Maria Cecilia Agustin

Projects:

BART Transbay Tube Project (2020-2021)

BART Wayfinding Project - Phase II and III (2020-2021)

Clean Water Program - San Mateo Wastewater Treatment Plant Project (2021 to Present)

• Analyzed and processed purchase order requisitions in Oracle iProcurement Financial system for new task orders and contract modification requests.
• Evaluated contractor invoices for accuracy, completeness, and compliance before client submission.
• Prepared Pay Applications for efficient processing.
• Maintained project documentation to ensure adherence to company standards. Coordinated with teams to ensure the completeness of records.
• Managed logistics for project-related events and team activities.
• Set up new projects in Procore software.
• Utilized project management software to track progress and updates consistently.
• Assisted Project Managers in preparing invoice summaries, Change Request Forms, and project reports.
• Provided comprehensive administrative support, including meeting scheduling, expense report preparation, and travel coordination.

• Analyzed clients' policy information; provided answers and recommendations on clients' inquiries regarding insurance application processes, loan requests, loan information and payment options, conversion of insurance to whole life insurance, death claims, beneficiary and other policy service requests
• Processed service requests and coordinated with the New York Life Service Center to monitor the status of requests and to ensure that requests were processed in a timely manner.
• Prepared personal financial checkups, policy illustrations, summaries, reports, and correspondences for the clients on behalf of the agents.
• Coordinated and scheduled life insurance medical exams for clients.
• Scheduled meetings with clients for the agents, and prepared materials for meetings.
• Supported New York Life Insurance agents in processing and monitoring life insurance, mutual fund, and annuity applications; ensured completeness of application requirements.

• Managed a portfolio of firms and investors; provided investment-related direction in accordance with the agency's rules and regulations; analyzed employment projections, financial forecasts, and business concepts in lease and investment proposals; presented lease and investment proposals to the agency's board of directors for approval.
• Evaluated, processed, and recommended the issuance and annual renewal of business permits for locators/investors; ensured compliance with the lease contracts and the agency's rules and regulations.
• Negotiated with delinquent investors regarding their lease payment arrearages, performed calculations for a payment scheme/payment installment plan, and presented it to the agency's board of directors for approval.
• As the department's Budget Officer-developed budget, ensured proper and accurate allocation of funds, and prepared budget reports in coordination with the Financial Planning and Budget Department, and Property and Procurement Management Department
• As ISO 9001:2000 Deputy Document Controller- prepared the department's processes flows and ensured compliance with the ISO 9001:2000 standards.