Juana Sanchez
Calgary,AB
Summary
Professional representative and account planner with experience in monitoring social support, understanding cultural diversity and human development. Skilled in managing inclusive and multicultural environments. Expertise in the processes and challenges related to human immigration. More than five years of experience in case analysis focused on solving client needs through diplomacy and empathy. Excel in cross-cultural relations, community engagement and understanding of government processes.
Overview
2026
2026
years of professional experience
Work History
Customer Representative (Fiduciary)
Government of Quebec
Montreal West, Quebec
05.2023 - 03.2025
- Performed the analysis of each represented person by assessing their overall situation as part of the registration process (to ensure the protection of incapable persons).
- Reviewed the profile of each represented person to support strategic planning identify problems and develop solutions according to their medical, mental, and financial needs.
- Developed and implemented the asset management plan in accordance with government regulations.
- Collaborated with different sectors, insurance companies, legal, medical assistance and governmental departments to solve different situations.
- Collaborated with the social services team to foster the growth and development of each represented person.
- Performed monthly status reports and documented correspondence in CRM to track requests, issues and solutions.
- Advised the public curators concerning the protection processes, current needs and other services of each represented person in our charge.
- Authorized transactions in compliance with the protection of the interests and rights of the represented person.
- Researched trends in key operating metrics such as revenue growth, debt, new practices, services or new technologies.
Analyst of Philanthropy Programs
Conseil des arts de Montréal
Montreal, Quebec
02.2021 - 09.2022
- Analyzed the social and economic impact of the philanthropy program.
- Evaluated the needs of the cultural philanthropy department to optimize the internship program.
- Provided solutions and recommendations for continuous improvement, in collaboration with the universities attached to the cultural philanthropy program.
- Conducted administrative follow-up incluiding interviews and weekly meetings with the philanthropy students.
Agent Services Representative
Desjardins
Montreal, Quebec
08.2018 - 02.2020
- Promoted available products and services to customers during service, account management and order calls.
- Processed routine customer transactions.
- Developed relationships with existing customers by providing excellent customer service.
Marketing Risk Analyst
KPMG
Mexico City
02.2016 - 11.2017
- Developed, defined and optimized approaches to handle account delinquencies, enhance recovery efforts and implement settlement programs.
- Prepared reports highlighting key findings from risk assessment activities.
- Collaborated with various departments within the organization to ensure effective implementation of risk mitigation strategies.
- Informed financial decisions by analyzing financial information to forecast business, industry and economic factors.
General Management Assistant
Reckitt Benckiser
Mexico City
11.2013 - 06.2017
- Coordinated and facilitated calendars to arrange appointments, meetings and conferences.
- Reviewed, approved expenses, and managed budgets.
- Managed correspondence, including email and mail, ensuring timely responses and confidentiality.
- Monitored progress on projects and action plans.
- Liaised between management and subordinates to exchange information, transmit directives or follow up on assignments.
Volunteer
YMCA
Montreal, Quebec
Credit Analyst
Ford credit
Mexico City
Education
M.D. - International Management
Université Du Québec À Montréal
Montreal, QC08-2023
BBA - Bachelor of Business Administration
Chamber of Commerce Commercial University
Mexico City02-2005
Skills
- Newcomers process
- Cultural sensitivity
- Administrative management
- CRM and Microsoft Office
- Problem-solving skills
- Organizational skills
- Cross-cultural communication
- Team collaboration
- Time management
Languages
English
Full Professional
French
Full Professional
Spanish
Native/ Bilingual
Timeline
Customer Representative (Fiduciary)
Government of Quebec
05.2023 - 03.2025
Analyst of Philanthropy Programs
Conseil des arts de Montréal
02.2021 - 09.2022
Agent Services Representative
Desjardins
08.2018 - 02.2020
Marketing Risk Analyst
KPMG
02.2016 - 11.2017
General Management Assistant
Reckitt Benckiser
11.2013 - 06.2017
Volunteer
YMCA
Credit Analyst
Ford credit
M.D. - International Management
Université Du Québec À Montréal
BBA - Bachelor of Business Administration
Chamber of Commerce Commercial University
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