Aida Veronica Aguirre
Laredo,Texas
Summary
Detail-oriented professional with over 6 years of experience in banking, financial services, and municipal government, specializing in loan processing, benefit administration, and customer service within highly regulated environments. Expertise in interpreting and applying complex policies, analyzing financial data, and delivering clear technical support to clients enhances the ability to foster strong client relationships. Proven skills in training and compliance contribute to a collaborative work atmosphere that drives team success. Eager to leverage extensive background as an Employer Reporting Analyst with TRS while supporting organizational objectives.
Overview
13
13
years of professional experience
1
1
Certification
Work History
City of Laredo – Public Health / Benefits & Program Assistance
01.2022 - 01.2025
- Counseled individuals on eligibility for health programs and community benefits, applying local, state, and federal guidelines.
- Processed benefit applications and claims, ensuring compliance with regulations while maintaining high accuracy.
- Managed customer service inquiries and provided clear explanations of program rules, requirements, and reporting obligations.
- Collaborated with multiple stakeholders, creating professional relationships with agencies, providers, and the public.
City of Dallas – Community Health Worker / Program Support
01.2014 - 01.2020
- Provided direct support services to diverse community members, interpreting health policies, benefits, and eligibility requirements.
- Assisted in program compliance and documentation, ensuring accuracy with state and city regulations.
- Delivered presentations, training, and workshops to clients and partners, simplifying complex health and benefits information.
- Utilized Microsoft Office (Excel, Teams, Outlook, Word) for case documentation, reporting, and interdepartmental communication.
Wells Fargo Bank – Loan Processor / Financial Services Specialist
01.2012 - 01.2014
- Processed and reviewed mortgage and consumer loan applications, verifying income, employment, and financial data.
- Analyzed detailed financial reports and documentation to ensure compliance with lending regulations.
- Provided customer support regarding loan products, payment requirements, and regulatory disclosures.
- Utilized financial systems to track, report, and resolve client inquiries with accuracy and confidentiality.
- Trained and guided clients on electronic banking systems and reporting tools, enhancing digital adoption and accuracy.
Education
Architecture
Universidad Regiomontana de Nuevo Leon
Skills
- Financial Analysis & Reporting
- Loan & Benefit Processing
- Policy Interpretation & Compliance
- Customer Service & Technical Support
- Microsoft Office Suite (Excel, Word, Teams, PowerPoint)
- Training & Workshop Facilitation
Certification
- Licensed Notary Public – State of Texas
- Licensed Life Insurance Agent (Financial Services & Retirement Planning)
- Community Health Worker (CHW) Certified
- Community Health Worker or Promotor Certification, Texas Department of State Health Services. – State of Texas
Section name
- Wells Fargo: Experience analyzing financial reports, communicating banking regulations, and troubleshooting electronic submissions → direct match to TRS employer reporting & data analysis.
- City of Laredo & Dallas: Hands-on experience interpreting eligibility laws, benefit processing, and providing excellent customer service in government settings → matches TRS laws, policies, and membership eligibility work.
- All Roles: Strong communication, training, and ability to simplify complex technical or policy information → essential for TRS employer support and training workshops.
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
City of Laredo – Public Health / Benefits & Program Assistance
01.2022 - 01.2025
City of Dallas – Community Health Worker / Program Support
01.2014 - 01.2020
Wells Fargo Bank – Loan Processor / Financial Services Specialist
01.2012 - 01.2014
Architecture
Universidad Regiomontana de Nuevo Leon
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