Operations & Client Services Professional (Bilingual)

Result- driven business operations and client services professional with experience in project coordination, data management, and regulatory- compliant report. Proven ability to streamline processes, manage sensitive information, and communicate complex information clearly clients and stakeholders. Bilingual (English/Spanish) with strong organizational leadership and cross-functional collaboration skills.

Bilingual (Spanish and English)

Data-driven strategic planning

Team Player

Report writing and presenting

Critical thinking skills

Strong time-management skills

Strong computer skills

Proactive and self-motivated

Exceptional organisational skills

Taylor Mountain Farm

Administrative Secretary / Office Operations

Insured in West Virginia, Virginia, Maryland

Supported cross- functional project teams to ensure on-time completion of community and business initiatives. Tracked deadlines, coordinated meetings, and prepared executive-ready reports and presentations (Excel and PowerPoint)

Improved meeting organization and documentation flow, increasing team efficiency. Educate clients on life and annuity products, coverage options, and eligibility requirements Conducted needs analysis to match clients with appropriate plans Handled confidential personal and financial information in compliance with regulatory standards Coordinate with healthcare providers and third-party researchers to support underwriting and background verifications Maintain strong client relationships through clear communication and support Jefferson Chamber of Commerce

Associates of Business Administration Community Volunteer Experience Internship

Majors: Business Administration and Management Charles Town, West Virginia Managed daily office operations and administrative workflow in a fast-paced environment. Organized, maintained, and updated detailed state demanded records and data files with high accuracy. Developed a structured data tracking system, improving information retrieval and organization. Coordinated communication, scheduling and required documentation between employer and clients Coordinated scheduling work days/days off for care-giving employees. Oct 2017 - May 2020

May 2020 - June 2021

July 2022 - October 2025

BUSINESS MANAGEMENT & ANALYSIS

843-***-**** · ***************@*****.***

Maria Fernanda Rivas

PROFESSIONAL EXPERIENCE

EDUCATION & CERTIFICATIONS EXTRACURRICULAR ACTIVITIES KEY COMPETENCIES

Shepherd University

Licensed Producer Life & Annuities

West Virginia, Virginia, Maryland

Licensed Producer Life & Annuities

Bilingual

Able to communicate orally and in writing both in Spanish and English.

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