Rosalinda Gomez

Bachelor of Science in Business Administration (BSBA), Minor in Pre-Law

University of the Pacific – Eberhardt School of Business | Stockton, CA

Expected Graduation: May 2027

Currently enrolled full-time; focused on data-driven business strategies, legal foundations, and analytical decision-making.

• Gained hands-on proficiency in legal and office software tools, expanding technical skills and efficiency
• Conducted legal research on civil, family, and housing law to support low-income and rural clients
• Assisted attorneys in preparing client documents, filings, and case briefs with attention to detail and compliance
• Participated in client intake interviews, helping assess needs and gather supporting documentation
• Attended court hearings and legal meetings, observing professional conduct and client advocacy in action
• Drafted demand letters, intake summaries, and client correspondence under attorney supervision
• Organized case files and maintained legal databases to ensure proper document tracking and confidentiality
• Collaborated with legal and administrative staff to improve workflow and case efficiency
• Interpreted legal information into accessible language for clients, promoting understanding and trust
• Balanced multiple ongoing cases and tasks, meeting strict deadlines in a fast-paced environment
• Demonstrated professionalism, discretion, and cultural sensitivity in all client interactions

• Utilized CRM platforms to track pre-need planning progress and follow-up appointments
• Led weekly staff development meetings to improve team communication and productivity
• Developed and implemented community engagement programs to strengthen local partnerships and increase brand awareness
• Coordinated outreach events that boosted community participation and enhanced awareness of services offered
• Planned and facilitated social, diversity, and training activities to ensure a well-trained, cohesive, and motivated team
• Managed client portfolio development and created actionable plans for funeral advance planning document setup
• Prepared, completed, and filed all necessary legal documents for funeral homes and cemeteries with accuracy and compliance
• Collaborated closely with senior management to align project objectives with strategic company goals, driving business growth
• Provided bilingual support to Spanish-speaking clients, improving communication and client comfort during planning
• Recognized by management for outstanding client service during emotionally sensitive cases
• Built client trust through consistently exceptional service delivered with empathy and sensitivity to family needs
• Educated clients on pre-arranged funeral options, clearly explaining pricing and service details
• Ensured strict adherence to legal regulations concerning burials, cremations, and embalming practices

• Built strong, trust-based relationships with clients through consistent communication and exceptional customer service
• Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates for client portfolios
• Educated clients on insurance options, emphasizing the importance of adequate coverage to foster long-term loyalty
• Prepared and reviewed insurance applications, ensuring full compliance with regulatory standards and internal policies
• Developed in-depth product knowledge to tailor insurance solutions to clients' individual needs and risk profiles
• Maintained detailed and accurate records of all client interactions and transactions in accordance with company policies
• Mentored junior agents by sharing sales techniques, compliance strategies, and customer engagement best practices
• Collaborated with underwriters to assess risk and determine optimal coverage options for new and existing clients
• Utilized Salesforce CRM software to manage client pipelines, follow-ups, and renewals, enhancing retention and customer satisfaction
• Organized events, training sessions, and workshops to promote services and improve team knowledge and client outreach

• Conducted cold calls to prospective clients, introducing pre-need and at-need services and generating new business opportunities
• Attended and represented the organization at community outreach events to promote advance planning and family services
• Assisted families in at-need situations by providing immediate emotional support and coordinating final arrangements with urgency and compassion
• Maintained strict confidentiality while managing sensitive client records in both pre-need and at-need cases
• Delivered compassionate and professional support to grieving families, enhancing satisfaction during at-need burial and memorial planning
• Guided individuals through advanced funeral planning, clearly explaining pre-need options and legal requirements
• Helped families select appropriate caskets, markers, and memorial items aligned with their preferences and financial considerations
• Facilitated family meetings to support communication and collaboration in both advance and immediate service planning
• Promoted family well-being by addressing emotional, spiritual, and logistical needs during at-need and pre-need services
• Designed and led educational programs to raise awareness of end-of-life planning and available support services
• Coordinated outreach initiatives and established partnerships with local churches, care providers, and nonprofits to strengthen community engagement