Supported the Private Client Group (PCG) in assessing clients' financial profiles as part of the loan underwriting process
Reviewed and analyzed key financial data to inform risk evaluations and creditworthiness, helping ensure sound lending practices
Shadowed the Chief Credit Officer (CCO) to gain hands-on experience in risk assessment, credit evaluation, and high-level decision-making
Collaborated with senior team members to prepare comprehensive financial statements, which played a critical role in the loan approval process, and developed skills in financial analysis, data review, and client relations within the credit risk department
Vice President of Finance
Sigma Phi Epsilon, Florida Nu
Miami, FL
08.2020 - 05.2024
Stepped into the Vice President of Finance role to address long-standing financial challenges, including a collection rate below 60% and a lack of effective budgeting practices.
Over 18 months, I worked to transform the chapter's financial culture, implementing strategic collection practices and fiscal policies to emphasize accountability and sustainability.
Through dedicated efforts and hundreds of hours focused on debt resolution, raised the chapter's collection rate to a record-high 98%.
This achievement not only eliminated past debt, but also fostered a culture of financial responsibility within the fraternity.
Regularly presented financial updates to the executive team, enhancing transparency and reinforcing a commitment to fiscal stability.
Legal Assistant
Hess & Llanera, PA
09.2024 - Current
Company Overview: Accident Injury Insurance Claim Law Firm
Provide comprehensive support to attorneys in managing accident injury and insurance claim cases from start to finish
Draft essential legal documents, including client letters and communications with insurance companies, ensuring accuracy and professionalism
Document legal actions and maintain organized case files, supporting smooth case progression and thorough record-keeping
Act as a primary point of contact for clients by answering phones, taking detailed messages, and facilitating client communication
Conduct legal research to support case preparation, gathering relevant information to strengthen case arguments
Assist in each stage of the legal process, enhancing efficiency and contributing to favorable outcomes for clients
Accident Injury Insurance Claim Law Firm
College of Business Senator
FIU Student Government Asssociation
Miami, Florida
02.2022 - 02.2023
Developed and implemented legislative strategy to address pressing issues in the Senate.
Conducted research on various policy proposals to ensure accuracy of information.
Organized briefings with experts from relevant fields to inform senators on current legislation.
Foster connections between SGA members, alumni, and industry professionals, facilitating mentorship and professional growth opportunities for students.
Drafted, reviewed, and amended bills for consideration by the Senate.
Collaborated with other senators to form coalitions for common goals.
Treasurer
FIU Path: Pre-Law Honor Society
Miami, FL
01.2023 - 01.2024
Oversaw the financial operations of the Pre-Law Honor Society, managing funds allocated by FIU to support pre-law students within the Honors College.
Collaborated with the Registered Student Organization (RSO) and other campus groups to secure additional funding, enabling the organization to host workshops and educational events.
Organized sessions focused on law school prerequisites and admissions guidance, equipping members with critical information for their legal career paths.
Developed and maintained a detailed budget to ensure optimal allocation of resources, supporting the organization's mission to prepare students for law school and beyond.
Education
Bachelor of Business Administration - Finance, Pre-Law Track