Rubisela Cortez
Westminster,CA
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
Work History
Financial Professional
New York Life
03.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Site Supervisor of Expanded Learning
Santa Ana Unified School District
11.2022 - 02.2024
- Build and maintain an effective before and after school program
- Enhanced communication to maintain healthy relationships with families, school faculty, and peers
- Monitor, maintain and complete all program records related to student enrollment
- Evaluate staff performance and address areas of concerns
Campus Coordinator
Springs Charter Schools
01.2020 - 11.2022
- Coordinates all safety trainings and procedures including safety drills
- Oversees and documents student health procedures
- Coordinates all student enrollment processes and procedures
- Maintains site budget and submits work orders
- Implemented strategies to increase student recruiting, engagement and retention
Site Supervisor I
Boys & Girls Clubs Of Garden Grove
08.2017 - 01.2020
- Oversees a program/club site
- Observes, coaches, and supports staff in programming and enrichment needs
- Works with school faculty, principal, and Garden Grove District to ensure great partnership
Education
High School Diploma -
Santiago High School
Associates Degree & Transfer Degree - undefined
Santa Ana College
Skills
- Administration and Management
- Sales expertise
- Relationship building and management
- Best Practices and Standards
Timeline
Financial Professional
New York Life
03.2024 - Current
Site Supervisor of Expanded Learning
Santa Ana Unified School District
11.2022 - 02.2024
Campus Coordinator
Springs Charter Schools
01.2020 - 11.2022
Site Supervisor I
Boys & Girls Clubs Of Garden Grove
08.2017 - 01.2020
High School Diploma -
Santiago High School
Associates Degree & Transfer Degree - undefined
Santa Ana College
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