Andrea Pena
Alice,TX
Summary
Dynamic professional with extensive experience at Texas Health and Human Services, excelling in risk assessment and client engagement. Proven track record of mentoring teams and enhancing service quality through strategic planning. Recognized for delivering tailored solutions and maintaining compliance, while fostering a supportive environment that promotes growth and learning.
Professional advisor with strong focus on achieving results and fostering team collaboration. Skilled in strategic planning, problem-solving, and client relationship management. Known for adaptability and reliability in dynamic environments. Prepared to deliver impactful solutions and drive success in any advisory role.
Experienced with providing strategic guidance and support to clients. Utilizes analytical skills and effective communication to drive solutions. Track record of fostering strong client relationships and delivering impactful advisory services.
Overview
6
6
years of professional experience
Work History
Texas Advisor II
Texas Health and Human Services
Alice, TX
02.2022 - 04.2025
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
- Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
- Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
- Enhanced advisor skills and knowledge through continuous professional development program, elevating service quality.
- Navigated complex regulatory requirements to ensure compliance in all advisory activities.
- Maintained strict confidentiality of sensitive information, adhering to legal regulations and company policies.
- Assisted in training new Case Specialists to ensure consistent quality of work across the team.
- Collaborated with multiple departments for efficient coordination and optimal case outcomes.
- Conducted comprehensive assessments of clients'' needs, developing tailored strategies for each individual case.
- Exceeded performance expectations consistently by meeting deadlines while maintaining high-quality work standards.
Funeral Director
Trevino Funeral Home
Corpus Christi, TX
01.2019 - 12.2021
- Assisted in the preparation of bodies for visitation or burial, adhering to strict standards of care.
- Established trust among clients by consistently delivering exceptional service while maintaining sensitivity towards their needs.
- Maintained facility cleanliness, ensuring a welcoming environment for grieving families.
- Displayed highest level of professionalism and sensitivity when dealing with grieving family members.
- Managed all aspects of funeral arrangements for smooth and efficient service delivery.
- Arranged funeral/memorial services for grieving families to meet budget and memorialized instructions.
- Liaised between hospitals, physicians, county coroner and members of clergy to coordinate final arrangements.
- Served diverse clientele by offering a range of culturally and religiously appropriate services.
- Discussed pre-arranged funeral options and explained pricing to clients.
- Upheld legal compliance with local regulations regarding burials, cremations, and embalming practices.
- Increased customer retention, skillfully addressing concerns and resolving conflicts.
- Promoted funeral service merchandise such as caskets, urns, outer burial containers and flowers.
- Picked up deceased at private homes, hospitals and county morgues.
- Improved client satisfaction by providing compassionate and personalized funeral services.
- Counseled bereaved individuals, offering emotional support during challenging times.
- Streamlined operations with effective communication between staff, clients, and vendors.
Education
Associate of Applied Science - Mortition
Commonwealth Institute
Houston04-2018
High School Diploma -
Benavides ISD
Benavides, TX05-2002
Skills
- Analytical thinking
- Time management
- Critical thinking
- Written communication
- Strategic planning
- Problem-solving
- Training and mentoring
- Conflict resolution
- Presentations and public speaking
- Decision-making
- Client engagement
- Research
- Student development
- Academic counseling
- Active listening
- Risk assessment
Timeline
Texas Advisor II
Texas Health and Human Services
02.2022 - 04.2025
Funeral Director
Trevino Funeral Home
01.2019 - 12.2021
Associate of Applied Science - Mortition
Commonwealth Institute
High School Diploma -
Benavides ISD