Excellent communication skills and a detail oriented professional with over 5 years of experience in risk management. Highly proficient in time management with strong leadership skills and extensive proficiency in sales and customer service
Overview
4
4
years of post-secondary education
10
10
years of professional experience
Work History
Associate Underwriter
Burns & Wilcox
San Antonio, CA
06.2021 - Current
Evaluate new business submissions and discuss with carriers the best way to provide solutions and competitive pricing.
Mentored and cross-trained 6+ producers and underwriters.
Coordinate carrier meetings to deepen relationships and implement plans to increase growth with carriers.
Organize office team building events 3-4 times a year to increase employee retention and boost morale.
Perform agency visits 2-3 times per month to discuss new submission opportunities and appetite.
Technical Specialist
Apple
San Antonio, TX
10.2019 - 12.2021
Stayed informed on new product launches and our advantage against competitors to enhance sales.
Specialized in troubleshooting hardware/software products to identify issues and perform technical repairs.
Guided clients in optimizing personal and business apple technology usage, addressing financial obstacles with tailored solutions.
Tax Assembly
Perroti & Carrade
San Rafael, California
01.2021 - 06.2021
Prepared and filed tax documents for submission to IRS, ensuring accuracy of sensitive data for compliance.
Communicated with clients the procedures to resolve tax issues and processed confidential documents on a rush basis.
Communicated with clients the procedures for resolving tax issues and processed confidential documents on a rush basis.
Associate Banker
J.P. Morgan Chase
San Antonio, TX
12.2018 - 10.2019
Organized and processed 250+ customer transactions receipts daily in fast pace environment while complying with accounting regulations.
Processeded transactions that included servicing client accounts, accepting loan and safe deposit payments along with cashing checks, balancing cash drawers, handling night deposits, correcting discrepancies.
Built customer relations and provided the branch increasing credit card applications and account openings.
Front Desk Agent
Chartwell Hospitality
San Antonio, TX
10.2016 - 01.2019
Processed guest arrivals for a Hilton dual property with over 300 rooms and 20+ different room types under one front desk department that requires fast pace and attentiveness to detail
Managed communication for customer support and trained employees to enhance service quality
Understand and execute all Hilton accounting standards ensuring accurate settlement of folios, routing of charges and adjustments
Education
Bachelor of Business Administration -
The University of Texas at San Antonio
09.2017 - 03.2020
Associate of Arts - Business Administration
Northwest Vista College
San Antonio, TX
08.2015 - 05.2017
Skills
Risk Analysis
Account Management
Business Development
Mentoring & Consulting
Organizational Skills
Event coordination
ACTIVITIES AND HONORS
UTSA Spring program, in Beijing & Kunming China Spring – 2019, Career Action Program, UTSA – College of Business Spring – 2018, Boeing Scholarship 2016 – 2017