Director of Financial Planning

• Feb 2023 - Present

Helping Buyers that at the moment dont qualify to buy a property or any one that needs the services even if they already own a Home providing them tools suchs different programs: Rent to Own* Credit Restauration * Tax Reduction *Debt Reducing Program Helping Buyers that at the moment dont qualify to buy a property or any one that needs the services even if they already own a Home providing them tools suchs different programs: Rent to Own* Credit Restauration * Tax Reduction *Debt Reducing Program

Associate Broker

• Dec 2022 - Present

I have been an active realtor for the past 2 years serving the Denver Metro area. My goal is to help you feel at ease in today’s market from our first conversation to the day your house is sold, or you are holding the keys to your new home! I provide clear, honest communication and updates every step of the way. My experience as a certified personal trainer for the past 20 years brings laser focus, a strong work ethic and determination to help you achieve your real estate objective, whether you are selling, buying, or leasing. I was raised in San Juan, Puerto Rico, but fell in love with Colorado when I moved here in 2016. I enjoy nothing more than helping my clients find their perfect home nestled in the magnificent scenery of this beautiful state. I have a bachelor's degree in tele-communications and I am fully bi-lingual. Give me a call and I will help you develop the best strategy to accomplish your real estate goals. Let’s get started! Show less

Realtor® ReMax/Momentum

• Nov 2020 - Feb 2023

Executive Administrator

• Jun 2016 - Jun 2020

•Provide assistance and report directly to the President & CEO in handling important clients’ accounts and sensitive information and consult on strategic planning. •Assist President & CEO in Compliance for the exportation and importation of products with the State Department. •Provides administrative assistance by scheduling appointments with constituents and by coordinating meetings including reserving locations. Arranges travel for President & CEO and Sales Team. Maintains calendar and schedule of activities for management. •Supervised and direct the activities of assigned staff, make recommendations regarding hiring, discipline, termination or advancement of employees. Schedule employees, assign work, and monitor progress; guide, train and develop employees in the accomplishment of their duties and professional growth; write and conduct performance evaluations. Create & establish process for employee’s annual evaluations. •Provide direct interface with other departments; serve as a liaison between the organization's management, its employees and outside agencies, including screening complaints, resolving issues and providing follow-up. •Organize and coordinate office operations, procedures and resources to facilitate the effective and efficient operations of the company, overseeing all administrative functions in the company within all the departments, leading and directing employees. •Act as a project manager for special projects, at the request of the company’s President, which may include planning and coordinating multiple presentations and disseminating information. •Assist HR to ensure effective administration/implementation of compensation, benefits, job descriptions, personnel policies and payroll practices. •Develops and maintains reference manuals including employee handbooks and administrative directives manual. Create & establish (SOP) Standard Operating Procedures Manual and policies & procedures for all company department. Show less

HR Benefits Coordinator

• Aug 2015 - Jun 2016

• Assist client employees with guidance on policy interpretation, benefits, and general inquiries and make appropriate coverage recommendations and decisions based on established policy and guidelines from HR. • Assist with various leaves including workers’ compensation, medical, and personal leaves, short term disability and long term disability. Assist employees during annual enrollment process. • Ensure all employee communications and processing of information, including new hire, benefits, termination, COBRA notices, and unemployment are completed on a timely basis. • Identify, document, communicate, and submit referrals to carrier, recommending appropriate action, analyzed and process applications for incomplete and inconsistent information. Ensure compliance with HIPAA regulations. • Provide support to other members of the business and special projects as required, document and refer issues to manager as needed, while maintaining the highest level of customer service and professionalism • Ability to multi-task and handle high volume of calls efficiently and accurately Show less

PCC Specialist

• Oct 2012 - Jul 2014

• Worked at the fast passed call center taking inbound telephone calls that did not require personal attention of the pharmacist. • Obtained and updated patient, drug and prescription information, ensured compliance with HIPAA federal regulations protecting patient’s information. • Processed refill requests for patients and/or new prescriptions from prescriber’s office. • Identify and analyzed any problems arise with Third Parties rejection with their insurance that they had and abstracting and assigning the appropriate CPT and ICD-9 codes. • Evaluated, made objective decisions and recommendations within scope of responsibility. • Resolution of issues consistent with corporate values, strategies and principles. • Informed patients about their prescriptions status. Show less

Office Manager

• Jan 2012 - Jul 2012

• Supervise, hire, terminate and trained office staff to ensure they provided excellent customer service; delegate responsibilities. • Developed, updated and implemented office policies and procedures ensuring that they are being adhered to. • Oversaw billing, and collections, working in Micro-MD EMR System with CPT and ICD-9 codes. • Submit billing statements to patients, handled customer complaints and inquiries in timely manner promoting patient satisfaction, maintained patient medical and general information. • Maintain medical records, ensured compliance with HIPAA regulations. • Provide educational material for patients, developed marketing strategy for short and long term goals. Effectively negotiated with advertisers for cost effective marketing and advertising. • Scheduled appointments Show less

