Jacob Lopez
Covina,CA
Summary
Organized and detail-oriented individual with the ability to strategize and prioritize effectively, ensuring successful completion of multiple tasks even in high-pressure situations. Versatile clinical research professional with extensive knowledge in coordinating patient information, laboratory samples, and compliance documents for a wide range of clinical trials. Highly organized and thorough, demonstrating strong planning and problem-solving abilities. Currently certified in GCP (Good Clinical Practice) and IATA (International Air Transport Association), showcasing a commitment to upholding industry standards.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Sales Consultant
Empire Credit Protection
05.2018 - Current
- Arrange meetings with real estate companies to present services
- Create presentations to increase client base
- Prepare written documents to establish contracts with or communicate financial recommendations to clients
- Assess clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information
- Provide expertise in credit management
- Maximized customer retention by resolving issues quickly.
- Disputed and won issues resolving credit history issues against credit bureaus, i.e. Experian, TransUnion & Equifax
- Engage with Real estate brokers and realtors to develop tactics to increase pipeline
Clinical Research Coordinator
Knowledge Research Center
2025 - 12.2025
- Coordinated clinical trial activities, ensuring compliance with regulatory requirements and protocols.
- Managed participant recruitment, screening, and enrollment processes to achieve study objectives.
- Developed and maintained study documentation, including informed consent forms and case report forms.
- Collaborated with cross-functional teams to facilitate effective communication and project execution.
- Ensured adherence to Good Clinical Practice (GCP) guidelines during all phases of clinical trials.
- Followed clinical research protocols and conducted study visits in compliance with ICH/GCP and FDA regulations.
- Screened patient records, databases, and physician referrals to identify prospective candidates for research studies.
- Gathered, processed, and shipped lab specimens.
- Collaborated with clinical staff and other healthcare professionals to support clinical trial data accuracy.
- Worked with principal investigator and sponsors to facilitate daily trial activities and comply with research protocols.
- Performed live Fibroscans on patients to determine potential trial eligibility
Clinical Research Assistant
The Oncology Institute of Hope and Innovation
05.2019 - 08.2024
- Educated patients regarding all facets of clinical study participation.
- Assisted with research protocol development.
- Demonstrated advanced knowledge of federal regulatory compliance guidelines.
- Managed updates and input for patient information database.
- Collected data and followed research protocols, operations manuals, and case report form requirements.
- Followed informed consent processes and maintained records.
- Maintained compliance with protocols covering patient care and clinical trial operations.
- Participated in initiation visits and investigator meetings, implementing trials following study timelines and budgets.
- Managed patient recruitment, informed consent process and data entry to support trial objectives.
- Coordinated and monitored clinical trial activities to support timely and accurate completion of studies.
- Conducted monthly and quarterly inventory of supplies using facility cost reporting records.
- Collaborated with medical and administrative personnel to maintain patient-focused, engaging, and compassionate environment.
- Created a recruitment team to call, email and interact with potential patients to confirm eligibility/interest in trials
- Gathered, processed, and shipped lab specimens.
- Followed clinical research protocols and conducted study visits in compliance with ICH/GCP and FDA regulations.
- Monitored patient safety throughout clinical trials and reported any adverse events.
- Worked with principal investigator and sponsors to facilitate daily trial activities and comply with research protocols.
Customer Service Specialist
HSBC (Hong Kong Shanghai Bank)
11.2011 - 01.2013
- Maintain records of all customers, contact information, and repayment agreements
- Contacted customer to negotiate appropriate repayment programs
- Interfaced with customers, attorneys, and third parties to ensure proper delivery of services and constant profit
- Consistently met goals set forth by company
- Efficiently handled over 100 calls per day using dialer system
Education
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Nogales High School
06.2007
Skills
- Time Management
- Fast Learner
- Hard Worker
- Complex Problem Solving
- Detail Oriented
- Team Player
- Adaptability
- Good clinical practice
- Patient recruitment
- Receives positive and negative feedback well
- Driven to learn
- Adverse event reporting
- Documentation management
- Informed consent
- Study protocols
- Informed consent process
- Research experience
- Participant recruitment
Certification
GCP - current
IATA - current
Fibroscan certified
Timeline
Clinical Research Assistant
The Oncology Institute of Hope and Innovation
05.2019 - 08.2024
Sales Consultant
Empire Credit Protection
05.2018 - Current
Customer Service Specialist
HSBC (Hong Kong Shanghai Bank)
11.2011 - 01.2013
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Nogales High School
Clinical Research Coordinator
Knowledge Research Center
2025 - 12.2025