Experience

Cuellar & Associates L.L.C.

• United States
• Financial Services
• 1 - 100 Employee

• Data Analytics Manager

  • Jan 2021 - Present

  · Coordinated and assisted with company project transferring paper files to cloud software· Trained new hires and staff on CRM Zywave and Applied Epic database · Created custom Zywave reports for each division manager· My team developed policies, ideas, and procedures for all 21 departments· Supervised and managed workflow for data of up to 80,000 clients

• Marketing Representative

  • Sep 2020 - Jan 2021

  ·Updated prospects in Customer Relationship Management (CRM) Database for over 2,500 accounts throughout the South Texas region·Developed and structured a workflow procedure for the Employee Benefits division·Trained new hires on office procedures, phone calls, Zywave database, and setting goals·Averaged 8-12 appointments a week with census packages each per week·Attended virtual and in-person networking events to market and promote the company’s products and services



The University of Texas at San Antonio

• United States
• Higher Education
• 700 & Above Employee

• Advising Administration

  • Jun 2019 - Jul 2019

  • Assisted UTSA Social Science department with 2019 orientation • Reviewed the students schedule and organized their courses • Assigned appropriate courses depending on their major and what path would fit their graduation date • Manage over 50 students schedules a day while keeping on schedule with each meeting period • Ability to stay on task in high pressure and fast-paced environment with disruptions • Assisted UTSA Social Science department with 2019 orientation • Reviewed the students schedule and organized their courses • Assigned appropriate courses depending on their major and what path would fit their graduation date • Manage over 50 students schedules a day while keeping on schedule with each meeting period • Ability to stay on task in high pressure and fast-paced environment with disruptions



One Stop Services, Inc.

• San Antonio, Texas, United States

• Business Math / Sales Associate

  • Sep 2017 - Oct 2018

  • Manage QuickBooks, including drafting balance sheets, and income statements • Providing the company with adjusted accounts • Ability to perform simple calculations including whole numbers, decimals and fractions • Managing Accounts Receivable and Accounts Payable • Using Microsoft Word, Excel application • Answering all office calls • Providing knowledge of flooring products to fit the customers’ needs • Staying up to date on current prices and promotions • Manage QuickBooks, including drafting balance sheets, and income statements • Providing the company with adjusted accounts • Ability to perform simple calculations including whole numbers, decimals and fractions • Managing Accounts Receivable and Accounts Payable • Using Microsoft Word, Excel application • Answering all office calls • Providing knowledge of flooring products to fit the customers’ needs • Staying up to date on current prices and promotions