Results-driven professional skilled in management, document preparation, and data management. Delivers high-quality support in fast-paced environments while ensuring client satisfaction. Develops and implements operational standards and team organization strategies to enhance employee engagement and maintain ethical practices.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Data Quality Analyst
CLIENTSFirst Consulting LLC
Lakewood Ranch, FL
01.2025 - 12.2025
Reviewed and updated client data for accuracy according to style guides.
Resolve data discrepancies and merge duplicate records.
Research and validate information using internal and external data sources.
Followed standardized procedures for data clean-up projects to maintain data integrity.
Exercise good judgment in determining accurate data.
Review audit feedback weekly, correcting any errors and implementing coaching guidance.
Communicate issues or blockers proactively with the team.
Logged in and completed assigned work weekly to meet deadlines.
Attend and contribute to team meetings
Collection Specialist
D & A Services, LLC
Saint Petersburg, FL
12.2022 - 07.2023
Responsible for meeting monthly department A/R goals and service level agreements;
Reviewing and validating disputes;
Processed credit memos, billing adjustments and correct billing errors as needed;
Collected on delinquent accounts;
Responsible for handling all correspondence from internal and external clients and creating timely updates on potential issues.
Realtor
Align Right Realty
Riverview, FL
11.2020 - 01.2023
Responsible for preparing necessary paperwork such as closing statements, deeds, contracts, purchase agreements and leases;
Maintaining a good relationship with lenders, appraisers, home inspectors and escrow companies;
Created lists of real estate properties with details regarding their location and features;
Promoted sale of properties with open houses;
Evaluate clients' financial abilities and research properties within their buying power.
Director of Operations
Marcadis Singer Law Firm
Tampa, FL
08.2018 - 07.2020
Responsible for developing and executing new growth directives;
Liaising with departmental heads to develop financial plans and ensure company wide operational compliance;
Defining, implementing and revising operational policies and guidelines for the organization;
Overseeing client support services;
Managing the collection and legal services departments;
Managing procurement and resource allocation.
Director of Agency Relations
Surety Support Services
Tampa, FL
07.2017 - 08.2018
Responsible for the onboarding of new sub agents;
Ensured that the agent complies with all DFS regulations and has the ability to effectively report all submissions in a timely manner;
Documented all daily, weekly and monthly production execution reports by agents into the MGA surety report for submission;
Processed all discharge reports for sub agents to submit to surety for release;
Oversaw all AR collections functions including the application of a successful collection methodology necessary toward reducing the outstanding receivables;
Served as point of contact for the relationship with third party collection agency;
Developed mechanism for monitoring and tracking the daily transmittal to the third-party collection agency to ensure transmittals are accurate and timely;
Preparation of stipulations, motions and orders for the set aside of forfeiture or remission of funds through Criminal, State and County Attorney's and the Clerk of Courts system;
Director of Change Management/AVP-Performance Management
TRAKAmerica
Naples, FL
03.2011 - 04.2017
Responsible for coordinating, communicate, disseminate information and collect evidence to ensure that suppliers are implementing client changes;
Documenting collection of all supplier attestations;
Interact with internal groups to process priorities for all client deliverables;
Analyze current processes and develop effective problem resolution and recommendations.
Responsible for achieving and exceeding the overall collection goals of TRAK and its clients;
Managing to expected or exceeding, comparative state liquidation rates for clients, when provided with those rates;
Review and send the weekly supplier goal report to the Attorney network with breakout of all client goals;
Weekly/Monthly comparison on gross collections and costs spent from posting at Attorney office vs. TRAK;
Monthly formal performance calls with Attorney network;
Conduct onsite PM audit for each active Attorney annually based on volume and risk;
Maintain detailed work folders on each Attorney and state assigned (Organizational chart, Contact lists, Process documents, State nuances, Establish state level expectations);
Collection, analysis and distribution of data and processes to measure performance;
Adjust market share by client and by state to reduce/increase Attorney inventory.
Set goals, forecasted, and managed overall collection performance of Attorney/Agency Network.
Developed and implemented new strategies to increase revenue across multiple portfolios.
Measured and documented collection performance through segmentation and recovery strategy utilization;
Created and maintained reports to monitor collection forecasts and goals, identifying trends and opportunities for improvement;
Analyze various operating processes to identify areas of opportunity to increase efficiency and drive operating and collection performance;
Initiate weekly conference calls with the network to identify areas of opportunities and ensure conformity with company policies and procedures;
Determine allocation of accounts to vendors within the network based on profitability and vendor product type specialties;
Supervise maintenance of daily reports: Liquidation, Inventory Management, Payment and Judgment Exception;
Appraised and evaluated Attorney performance by analyzing batch track and reporting tools to determine market share.
Recruited, selected, hired, and trained new and existing Attorneys for the Attorney Network.
Manage IT service request processes and identify enhancements for ER (proprietary system, ERecoverEase);
Manage staff for all support functions for Attorney management including: inventory management, payment processing, performance management, audit and compliance.
Education
Business Administration -
Towson State University
Towson, MD
Business Administration -
Carroll Community College
Westminster, MD
Professional Banking Diploma -
American Bankers Association and American Institute of Banking
Skills
Data quality assurance
Data analysis
Data management
Data reporting
Data governance
Data categorization
Data entry
Excel data analysis
VLOOKUP function
Microsoft Excel
Microsoft Access
Visio
Records management
Document management systems
Office administration
Microsoft Office
Windows
Computer skills
Computer literacy
Operating systems
Accuterm
Davox
ERecoverEase
EForwardEase
QuickBooks
FACS
Debt Net
CLS
Melita
JST
FDR
Legal case management
Litigation support
Family law
Legal writing
Legal billing
Court document e-filing
Task prioritization
Organizational management
Time management
Attention to detail
Process improvement
Analytical thinking
Decision making
Multitasking
Typing
Ten-key entry
Communication skills
Interpersonal skills
Customer service
Customer inquiry handling
Customer relationship building
Teamwork
Team management
Staff training
Performance management
Project management
Forecasting
Experience
Change Management
Office management
Project
Analysis skills
Task-based skills
Filing
Administrative experience
Grammar
English
Software proficiency
Computer operation
Performance management
Financial management
UNIX
JST
Legal writing
Phone communication
Interpersonal skills
Data organization
Team management
Estate planning
Litigation support
Law office
Melita
Microsoft Outlook
Excel data analysis
Proofreading
Process improvement
Time management
Legal case management
Administrative experience
Certification
Driver's License
Certified Notary Public
Additional Information
Authorized to work in the US for any employer
Timeline
Data Quality Analyst
CLIENTSFirst Consulting LLC
01.2025 - 12.2025
Collection Specialist
D & A Services, LLC
12.2022 - 07.2023
Realtor
Align Right Realty
11.2020 - 01.2023
Director of Operations
Marcadis Singer Law Firm
08.2018 - 07.2020
Director of Agency Relations
Surety Support Services
07.2017 - 08.2018
Director of Change Management/AVP-Performance Management
Medical Data Analyst/ Medical Coding/Inspector in Quality Assurance and Quality Control at National Breathe Free Sinus & Allergy CenterMedical Data Analyst/ Medical Coding/Inspector in Quality Assurance and Quality Control at National Breathe Free Sinus & Allergy Center