Lucy Apolinar
Milwaukee,WI
Summary
Bilingual professional with a strong background in both business and legal settings, dedicated to serving and empowering diverse communities. Experienced in program coordination, advocacy, and administrative support, with a deep commitment to equity, integrity, and inclusive engagement. Demonstrated success at Northwestern Mutual Life Insurance in document management, quality control, and compliance, consistently enhancing operational efficiency. Skilled in data entry, relationship-building, and cross-functional collaboration, with a passion for supporting underrepresented populations through accessible, community-driven solutions.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Document Imaging Services, Financial Advisory
Northwestern Mutual Life Insurance
Downtown Milwaukee, WI
08.2024 - 10.2025
- Document Processing & Imaging: Scan, digitize, and organize physical insurance and annuity documents into electronic document management systems. Ensure high-quality imaging with clear, accurate scans that meet company and regulatory standards. Accurately index and classify documents for easy retrieval.
- Quality Control & Compliance: Review scanned documents for completeness, clarity, and accuracy. Correct errors or reprocess documents that do not meet quality standards. Maintain compliance with company policies and industry regulations, including data privacy and security protocols.
- Data Entry & Record Maintenance: Indexing and input document metadata, as well as relevant information into insurance and annuity databases. Maintain organized, up-to-date records to support underwriting, claims processing, and customer service functions.
- Collaboration & Support: Coordinate with insurance agents, underwriters, claims processors, and other internal teams to fulfill document requests. Assist in retrieving documents for audits, investigations, or customer inquiries. Communicate with departments or external partners to resolve discrepancies or missing information.
- Operational Efficiency: Participate in workflow improvement initiatives to increase efficiency in document handling. Assist in managing document storage systems and archiving according to retention policies.
- Assisted in preparing detailed financial reports for client presentations.
- Participated in team meetings to discuss financial strategies and client needs.
Administrative & Youth Outreach Assistant
United Community Center
Milwaukee, WI
06.2021 - 01.2025
- Organizing and Managing Schedules: Setting appointments, coordinating meetings, and helping to organize events or activities.
- Data Entry and Record Keeping: Maintaining records of participants, activities, and other program-related data, often in databases or spreadsheets.
- Correspondence: Handling emails, phone calls, and social media communications. This also involved responding to inquiries from both internal staff and the public.
- Documentation and Reporting: Assisting with the creation of reports, newsletters, or other materials to document the progress and outcomes of youth programs.
- Office Support: Managing office supplies, organizing paperwork, and other tasks that support the smooth functioning of the administrative side of the organization.
- Program Promotion: Assisting in the promotion of youth-focused programs, events, and activities through social media, flyers, community events, or partnerships with schools.
- Engaging with Youth: Daily interaction with the youth, facilitating workshops, supporting group activities, and offering mentorship.
- Building relationships: Working with community groups, schools, or other organizations to foster relationships that enhance youth programming, and ensure youth are aware of available resources.
- Resource Coordination: Helping to connect young people to available resources (educational programs, career development, counseling, etc.).
Community Engagement & Entrepreneur Program Intern
Latino Entrepreneurial Network Inc.
Milwaukee, WI
11.2023 - 07.2024
- Community Engagement & Outreach: Build and maintain relationships with community members, local leaders, and partner organizations. Organize town halls, focus groups, and workshops to gather input, raise awareness, and encourage inclusive dialogue.
- Program Development & Implementation: Design and coordinate community-based initiatives focused on empowerment, including job training, legal rights education, and entrepreneurial classes. Manage all aspects of program delivery, including logistics, partnership development, and participant support and follow-up.
- Advocacy & Policy Support: Advocate for the needs and priorities of the community with local government officials, institutions, and business professionals. Contribute to the development of policy briefs, community reports, and needs assessments. Helped residents on how to navigate public systems and effectively advocate for their rights and interests.
- Capacity Building: Support individuals and community groups in developing leadership and organizational skills. Deliver technical assistance and educational workshops on topics such as grant writing, budgeting, and legal literacy.
- Resource Coordination: Connect community members with essential resources including legal aid, housing support, healthcare services, and educational opportunities. As well as, collaborate with nonprofits, legal clinics, and social service agencies to improve community access to support system.
Education
Bachelor of Business Administration in Accounting -
Mount Mary University
Milwaukee, WI12-2026
High School Diploma -
Divine Savior Holy Angels
Milwaukee, WI05-2023
Skills
- Community Engagement & Outreach
- Program Coordination & Implementation
- Document Management & Imaging
- Policy and Advocacy Support
- Administrative and Operational Support
- Data Entry & Records Maintenance
- Workshop Facilitation & Public Speaking
- Client/Constituent Services
- Compliance & Quality Control
- Research & Needs Assessment
- Document Management Systems (Monday, SharePoint)
- Imaging Software & Scanners (Kodak Capture Pro, Canon, Adobe Scan)
- Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Google Workspace (Docs, Sheets, Forms, Calendar)
- Basic familiarity with data privacy protocols (especially in insurance)
- Youth Mentorship & Support
- Social Justice & Equity Advocacy
- Event Planning & Logistics
- Social Media for Outreach
- Bilingual (Fluency in Spanish)
Accomplishments
- Leadership & Service Scholarship (Divine Savior Holy Angels)
- Salvatorian Sisters Service Award Recipient (Divine Savior Holy Angels)
- Marion Etzel Excellence Award Recipient (Divine Savior Holy Angels)
- Marion Scholar Peer Mentor (Divine Savior Holy Angels)
- Sisters of Culture and Diversity Council (Divine Savior Holy Angels)
- Badger Mutual Insurance Company Wall of Fame (United Community Center)
- Wisconsin Club Award Winner and Program Speaker (United Community Center)
- Entrepreneurship and Financial Literacy Series Program Coordinator (United Community Center)
- Youth Volunteer Corps and Earn and Learn Program Intern (United Community Center)
- Latino Art Strings Program Certificate of Recognition (United Community Center)
- Bilingual Entrepreneurial Youth Program (Multicultural Entrepreneurial Institute)
- Iskali Community and Mentorship Program (Iskali Illinois Organization)
- Deans List and Hispanic Professionals of Greater Milwaukee Board Pipeline Initiative Award (Mount Mary University)
Certification
- Board Pipeline Initiative Certificate
Timeline
Document Imaging Services, Financial Advisory
Northwestern Mutual Life Insurance
08.2024 - 10.2025
Community Engagement & Entrepreneur Program Intern
Latino Entrepreneurial Network Inc.
11.2023 - 07.2024
Administrative & Youth Outreach Assistant
United Community Center
06.2021 - 01.2025
Bachelor of Business Administration in Accounting -
Mount Mary University
High School Diploma -
Divine Savior Holy Angels