JOAN GERBY H. ABRANTES
Fresno,CA
Summary
Few Years in the Financial Industry as an Insurance Sales Agent, 10 years’ experience as an Elite Personal Fitness Trainer, Mindset & Life Coach. Over 11 years’ experience in assisting and supporting different business settings, strong planner and problem solver who readily adapts to change, strong knowledge in Sales, Fitness, Telecommunications, Administration and Networking. Works independently, goal oriented and results driven. Passionate in helping people to reach their goals, making an impact and getting results. A strong team-player with expertise completing various clerical tasks and offering staff support. Hardworking and passionate job seeker with strong organizational skills eager to secure Health & Wellness Coach. Ready to help team achieve company goals.
Overview
22
22
years of professional experience
1
1
Certification
Work History
In-Home Support Provider
State of California
Fresno, CA
07.2021 - Current
- Performed personal care services, such as dressing, bathing, and feeding
- Transportation and accompaniment to medical appointments
- Established protective supervision and administering daily medications.
- Supports in household chores, such as cooking, cleaning common areas, and personal shopping
- Provide mental health & emotional support as needed
Financial Services Professional
New York Life Insurance Company
Santa Clara, CA
06.2018 - 08.2021
- Seek new customers to educate potential clients to sell insurance products
- Service existing customers with claims, financial planning, education plans or retirement plans
- Seek companies as prospective clients
- Build relationships with business partners
- Be responsible for profitable growth of company and for contributing in achieving sales goal increased sales by 10%
- Maintain detailed records of clients, their policies and other details
- Maintain correspondence with clients to remind payment of premiums, maturity of policies, etc.,
- Ability to build insurance and financial practice through establishing professional networks and prospecting for new clients. Managed over 50 calls per day
Elite Personal Fitness Trainer
ClubSport Fremont, now The Bay Club
Fremont, San Francisco, CA
12.2011 - 08.2019
- Creating personalized workout routines to improve muscular endurance, flexibility and cardiovascular health
- Setting fitness goals and monitoring clients’ progress
- Recommends clients to nutritionist to give dietary advice and producing plans to help clients eat healthy meals
- Instructing clients to use gym equipment properly to complete their workout
- Hitting Monthly Sales Goals individually and consistently, Top Sales person 2016, 2017 & 2018
- Taught Functional exercises and proper movement patterns techniques to groups and one-on-one to clients.
- Increased personal trainer sales by 90% using customer-oriented approach.
- Increased membership renewals and client purchases by reinforcing fitness goals.
- Enforced safety and company policies for customer well-being.
Administrative Assistant
Operations Department
Santa Clara, CA
03.2005 - 03.2011
- Supports & assists Group Vice President and Operations Managers
- General Office Organization: sending fax/memos, filing, and ordering office supplies
- Performed Office Manager duties: controls and monitors regional office expenses
- Prepares financial reporting, expense reporting, assists in property acquisition, and file audits, accounts payable, A/R, Negotiate office equipment lease and bulk office supplies for all 20 bay area offices
- Manage operations and training schedules, send mass email communication on behalf of Operation Managers and Regional Service Managers
- Manage Travel arrangements for groups
- Support corporate office in hiring process
- Resolve escalated resident incoming calls
- Interface with residents and vendors demands and perform high standard customer service skills
- Travels to assist and support offices when needed
- Set- up & coordinate monthly staff meetings, or conference calls
- Merge Master, Bids, and Mini-proposal contracts for vendors & other Service Community Projects that involve
- Process Payroll Time Sheets (bi-weekly) all Corporate Associates
- Work with on-boarding of other Admins as well as establish meeting logistics with teams for successful delivery of each specific project.
