Jorge Soto
Policy Fellow at Housing Hawai‘i's Future- Claim this Profile
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Spanish Native or bilingual proficiency
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Armenian Professional working proficiency
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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Hawaii Life & Health Insurance Licenses
State of HawaiiMay, 2021- Nov, 2024
Experience
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Housing Hawai‘i's Future
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United States
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Non-profit Organization Management
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1 - 100 Employee
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Policy Fellow
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May 2023 - Present
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UPS
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United States
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Truck Transportation
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700 & Above Employee
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Industrial Engineer
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May 2023 - Present
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NCAA
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United States
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Higher Education
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700 & Above Employee
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Student Athlete
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2019 - 2023
Men’s Soccer for Hawaii Pacific University Men’s Soccer for Hawaii Pacific University
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Central Pacific Bank
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United States
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Banking
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400 - 500 Employee
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Experiential Competitive Analysis of Financial Institutions
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Sep 2021 - Dec 2021
Conducted a competitive analysis of the process to create and use online checking accounts offered by our bank and three competitors. Provided feedback of information presented online, account opening process, and ease of setting up and using online and mobile banking. In addition to providing feedback of my experience via short online surveys, there were also weekly facilitated videoconference focus groups to discuss research and analysis. Conducted a competitive analysis of the process to create and use online checking accounts offered by our bank and three competitors. Provided feedback of information presented online, account opening process, and ease of setting up and using online and mobile banking. In addition to providing feedback of my experience via short online surveys, there were also weekly facilitated videoconference focus groups to discuss research and analysis.
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American Savings Bank
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United States
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Banking
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700 & Above Employee
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Customer Banking Center
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May 2021 - Oct 2021
Provided administrative support to customers, Financial Consultants (FCs), Associate Financial Consultants, Team Leads, and LBEs, which includes, but is not limited to, the following: Answering customer phone calls and emails with requests for account servicing and research, Processing customer service requests, new business, account inquiries and vendor account issue resolution, Assisting FCs with research and problem resolution Provided administrative support to customers, Financial Consultants (FCs), Associate Financial Consultants, Team Leads, and LBEs, which includes, but is not limited to, the following: Answering customer phone calls and emails with requests for account servicing and research, Processing customer service requests, new business, account inquiries and vendor account issue resolution, Assisting FCs with research and problem resolution
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i9 Sports
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United States
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Spectator Sports
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500 - 600 Employee
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Soccer Coach
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Feb 2020 - Aug 2021
Planned and coordinated practice for players and teams. Provided and demonstrated tactical aspects of the game. Maintain order, control, and effective discipline on the soccer field. Evaluate and assess individual/team performance on the soccer field. Developed and organized an educational plan for kids to improve on and off the field. Implemented and distributed a monthly newsletter to parents to keep them informed on their kids progress and accomplishments Planned and coordinated practice for players and teams. Provided and demonstrated tactical aspects of the game. Maintain order, control, and effective discipline on the soccer field. Evaluate and assess individual/team performance on the soccer field. Developed and organized an educational plan for kids to improve on and off the field. Implemented and distributed a monthly newsletter to parents to keep them informed on their kids progress and accomplishments
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Analyst Intern
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Apr 2021 - Jul 2021
During my internship at Northwestern Mutual, I had the opportunity to work closely with a seasoned financial advisor, where I gained invaluable experience in the field of insurance and financial planning. I successfully sold life insurance policies and assisted in scheduling client meetings, among other responsibilities. My time at Northwestern Mutual allowed me to develop strong interpersonal skills, hone my sales techniques, and gain insight into the intricacies of the financial services industry. Show less
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Education
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Hawaii Pacific University
Bachelor of Business Administration - BBA, Economics & Finance