Results-driven and Dedicated Consultant bringing dynamic skills in client oversight, issue resolution and presentation. Successful juggling multiple tasks and projects simultaneously.Lends complex roadmaps and calls-to-action to regularly achieve ambitious objectives. Excellent business knowledge within Relocation and Customer Service.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Destination Services Consultant
IOR Global
Northbrook, United States
09.2018 - Current
Assist clients with relocation services, both Domestic and International
International clients consist of Mexico, Brazil, Australia and Russia
Assist with completing home applications and executing home leases
I perform financial computations for clients
Assist with financial institution banking, consumer loan products and document execution with clients at the bank
Assist with application for Social Security number and document execution with client at Federal Social Security Office
Assist with document completion at the Department of Motor Vehicle Office to obtain Government Driver's License and Automobile Registration application
Brief client on variety of locations through needs assessment
Provide customized itinerary that include budget and financial guidelines, home and school guidelines
Assist with emergency and local services
Guide clients to temporary housing if needed
Collaborate with a team, which includes: Program Manager, Realtor, Financial Institution Representative and Leasing Consultant
When all duties are completed with the client, I submit closing documents for approval
Utilize computer skills to complete client files, including applications, documents, word processing, spreadsheets, MS outlook, customer relations database and internet navigation.
Developed and implemented customized strategies to meet client needs.
Conducted research and analysis of market trends, customer behaviors, and competitive landscape.
Created comprehensive reports on project progress and results for clients.
Collaborated with clients to develop action plans to address specific challenges and objectives.
Analyzed complex information from multiple sources to identify patterns or trends that could be used as a basis for decision-making.
Facilitated workshops with cross-functional teams to review current practices related to innovation and growth opportunities.
Provided recommendations based on quantitative data analysis regarding strategic direction.
Coordinated activities among internal departments while ensuring compliance with all applicable laws and regulations.
Developed solutions tailored specifically to each client's unique needs while staying within their allocated budgets.
Presented findings from research studies at conferences or seminars in order to raise awareness about various topics related to the consulting field.
Engaged in regular professional development activities such as attending webinars or reading relevant literature in order to stay abreast of current trends in the consulting industry.
Participated in training and managing new hires to bring new team members up to speed.
Prepared accurate and concise reports, conveying progress, issues and solutions.
Provided consultation and training support to clients regarding [Software] operation.
Created statistical models to evaluate impact of different marketing strategies.
Maintained positive working relationship with fellow staff and management.
Identified needs of customers promptly and efficiently.
Certified Life and Parent Coach
My Go To Coach
Canyon Lake, United States
11.2010 - 09.2022
Specialize in Strategic Mapping for coaching clients for Life, Parenting, Teens and Domestic Violence Transformation
Guest speaker at Schools and Business regarding cyberbullying Education
Facilitated small groups with parents dealing with their children
Focused on improvement of life and planning.
Provided support and guidance to parents in need of assistance with parenting challenges.
Facilitated communication between parents and their children to help build strong relationships.
Assisted families in developing positive discipline strategies for their children.
Created individualized coaching plans for each family based on their unique needs and goals.
Conducted assessments to determine the best courses of action for each family situation.
Encouraged open dialogue between parents and children while providing a safe, non-judgmental environment.
Developed educational materials such as handouts, brochures, and presentations to support clients' understanding of parenting topics.
Collaborated with other professionals such as psychologists and social workers when necessary to ensure client's receive comprehensive care.
Assisted clients in setting realistic goals related to parenting concerns or issues they are facing.
Provided resources and referrals to community organizations that can provide additional support services.
Organized group workshops and seminars focused on various parenting topics including effective communication techniques, conflict resolution, behavior management.
Participated in professional development activities such as conferences, webinars, or trainings relevant to parent coaching.
Maintained case records for all clients according to agency policy and procedures.
Monitored client progress over time by conducting follow-up meetings or phone calls.
