Open To Work
Joalmi Lozano
San Jose,CA
Summary
Detail-oriented and adaptable professional with experience in healthcare coordination, client services, and business operations. Proven ability to manage workflows, support cross-functional teams, and communicate effectively with diverse stakeholders. Currently pursuing a degree in Clinical Psychology and seeking a stable, growth-oriented role where I can contribute long-term while continuing to develop professionally.
Overview
6
6
years of professional experience
2
2
Certifications
Work History
Investor Relations | Shareholder
AirLift
San Jose, CA
05.2025 - Current
- Led high-level investor relations strategy, engaging VCs, angels, and family offices; managed outreach, and coordinated meetings.
- Oversaw investor pipeline, tracking, engagement, and fundraising milestones
- Collaborated with founder on overall fundraising narrative and strategic company positioning
- Led HR operations, such as recruiting and onboarding engineering candidates, creating SOPs, and policies
- Developed AirLift's marketing strategy, leveraging personal and professional networks
- Led recruitment and partnership development across brand and graphic design, development, marketing, architectural collaborations, and large-scale distributor channels.
Business Development & Strategy/Account Executive
G1 Financial Services
San Jose, California
11.2024 - 12.2025
- Created symbiotic partnerships with complementary companies and consultant firms to offer better service to our clients
- Attended and evaluated key industry events, conferences, and networking forums to secure right support systems, and strategic collaborators
- Collaborated closely with founder to develop and refine G1's long-term strategic direction
- Drove strategic planning and marketing initiatives through data analysis, improving decision-making and operational efficiency.
- Advised companies on employee benefit strategies across health, supplemental, and retirement plans, while leading end-to-end open enrollment processes to ensure compliance and efficient implementation.
- Advised clients on financial strategies—including IULs, executive bonus plans, tax-advantaged structures, and benefits solutions—and guided implementation, coordination, and ongoing management.
Integrated Behavioral Health Care Coordinator
Santa Cruz Community Health Centers
Santa Cruz, California
08.2022 - 12.2024
- Served as primary liaison between patients, healthcare providers, and stakeholders, ensuring effective communication and continuity of care
- Coordinated patient care through scheduling, follow-ups, and real-time provider updates, improving care efficiency
- Responded to mental health crises, providing immediate support and coordinating appropriate interventions
- Conducted interviews and led training and onboarding for new providers and staff, ensuring alignment with behavioral health operations, policies, and procedures.
- Managed provider productivity through data tracking and reporting, supporting operational performance and accountability
- Designed and implemented emergency response and care coordination workflows, and developed Excel-based scheduling templates integrated into patient systems to standardize clinic operations
Spanish and English Interpreter
HAS Interpretations LLC
Watsonville, CA
06.2020 - 01.2023
- Facilitated communication between patients and medical staff across language barriers, ensuring accurate and effective information exchange
- Interpreted verbal and written communication, including medical forms and instructions, maintaining clarity and confidentiality
- Delivered culturally sensitive support while upholding professionalism and patient-centered care
Patient Service Coordinator
Salud Para La Gente
Watsonville, California
01.2022 - 08.2022
- Scheduled and registered patients, optimizing appointment flow and minimizing wait times
- Delivered patient-centered service through active listening, empathy, and responsiveness to individual needs
- Managed check-in/check-out processes, ensuring accurate patient records, insurance verification, and payment collection
- Supported daily clinic operations through administrative coordination and task management
- Participated in testing and feedback for new software systems, contributing to improved insurance verification and workflow efficiency
Education
Bachelor of Arts - Clinical Psychology
Cabrillo College
Aptos, CA01-2027
Skills
- Microsoft Office
- Motivational Interviewing
- Training Staff
- Problem-solving abilities
- Behavioral health coordination
- Interpreting
- Negotiation
- Business Development
- Client Relationship Management
- Conflict resolution
- Recruitment and hiring
- Communication
- Investment Strategy
- EMR Systems & Data Management
- Risk Management & Compliance
- Stakeholder Engagement
Community Service & Volunteer Work
Life Hope Centers | 2015 – 2019
- Provided interpretation services for uninsured and underserved patients, improving access to healthcare
- Supported clinic operations through administrative coordination and patient flow management
- Contributed to the delivery of free healthcare services to underserved communities
American Red Cross (School Blood Drives) | 2015 – 2019
- Organized and managed school-hosted blood drives in collaboration with the American Red Cross
- Coordinated logistics including scheduling, location setup, and event execution
- Recruited, trained, and managed student volunteers, creating schedules to ensure smooth operations
- Promoted events across the school community to maximize donor participation and engagement
MBA Teen Programs | 2017 – 2019
- Supervised, coached, and mentored program participants in ocean advocacy initiatives
- Supported program development and participant engagement through hands-on guidance
Certification
Accident, Health, Sickness, and Life Insurance Producer - CA, 4390136
Work Preference
Job Search Status
Open to workWork Type
Full TimePart TimeLocation Preference
HybridRemoteSalary Range
$80000/yr - $200000/yrTimeline
Investor Relations | Shareholder
AirLift
05.2025 - Current
Business Development & Strategy/Account Executive
G1 Financial Services
11.2024 - 12.2025
Integrated Behavioral Health Care Coordinator
Santa Cruz Community Health Centers
08.2022 - 12.2024
Patient Service Coordinator
Salud Para La Gente
01.2022 - 08.2022
Spanish and English Interpreter
HAS Interpretations LLC
06.2020 - 01.2023
Bachelor of Arts - Clinical Psychology
Cabrillo College