Jean Procopio, Aams, Cisr Email & Phone Number

United States

United States

Mcallen, Texas, United States

Primary responsibility is to maintain organization's office operations and procedures; HR, Payroll, Billing, Operations, Budget Management, New Initiatives and Executive & Sales Support so that our team can focus on improving ImageHouse’s approach to design and advertising by executing ad campaigns through data-driven analytics and automation to deliver higher performing campaigns for our clients.

Mcallen, Texas Area

WOSB CertifiedWBE CertifiedAssisting clients with bookkeeping, project management, marketing and branding, operational, business development, event planning and management, executive assistant needs. Specializing in Consultation Services focused in the area of Federal, State and Municipal Construction Contracts, RFP/RFQs and Certifications with engineering and architectural organizations.Field Inspection Services include: Residential mortgage, insurance, collateral, and commercial property; for mortgage companies, lean holders and insurance companies.

Mcallen, Texas Area

Ensured that the company's everyday activities ran smoothly while keeping costs low:•Implemented new directives for growth and project profitability. •Supervised a number of departments: human resources, accounting, sales, marketing and advertising, client relations, and government contracts. •Assisted with company’s strategic plan; developed and managed the annual budget. •Increased market positioning by locating, developing, defining, negotiating, and closing public sector projects; increased size of individual private client projects; added a school district to our client list. •RFQs/RFPs; Determined fees, secured design teams and created proposals. •Assistant Project Manager; from design through construction.•Worked on public projects as a Government Liaison; represented both the client and/or the firm to ensure communication, requirements and deadlines were all met.

Edinburg, Texas

The University of Texas Rio Grande ValleyDirector of Stewardship and Donor Relations:Responsible for designing, implementing and coordinating a comprehensive donor relations and stewardship system that appropriately and consistently promotes interaction with and recognition of donors at all levels. Supports the fundraising efforts by building long term relationships with donors supporting the success of the University.The University of Texas - Pan American:Endowment and Gift Services ManagerManagement of endowment and gift services operations and staff for the University and Foundation. •Ensures institutional endowment compliance with UT System Board of Regents mandated processes, including annual reporting to UT System and endowment donors•Assist Development team with establishing endowments, process and create endowment with UT System or UTPA Foundation, ensure correct expenditure of endowment funds•Responsible for gift processing, receipting, reporting and acknowledgement procedures. •Provides oversight and reporting of gift reconciliation with the University

Pharr, Texas

Secured funding through individuals, grants, contracts, corporations; managed Advisory Board relationships and special events.•Planned and executed the Good Samaritan Community Services’ largest annual fundraising event in just 4 months, increasing gross revenue by 24.6%.•Produced annual turn­key events that raise the profile of and dollars for the program, including the extensive planning, marketing and detailed execution required for success. •Prepared and processed all gift receipts and acknowledgements as well as overseeing accounts receivable and payable, and the reconciliation between donor database and accounting reports. •Conducted annual fund campaign and managed donor database.•Leveraged the Advisory Board and Committees for fundraising support and supported the Executive Director by preparing the board and committee calendars, agendas, reports and meeting minutes.•Compiled and organized donor data collected over the last 8 years to prepare for entry into Results Plus, data management program.

Mcallen Area, Texas

Senior Campaign Manager – Donor DevelopmentResponsible for developing the annual budget and strategic plan for the region. Implemented new Donor Development plan in the Rio Grande Valley by identifying prospective donors, connecting with individuals and businesses to build relationships, and securing annual gifts•Secured first municipal partnership for TNT, which generated $31,000 in revenue in just two quarters•Tracked progress and cycle of relationship; maintained strong documentation of progress towards development goals•Ensured revenue goals are met for each campaign while continuing the duties of prior position•Established and managed the first LLS-RGV Advisory Board by reaching out to community leaders, donors, and past volunteersSenior Campaign Manager – Team In Training (TNT)Responsible for management of fundraising campaign from marketing to execution within budget and exceeding revenue goals, management of office operations•In first year increased the TNT department revenue from $131,000 to $342,000, increased volunteer retention to the program from 40% to 70%, and increased volunteer completion of the program by 104%. Leaving TNT as a $490,000 annual program in FY13•Coordinate, price and book travel arrangements for over 60 volunteers, several times a year•Recruit and manage a team of over 130 volunteers every six months•Utilize personal resources and contacts to identify community partners and fundraising opportunities•Interview, hire and manage staff members, interns and coachesPart-Time Campaign Assistant – Team In TrainingCoordinated elements of the program including scheduling clinics; planning, implementing and executing marketing events and volunteer recruitment and management in the evenings and weekends. •Grew TNT by 27% in the first 6 months, as a part time employee, to justify the addition of full time home based position. In the next 6 months increased revenue to justify the opening of the first RGV office

Mcallen, Texas Area

Responsible for sales, pricing and service of large commercial accounts.•Managed a book of business consisting of high profile, large sized accounts; with annual premiums of up to $250,000•Maintained client relationships by consulting on a regular basis to ascertain changes in business needs •Analyzed industry trends in order to assist businesses with economic challenges•Market accounts yearly to multiple insurance carriers to locate best pricing while not diminishing coverage•Present sales proposals, retain business, and capture new assets

Mcallen, Texas Area

Responsibilities included prospecting businesses and individuals, analyzing financial needs, and presenting economic solutions. •Generated and managed a $13 million portfolio and shared responsibility on an additional $85 million team portfolio. Increased team business by over 20% during my first year•Utilized creative approaches to develop and maintain relationships, which in turn increased client satisfaction•Developed marketing strategies for managing ad campaigns; organized and presented educational seminars; and exhibited at trade shows to secure additional clients•Was recognized as top 10% of new sales representatives in the country, advancing to second year “Business Development Workshop” for high sales in 2005•Won several sales contests by consistently achieving monthly, quarterly, and annual sales goals