Justin Gonzalez
Revere,MA
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Finance Coordinator
Inquilinos Boricuas En Accion
09.2023 - Current
- Gathered and collected all financial information for residents and verified accuracy in system.
- Provided support in budget preparation and grant development.
- Scheduled appointments with residents for financial coaching.
- Held workshops for residents regarding budgeting, holiday planning and retirement.
- Worked with property management regarding resident accounts.
Financial Representative
Northwestern Mutual
02.2023 - 08.2023
- Met with customers to assess needs, financial status and eligibility.
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Handled incoming payments and outgoing disbursements.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Met with customers to assess needs, financial status, and eligibility.
Patient Service Coordinator III
Mass General Brigham
09.2017 - 02.2023
- Coordinated Reconstructive Plastic Surgeon Surgical and Clinical Schedules
- Provided patient with after-visit summary and scheduled next appointment to maintain continuous care and facilitate treatment plan.
- Telephoned and interviewed patients and family members to obtain pre-registration information and confirm appointments.
- Communicated with primary care offices and insurance companies to obtain authorization.
- Demonstrated exceptional customer service to foster welcoming and professional environment for patients.
Patient Service Coordinator II
Mass General Brigham
07.2014 - 08.2016
- Telephoned and interviewed patients and family members to obtain pre-registration information and confirm appointments.
- Provided patient with after-visit summary and scheduled next appointment to maintain continuous care and facilitate treatment plan.
- Verified patient availability during appointment scheduling process to reduce reschedules and cancellations.
- Sent medical and surgical questionnaire forms to patients to obtain missing information.
Customer Service Representative
Partners HealthCare
12.2013 - 07.2014
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Updated account information to maintain customer records.
- Responded to customer requests for products, services, and company information.
- Answered constant flow of customer calls with minimal wait times.
Admissions Consultant
Liberty University Online
01.2012 - 01.2013
- Helped with interview process, orientation program and implementation of admissions policies as applications were considered and members selected.
- Assisted applicants with admissions packet and served as point of contact throughout admissions process.
- Answered phones, called prospects and handled initial email contacts for applicants to online programs.
Education
Bachelor of Science - Business Administration
Liberty University
Lynchburg, VA05.2014
High School Diploma -
Weymouth High School
Weymouth, MA06.2009
Skills
- Expense Tracking
- Administrative abilities
- Financial Planning
- Customer Relationship Management
- Account Management
Certification
Association for Financial Counseling & Planning Education (AFCPE)- Money Management Essentials
Languages
Spanish
Native or Bilingual
Timeline
Finance Coordinator
Inquilinos Boricuas En Accion
09.2023 - Current
Financial Representative
Northwestern Mutual
02.2023 - 08.2023
Patient Service Coordinator III
Mass General Brigham
09.2017 - 02.2023
Patient Service Coordinator II
Mass General Brigham
07.2014 - 08.2016
Customer Service Representative
Partners HealthCare
12.2013 - 07.2014
Admissions Consultant
Liberty University Online
01.2012 - 01.2013
Bachelor of Science - Business Administration
Liberty University
High School Diploma -
Weymouth High School
Association for Financial Counseling & Planning Education (AFCPE)- Money Management Essentials
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