Estevan Puerta

Director of Community Engagement at Excel Academy Charter Schools
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency

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Credentials

  • Bloomberg Certified
    Bloomberg
  • Team Builder
    Thompson Island Outward Bound

Experience

    • United States
    • Primary and Secondary Education
    • 100 - 200 Employee
    • Director of Community Engagement
      • Jul 2022 - Present

    • Director of Benefits Access & Student Recruitment
      • Sep 2021 - Jul 2022

    • Manager of Benefits Access and Student Recruitment
      • Sep 2019 - Sep 2021

      • Create and lead benefits access events for Excel’s families related to immigration services, health insurance, SNAP and other state/federal programs • Recruit students in the Boston and Chelsea communities by implementing marketing strategies • Support prospective families in the application and enrollment process for our four campus locations • Craft and implement Excel’s student recruitment strategy from September until March each year

    • Network Operations Associate
      • Jan 2017 - Aug 2019

      • Conduct over 2,000 family outreach calls to potential new students from an application pool • Manage the completion and successful submission of several state compliance reports- SSDR, EPIMS, SCS, and BERDO • Support student recruitment efforts by completing fieldwork assignments and translating several documents into Spanish • Analyze new student data to support the student enrollment team in making offers to new families • Support network-wide operations efforts by creating and… Show more • Conduct over 2,000 family outreach calls to potential new students from an application pool • Manage the completion and successful submission of several state compliance reports- SSDR, EPIMS, SCS, and BERDO • Support student recruitment efforts by completing fieldwork assignments and translating several documents into Spanish • Analyze new student data to support the student enrollment team in making offers to new families • Support network-wide operations efforts by creating and implementing operational systems to increase efficiency in Nutrition, data collection, student enrollment, and daily operational tasks • Manage Network office logistics and maintenance around cleanliness, supply inventory, office transitions, and new staff onboarding • Support HR in collecting and holding staff accountable with state-mandated compliance requirements.

    • United States
    • Insurance
    • 700 & Above Employee
    • Claims Adjuster
      • Sep 2016 - Dec 2016

      •Communicated and followed up with insureds, claimants, and adverse insurance companies periodically while providing exceptional customer service to all parties involved in the claim’s process •Examined and created liability/investigation reports through several internet and intranet based systems •Assessed multiple claims in a fast passed environment while maintaining strong organizational and time management skills •Presented detailed reports and analysis of liability decisions to… Show more •Communicated and followed up with insureds, claimants, and adverse insurance companies periodically while providing exceptional customer service to all parties involved in the claim’s process •Examined and created liability/investigation reports through several internet and intranet based systems •Assessed multiple claims in a fast passed environment while maintaining strong organizational and time management skills •Presented detailed reports and analysis of liability decisions to supervisors for internal references Show less •Communicated and followed up with insureds, claimants, and adverse insurance companies periodically while providing exceptional customer service to all parties involved in the claim’s process •Examined and created liability/investigation reports through several internet and intranet based systems •Assessed multiple claims in a fast passed environment while maintaining strong organizational and time management skills •Presented detailed reports and analysis of liability decisions to… Show more •Communicated and followed up with insureds, claimants, and adverse insurance companies periodically while providing exceptional customer service to all parties involved in the claim’s process •Examined and created liability/investigation reports through several internet and intranet based systems •Assessed multiple claims in a fast passed environment while maintaining strong organizational and time management skills •Presented detailed reports and analysis of liability decisions to supervisors for internal references Show less

    • Assistant Manager
      • Jan 2016 - Sep 2016

      •Oversaw the front of the house and oriented new employees on job requirements/tasks to create efficiency and a positive customer experience on the floor. •Organized and scheduled 20 employees on a weekly basis to effectively staff the restaurant while maintaining labor costs at a constant ratio at around 18%. •Forecasted and maintained an optimal level of raw materials (produce, meats, seasonings, alcohol, and maintenance equipment) on hand to maintain a low overhead and provide a… Show more •Oversaw the front of the house and oriented new employees on job requirements/tasks to create efficiency and a positive customer experience on the floor. •Organized and scheduled 20 employees on a weekly basis to effectively staff the restaurant while maintaining labor costs at a constant ratio at around 18%. •Forecasted and maintained an optimal level of raw materials (produce, meats, seasonings, alcohol, and maintenance equipment) on hand to maintain a low overhead and provide a continuous supply of materials •Consolidated and revised weekly and monthly payroll, sales, labor, and food cost reports on Microsoft Excel Show less •Oversaw the front of the house and oriented new employees on job requirements/tasks to create efficiency and a positive customer experience on the floor. •Organized and scheduled 20 employees on a weekly basis to effectively staff the restaurant while maintaining labor costs at a constant ratio at around 18%. •Forecasted and maintained an optimal level of raw materials (produce, meats, seasonings, alcohol, and maintenance equipment) on hand to maintain a low overhead and provide a… Show more •Oversaw the front of the house and oriented new employees on job requirements/tasks to create efficiency and a positive customer experience on the floor. •Organized and scheduled 20 employees on a weekly basis to effectively staff the restaurant while maintaining labor costs at a constant ratio at around 18%. •Forecasted and maintained an optimal level of raw materials (produce, meats, seasonings, alcohol, and maintenance equipment) on hand to maintain a low overhead and provide a continuous supply of materials •Consolidated and revised weekly and monthly payroll, sales, labor, and food cost reports on Microsoft Excel Show less

    • Higher Education
    • 400 - 500 Employee
    • Resident Assistant
      • Aug 2014 - May 2016

      •Supervised the well being and safety of thirty five first year residents and over fifty upperclassmen residents at Stonehill. •Programmed community building programs on a monthly basis to promote diversity, equality, and health and wellness. •Administered conflict resolution meetings through mediation techniques and follow up meeting with students. •Interviewed a total of seven potential candidates and provided valuable feedback to faculty during the recruitment process. •Supervised the well being and safety of thirty five first year residents and over fifty upperclassmen residents at Stonehill. •Programmed community building programs on a monthly basis to promote diversity, equality, and health and wellness. •Administered conflict resolution meetings through mediation techniques and follow up meeting with students. •Interviewed a total of seven potential candidates and provided valuable feedback to faculty during the recruitment process.

