Diana Espinoza
Phoenix
Summary
Professional with strong background in case management, prepared to make significant impact. Proven ability to collaborate with teams and adapt to changing needs. Skilled in client assessment and resource coordination. Reliable and results-focused, with commitment to achieving positive outcomes.
Overview
20
20
years of professional experience
Work History
Case Manager III
Amplify Life Insurance
San Francisco, CA
08.2021 - 06.2026
- Evaluated client needs and developed tailored solutions for coverage options.
- Facilitated communication between clients and insurance providers to resolve issues efficiently.
- Trained new team members on case management systems and best practices for client interaction.
- Led initiatives to streamline workflows, resulting in improved case resolution times.
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Enhanced communication between clients and providers through consistent follow-ups and progress updates.
People Operations/HR Data Entry Associate
UpWork – The Trevor Project
02.2021 - 05.2021
- Administered employee insurance coverage to provide necessary benefits.
- Entered and maintained accurate data records in various databases.
- Reviewed and verified incoming data for consistency and completeness.
- Assisted in developing streamlined processes to enhance data accuracy.
- Collaborated with team members to resolve discrepancies promptly.
- Created inventory of employee records to enhance accessibility for HR department.
Records Team Lead
PetSmart, Inc.
04.2011 - 05.2019
- Managed incoming employee documentation, ensuring accurate filing and scanning for efficient retrieval.
- Created, formatted, and maintained comprehensive employee files to support organizational record-keeping standards.
- Created, formatted, and maintained employee files.
- Performed training on office procedures to 5 new employees.
- Led team in achieving operational goals, enhancing productivity and service quality.
- Streamlined inventory management processes, reducing discrepancies and improving stock accuracy.
- Analyzed workflow processes, identifying areas for improvement and implementing best practices.
- Oversaw daily operations, ensuring compliance with company policies and safety standards.
Data Entry Associate
PetSmart, Inc.
04.2010 - 11.2010
- Coordinated Annual Succession Planning Talent Profile creation for Corporate Support Offices, ensuring alignment with organizational goals.
- Addressed unique requirements for multiple internal customers, enhancing service delivery.
- Created process to streamline task execution.
Temporary Loan Operations Assistant
GMAC Mortgage
09.2007 - 12.2007
- Supported team manager and loan processor in streamlining residential mortgage processing.
- Developed organized loan files and corresponding labels for efficient processing.
- Arranged and categorized loan documents into complete loan files for efficient processing.
- No rewriting needed due to exceeding word count.
Consumer Loan Document Specialist II
JPMorgan Chase
05.2006 - 04.2007
- Prepared and reviewed all types of home equity loan documents to ensure compliance with federal regulations and bank policies.
- Entered data into RCO system from various sources to maintain accurate records.
- Resolved inaccuracies in loan closing requests and updated corrections in Oracle system to ensure compliance and accuracy.
Education
Bachelor of Science - Marketing
Arizona State University
Tempe01-2004
Skills
- Case oversight
- Case records
- Project Management
- Collaborative Approach
- Time Management
- Risk assessment
- Software proficiency
- Problem-solving
- Client casework
- Team Driven
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Case Manager III
Amplify Life Insurance
08.2021 - 06.2026
People Operations/HR Data Entry Associate
UpWork – The Trevor Project
02.2021 - 05.2021
Records Team Lead
PetSmart, Inc.
04.2011 - 05.2019
Data Entry Associate
PetSmart, Inc.
04.2010 - 11.2010
Temporary Loan Operations Assistant
GMAC Mortgage
09.2007 - 12.2007
Consumer Loan Document Specialist II
JPMorgan Chase
05.2006 - 04.2007
Bachelor of Science - Marketing
Arizona State University