With a solid educational foundation in business management and administration from the University of Maryland and Montgomery College, I bring over a decade of experience in high-volume billing and accounting, most notably with Adventist Risk Management. There, I adeptly handled complex billing adjustments, ensuring accuracy and compliance, and used database systems to streamline processes. My supervisory skills were demonstrated through leadership roles that required effective coaching and fostering a team-oriented environment, enhancing both employee performance and customer satisfaction. My proficiency in both verbal and written communication has been crucial in training staff, resolving customer issues, and maintaining clear, concise financial reporting. This blend of education, hands-on experience, and communication skills positions me as a highly capable supervisor capable of leading teams in dynamic and challenging settings.
Overview
14
14
years of professional experience
Work History
Assistant Manager/Manager Trainee
Dunkin’ Donuts
02.2024 - Current
Lead and supervise a crew of 7 to 9 employees in a high pace work environment to consistently deliver fast service with a smile, while also ensuring delivery of quality food items to customers that are consistent with Dunkin’s brand requirements
Foster teamwork spirit to diverse group of employees by communicating a team mindset through accountability, relationship building and training
Closely working with and coaching new employees and having them work with seasoned crew members
Work to carefully correct any customer complaints about quality or service delivery in a fair and equitable manner to maintain Dunkin’s brand loyalty, as well as communicate with team members to identify the problem and take corrective action
Responsible for opening and closing tils/registers for assigned shifts; count daily cash received, run sales reports, and prepare bank deposits for the day
Monitor daily and weekly sales reports to assess performance using different benchmarks, identifying any opportunities for improvement, working closely with store manager to implement any strategies for improvement and communicating these to team members
Assist store manager to maintain and update inventory levels for products and supplies, and for placing new product orders according to expected sales trends and upcoming promotional sales campaigns for the coming weeks.
Owner, Managing Principal
New Idea Kitchen & Bath
11.2019 - Current
Founded New Idea Kitchen & Bath, LLC, in collaboration with Creative Principal and second owner, partner; as a boutique kitchen design company, working with quality semi-custom cabinetry made in the United States and Canada
Areas of Responsibility Overseeing day-to-day operation of a two-member organization for the following areas of responsibility that include: Performing accounting and bookkeeping functions, in QuickBooks
Additionally, work with accounting vendors for financial reporting and compliance with government entities
Working with vendors to plan promotional sales campaigns, and meet with new vendors for trendy and innovative products that we believe our customers would be interested in
Performing research of local market and industry in general using business databases, industry periodicals, public information provided by the Census Bureau, as well as vendor and other professional information sources
Periodically work with Creative Partner to evaluate current business performance and make decisions about the direction of the business.
Client Care Representative
Adventist Risk Management
01.2010 - 01.2019
Assisted Institutional Clients by answering questions about how the Travel and Accident & Health insurance policies that Adventist Risk Management brokered for them would protect their institutional volunteers (i.e
Doctors, teachers, and relief workers) for their duration of service
Supervised the processing of all new and renewal insurance applications for Accident & Health, Travel, and Volunteer protection received from the different Adventist Institutions worldwide, that include Hospitals, Colleges and Universities, K to 12 Schools and Seminaries, Media Organizations, and different organizations that form part of the Adventist Organization hierarchy
Used export tools from organization’s database to monitor the accuracy of complex insurance billing adjustments performed in preparation for monthly billing
Prepared monthly billing reports after all adjustments for renewals and new applications had been processed, monitored the data to ensure its accuracy before processing billing using Microsoft Dynamics Accounting Software
Coordinated the preparation of the mail communication that would be sent to institutional Clients to ensure billing report backups documents, as well as the latest policy information summaries, were included
Collaborated with the In-House Insurance Producers/Specialists in preparing consolidated premium reports that would be used in the submission of quarterly and yearly premium remittals to insurance carriers
Also collaborated in the preparation of yearly premium/sales reports
Performed training of insurance sales staff regarding the different Accident & Health, Travel and Life insurance products that Adventist Risk Management wrote or brokered with outside carriers on behalf of the World Seventh-day Adventist Church organization
Served as a subject matter expert in the development of a new database system and online application portal for Travel Insurance that would be made available to Institutional Clients.
Education
Bachelor Degree - Business Management -
University of Maryland
College Park, Maryland
01.2002
Associate Degree - Business Administration -
Montgomery College
Rockville, Maryland
01.1999
Skills
Strong critical and analytical skills
Knowledge of accounting concepts, bookkeeping, and using accounting software to process billing, Microsoft Dynamics Accounting Solution, Quickbooks
Advance knowledge of Microsoft Excel, Office 16
Excellent written and oral communication skills
Foundational concepts of database systems
Fully bilingual English and Spanish
Languages
Spanish
Native or Bilingual
References
Available upon request
Timeline
Assistant Manager/Manager Trainee
Dunkin’ Donuts
02.2024 - Current
Owner, Managing Principal
New Idea Kitchen & Bath
11.2019 - Current
Client Care Representative
Adventist Risk Management
01.2010 - 01.2019
Bachelor Degree - Business Management -
University of Maryland
Associate Degree - Business Administration -
Montgomery College
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