Mabel B. Cortez
Phoenix,AZ
Summary
Detail-oriented administrative professional with superb people-skills and public relations experience. Business-savvy with excellent decision-making skills. To obtain the position of Chief of Staff with Coach Dar where I can apply over 15 years of experience and high-level administrative support, superior communication and problem-solving abilities. Committed to professional excellence; continuous and quick learner, resourceful, knowledgeable, and able to adapt quickly to change. Ability to work well with all levels of internal management and staff, as well as outside clients. Meticulous individual with strong computer and internet research skills. Great communication skills, training sales team, presentations. Proficient in Spanish.
Overview
15
15
years of professional experience
Work History
President/Financial Advisor
Bona Fide Financial
02.2016 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Cultivated forward-thinking, inclusive and performance-driven company culture to lead industry innovations.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Procured and coordinated new resources to achieve sales targets within optimal timeframes.
- Formulated and executed strategic initiatives to improve product offerings.
- Improved office operations by automating client correspondence, record tracking and data communications.
- Created reports, presentations and other materials for clients.
Financial Advisor
Appreciation Financial, Phoenix
02.2016 - 08.2020
- Currently exceeded business revenue by 100% in 2019 vs 2018 sales.
- Manage and cultivate self-built client base, building rapport and fostering long-term sustainable relationships.
- Implement target marketing strategies to engage ideal prospective clients, capitalizing on referrals.
- Design and execute innovative and customized financial strategies for clients, helping them get on track to meet their financial needs and aspirations.
- Results-oriented and strategically pursue business with high energy and drive; being accountable for achieving assigned territory sales goals.
- Provide consistent follow up with current clients to nourish the relationship and to continue to strengthen their financial needs.
- Professionally built strong, solid and trustworthy relationships with clients, school districts and sales teams.
- Strong verbal and written presentation skills; Complied and presented PowerPoint presentation to the appropriate audience to educate and generate leads.
Senior Enrollment Representative
LE CORDON BLEU
04.2014 - 01.2016
- Experienced in strategically finding new leads and developing a professional rapport with new students, monitoring student progress and participation through the enrollment process
- Maintain an average call base of 100 dials per day 20% above average
- Exceeded average enrollment of 5 students per month by enrolling 8 students per month
- Utilize critical thinking and problem solving to address and resolve student issues to ensure a positive student experience
- Support the prospective students through the admissions process to include registration completion
- Utilize database tools to efficiently track each interaction and the progress of all assigned leads
- Effectively communicate industry trends, quality of leads, and program updates with appropriate departmental team members
- Update data base system to reflect current/upcoming term information such as email templates, enrollment periods and upcoming events.
Senior Enrollment Representative
HOTCHALK, INC
02.2013 - 04.2014
- Counseled and enrolled over 130 students through their first course in 2013, met 15% above work utilization goals
- Analyzed daily performance metrics to create a strategy to enhance enrollment numbers
- Communicate with prospective students via call campaigns and emails regarding the Online Program
- Act as a personal coach/advisor helping students over the phone to qualify for admissions
- Providing strategic admissions guidance so that prospective students can make informed career decisions about which online degree is best for their individual needs
- Effectively manage a book of candidates with timely follow up, organization, and professionalism.
Ground Campus Enrollment Manager (2012-2013)
University of Phoenix
05.2008 - 02.2013
- Responsible for the job performance of a team of twelve enrollment advisors.
- Provided effective, on-going training and coaching to enrollment advisors on the team.
- Proven ability to develop productive relationships with diverse populations in the global market.
- Trained, supervised and developed new enrollment advisors.
- Created a referral program with the management and directors team to be used by enrollment advisors and increased referrals by 20% per quarter.
- Provided policy information and maintained enforcement.
Alumni Advisor (2010-2012)
Continuing Education Department
01.2010 - 01.2012
- Provide students with their alumni benefits and celebrate the completion of their program
- Build rapport with undergraduate alumni students to advise on the graduate programs and assist through the admission process effectively
- Managed student database to strategically build a student pipeline in return increased projections by 30%
- Support undergraduates with admissions paperwork to transition successfully into a graduate program
- Work closely with the financial team and undergrad team to ensure the student has what is needed to move on to their graduate program.
International Enrollment Advisor (2008-2010)
International Enrollment Department
05.2008 - 01.2010
- Enrolled students with international study to be applied for undergraduate and graduate programs.
- Serve as a primary contact for international students and scholars to build relationships that connect them with the university, services, and programs necessary for success in the classroom.
- Arrange the proper assistance for student needs and interests based on cultural adjustment, educational planning, and personal concerns or difficulties.
- Understand and interpret the enforce regulations, as established by the Department of State and Homeland Security, for the different visa holders.
- Maintain detailed records of student interactions and develop processes for follow-up.
Education
Finance
Life Producer License
02.2016
Master of Business Administration -
University of Phoenix
Phoenix, Arizona05.2014
Bachelor of Science - Business Management
University of Phoenix
Phoenix, Arizona05.2012
Skills
- Team Player
- MS Office Suite
- Detail-Oriented
- Self-Motivated
- Database Management
- Strategic Planning
- Strong Interpersonal Skills
- Critical Thinking
- Time Management
- Client Rapport-Building
- Presentations
Timeline
President/Financial Advisor
Bona Fide Financial
02.2016 - Current
Financial Advisor
Appreciation Financial, Phoenix
02.2016 - 08.2020
Senior Enrollment Representative
LE CORDON BLEU
04.2014 - 01.2016
Senior Enrollment Representative
HOTCHALK, INC
02.2013 - 04.2014
Alumni Advisor (2010-2012)
Continuing Education Department
01.2010 - 01.2012
International Enrollment Advisor (2008-2010)
International Enrollment Department
05.2008 - 01.2010
Ground Campus Enrollment Manager (2012-2013)
University of Phoenix
05.2008 - 02.2013
Finance
Life Producer License
Master of Business Administration -
University of Phoenix
Bachelor of Science - Business Management
University of Phoenix
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