Obtain a challenging position with a company involved in Energy efficiency and conservations.
CHRISTINE ESPINOZA, PMP
SUMMARY
Project Manager experienced in Business Operations and Special Projects including administration, customer service, accounting, compliance, human resources, recruiting, event planning, contracting and Real Estate sales.
Proven success in creatively managing people, processes, and financial resources of an organization, while effectively building internal/external relationships and resolving customer related issues and concerns.
PROFESSIONAL EXPERIENCE
Real Estate Development
Special Projects Manager/IT support
Project Manager for construction, space planning, relocation & lease of new offices. Coordinated LEED CI submittal - office received Gold rating. Project Event Planner for all client & office events (grand opening, ski trips, art competition, etc.). Managed daily office operations, overhead budget/accounts, and office security. Responsibilities also included oversight of administrative services and liaison with building management regarding premise related issues.
• Developed and implemented green/sustainable office procedures for new company.
o Recycling plan (Waste Disposal Plan) increased percentage of office waste recycled from 50% to 88%.
o Procurement plan ensured that all office product purchased would be comprised of 100% to 50% recycled material.
Real Estate
Associate Broker Real Estate
Building a real estate business through marketing, networking, referrals, seminars and internet presence. Negotiating with brokers, homebuilders, homeowners and homebuyers in real estate transactions. Actively marketing real estate as well as prospecting for new clients.
Financial Services
Operations Manager
Managed team of 15 case managers, who coordinated and gathered confidential data necessary for medical and financial evaluation of application, updating of all databases, accounting, policy production, liaisons between underwriter, marketing and field sales. Managed five-person administrative services team, which handled mail distribution, supply orders, policy assembly and other miscellaneous functions. Conducted staffing analysis, employee selection, coaching, development, performance reviews and job coaching. Ensured that team adhered to state regulations, compliance with the SEC, NASD and internal procedures.
• Improved service on three-day standard from 39% to 97% by supervising and implementing changes in work processes in years 2000, 2001, 2002 and maintained through 2003. Transitioned team into processing variable products. Contributed to workflow and process improvements for whole department.
• Project Lead for re-issue project, coordinated with two other sites to develop new procedures on re-issues for all three New Business locations. Project Manager for transition of business from Des Moines to Denver then initiating business in Denver.
• Managed and helped develop a $3 million budget, explaining variances and bottom-line results, ending the year approximately 15 % below budget. Communications involved information on services, procedures and problem solving.
Financial Services
Business Administrator
Managed five district offices with an administrative staff of 15, which supported a 75-member sales agency in Metro Denver, Ft. Collins and Boulder, including customer service, recruiting, licensing, on-site technology support, marketing and financial areas. Ensured compliance and office policies were followed according to NASD, internal, state and federal regulations. Conducted reviews, audits and investigations of independent representative offices to ensure proper business practices. Human Resource responsibilities included hiring, orientation, training, coordinating benefits and performance appraisals which required knowledge of federal labor laws. Oversight of accounts receivable/payable, balancing of ledger and all cash received. Trained all office personnel on proper customer service procedures. Product knowledge included Universal & Variable Life insurance, Annuities, Mutual Funds, Health and Property & Casualty.
• Guided organization successfully through three annual audits, highest ratings in region.
• Developed and managed annual budget leading to a 20% decrease in expenses for 1997-1998 fiscal year.
• Managed remodeling and closure of offices in Metro Denver, Ft Collins and Boulder, ensuring completion within six-month time frame. Negotiated with contractors and vendors on product, services and pricing to remain within budget.
Financial Services
Recruiter/Manager
Recruited sales representatives, interviewed all candidates, conducted background investigations, reviewed and screened resumes. Investigated agent compensation issues to have payroll rectified. Trained sales representatives on prospecting, needs analysis and sales process.
• Created a marketing plan which resulted in 105 sales representatives being recruited in one year. The district won a citation and placed in top 10% of the company nationwide for new recruits. Developed and implemented reports which tracked a candidate’s progress in the hiring and licensing process.
• Obtained 25% of recruits from networking in the community utilizing Chambers of Commerce, leads groups and other resources.
• Authored and produced instructional manual for state recruiting coordinators to implement for a more structured method of recruiting.
• Developed and implemented a direct mail program targeting specific markets, which resulted in an increased percentage of women and minority recruits.
TECHNICAL SKILLS
Windows XP, Excel, Word, Outlook, Power Point, Publisher, Secure Perfect, Client Data Systems, MetroSearch, JD Edwards
EDUCATION
LeaderQuest – PMP certification
University of Colorado & University of Phoenix Major - Business Management
Parks Business College – Business
ASSOCIATIONS
National Association of Realtors, South Metro Denver Association of Realtors, Colorado Association of Realtors, Denver Metro Commercial Realtors Association
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