Dynamic professional with a proven track record in customer service and financial analysis at BiBerk Insurance. Skilled in project management and team building, I excel at crafting tailored solutions that enhance client satisfaction. My experience in sales strategies and market research drives successful outcomes in competitive environments.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Baseball Instructor
Self-employed
San Antonio, TX
07.2021 - Current
Designed customized training programs for players of various skill levels.
Conducted individual and group lessons to enhance player performance.
Analyzed player techniques to provide constructive feedback and improvement strategies.
Organized practice sessions to develop team dynamics and communication skills.
Coordinated with parents to discuss player progress and development goals.
Implemented safety protocols during training sessions to ensure a secure environment.
Managed scheduling for lessons, practices, and games efficiently.
Mentored young athletes in sportsmanship and teamwork principles throughout training.
Licensed Insurance Advisor
BiBerk Insurance
San Antonio, TX
02.2025 - 05.2025
Advised clients on insurance products and coverage options tailored to their needs.
Assessed client risk profiles to recommend appropriate insurance solutions effectively.
Collaborated with underwriting teams to ensure accurate policy issuance and processing.
Managed client communications through phone, email, and in-person meetings regularly.
Conducted market research to stay updated on industry trends and competitor offerings.
Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
Explained the features of various types of insurance policies to customers.
Prepared applications for new insurance policies and updated existing ones.
Responded to customer inquiries and problems to promote great service.
Relationship Banker I
Texas Partners Bank
San Antonio, TX
10.2022 - 05.2023
Perform a wide range of procedurally correct teller duties, including but not limited to: processing check
and cash deposits, cashing checks, issuing cashier’s checks, preparing change orders and receiving loan
payments
Examine signatures for withdrawals and checks for endorsements and verify other information such as
dates, bank names, identification of the persons receiving payments and the legality of the document
ownership
Balance teller cash drawer daily and maintain accuracy with cash and other negotiable handling by
using computers, calculators, or adding machines
Provide high level of customer service and professionalism to clients in person, by phone and by email
Resolve client issues, discrepancies or concerns by utilizing resources, supervisor and/or various
departments within the bank
Process transactions and maintain proper logs for vault and courier/mail
Assist with cash shipments and ordering cash for the branch
Perform scanning process to include daily transactions, client documents and organize new account
files
Adhere to all Texas Partners Bank procedures and regulatory requirements.
Volunteer Assistant Baseball Coach
Our Lady of the Lake University
San Antonio, TX
11.2020 - 07.2022
Assisted head coach in developing practice plans and training schedules.
Coordinated player recruitment efforts and maintained communication with prospective athletes.
Analyzed game footage to provide feedback on player performance and strategy.
Ability to comprehend and follow all regulations set forth by the NAIA and OLLU Athletic Office.
Mentored student-athletes in skill development and sportsmanship principles.
Collaborated with athletic staff to ensure compliance with university policies.
Conducted practices with conditioning, placement of players on defense, batting, bunting, base running and sliding.
Implemented injury prevention protocols during practices and games.
Inspected baseball sporting equipment and examined participants before play, complying with event and safety regulations.
Maintained standards of play by following established baseball rules.
Front Desk/ Instructor
Walk Off Baseball and Softball Academy
San Antonio, TX
09.2020 - 07.2021
Provide exceptional customer service, while completing daily transactions and facility's daily tasks
Complete opening and closing procedures, while maintaining facility throughout business hours (Covid
protocols, maintaining cash drawer, walk throughs, small maintenance issues, cleaning facility)
Prepare nightly deposits for weekly bank run
Teach athletes the fundamentals and safe mechanics of softball
Build cliental and engage in 1:1 lessons or camps and classes
Provide information about services offered like lessons, camps, clinics
Build daily schedule for all instructors and weekly schedule for employees
Have great communication skills
Student Assistant Baseball Coach
Central Christian College of Kansas
McPherson, KS
01.2019 - 07.2020
Assist in creating daily practice plans, as well as secondary plans in case of weather
Daily field maintenance to maintain playable surface (drag field, mow and water grass, paint lines,
pitching mound maintenance, home plate maintenance, etc.)
Assist in away game travel itineraries (Book hotels, plan meals while orchestrating with restaurants,
drive travel van, player
Recruitment of incoming freshmen and interested transfer athletes
Retain baseball athletes that are CCC
Complete classroom checks of 30+ athletes each morning
Create workout regiments weekly
Overview of grades and study hours for each athlete
Oversee showcases or tournaments held on our behalf during off-season
Complete any other tasks requested of Head Coach.
Universal Banker
The Bank and Trust
Del Rio, TX
03.2014 - 12.2018
Assisted customers with account inquiries and transactions at the financial institution.
Processed loan applications and guided clients through approval procedures.
Educated customers on banking products and services to enhance their experience.
Collaborated with team members to resolve customer issues efficiently.
Managed cash handling and maintained accurate records of transactions daily.
Conducted account opening procedures while ensuring compliance with regulations.
Trained new staff on operational processes and customer service standards.
Utilized banking software to manage accounts and track customer interactions effectively.
Processed deposits, withdrawals, loan payments and other financial transactions.
Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
Education
Some College (No Degree) - Finance
Houston Christian University
Houston, TX
05-2026
Some College (No Degree) - Business Administration
Northwest Vista College
San Antonio
Skills
Financial analysis
Customer service
Market research
Sales strategies
Project management
Team building
Certification
Texas General Lines-P&C
Languages
Spanish
Limited
References
References available upon request.
Timeline
Licensed Insurance Advisor
BiBerk Insurance
02.2025 - 05.2025
Relationship Banker I
Texas Partners Bank
10.2022 - 05.2023
Baseball Instructor
Self-employed
07.2021 - Current
Volunteer Assistant Baseball Coach
Our Lady of the Lake University
11.2020 - 07.2022
Front Desk/ Instructor
Walk Off Baseball and Softball Academy
09.2020 - 07.2021
Student Assistant Baseball Coach
Central Christian College of Kansas
01.2019 - 07.2020
Universal Banker
The Bank and Trust
03.2014 - 12.2018
Some College (No Degree) - Finance
Houston Christian University
Some College (No Degree) - Business Administration