Advised parents on how to create a nurturing home environment conducive to learning.
Cultivated relationships with local schools or daycare centers where applicable in order to coordinate services for client families.
Researched new methods of parent coaching that could be used within the agency's program offerings.
Maintained confidentiality through stringent handling of charts and data.
Worked with community resources to engage youth in pro-social activities and help families access services.
Interviewed clients individually and in groups to assess situations, capabilities and problems.
Participated in ongoing training to maintain license and enhance knowledge of relevant mental health topics.
Destination Services Consultant
Dwellworks, LLC
Cleveland, United States
12.2015 - 11.2021
Assisted over 200 clients with relocation services, both Domestic and International
International clients consist of Mexico, Canada, Brazil, India, Ireland, Australia, Russia, China and the Netherlands
Assist with completing home applications and executing home leases
I perform financial computations for clients
Assist with financial institution banking, consumer loan products and document execution with clients at the bank
Assist with application for Social Security number and document execution with client at Federal Social Security Office
Assist with document completion at Department of Motor Vehicle Office to obtain Government Drivers License and Automobile Registration application
Brief client on variety of locations through needs assessment
Provide customized itinerary that include budget and financial guidelines, home and school guidelines
Assist with emergency and local services
Guide clients to temporary housing if needed
When all duties are completed with the client, I submit closing documents for approval
Utilize computer skills to complete client files, including applications, documents, word processing, spreadsheets, MS outlook, customer relations database and internet navigation.
Developed and implemented customized strategies to meet client needs.
Conducted research and analysis of market trends, customer behaviors, and competitive landscape.
Created comprehensive reports on project progress and results for clients.
Collaborated with clients to develop action plans to address specific challenges and objectives.
Advised senior management on strategic planning, financial forecasting, budgeting, operations optimization, organizational design, process reengineering .
Provided recommendations based on quantitative data analysis regarding strategic direction.
Developed solutions tailored specifically to each client's unique needs while staying within their allocated budgets.
Presented findings from research studies at conferences or seminars in order to raise awareness about various topics related to the consulting field.
Engaged in regular professional development activities such as attending webinars or reading relevant literature in order to stay abreast of current trends in the consulting industry.
Participated in training and managing new hires to bring new team members up to speed.
Mentored associate consultants to encourage enthusiasm toward tasks and responsibilities.
Maintained positive working relationship with fellow staff and management.
Identified needs of customers promptly and efficiently.
Oil Contract Researcher
BP Oil Company
Menifee, United States
06.2005 - 12.2010
Researched potential oil contracts with landowners throughout the United States
Utilized Customer Service skills with land owners and field workers
Obtained records with factual information for regulations and guidelines for oil contracts and landowners
Recorded Land Verifications, using spreadsheets and government databases.
Education
Psychology
San Diego State University
Skills
Client Requirements Assessment
Technical Review
Management Coaching
Best Practices Implementation
Business Planning
Disaster Recovery Planning
Requirements Gathering
Assessments
Timeline Development
Continuous Improvement
Resource Evaluation
Problem-Solving
Outcome Accountability
Strategic Planning
Integrity and Honesty
Processes and Procedures
HTML
MS Office
Client Rapport
Research and Development
Project Leadership
Process Improvement
Goal Setting
Client Relationships
Attention to Detail
Reporting Capabilities
Customer Relationship Management
Client Engagement
Analytical Thinking
Certification
California Department Of Real Estate, Real Estate Agent
Domestic Violence 42 Hr. Training Certification (DVAT)
Court Appointed Special Advocate (CASA) Certification
Certified Medical Assistant (CMA)
Awards
2020 / 2021 Destination Services Consultant of the year
City of San Diego Lifeguard Association (Saved a child)
Good Shepherd Lutheran School- Leadership Volunteer Award
Affiliations
Hiking, Snow Skiing, Snow Shoeing, Body Surfing, walking.