Summary
Overview
Work History
Education
Skills
Websites
Certification
LANGUAGES
Timeline
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Joalmi Lozano

San Jose

Summary

Strategic leader with expertise in driving business growth and fostering high-performance teams. Demonstrates strong ability to navigate complex challenges and deliver impactful results. Adept at building collaborative environments and leveraging analytical skills to meet evolving demands. Recognized for exceptional communication, leadership, and problem-solving abilities.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Partner, Business Development & Strategy

G1 Financial Services
01.2025 - Current
  • Lead strategic initiatives to drive business growth and expand market presence.
  • Develop partnerships and alliances to enhance service offerings and client acquisition.
  • Oversee strategic planning, marketing, and sales enablement efforts.
  • Analyze market trends and client data to support informed decision-making.
  • Collaborate on operational efficiency, organizational development, and long-term vision.

Account Executive

G1 Financial Services
09.2024 - Current
  • Advise clients on financial planning, benefits strategies, and business development.
  • Conduct needs assessments to design tailored solutions for individuals and businesses.
  • Provide guidance on employee benefits, tax strategies, and compliance requirements.
  • Build strong client relationships through ongoing communication and support.
  • Deliver education on financial tools and assist with plan implementation.

Integrated Behavioral Health Care Coordinator

Santa Cruz Community Health Centers
08.2022 - 12.2024
  • Improve the health of patients and the community and advocate the intrinsic goals of social, political, and economic equality.
  • Serve as a primary contact between patients, healthcare professionals, and stakeholders ensuring effective information exchange.
  • Follow up with patients, assess adherence to treatment plans, and update behavioral health providers when needed.
  • Respond to mental health crises, coordinate care, and provide support to patients and families.
  • Facilitate comprehensive training and onboarding for new providers and medical staff, ensuring an understanding of Behavioral Health Operational Policies and Procedures.
  • Meeting support, e.g. scheduling meetings, preparing necessary tools, and documenting in meetings for site directors and Chief of Behavioral Health.
  • Provided supervision and support to new providers and medical staff, while maintaining a close relationship with leadership, to maintain best practices.
  • Keep abreast of current developments in mental health care, treatment modalities, and best practices to provide patients and staff with the most relevant and up-to-date information and resources.
  • Responsible for optimizing the productivity of behavioral health providers through effective data management.
  • Successfully implemented and created workflows to enhance the effectiveness of integrated behavioral health model, resulting in improved patient outcomes and streamlined care delivery.
  • Contact : Jill Winters - (831)427-3500

Spanish and English Interpreter

HAS Interpretations LLC
06.2020 - 01.2023
  • Facilitate communication between parties, patient and medical staff who speak different languages.
  • Re-communicate both verbal and written messages, this includes medical forms.
  • Treat patients and medical staff with the utmost professional care.
  • Contact : Santiago Cisneros - 9412493028

Patient Service Coordinator

Salud Para La Gente
01.2022 - 08.2022
  • Company Overview: SPLG provides quality, cost-effective healthcare to low-income communities in the Monterey Bay area, including Santa Cruz and North Monterey County.
  • Collaborated with HRSA and the billing department to ensure proper documentation and reimbursement for federally funded COVID-19 vaccination services.
  • Supported pop-up clinics by facilitating access to free immunizations for uninsured and underserved communities.
  • Active listening and ability to acknowledge patient needs and values through empathy.
  • Helped streamline billing processes in accordance with government assistance programs for ongoing immunization efforts.
  • Performed administrative tasks to support the clinic operation including entering charges, scanning or sending patient records, contacting patients to recall to clinic.
  • Assisted in new software program testing and provided feedback to allow for faster insurance verification process and efficient workflow.
  • Contact : Dail Vannerus - (831)431-3169

Administrative Assistant

McCollum Family Chiropractic
06.2021 - 12.2021
  • Company Overview: Full body Chiropractic and Cellular Detox services
  • Create reports, graphs, and charts for management monthly.
  • Set financial and patient goals daily to ensure growth of practice and staff.
  • Managed tasks using MS Office and spreadsheet applications.
  • A friendly and welcoming demeanor that can be maintained even in unknown or unexpected situations.
  • Assisted in completing charts by transcribing results of patient and doctor consultations.
  • Participate in management meetings, recording notes and creating action plans.
  • Ensured daily medical records are pulled and organized correctly.
  • Processed financial information and transactions for medical billing.
  • Contact : Duncan McCollum - (831)459-9990

Education

No Degree - Clinical Psychology

Cabrillo College
Aptos, CA
06-2026

Skills

  • Microsoft Office
  • Motivational Interviewing
  • Training and Development
  • Interpreting
  • Billing and Coding
  • Communication & Negotiation
  • Business Development & Growth Strategy
  • Client Relationship Management
  • Small Business Advisory
  • Strategic Partnerships
  • Market Trend Analysis
  • Risk Management & Compliance

Certification

California Insurance License – Life, Accident, Health, and Sickness
Issued: 2024

California Bilingual State Seal
Awarded: 2019

Certification in Motivational Interviewing
Issued by: Santa Cruz Community Health, 2023

Certification in Flash Technique
Issued by: Santa Cruz Community Health, 2023

LANGUAGES

Spanish - Full Professional Proficiency
English - Full Professional Proficiency
Korean - Limited Working Proficiency

Timeline

Partner, Business Development & Strategy

G1 Financial Services
01.2025 - Current

Account Executive

G1 Financial Services
09.2024 - Current

Integrated Behavioral Health Care Coordinator

Santa Cruz Community Health Centers
08.2022 - 12.2024

Patient Service Coordinator

Salud Para La Gente
01.2022 - 08.2022

Administrative Assistant

McCollum Family Chiropractic
06.2021 - 12.2021

Spanish and English Interpreter

HAS Interpretations LLC
06.2020 - 01.2023

No Degree - Clinical Psychology

Cabrillo College

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Joalmi Lozano