Vanessa Gutierrez
Bilingual Retirement Solutions Specialist
Poinciana
Summary
A solutions specialist with strong focus on delivering impactful results. Adept at team collaboration, ensuring seamless integration of innovative solutions to meet business needs. Highly adaptable, excelling in dynamic environments with proven skills in problem-solving, strategic planning, and customer relationship management. Recognized for reliability and ability to align with evolving task requirements.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
2
2
Languages
Work History
Contractor
Retirement Solutions Center Nationwide
05.2024 - Current
- Provide personalized retirement information to clients, helping them understand their options and make informed decisions
- Manage 401(k) retirement plans
- Ensure that retirement plans are compliant with relevant regulations and standards
- Keep clients informed about changes regarding their retirement plans
- Offer ongoing support and service to clients, addressing their questions and concerns about their retirement plans
- Assist clients with account management, transaction processing, and resolving any issues that arise
- Maintain accurate and up-to-date records of clients' retirement accounts, transactions, and communications
- Ensure proper documentation for regulatory compliance and client reference
Information & Referral Specialist
Alliance for Aging
01.2021 - 05.2024
- Accepts telephone calls from interested parties inquiring about services or information
- Assists in the initial application to state programs for clients
- Maintain confidentiality of client issues and information
- Gathers information about resources for children and families and maintains that information in a database program
- Provides support and education to family members
- Attend required meetings as scheduled to fulfill job/project(s) requirements
- Attend training, seminars, and conferences as needed/required to enhance expertise & professionalism in Agency activities
Receptionist
ProHealth Care
03.2018 - 01.2021
- Coordinate daily/weekly schedules, in addition to monthly calendar obligations for appointments
- Welcome patients and clients in an upbeat and friendly manner
- Maintain a reception area in a clean and orderly fashion
- Answer and direct incoming calls to the appropriate medium
- Compile and provide documents which include filing, copying or faxing papers when required
Education
Associate Degree - Psychology
Miami Dade College
03.2016 - 05.2018
Bachelor's degree - Psychology
Florida International University
08.2018 - 12.2020
Skills
- Bilingual-Spanish and English
- Attention to detail
- Multi-tasking
- Proficient use of Microsoft Office Suite
- Time management
- Communications
- Customer Service
- Patience
- Community-building
- Experience working with diverse populations
Timeline
Contractor
Retirement Solutions Center Nationwide
05.2024 - Current
Information & Referral Specialist
Alliance for Aging
01.2021 - 05.2024
Bachelor's degree - Psychology
Florida International University
08.2018 - 12.2020
Receptionist
ProHealth Care
03.2018 - 01.2021
Associate Degree - Psychology
Miami Dade College
03.2016 - 05.2018
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