Marla Calderon
Summary
Bilingual Financial and Administrative Executive with a cum laude degree in business administration and international business. Expertise in financial operations and office administration, with a strong focus on billing forecasting and cultural awareness. Manages sensitive documentation and enhances financial workflows while collaborating effectively with cross-functional teams to deliver efficient, client-centered solutions.
Overview
3
3
Languages
1
1
Certification
7
7
years of professional experience
Work History
Financial Services Professional
New York Life Insurance Co
New York, NY
04.2026 - Current
- Built and maintained long-term client relationships through personalized financial guidance tailored to individual and family needs.
- Conduct Comprehensive fact-finding and needs assessments to identify appropriate investment options, insurance protection and retirement solutions to strengthen their overall financial security.
- Educated clients on investment solutions, life insurance, health protection, annuities, and other financial products within licensing authority.
- Educated clients on risk management strategies to enhance their financial security.
- Maintain accurate and confidential client records while adhering to the company procedures, regulatory requirements, and professional standards.
Social Worker Case Manager
Mercy Drive Inc
Elmhurst, New York
02.2024 - 03.2026
- Managed caseload of 56 individuals, coordinating with advocates and direct support professionals to ensure comprehensive support.
- Provided crisis intervention services during emergencies, ensuring clients received immediate and appropriate support.
- Advocated for clients' rights within healthcare and social service systems, facilitating access to necessary resources and services.
- Ensured up-to-date documentation for each individual by developing weekly staff action plans.
- Participated in ongoing training sessions to enhance residential care work practices.
Business Office Assistant
Keiser University Latin American Campus
San Marcos, Carazo, Nicaragua
01.2021 - 04.2022
- Processed financial documents and handled student billing inquiries efficiently.
- Managed student records and maintained accurate databases for administrative use.
- Reviewed and verified petty cash log to ensure accurate financial records supporting accounting department.
- Established efficient paper filing system to enhance record accessibility and maintain accuracy.
Assistant Office Coordinator
Language Institute Keiser Univeristy
San Marcos, Carazo, Nicaragua
01.2020 - 12.2020
- Coordinated daily office operations to enhance workflow efficiency.
- Supported faculty with administrative tasks and managed resources effectively.
- Oversaw distribution of office supplies to ensure availability across Marketing and Administration departments.
- Organized student records and ensured data accuracy in the system.
- Demonstrated ability to manage multiple tasks while remaining adaptable and flexible.
Education
Bachelor of Arts - Business Administration And International Business
Keiser University
Fort Lauderdale, FL12-2022
High School Diploma -
Instituto San Francisco
Esteli, Nicaragua 11-2017
Skills
- Financial analysis
- Investment strategies
- Financial planning
- Retirement planning
- Risk management
- Microsoft Excel proficiency
- Client relationship management
- Problem solving
- Effective communication
- Bilingual: English/Spanish
Languages
Spanish
Native/ Bilingual
English
Full Professional
French
Elementary
Certification
- New York State Life, Health & Accident Insurance Agent License
- Introduction to Critical Selling Skills
- New York Suitability and Best Interest in Annuity Transactions
- New York State Regulation 187
- Income Annuity Master Series
- Building Your Brand
- Regulation 60
Timeline
Financial Services Professional
New York Life Insurance Co
04.2026 - Current
Social Worker Case Manager
Mercy Drive Inc
02.2024 - 03.2026
Business Office Assistant
Keiser University Latin American Campus
01.2021 - 04.2022
Assistant Office Coordinator
Language Institute Keiser Univeristy
01.2020 - 12.2020
Bachelor of Arts - Business Administration And International Business
Keiser University
High School Diploma -
Instituto San Francisco