Resume

KATHLEEN CRUZ

Jacksonville, FL (904) 648-6154 kelrosegroup@outlook.com

Objective

I aim to leverage my financial expertise and bilingual communication skills to drive organizational efficiency and contribute to achieving company goals.

Summary of Qualifications

• Over a decade of experience in executive-level support, data entry, client relations, and financial processing across diverse industries.

• Skilled in organizational management, time management, and adaptability, with strong attention to detail and leadership abilities.

• Proficient in various software applications, including Microsoft Office Suite, Adobe InDesign, Oracle UCM, and industry-specific tools like TruckMan 3 and RAPID.

• Fluent in English and Spanish, with professional experience in bilingual communication and content translation.

• CPR-certified and well-versed in managing complex administrative tasks with efficiency and accuracy.

Work Experience

Independent Contractor, FL (2017 - Present)

• Healthcare support, resolving client issues, coordinating services, and maintaining compliance with industry standards while ensuring exceptional service delivery.

• Designing user-friendly websites and crafting impactful marketing materials using tools like Canva, Adobe InDesign, and WordPress to enhance brand visibility and audience engagement.

US1 Logistics, Saint Augustine, FL (2017)

Data Analyst

• Entered invoices for the accounts payable department using TruckMan 3 software, ensuring accurate and timely processing.

• Reconciled monthly insurance invoices and updated records to maintain financial accuracy.

• Conducted manual verifications of truckloads to ensure proper billing and payment collection.

Bank of America, Jacksonville, FL (2016)

Support Services Specialist

• Managed the opening of Loan Management Accounts (LMAs), collaborating with branch offices to determine loan structures, collateral types, and required documentation.

• Reviewed loan applications and supplemental documents for retail and commercial applicants to ensure compliance with internal policies and regulatory standards.

• Supported process improvements for LMA account workflows to enhance efficiency and accuracy.

First Coast Service, Jacksonville, FL (2011-2016)

Bilingual Communication Specialist

• Translated, edited, and managed content for the Medicare Spanish provider website for Jurisdiction N (Florida, Puerto Rico, and U.S. Virgin Islands).

• Produced the Spanish version of the monthly publication, Medicare A y B Al Día, to provide critical updates to provider populations.

• Collaborated with cross-functional teams to ensure linguistic accuracy and alignment with organizational goals.

Citibank, San Juan, Puerto Rico (2006-2008)

Securities and Derivatives Processing Specialist

• Processed and verified wire transfers for foreign currency trades, Overnight Investment deposits, Treasury Bills, Options, and Futures for the Treasury Operations department.

• Generated daily transaction reports and reconciled them to the general ledger for financial accuracy.

• Ensured proper balancing and processing of Options and Futures transactions while adhering to compliance standards.

Education​

Bachelor in Business Administration GPA 3.50
Major in Finance, Minor in Management
University of Puerto Rico