Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Joana Lopez Gonzalez

Harlingen,TX

Summary

Self-motivated and Purpose-driven individual with over 15 years of Customer Service expertise and 5 years of administrative experience. I excel in providing strategic insights both to personal and business growth. Committed to excellence and possessing a growth mindset, I am eager to apply my skills as an Insurance Service Professional with NYL. With a passion to help and serve the needs of others, I am dedicated on making a meaningful impact both on the team and success of the business.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Bookkeeping Business Owner

Upward Financials
08.2022 - 02.2023

• Managing all aspects of bookkeeping, from setting up and maintaining the client's books to day to day bookkeeping, performing thorough financial clean-up, ensuring absolute accuracy and compliance.

• Preparing precise financial statements, organizing transactions into suitable chart of accounts, reconciling accounts, and overseeing accounts receivable.

• Offering my client insightful financial analysis, profit and loss, and balance sheet statements.

• These insights have empowered my clients to make informed decisions to improve and grow their business.

Sales Service Representative

MaidPro
02.2020 - 03.2020
  • • Completed a range of Administrative tasks from entering customer data into system to completing tasks in Asana.
  • Coordinated and dispatched Maid Pro's cleaning professionals to their respective work sites, ensuring timely and efficient service delivery.
  • Conducted interviews to assess and select potential employees, contributing to the growth and success of Maid Pro's workforce.
  • Answer incoming customer calls as well Follow up with clients to ensure customer satisfaction.

Bilingual Customer Service Representative

Maximus
02.2014 - 02.2015

• Answered incoming calls from diverse consumers, providing assistance and information on health care coverage.

• Processed applications for health care coverage, including eligibility determinations and enrollment into health plans, ensuring compliance with policies and procedures.

• Handled life event changes, demographic updates, disenrollment requests, and special enrollment periods.

• Maintained confidentiality, escalated calls as necessary, and documented all inquiries efficiently.

Education

High School Diploma -

Lopez High School
Brownsville, TX
06-2012

Bookkeeping

Booming Bookkeeping Business
Online
07-2022

Skills

  • Leadership skills
  • Analytical skills
  • Interpersonal skills
  • Organizational skills
  • Attention to detail

Accomplishments

    2024- Passed Texas Life and Health Insurance Licensing Test.

Certification

2022- Certified as Quickbooks Online Proadvisor.

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Bookkeeping Business Owner

Upward Financials
08.2022 - 02.2023

Sales Service Representative

MaidPro
02.2020 - 03.2020

Bilingual Customer Service Representative

Maximus
02.2014 - 02.2015

High School Diploma -

Lopez High School

Bookkeeping

Booming Bookkeeping Business
Joana Lopez Gonzalez