ANA Karen GARCIA
Alamo
Summary
Dynamic professional with a proven track record at FedEx, excelling in revenue performance monitoring and process improvements. Adept at relationship building and team collaboration, I leverage exceptional communication skills and Salesforce expertise to drive results. Recognized for implementing strategies that enhance operational efficiency and support sales objectives. Eager to leverage industry knowledge and consultative selling skills to excel as a Sales Executive.
Overview
18
18
years of professional experience
Work History
District Leader
PRIMERICA FINANCIAL SERVICES
Concord
05.2023 - Current
- Recruit, train, develop and lead a team of licensed representatives to educate families on financial concepts and offer customized solutions in life insurance, investments, and debt management.
- Achieved consistent team performance in production, licensing, and client acquisition through mentorship, accountability, and business development strategies.
- Conduct presentations and workshops to drive financial literacy in underserved communities, increasing brand trust and market reach.
- Manage team performance metrics and compliance with company policies and state licensing regulations.
- Promoted from Representative to District leader within three months based on performance and leadership capabilities.
Managing Director Sr Admin
FedEx
Remote
05.2022 - Current
- I provide high-level administrative and operational support to the MD of Worldwide Sales-Healthcare Global, ensuring seamless daily operations and calendar management across multiple time zones.
- Monitor revenue performance for the sales team, and initiate corrective actions as needed.
- Coordinated communications, including scheduling meetings, preparing agendas and managing sensitive correspondence with internal and external stakeholders.
- Facilitated meetings between stakeholders to discuss issues and resolve conflicts effectively.
- Cultivated strong relationships with customers through periodic meetings and follow-ups.
- Implemented process improvements initiatives across various departments within the organization.
- Managed travel logistics, expense reports and vendor coordination while upholding FedEx's compliance and confidentiality standards.
Sales Manager Admin
FedEx Services
San Ramon
10.2021 - 05.2022
- Provided administrative support to multiple sales managers, as well as multiple teams of sales professionals, in order to meet their business objectives and goals within the FedEx Sales organization. Ensuring seamless daily operations and calendar management for Sales Managers.
- Monitor revenue performance for the sales team, and initiate corrective actions as needed.
- Coordinated communications, including scheduling meetings, preparing detailed reports, and handle confidential correspondence.
- Facilitated meetings between stakeholders to discuss issues and resolve conflicts effectively.
- Cultivated strong relationships with team to better understand and support their sales support needs.
- Implemented process improvements initiatives across various departments within the organization.
- Managed travel logistics, expense reports and vendor coordination while upholding FedEx's compliance and confidentiality standards.
Office Manager
Law Offices of Timothy D. Timmons
Concord
11.2018 - 05.2020
- Oversaw daily operations of a busy Workers' Compensation Law Firm, ensuring smooth workflow, high client service standards, and compliance with legal procedures.
- Supervised and trained administrative staff, legal assistants, and front desk personnel, fostering a productive and professional office environment.
- Coordinated attorney schedules, client meetings, hearings, depositions, and case deadlines using legal calendaring systems.
- Maintained case management systems, organized client files, and ensured timely filing of legal documents with state workers' compensation boards.
- Handled client intake and communication, providing compassionate support and professionalism during sensitive claims processes.
- Managed office budgets, vendor relationships, supply procurement, and billing functions to ensure efficient and cost-effective operations.
- Implemented process improvements that reduced administrative errors and improved case tracking and communication.
Paralegal
Law Offices of Timothy D. Timmons
Concord
11.2014 - 11.2018
- Administered approximately 250 workers’ compensation cases.
- Managed and organized correspondence involving all phases of litigation.
- Coordinated attorney schedules, client meetings, hearings, depositions, and case deadlines using legal calendaring systems.
- Maintained case management systems, organized client files, and ensured timely filing of legal documents with state workers' compensation boards.
- Handled client intake and communication, providing compassionate support and professionalism during sensitive claims processes.
- Regularly discussed case issues with clients, defense attorneys, insurance adjusters, and medical professionals.
- Drafted and filed legal documents with the Workers’ Compensation Appeals Board. Prepared medical, financial, and similar discovery documents for trial.
