JOSUE GABRIEL
Harrisburg,PA
Summary
Supported teams in delivering effective supervision and investment coordination within insurance, securities, and banking sectors.,Communicated fluently in Spanish while assisting in sales initiatives, web design projects, and Adobe Photoshop tasks.,Focused on designing web pages, multimedia, and information resources as a dedicated technician with a background from ITLA Institute of Technology.
Overview
9
9
years of professional experience
1
1
Certification
Work History
SALES COORDINATOR
BELCO RETIREMENT & INVESTMENT SERVICES
Harrisburg, PA
03.2022 - Current
- Assisted in preparing client reports, financial documents, and insurance paperwork for advisors.
- Identified potential sales through client follow-ups and tracking leads.
- Processed insurance applications and supported management of underwriting documents.
- Maintained client records and policy updates using CRM systems.
- Supported advisors in client retention and cross-selling efforts.
- Coordinated with insurance carriers to speed up approvals and address issues.
- Facilitated revenue growth by managing leads and conducting client outreach.
- Reviewed documents for accuracy, compliance, and efficiency in policy processing.
- Helped prepare financial review materials and client proposals.
MEMBER EXPERIENCE REPRESENTATIVE
BELCO COMMUNITY CREDIT UNION
03.2020 - 03.2022
- Assisted members with transactions at ITM self-service branch.
- Supported account openings and researched loan applications for tailored member solutions.
- Processed various loan products including home equity, personal, vehicle loans, and credit card applications.
- Maintained comprehensive knowledge of BELCO policies and products for effective member assistance.
- Conducted daily audits of branch operations for accurate cash limit records.
- Provided translation support for real estate transactions and assisted with fraud dispute paperwork as needed.
SHIPPING SUPERVISOR
KOHL’S
05.2017 - 03.2020
- As a Supervisor at Kohl’s and a team under me there are a lot of responsibilities that lay on my shoulder's as follows:
- Responsible for supervising the shipping team to ensure every shipment arrives on time and within budget.
- In charge of making sure shipping associates find all items, minimizing cancellation rates and make sure the in store on hand items are accurate with the system.
- Manage calls at customer service in accord with the customer's needs.
- Work closely with my direct Manager ensuring every member of my team is meeting their daily goals and that their needs are fulfilled as well.
Education
B.A. - Multimedia Technician
ITLA UNIVERSITY OF TECHNOLOGY
Skills
- Customer communication
- Data entry
- Goals and performance
- Strong enthusiasm
- Spanish
- Salesforce
Websites
Certification
- NMLS Certification
- PA Life and Health Insurance License
- Pa Notary license
- Securities Industry Essentials (SIE)
Timeline
SALES COORDINATOR
BELCO RETIREMENT & INVESTMENT SERVICES
03.2022 - Current
MEMBER EXPERIENCE REPRESENTATIVE
BELCO COMMUNITY CREDIT UNION
03.2020 - 03.2022
SHIPPING SUPERVISOR
KOHL’S
05.2017 - 03.2020
B.A. - Multimedia Technician
ITLA UNIVERSITY OF TECHNOLOGY