Luisa Astudillo Email & Phone Number

Marina Del Rey, Ca, Us

Orlando, Fl

• Responsible for quality control and reconciliation of purchase and redemption fund trades.• Confirm trades by the deadline for automated settlement or manually delivers shares on the trade date, ensuring all trades and processed and promptly. • Monitor funding transactions, wire transfers and checks, promptly assigning them to the appropriate client and trade, and ensuring swift approval prior to the trade date.• Work with different internal and external parties, brokers and custodians to resolve outstanding issues, ensuring accuracy and compliance • Evaluate Client Identification Program (CIP) to facilitate the creation of new accounts, meticulously assessing each element to expedite account setup procedures.• Handle the pulling of client documents for compliance team to respond to audits and subpoenas. • Manage resolution of outstanding uncashed checks and escheatment eligible accounts, ensuring compliance with relevant regulations.

Orlando

• Worked with cross-functional team supporting internal and external clients to deliver high quality project requests.• Developed and implemented strategies to ensure optimal process performance in alignment with business requirements, while driving continuous improvements that resulted in a 20% increase in productivity.• Successfully led the team of six analysts to complete lifecycle of more than 200 loans, from initiation to disbursement ensuring strict adherence to National Bank policies resulting in more than 200 loans booked without nonconformities.• Audited and conducted thorough quality control assessments and meticulously documentation loan reviews, while also offering expert feedback on potential errors to book loans according to bank regulations.• Monitored transactions, the gathering and distribution of funds to ensure they align with a client's profile and requirements.• Develop compelling communication and training materials that enable our internal teams and clients to excel.

Orlando, Florida, Estados Unidos

• Led a team of eight client service representatives, providing guidance, training, and support to ensure excellent customer service.• Tailored educational offerings to match the specific requirements and learning objectives of diverse clients across different sectors.• Streamlined enrollment processes by integrating secure credit card payment systems into enrollment platforms, facilitating seamlessand efficient transaction processing for clients.• Facilitated resolution of day-to-day client issues and guided them to relevant internal resources while ensuring the timely executionof their requests through phone, live chat, and emails.• Created and presented regular reports on key performance metrics, including client satisfaction, service response times, and clientrevenue growth.• Provided comprehensive support for operational and technical inquiries, ensuring prompt execution of client requests.

Colombia

• Acted as the main contact for client inquiries, offering timely support and solutions throughout onboard and participation. Built and maintained strong relationships with stakeholders.•Managed end-to-end client onboard processes, ensuring seamless transitions and exceptional client experiences.• Led and managed the dispute operations team, ensuring efficient handling of cases and providing excellent service to internal and external clients.•Assessed, formulated, and executed climate and workplace enhancements within the company, elevating work quality, boosting employee satisfaction and driving a 30% increase in productivity.•Led successful three annual national audits, achieving prestigious ISO 9001 certification.•Managed administrative budgets through the company’s master account seconding over 500 monthly transactions to employees, customers, or suppliers

Colombia

Provided personalized recruitment support packages for client businesses to help define, determine, manage and fulfill the needs of the company’s employees.• Managed client relationships, ensuring client satisfaction, and facilitating effective communication between clients and the internal teams of an organization• Provided direction and feedback to different teams to ensure that deliverables meet client expectation.•Served as main client contact during implementation; escalated needs to partners and management as needed• Implemented improved training programs, increasing employee morale and retention, reducing absenteeism by 20%.

Colombia

Coordinate activities of Honda-Autos dealerships to ensure employees met the required safety and health standards while maintaining high performance levels.•Managed New Hire Orientation and onboarding processes.•Researched, analyzed, and evaluated findings to develop training programs, increasing performance and productivity.•Conducted recruitment and personal interviews, verifying candidate abilities and skills.•Developed and implemented new procedures and protocols to deliver the endowments to employees every quarter, according to OSHAS requirements.

Master Of Business Administration - Mba, Business Administration And Management, General

Human Resources Management - Technical Certificate, Human Resources Management/Personnel Administration, General, 3.8

Bachelor Of Business Administration - Bba, Human Resources Management/Personnel Administration, General, 3.8

Administraion de Empresas

International Seminar On Management Techniques And Skills, 4