General Manager

• Jan 1998 - Dec 2011

• Responsible for the efficient, cost-effective operation of the fitness club; • Oversaw promotional activities aimed at increasing gym membership; • Performed different aspects of the gym's administration such as budgeted, payroll and the purchase of new equipment. • Effectively managed, supervised, hired, trained employees and Personal Trainers to ensure overall customer service and all fitness equipment worked properly to reduce member and staff injury and limit liability on behalf of the gym. • Administered services as a personal trainer and health consultant, working closely with clients, making decisions appropriately, evaluating their needs; • Created programs that included cardiovascular conditioning, weight loss, and strength training, for special population as diabetics, heart diesis, asthmatics, post-cancer therapy recover, post bariatric patients etc. • Successfully worked marketing activities such as advertising and promoting the club with different companies creating Wellness Corporation Programs & Health Clinics, Created different health programs: with the right marketing sources through social networks, blogs and print graphic designing Show less

Promoter & Coordinator

• Jan 1998 - Aug 2000

• Producer and Promoter of different events sports/fitness events. • Marketing and promoting the event with different companies related to the healthcare industry contacting and involving them as sponsors to participate providing them a chance to expose their company/products/ services throughout the event. • Organize and Promote Health Clinics for different companies and pharmaceutics providing them tools to inspire employees to participate at different fitness programs, motivating them to continue and pursue healthy life styles. • Assist HR departments by in lowering working absence and lack of motivation due the health issues and overall improve their job performance. • Helping the company lower their expenses in this matter to almost a 15 %. Part of the activities provide to them were Aerobic Marathons, Fitness Conventions for pharmaceutics and other industries and Weekend Fitness Camps Show less

Owner/General Manager/Fitness Coordinator/Personal Trainer

• Jan 1997 - Jan 2000

• designing and promoting activities to meet customer demand and generate revenue; • advertising and promoting the club or center to increase usage, which may include commissioning and considering market research; • maintaining high levels of customer care, often with a particular focus on avoiding loss of existing users; • prioritizing target activities and user groups (especially in local authority centers); • managing maintenance, insurance, repairs and cleaning; • recruiting, training and supervising staff; • carrying out health and safety checks on the equipment and site; • handling complaints and incidents, e.g. accidents, emergencies or theft; • ensuring own and staff members' first aid training is up to date; • delivering some fitness training or coaching in sports activities - often a good way of maintaining contact with customers; • preparing and checking budgets and generating income; • purchasing equipment and supplies; • using advanced management information (e.g. popularity of classes by hour) to improve provision and timetables and cope with fluctuations in demand; • Writing monthly or weekly reports and preparing cash projections Show less

Regional Sales Representative

• Jan 1990 - Jan 1996

• Provides quality leadership for internal and external customers in all assigned tasks, while upholding Company Values at all times: inclusive of constructive problem solving, facilitating creative improvements, and inspiring others. • Achieves the Region’s revenue and profitability quotas for the company products as they are sold into all customer segments within Region. Establishes an environment and foundation for future sales growth. Sells and teaches others how to sell value and solutions to company customers. • Directs the selling activities within the Region, inclusive of resource deployment and customer interactions. Prioritizes effectively and in accordance with corporate objectives. • Leads the Sales Territory Representatives and Specialists, inclusive of managing performance, coaching, mentoring, hiring and career development. • Responsible for the Region’s forecasting and sales tracking. • Sets the vision for the Region and develops and adheres to a business plan to attain this vision. • Evaluate market trends and gather competitive information, identify trends that effect current and future growth of regional sales and profitability. Disseminate information to regional sales representatives, corporate marketing and sales operations. • Special projects as assigned. Responsibility and Decision Making Authority: Empowered to make decisions within the Region and on behalf of the Region, and authority to make cross functional decisions in partnership with peers of other functions. Show less

Customer Service/Claim Examiner/Renewal auto-property

• Jan 1985 - Jan 1990

Assistant in the claim department for investigations of auto and home property incidents. Ensure that all the documents and procedures were accurately done in the initial claim stage and all of the investigations were completed in a timely and accurate fashion with minimal follow up by management. Investigate, compile, record and analyze data to make claim determinations based on terms of the policy contract and company guidelines established. Resolve unique claims working with adjusters, company and customers. Performed duties related to customer service such as helping clients process their insurance policies renewal for their properties, business and vehicles. Ability to manage and clearly resolve complex claim management. Show less