Luna Joachin
Arlington
Summary
Versatile administrative support professional with 5+ years of experience in customer support, healthcare, and financial services. Skilled in managing high-volume communications, scheduling, and recordkeeping with proficiency in Microsoft Office, Teams, and CRM systems. Eager to apply transferable skills while gaining new experiences and contributing value across a variety of roles.
Overview
7
7
years of professional experience
Work History
Shareholder Outreach Specialist
Computershare Fund Services
Louisville, KY (remote)
04.2024 - Current
- Conduct outbound calls to shareholders on behalf of major investment firms including BlackRock, Fidelity, and Nuveen to obtain voting direction for shareholder meetings.
- Achieve high daily KPI metrics while maintaining professionalism and accuracy in a fast-paced environment.
- Average 30+ successful shareholder connections per hour using automated dialer systems
- Efficiently multi-task across Microsoft Teams, proxy platforms, and Microsoft Outlook while managing outbound communications and account documentation.
- Maintain accurate records of shareholder interactions, voting directions, and account updates.
Operations Manager
Revival Fitness & Wellness by Fefe
Arlington, VA
01.2025 - Current
- Designed and managed the company website to support branding, client engagement, and online scheduling functionality.
- Manage Acuity Scheduling for appointment booking, calendar organization, and client scheduling coordination.
- Handle client communication and administrative support across multiple platforms
- Collaborate on business development strategies and operational planning.
Claims Processor
Conduent
Chesapeake, VA (Remote)
11.2020 - 02.2022
- Processed healthcare claims and reviewed information for accuracy in a high-volume remote environment.
- Utilized Microsoft Teams, Outlook, and internal systems to manage workflow queues, communications, and daily processing tasks.
- Entered and updated data while maintaining productivity and accuracy standards.
Engagement Specialist
HMSA, Hawaii Medical Service Association
Kapolei, HI
04.2019 - 04.2020
- Conducted outreach to HMSA QUEST members regarding healthcare programs, benefits, and enrollment support.
- Processed patient registrations and maintained accurate member records using Aerial and internal healthcare systems.
- Processed patient information and documentation while ensuring accuracy and HIPAA compliance.
- Assisted members with questions, issue resolution, and program-related support in a high-volume environment.
Education
Bachelor of Arts - Management Information Systems
Temple University
2028
Associate of Science - Business Administration
Community College of Philadelphia
2025
Skills
Data Entry
Inbound & Outbound Call Management
Microsoft Office Suite
Microsoft Teams & Zoom
Conflict Resolution
Maintaining client records
HIPAA Compliance
Citrix
Teamwork
Aerial
Time Management
Timeline
Operations Manager
Revival Fitness & Wellness by Fefe
01.2025 - Current
Shareholder Outreach Specialist
Computershare Fund Services
04.2024 - Current
Claims Processor
Conduent
11.2020 - 02.2022
Engagement Specialist
HMSA, Hawaii Medical Service Association
04.2019 - 04.2020
Bachelor of Arts - Management Information Systems
Temple University
Associate of Science - Business Administration
Community College of Philadelphia