assists customers with online account management.• Serves as the first point of contact for clients, addressing their questions, concerns, and needs related to their investment accounts, retirement plans, and other financial products.
  • Mit Federal Credit Union
    Loan Administration Assistant
    Mit Federal Credit Union May 2022 - Aug 2023
    • Was responsible for running End-of-day reports while assuring any discrepancies related to Mortgage payments are resolved before completing the reports. • Worked closely with members while assisting them to understand their Escrow Analysis/ Taxes and Insurance Disclosure Statement and aided with reviewing Private Mortgage Insurance Removal Requests.• Project Lead for Servicer Reimbursement Claims submission on deferred escrow payments.Worked with government-sponsored enterprises (GSEs) such as Fannie Mae and prepared custodial documents for sold loans to the Federal Home Loan Bank.• Was responsible for completing End-of-Month reports for mortgage loans and reports for unapplied funds in the Mortgage Servicer System.• Worked with Quality Assurance Analyst in Quality Control tasks to ensure mortgage loans meet compliance requirements.• Assured Closing Documents filed in Vault met the compliance requirements.• Contributed and collaborated with the creation of procedures in the Department of Mortgage Servicing.
  • Law Office Of Maria C. Rogers
    Administrative Assistant
    Law Office Of Maria C. Rogers Aug 2021 - May 2022
    • Assisted with the preparation and formatting of legal documents such as real estate contracts, power of attorney forms, and estate planning documents.• Provided a welcoming environment for clients while managing client expectation and their inquiries. • Aid with probate processes, including filing necessary court documents and managing deadlines.• Supported basic legal research tasks, such as looking up property records or reviewing legal precedents, and assisted with the preparation of closing documents and coordinating with real estate agents, lenders, and title companies.
  • Greater Lawrence Community Action Council Inc.
    Housing Case Specialist
    Greater Lawrence Community Action Council Inc. Dec 2020 - May 2022
    • Worked with clients to develop individualized housing plans while helping them to become self-sufficient.• Assisted-at-risk-of-homelessness clients to obtain rental or mortgage financial assistance and connecting them with other community programs and support services such as work opportunities, education, food, and childcare programs.• Developed a close relationship with landlords and property managers to ensure clients were informed about the different alternatives for affordable housing, their availability for housing, and the application requirements.
  • Massachusetts Institute Of Technology
    Undergraduate Research Assistant
    Massachusetts Institute Of Technology Sep 2021 - Mar 2022
    • Acted as an interpreter in interviews with Spanish-speaking participants and helped with interview scheduling. • Assisted with study promotion and recruitment, including conducting outreach to Greater Boston community organizations, such as childcare centers, churches, community health centers, food pantries, public libraries, and worker centers.• Provided support with literature research in the areas of cultural sociology, work and employment relations, and/or qualitative methods.
  • Academic Center For Enrichment- Middlesex Community College
    Suplemental Instructor
    Academic Center For Enrichment- Middlesex Community College Jan 2017 - Dec 2018
    Lowell, Massachusetts, United States
    • Planned and facilitated study sessions weekly to review material discussed in class and assured students had a better understanding of the material.• Supported students in developing time management and study skills.• Served as a liaison between professors and students while maintaining discussion sessions relevant to the class material.
  • Lawrence City Hall-Mayor'S Office
    Intern
    Lawrence City Hall-Mayor'S Office Sep 2015 - Dec 2015
    Lawrence, Massachusetts, United States
    • Managed constituent services such as answering the phone and following up on constituent requests. • Represented the Mayor’s office at constituency events to ensure the smooth running of events.• Provided high-level customer service by resolving complaints from constituents.

Genesis Martinez Education Details

Frequently Asked Questions about Genesis Martinez

What company does Genesis Martinez work for?

Genesis Martinez works for Fidelity Investments

What is Genesis Martinez's role at the current company?

Genesis Martinez's current role is A&M Texas University | Pathstream | Data Analytics.

What is Genesis Martinez's email address?

Genesis Martinez's email address is gm****@****cac.org

What schools did Genesis Martinez attend?

Genesis Martinez attended Wellesley College, Texas A&m University, Middlesex Community College.

Who are Genesis Martinez's colleagues?

Genesis Martinez's colleagues are Cristina Riendeau, Maria Brebner, Pmp, Khalifa Aldosary, Terry Pierce, Rishi Kumar, Divakar Engareddy, Clifford Solomon.

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