Loans Specialist
Fremont Bank
Hayward, CA
02.2003 - 06.2004
- Reviewed and checked for any typo, unmatched borrower’s information and missing legal documents for accuracy, quality and error-free delivery prior to sign-off
- Matching legal documents; Deed of Trust versus Preliminary Reports, to determine easement, fees, other existing liens on property, vesting, exceptions, parcel id, order number and correct legal description
- Preparing legal documentation prior to shipping of loan packages based on regulatory guidelines
- Validate locked-in for Interest Rates & program types for both Fixed and Adjustable Rates Mortgage (ARM) and other necessary information for each individual package designed for Customers & Borrowers
- Verifying Impounds collection dues both Property Taxes & Hazard Insurance
- Cross trained in Document Drawing and Calculation Disbursements
- Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches
- Maintained strict confidentiality of bank records and client information
- Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions
- Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans
- Increased quality of loan service delivery production by 10%
Network Circuit Designer (Contractor)
AT&T
Pleasanton, CA
03.2002 - 05.2002
- Received and assessed DS0, T1, T3 & frame relay service orders (Universal Service Orders)
- Implemented and scheduled using TIRKS System
- Validate and track orders using TFAS Systems
- Designed and developed customer location, LEC and POP circuit layout records and drawings through flowcharts
- Accountable for on-time and error free delivery of circuit designs to Facilities Designer and Network Technicians
- Responsible for tracking critical dates, service orders life cycle and identifying jeopardy’s
Project Coordinator
TelePacific Communications
Emeryville, CA
07.2000 - 02.2002
- Manage and coordinate multiple orders with clients and vendors until successful completion of every project
- Establish delivery dates for (FOC) Firm Order Confirmation & loop/T1 line delivery date for customers and vendors
- Focal point of contact for customers to overview all progress and technical issues on all orders
- Performed as Liaison with Sales, Engineering and Network Operations in regards to technical aspects and problems provisions
- Met calendar deadlines for Cut Over and porting of telephone lines from other CLEC in every project
- Ran daily reports, queries to accompany sales department in monitoring monthly quota of DS0’s
National Dispatch Coordinator/Technical Support Engineer II
Covad Communications
Santa Clara, CA
08.1999 - 04.2000
- Administered trouble tickets and scheduling with Regional Dispatchers
- Established contact for Regional Dispatchers to confirm and follow up schedules & meet deadlines
- Scheduled Vendor and COLO Meets for different regions; used emails to make contact directly for immediate follow up
- Configured DSL circuits with ILECS and affiliated Central Offices
- Supported Field Technicians by performing head to head troubleshooting with Pacific Bell Technicians & ISPs
- Monitored cell traffic, performed loop tests, and checked DSLAM for errors
- Managed over 35 calls per day
- Delivered services to customer locations within specific timeframes
- Resolved problems, improved operations and provided exceptional service
Education
Certification - Health And Physical Fitness
National Exercise And Sports Trainer Association
Santa Clara, CA06.2016
Certification - Mindset Coaching - Level 1
MPI Institute
San Jose, CA05.2016
Certificate - Professional Life Coaching Series – 101 -
Light University
Lynchburg, VA09.2012
Certificate- Life, Health & Disability And Code of Ethics, Quick Learning School - Insurance
Quick Learning
San Jose, CA01.2012
Certificate- Real Estate Principles - Real Estate
Anthony Schools
Torrance, CA06.2011
Certificate - Microsoft Applications and Networking - Computer Software And Media Applications
Southern California Regional Occupational Center
Torrance, CA02.1999
Skills
- Health & Wellness Coaching
- Fitness Exercise Programming
- Mindset Coaching
- Life Coaching
- Financial 101 Literacy
- Advance Microsoft Office Suite (MS Access, Word, Excel, Power Point, Outlook, Publisher)
- Office Management Executive Support
- Project Management Calendaring
- Records Management
- Spreadsheets/Reports
- WebEx Accounts Payable/ Receivable SharePoint
- Zoom Meeting Coordination/ CM Plus Salesforce
- Strong Organizational Skills
- Strong Communication Skills
- Sales Calls & Follow-up with Clients
- Booking & Scheduling Appointments Meetings
- Database and Client Management Systems
- Research and Analytical Skills
- Document and File Management
- Back Office Operations Support
- Marketing, Service & Human Resources Support
- Social Media & Website Updating
- Executive Travel & Coordination
- Administrative and Clerical Support
- Timeline Planning and Management
- Highly Efficient and Productive in meeting monthly Sales Goals
- Provider support
- Multi-tiered Support Systems
- Personalized support
Certification
- Licensed Life, Health & Disability - Insurance Agent
Languages
English
Full Professional
Tagalog
Native or Bilingual
Timeline
In-Home Support Provider
State of California
07.2021 - Current
Financial Services Professional
New York Life Insurance Company
06.2018 - 08.2021
Elite Personal Fitness Trainer
ClubSport Fremont, now The Bay Club
12.2011 - 08.2019
Administrative Assistant
Operations Department
03.2005 - 03.2011
Loans Specialist
Fremont Bank
02.2003 - 06.2004
Network Circuit Designer (Contractor)
AT&T
03.2002 - 05.2002
Project Coordinator
TelePacific Communications
07.2000 - 02.2002
National Dispatch Coordinator/Technical Support Engineer II
Covad Communications
08.1999 - 04.2000
Certification - Health And Physical Fitness
National Exercise And Sports Trainer Association
Certification - Mindset Coaching - Level 1
MPI Institute
Certificate - Professional Life Coaching Series – 101 -
Light University
Certificate- Life, Health & Disability And Code of Ethics, Quick Learning School - Insurance
Quick Learning
Certificate- Real Estate Principles - Real Estate
Anthony Schools
Certificate - Microsoft Applications and Networking - Computer Software And Media Applications
Southern California Regional Occupational Center
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