    • United States
    • Restaurants
    • 1 - 100 Employee
    • Supervisor
      • Aug 2008 - Jul 2015

      •Managed over 40 employees and coordinated teams through the breakfast, lunch, and dinner rush. •Cross trained employees with potential in more than one station to increase utilization of every employee’s capacity. •Calculated and consolidated expense reports, labor schedules, and inventory orders on a weekly basis. •Analyzed sales reports, profit ratios, labor ratios, and expense ratios to maintain revenue beyond the forecasted requirements. •Managed over 40 employees and coordinated teams through the breakfast, lunch, and dinner rush. •Cross trained employees with potential in more than one station to increase utilization of every employee’s capacity. •Calculated and consolidated expense reports, labor schedules, and inventory orders on a weekly basis. •Analyzed sales reports, profit ratios, labor ratios, and expense ratios to maintain revenue beyond the forecasted requirements.

    • Marketing and Operations Intern
      • May 2014 - Aug 2014

      •Interned under the VP of Operations and focused my efforts on analyzing the operations of five branches. •Analyzed the Boston branch through a SWOT analysis and presented the report to corporate officials. •Completed a competitor analysis report through a “secret shopper” system in which I was able to actively observe the strengths and weaknesses of the company’s top competitors. •Observed executive meetings discussing financial statements and corporate strategy with the CEO of the… Show more •Interned under the VP of Operations and focused my efforts on analyzing the operations of five branches. •Analyzed the Boston branch through a SWOT analysis and presented the report to corporate officials. •Completed a competitor analysis report through a “secret shopper” system in which I was able to actively observe the strengths and weaknesses of the company’s top competitors. •Observed executive meetings discussing financial statements and corporate strategy with the CEO of the company. •Finalized my semester with a consultant report on key operational features to improve the customer experience, employee communication system, cleanliness, and aesthetics of the companies Boston and Chestnut Hill branches. Show less •Interned under the VP of Operations and focused my efforts on analyzing the operations of five branches. •Analyzed the Boston branch through a SWOT analysis and presented the report to corporate officials. •Completed a competitor analysis report through a “secret shopper” system in which I was able to actively observe the strengths and weaknesses of the company’s top competitors. •Observed executive meetings discussing financial statements and corporate strategy with the CEO of the… Show more •Interned under the VP of Operations and focused my efforts on analyzing the operations of five branches. •Analyzed the Boston branch through a SWOT analysis and presented the report to corporate officials. •Completed a competitor analysis report through a “secret shopper” system in which I was able to actively observe the strengths and weaknesses of the company’s top competitors. •Observed executive meetings discussing financial statements and corporate strategy with the CEO of the company. •Finalized my semester with a consultant report on key operational features to improve the customer experience, employee communication system, cleanliness, and aesthetics of the companies Boston and Chestnut Hill branches. Show less

  • Flight Systems and Services
    • Greater Boston Area
    • Gate Lead Terminal E
      • Apr 2013 - Mar 2014

      •Coordinated 10-15 F.S.S. agents per shift in dealing with handicapped passengers and their safe transportation from the plane, through customs and border protection, to their families in the waiting area. •Oversaw the safe boarding and un-boarding process of over 100 passengers on every plane landing/departing in Logan Airport’s International Terminal E from 4:00 AM until 2:00 PM on the weekends. •Collaborated with Customs and Boarder protection agents in translating important government… Show more •Coordinated 10-15 F.S.S. agents per shift in dealing with handicapped passengers and their safe transportation from the plane, through customs and border protection, to their families in the waiting area. •Oversaw the safe boarding and un-boarding process of over 100 passengers on every plane landing/departing in Logan Airport’s International Terminal E from 4:00 AM until 2:00 PM on the weekends. •Collaborated with Customs and Boarder protection agents in translating important government forms for Spanish, Chinese, Japanese, and Vietnamese speaking passengers. Show less •Coordinated 10-15 F.S.S. agents per shift in dealing with handicapped passengers and their safe transportation from the plane, through customs and border protection, to their families in the waiting area. •Oversaw the safe boarding and un-boarding process of over 100 passengers on every plane landing/departing in Logan Airport’s International Terminal E from 4:00 AM until 2:00 PM on the weekends. •Collaborated with Customs and Boarder protection agents in translating important government… Show more •Coordinated 10-15 F.S.S. agents per shift in dealing with handicapped passengers and their safe transportation from the plane, through customs and border protection, to their families in the waiting area. •Oversaw the safe boarding and un-boarding process of over 100 passengers on every plane landing/departing in Logan Airport’s International Terminal E from 4:00 AM until 2:00 PM on the weekends. •Collaborated with Customs and Boarder protection agents in translating important government forms for Spanish, Chinese, Japanese, and Vietnamese speaking passengers. Show less

Education

  • Stonehill College
    Bachelor’s Degree, Business Administration and Management, General
    2012 - 2016
  • Universidad Antonio de Nebrija
    International Business Development Program, 3.7 GPA
    2015 - 2015

Community

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