- Negotiated settlements and closed files.
Case Manager
Law Offices of Richard Wayne
San Rafael
07.2013 - 10.2014
- Provided general support to the personal injury department, worked on special projects, and litigation matters as needed.
- Updated and maintained legal documents and team projects on shared Google documents and excel sheets.
- I interviewed potential new clients and followed up through the case opening process.
- Regularly discussed case issues with clients, insurance adjusters and medical professionals. Initiated case opening process, opened case files, managed case filing, case follow up and prepared case closing documentation all through finalizing the case.
- Client/attorney interpreter during mediations and recorded statements. Requested medical and legal documents.
- Assisted senior case manager with any extra office organization needs.
Owner
La Esmeralda Restaurant
Pinole
06.2012 - 10.2013
- Directed front and back-of-house operations including staffing, training, scheduling, inventory, and vendor relations
- Developed and executed business strategies that increased revenue, reduced costs, and improved overall profitability
- Created and refined menu offerings with family recipes.
- Ensured compliance with all health, safety, and labor regulations
- Built a strong customer base through community engagement, high-quality service, and targeted marketing campaigns.
- Cultivated a positive, efficient team culture focused on excellence, and accountability.
Case Manager
Ratto Law Firm
Oakland
07.2009 - 07.2012
- Administered approximately 350 workers’ compensation and personal injury cases.
- Managed and organized correspondence involving all phases of litigation.
- Regularly discussed case issues with clients, defense attorneys, insurance adjusters, and medical professionals.
- Drafted and filed legal documents with the Workers' Compensation Appeals Board.
- Prepared medical, financial, and similar discovery documents for trial.
- Regularly met with new and retained clients, and answered questions regarding their cases.
- Managed office and court calendars.
- Organized and prepared files for hearings.
- Updated client information in database.
- Managed potential client intake and follow up. Interpreter for client/attorney meetings.
Customer Service/Team Lead - Order Processing
Stacks and Stacks
Richmond
11.2007 - 07.2009
- Managed all website order processing for the company.
- Downloaded and imported website orders daily.
- Printed and sorted orders in order or importance, then sent the orders to wear house for pulling and shipping.
- Provided costumer technical support by phone and via e-mail. Answered all customer order inquires via e-mail.
- Processed returns and damages.
- Managed excel sheets for inventory check.
- Responded quickly and professionally to any incoming emails from customers seeking assistance.
- Analyzed customer feedback data to identify areas of improvement.
- Enforced compliance with company standards related to safety, security, quality assurance.
Education
B.A. - Psychology
CSU East Bay
05.2022
AA-T - Psychology
Diablo Valley College
05.2020
Paralegal Studies
Merritt College
03.2015
AA-T - Political Science
Berkeley City College
05.2012
Skills
- Exceptional communication
- Adaptability to Industry Changes
- Face-to-face Sales
- Pipeline Management
- Salesforce Experience
- Sales reporting
- Account maintenance
- Document management
- Relationship Building
- Team collaboration
- Attention to detail
- Time management
- Microsoft Excel
- Creative problem solving
- Sales support
- Strong organization
- Data entry proficiency
- Contract negotiation
Timeline
District Leader
PRIMERICA FINANCIAL SERVICES
05.2023 - Current
Managing Director Sr Admin
FedEx
05.2022 - Current
Sales Manager Admin
FedEx Services
10.2021 - 05.2022
Office Manager
Law Offices of Timothy D. Timmons
11.2018 - 05.2020
Paralegal
Law Offices of Timothy D. Timmons
11.2014 - 11.2018
Case Manager
Law Offices of Richard Wayne
07.2013 - 10.2014
Owner
La Esmeralda Restaurant
06.2012 - 10.2013
Case Manager
Ratto Law Firm
07.2009 - 07.2012
Customer Service/Team Lead - Order Processing
Stacks and Stacks
11.2007 - 07.2009
B.A. - Psychology
CSU East Bay
AA-T - Psychology
Diablo Valley College
Paralegal Studies
Merritt College
AA-T - Political Science
Berkeley City College
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