QUALIFICATIONS PROFILE

Highly organized, versatile, and dynamic professional offering broad-based

experience in office management, administrative support, and business

management. Show paramount efforts in providing high level of

administrative assistance to people of diverse cultures and organizational

backgrounds coupled with comprehensive abilities in processing and

maintaining sensitive records and files. Known for determination,

intellect, and skills required for improvements in efficiency,

productivity, and business processes toward successful attainment of

corporate goals. Employ a keen attention to detail; capable to multi-task

in competitive, fast-paced environment with dedication to superior service.

Multilingual in English, Spanish, Portuguese, German and French.

CORE STRENGTHS

Strategic Business Policy and Contract Training, Leadership, and

Development Administration Team Building

Appointment and Meeting Special Events File Compilation and

Scheduling Coordination Maintenance

Conflict Resolution and Financial Analysis and Articulate Oral and Written

Decision Making Reporting Communication

Public Relations Media Relations Marketing

EMPLOYMENT HISTORY

Manager of Policy Administration 2009-2010

Retirement Value, LLC ( New Braunfels, TX

Primarily held responsible for the illustration and premium coordination

with life insurance carriers to ensure reduction in policy premiums.

Handled weekly follow-up calls with the carriers to ensure good standing

status of the policies. Facilitated policy maturity tracking through

multiple Internet resources; coordinated premium payment with the escrow

agent and monitored premium reserve accounts. Evaluated portfolios

according to policy size or type, policyholder demographics, and premium

amounts due.

Notable Achievements:

. Provided expert oversight to all aspects of 53 Life Settlement Insurance

Policies amounting to $163M

. Pivotal in providing Life Settlement portfolio management and tracking

services, real-time information, and statistics on insurance policies

held within a life settlement portfolio

. Played a significant role in minimizing premium payments, tracking

medical evaluations of policyholders, expediting death claims, and

monitoring carrier ratings

. Designed the policy / portfolio cash outflow graph; expected cash flows

necessary for premium maintenance for all individual policies and

portfolio as a whole

. Initiated the development of the corporate new, proprietary software that

dramatically changed the way portfolio managers can view critical

information within a life insurance settlement portfolio

Assistant Financial Advisor 2008-2009

First Command Financial Planning ( Fayetteville, NC

Contacted prospective customers in order to present information and explain

available services. Identified customers' financial services needs and

prepare proposals to sell services that address their diverse needs.

Reviewed financial statements including sales reports to measure

profitability and goal achievement and to determine areas needing cost

reduction and improvement. Conducted sales forecasting and strategic

planning to ensure the sale and profitability of services, while analyzing

business developments and monitoring market trends.

Notable Achievements:

. Generated prospective clientele by delivering informative presentations

to current commercial customers, referral leads, and sales and trade

meetings.

. Primarily held responsible for selling services and equipment, such as

trusts, investments, and check processing services along with preparing

forms or agreements to complete sales

. Managed more than 500 client families financial accounts worth over

$1.6M

Media Relations and Public Affairs Specialist 2005-2008

U.S. Army Public Affairs Office ( Germany

Directed and coordinated US and host nation media for the Garrison

Commander and all tenant units for the Stuttgart and Garmisch garrison.

Fulfilled responsibility in drafting press releases, media advisories, and

media invitations. Translated and interpreted press interviews and event

coverage from German to English and vice versa to Garrison Commander and

tenant units.

Notable Achievements:

. Commended as events coordinator responsible for orchestrating a variety

of ceremonial, special events, and social functions associated with high-

ranking domestic and foreign military and civilian visitors

. Vigorously attended all activities and offered protocol and logistical

support in support of special events, ceremonies, social functions, and

academic outreach programs

Executive Assistant / Client Contact Specialist 2000-2004

First Command Financial Planning ( Fayetteville, NC

Served as the advisor liaison with various First Command business partners

as well as within the HQ to ensure consistent delivery of high quality

services to all clients. Spearheaded bank and insurance company personnel

and internal departments to resolve problems relating to client programs,

sales, or accounts. Employed consultative approach to high-end clientele

pertaining to mutual funds, life insurance policies, bank accounts, and

personal budgets; processed estate planning and selected investor programs.

Organized and facilitated numerous training, counseling, and informational

seminars to effectively promote products. Interacted with customers to

provide information in response to inquiries about services as well as to

handle and resolve problems in a timely manner.

Notable Achievements:

. Led all efforts in administering contracts and managing more than 500

client families worth over $1.6M

. Enforced measures and procedures in handling, storing, and destructing

classified records and documents

. Exemplified proficiency in Microsoft Office applications as well as with

specialized company computer software

Volunteer 1999-2004

Fayetteville Rape Crisis Center ( Fayetteville, NC

Operated office equipment such as voice mail messaging systems and used

word processing, spreadsheet, and other software applications to prepare

reports, financial statements, and letters. Responded to telephone call to

inform, direct, and assist individuals seeking answers to questions.

Notable Achievements:

. Encoded letters and labels for invitations and held responsible for

processing bulk mailing to secure donations from companies

. Created a favorable public image to increase corporate visibility and

promote services in the organization

Secretary 1999-2000

Women's Wellness Center ( Fayetteville, NC

Actively responded to inquiries through phone as well as took detailed and

accurate messages for transmission to appropriate channels.

Notable Achievement:

. Performed general office duties, such as organizing the filing system,

scheduling / cancelling appointments, calling prescriptions in the

pharmacies for patients, and preparing daily physician reports

EDUCATION

MBA in Business Management, Minor in Business Administration; GPA: 4.0

( Johann-Von-Friedrich Cotta, Stuttgart, Germany, Germany: 1998

PROFESSIONAL TRAINING

Administrative Assistant Course, FTCC: 2000

Human Resources Development Program, FTCC: 2000

TECHNICAL PROFICIENCY

Operating Systems: Windows and Mac OS X

Software: Microsoft Office Suite, Oracle, Access, InDesign, Thunderbird,

Photoshop, Flash, Calc, and WordPerfect

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