Jocelyn Jimenez
National City,CA
Summary
3+ years supporting clients in Medi-Cal, CalFresh, CalWORKs, and emergency housing services in San Diego with 211 San Diego. Payroll and bookkeeping experience through La Esperanza Trucking. Life insurance sales and client support experience with WFG.
Overview
2
2
Languages
14
14
years of professional experience
Work History
Financial Advisor
WFG, World Financial Group
San Diego, California
02.2025 - Current
- Educated clients on financial products and investment strategies.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Built strong relationships through effective communication and trust-building.
Receptionist Administrator
La esperanza trucking
san diego
04.2023 - 05.2025
- Executed payroll processing and managed budget to support financial operations.
- Verified employee timesheets to ensure accurate payroll processing.
- Oversaw accounts payable and receivable processes to maintain financial integrity.
- Utilized accounting software to maintain accurate financial records.
Call Center Specialist
211 san diego
San Diego, California
11.2019 - 07.2022
- Answered incoming calls promptly and professionally.
- Utilized communication skills to address diverse caller needs effectively.
- Provided information and referrals to individuals in crisis situations.
- Maintained confidentiality while handling sensitive information from callers.
- Documented interactions accurately in the customer management system.
Teller
Usa Checks Cashed
National City, California
03.2013 - 01.2015
- Assisted customers with check cashing and financial inquiries.
- Provided exceptional customer service to enhance client satisfaction.
- Processed customer transactions accurately and efficiently.
- Assisted customers with account inquiries and product information.
- Maintained cash drawer and balanced daily transactions.
Education
Some College (No Degree) - Office Administration
San Diego Job Corps
San Diego, CASkills
- Investment strategy
- Client education
- Budgeting
- Effective communication
- Time management
- Attention to detail
- Client relations
- Critical thinking
- Problem-solving
- Bilingual writing
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Financial Advisor
WFG, World Financial Group
02.2025 - Current
Receptionist Administrator
La esperanza trucking
04.2023 - 05.2025
Call Center Specialist
211 san diego
11.2019 - 07.2022
Teller
Usa Checks Cashed
03.2013 - 01.2015
Some College (No Degree) - Office Administration
San Diego Job Corps