Jose Lopez

Experience

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  AIG

  Oct 1996 - Mar 2005

  Marketing Analyst

  At AIG Division, SunAmerica Financial, held a multi-faceted role in a financial services consisting of business planning, technical analysis and extensive project management. Served as internal point person for internet based initiatives consisting of online presence of marketing material, sales forms, and product information compliant with all 50 states' insurance and federal government regulatory agencies. Drafted specifications on behalf of Product Development department. Identified and appropriately planned for impacts to Marketing, Information Technology, Operations, and Legal Departments and coordinated with each to ensure implementation initiatives addressed all critical business unit needs. Performed analysis of data from proprietary SQL database and exported to Excel to create reports including sales metrics, investment performance, state by state product information, etc. Secured IT programming resources and drove projects through to completion. Scheduled and participated in pre-implementation Quality Assurance testing and conducted post implementation verification of deliverables. Demonstrated repeated success in leading projects and development of quality product. Performed audit and maintenance of existing website content. Created and maintained department intranet site with information targeted at sales force. Familiar with retirement investing and held Series 6 license. Show less

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  Frasco, Inc. / Frasco Profiles

  May 2005 - Aug 2015

  Sr. Implementation Specialist

  Responsibilities include project management, data research and analysis, new product implementation and training, customer service, database administration, and internal sales support functions for a Pre-Employment Screening/Consumer Reporting Agency. Primary program manager for numerous projects/product lines. Serve as the contact person for new client implementation and HRIS /ATS system integration. Familiarity with various systems including Taleo, Ultipro and iCIMS. Provide training for clients and internal staff. Generate reports for management then review and analyze information to make recommendations based on findings. Analysis resulted in identification of potential issues resulting in possible changes to pricing, changes to protocol, and method of implementation. Also generate client reports containing statistical analysis including usage, periodic spend, and program audits. Administer client information, billing, access rights and account details using proprietary database system. Coordinate with vendors for required services and hold accountable for required timeline and agreed upon pricing. Provide training to company staff and to clients on new products and services. Work with the public (consumers) for dispute resolution including court research to determine accuracy in reporting while maintaining compliance with applicable Federal and State laws. Show less

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  TruView BSI, LLC

  Aug 2015 - now

  Director Of Data Product and Compliance

  Oversee national operations coordinating with teams in multiple offices. Facilitate program set-up amd inplementation. Responsible for conducting data research and analysis at local and federal levels using numerous resources. Produce multiple weekly management reports for clients to meet their program needs. Conduct complex monthly auditing to ensure industry mandated requirements are being met and perform detailed vetting of those results for record keeping and compliance purposes. Track research requests and proactively inform client of program deviations then take action to resolve. Extensive use of Excel and business writing in this position. Strive to maintain 100% accuracy in reporting while maintaining compliance with applicable Federal and State laws. Show less