Experienced with identifying inefficiencies and implementing effective solutions. Utilizes analytical skills and process improvement methodologies to enhance operational performance. Knowledge of best practices in process mapping and stakeholder engagement.
Overview
19
19
years of professional experience
Work History
Household Manager
Self Employed
07.2023 - Current
Anticipated the household''s needs and proactively addressed them to minimize disruptions or inconveniences.
Performed cleaning and organization duties.
Managed financial operations for household of 4 members.
Tended to childcare responsibilities when necessary with empathy and attentiveness towards each child''s unique needs or interests.
Coordinated travel arrangements for family vacations, business trips, or special events to ensure seamless experiences.
Fostered positive relationships with service providers, ensuring timely delivery of services and effective communication.
Reduced family stress levels by managing schedules, appointments, and events on behalf of the household.
Case Manager
Forward Platform
08.2022 - 07.2023
Achieve goals by providing excellent customer service to program participants including accurately responding to inquiries about the program
Maximize efficiency within the department by reviewing and analyzing applications for completeness
Accountable for contacting program applicants and requesting any/all missing or incomplete information and updating as necessary
Utilize various methods to review policy as well as enter data information into an automated eligibility determination system as well as perform manual calculations
Completing 60 cases a day from start to finish.
Achieved positive client outcomes by developing and implementing comprehensive case management plans.
Case Manager / Subject Matter Expert (SME)
Tidal Basin
09.2021 - 08.2022
Company Overview: (Contractor AppleOne)
Analyzed and reviewed intake forms and mortgage/loan documentation to decide the client’s eligibility for program benefits
Oversaw processes for income verification for applicants, reconciling ledgers, fraud review, and determination and research
Maximized efficiency by finalizing agreements for execution, resolving issues in quality control as well as meeting case management deadlines
Accountable for processing data from electronic sources and entering information into a computer-based eligibility system under state and federal requirements
Streamlined process for interviewing applicants to obtain and verify information needed to determine eligibility for Food Assistance, Medicaid, and Cash Assistance
Demonstrated expertise in numerous state and federal program regulations, through intensive training prior to full case assignment and then ongoing training thereafter
Facilitated education and instruction for clients in the completion of various forms, and reviewing the applications and forms submitted for completeness and accuracy
(Contractor AppleOne)
Coordinated services with other agencies, community-based organizations, and healthcare professionals to provide useful benefits to clients.
Legal Assistant
Williams Moore Law Firm
05.2017 - 09.2020
Oversaw case management and records during all phases of the litigation process from the initiation of a case to the discovery period through trial and post-trial
Conduct legal research/writing and prepare a memorandum for attorneys as well as provide assistance in trials by proofreading and cite-checking trial briefs, exhibits, subpoenas, and motions
Researched and demonstrated the ability to understand laws, statutes, constitutions, regulations, and court opinions, including precedents and reasoning
Completed daily docketing, timekeeping, dictation, and correspondence as prepared by the lawyer as well as prepared billing and account statements for invoicing
Ensured the firm is achieving its short-term/ long-term goals and client satisfaction by evaluating the quality of service and making recommendations for improvement
Administrative Concierge
Pricewaterhouse Cooper
11.2015 - 08.2016
Served as a Subject Matter Expert on work processes across function teams including the engagement setup process including processing requests for WBS code creation
Facilitated SharePoint and Spark training to team members as well as specialized in the preparation of Engagement Letters, Financial Statements, and Audit Committee Reports per Firm standards
Extensive technical knowledge and ability in Google Apps for Work, Lotus Notes, WebEx, and social media tools to provide administrative support virtually, within the professional services industry or a corporate environment, emphasizing the utilization of mobile and remote technology
Client Service Associate
Pershing, LLC (BNY Mellon)
11.2013 - 02.2014
Achieved goals by executing all correspondent requisites by deadlines with an understanding of the underlying business and client needs
Successfully processed updates to client accounts as well as company records to ensure that all data was represented accurately
Assisted Management with certificate confirmations as well as overseeing communication process with transfer agents and our Chennai team abroad in India
Worked with IBDs and DTCC directly through our service centers as well as assisted managers in quality control and assurance processing DRS statements
Maximized efficiency by entering account information from checks and transcribed data in the online portal prior to monitoring exception process
Analyzed and reviewed daily reports for accurate recording as well as ensured that all files were up to date and reconciled daily
Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
Appraisal Analyst
Digital Risk
02.2013 - 05.2013
Collaborated with staff to assist with the preproduction of appraisals of real property or land for bank lending, property tax appeal, eminent domain, and other purposes
Analyzed property-level data, verified tax and zoning information as well as prepared exhibits for reports and updated market information
Research Analyst
Wells Fargo
07.2012 - 01.2013
Company Overview: (Temporary Contract)
(Temporary Contract)
Customer Support Specialist
SunTrust Bank
11.2010 - 09.2012
Handled escalated support cases with diplomacy and tact, successfully defusing tense situations between the company and its customers.
Utilized CRM systems effectively to track customer interactions, document detailed case notes, and access relevant account information quickly when needed.
Office Assistant
HSBC / Beneficial
05.2006 - 07.2008
Expedited document processing with accurate data entry and timely filing.
Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
Maintained confidentiality in handling sensitive information while performing administrative tasks.
Assisted in financial tasks such as invoicing, expense tracking, and budget preparation to ensure accuracy.
Strengthened office organization by implementing new filing systems and digital record-keeping practices.
Improved office supply inventory management, reducing unnecessary expenditures by regularly auditing and ordering supplies.
Coordinated meeting schedules and logistics, leading to smoother operations and better time management.
Education
Bachelor of Science - Communications
University Of Phoenix
Phoenix, AZ
04.2024
Comptia A+ Certificate -
Hillsborough Community College
Tampa, FL
05.2024
Skills
Financial Services
Case Management
Project Management
Income Verification
Content Management
Research and Data Analysis
Legal Documentation and Reporting
Complex Problem Solving
Collaborative Teamwork
Effective Communication
Client Relationship Management
Analytical and Critical Thinking
Training and Development
Strategic Planning
Software, Platform, and Databases Proficiency
Microsoft Office Suite
Lotus Notes
WebEx
Organization and multitasking
Documentation and reporting
Positive attitude
Email and telephone etiquette
Documentation proficiency
Data entry and analysis
Staff management
Internal communications
Marketing communications
Speech writing
Accounts receivable software
Invoice processing
Payment processing
Prior Experience
Research Analyst (Temporary Contract), Wells Fargo, 07/01/12, 01/31/13
Customer Support Specialist, SunTrust Bank, 11/01/10, 09/30/12