Anita Goree

• Accurately assess and ship patient specialty medications, ensuring compliance with regulatory requirements. Call quality scores average 96.6%.
• Selected by key management to represent organization during it's Utilization Review Accreditation Commission (URAC) audit.
• Assigned to special project team tasked with testing and transitioning company’s existing ScriptMed Enterprise software platform to ScriptMed Cloud.
• Subject matter expert for New Patient standard operating policies and procedures.
• Mentor and train new hires on customer engagement and standard operating policies and procedures, resulting in stronger staff development and increased productivity.

• Assessed credit risk and analyzed financial statements of health systems and independent medical practices, to deliver overall risk assessment that would minimize company's risk exposure.
• Multi-tasked to complete applications and portfolio reviews of new and existing clients ahead of schedule to exceed customer expectations.
• Researched collateral to ensure company's secured interest.

• Analyzed returnable and non-returnable pharmaceuticals to maximize client’s financial return, while ensuring compliance with State and Federal DEA and EPA regulations.
• Analyzed and accurately input data to achieve 99% error free rate for returns processed, allowing for timely financial credits to client.
• Collaborated with team members to facilitate returns quickly and provide outstanding customer service.

• Collaborated with 15 small business owners to create and design customized growth plans, with primary objective of increasing jobs and cultivating economic development within City of Detroit and Detroit Metropolitan area.
• Promoted program through various events and community outreach.
• Liaised for organization’s Director attending meetings and functions.
• Provided leadership coaching to small business owners, enabling each to find daily motivation, solve problems and make effective decisions.

Training Specialist

• Certified to instruct and facilitate lending compliance and regulation training.
• Trained and mentored 1,000 new personnel hired to fulfill various roles.
• Documented participation and evaluated learning for each participant.
• Monitored participant workflow and behaviors throughout training process.
• Performed continuous evaluations of content and plans in order to enhance delivery and improve effectiveness.

Branch Manager

• Managed and oversaw 12 employees and branch deposits and investments in excess of $101M.
• Demonstrated leadership capabilities evidenced by achievement of campaign goals and successful branch audit.
• Interviewed, hired, and coached new employees in order to achieve branch sales goals and objectives.

• Generated loan referrals for community partners in excess of $2M
• Focused teams on developing innovative and cutting-edge approaches at all levels with effective resource allocation and strategic planning.
• Hired and directed teams to achieve daily and long-term operations and business goals.
• Researched and analyzed community needs to determine program directives and goals.

• Analyzed municipal issuer financial statements and outstanding debt to uncover sales opportunities.
• Collaborated with investment banking team to quickly respond to Request for Proposals (RPFs)
• Integral part of banking team that issued School District of City of Detroit’s largest bond issuance ($500M) in history of School District at that time.
• Obtained series 6 and 52 licenses to sell municipal securities.
• Liaised for firm’s CEO to deepen existing relationships and build new partnerships with clients and colleagues.