EMR
Dakota Hill
Charlotte,NC
Summary
Proven ability to successfully manage projects from initiation through completion, ensuring timely delivery and adherence to quality standards. Strong written and verbal communication skills, adept at effectively conveying technical concepts to non-stakeholders. Excellent analytical skills with a track record of issue identification and effective solution implementation. Experience collaborating effectively in teams, including cross-functional teams, to achieve project goals. Skilled in addressing customers' needs and providing exceptional service to enhance satisfaction and loyalty. Demonstrated ability to develop and implement long-term strategies aligned with organizational goals and market trends. Expertise in engaging and managing relationships with key stakeholders, ensuring their needs and expectations are met. Proficient in identifying potential risks, assessing their impact, and developing mitigation strategies.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Medical Project Coordinator
Best Clinic PLLC
07.2023 - Current
- Manage and coordinate a variety of medical projects within the clinic to ensure they are executed efficiently and align with Best Clinic
- Lead the planning, implementation, and tracking of projects, working closely with healthcare professionals, administrators, and external stakeholders
- Define project objectives, develop detailed timelines, and allocate resources effectively
- Monitor projects progress, gather data, and prepare comprehensive reports for stakeholders, highlighting key milestones and addressing potential risk
- Facilitate communication between projects teams, clinicians, administrative staff to ensure alignment and smooth executions
- Maintain project documentation, including meetings minutes, schedules and status reporting
- Support the integration of new clinical practices and technologies, coordinating training sessions, ensure compliance with healthcare regulations and clinic policies throughout project execution
- Understand project deliverables and level of effort to complete
- Participates in the strategic planning with clients or utilizes project knowledge in the statement of work development process
- Keep corporate and client information confidential, adhering to data safety measures.
Business Executive Consultant
Wells Fargo
01.2023 - 07.2023
- Company Overview: (Contract)
- Collaborated as a team member of an examination team to assess financial institutions, determine safe and sound practices and identify violations of law and regulations
- Conducted JIRA Align/Confluence user acceptance interface testing, ensuring the functionality and usability of key tools
- Served as a subject matter expert for program closure business processes and tools, catering to stakeholders
- Drove business requirements to enhance tools in alignment with program evaluation
- Rolled out process and tools enhancements, providing guidance to program stakeholders and assisting in problem-solving for unique or complex scenarios
- Utilized independent judgment to guide moderate-risk deliverables
- Gathered data, analysis and visualization, assisted with critical records management responsibilities to ensure accurate documentation and efficient data collection
- Participated in testing new enhancements and migrating data to long-term repositories, ensuring the integrity of information
- Conducted JIRA Align/Confluence user acceptance interface testing, ensuring the functionality and usability of key tools
- Owned key program resources, including user guides, templates, and SharePoint sites, ensuring proper vetting of modifications before publication
- Assisted with critical records management responsibilities
- Led cross-functional teams to strategize, plan and execute various programs, services, and initiatives
- Drove accountability for assigned initiatives, limiting risk exposure, and creating efficiencies where appropriate
- (Contract)
Business System Operation Consultant
Credit Suisse
09.2021 - 01.2023
- Managed break reconciliation and other exceptions on daily control reports
- Developed strong business relationships with middle office and global trade settlements, trade processing
- Handled regulatory requirements and escalated negative client financial exposure
- Client Settlements, financial analysis, loan settlements, CLO obligations and portfolio servicing
- Trade execution and underlying loan life cycle event processing
- Perform quality checks of automated systems
- Use Loan IQ to assist with recommendations for configuration of the proposed systems/integrations: design and execute test plans systems/integrations
- Assisted trading with minimizing costs and identifying concerns that can be expected
- Reviewed and interpreted legal documentation and other materials related to complex credit events
- Analyzed client portfolios and performed due diligence required by federal regulators for trade and credit events
- Resolve questions, assess user needs, and recommend changes
- Work with developers and business analysts/ liaison between IT and business teams
Associated Trust Administrator
TIAA
10.2020 - 11.2021
- Company Overview: (Contract)
- Streamlined trust administration life-cycle process by coordinating with the Senior Trust Administrator and serving as a point of contact between the client account team and various departments, including Custody Operations, Pooled Fund Administration, Trading, and Reporting
- Ensured accuracy of W4P forms (Withholding Certification for Pension) for Non-Periodic and Periodic by conducting thorough reviews before sending them out to clients
- Gathered and meticulously reviewed initial data, documents, and other information provided by clients, resolving any discrepancies or missing information
- Conducted comprehensive reviews of new accounts, terminations, shifts of interest, gift additions, participant additions, investment directives, beneficiary and vendor payments, valuations, client and account profiles, tax conditions, and other pertinent data to support client and donor information
- Maintained precise and up-to-date beneficiary, client, and donor information
- Generated regular profile, transaction, and accounting reports
- Proactively identified and resolved client issues positively, consistently meeting client needs
- (Contract)
Project Coordinator
America’s Choice Inspections and training
08.2018 - 11.2021
- Demonstrated strong leadership skills in guiding and overseeing project initiatives, utilizing Trello to manage tasks and ensure project alignment
- Coordinated and scheduled continuing education course for 50+ real estate agents, ensuring seamless logistics and effective training sessions
- Managed the coordination of educational programs, showcasing organizational and logistical expertise through the effective use of Trello
- Utilized the ISN tool to run weekly reports, showcasing proficiency in data management and analysis
- Efficiently managed unpaid orders and conducted proactive communication on overdue invoicing, contributing to improved financial processes
- Implemented new optimized existing social media strategies to enhance the company’s online presence
- Crafted personalized content to engage the audience, demonstrating expertise in social media management
- Collaborated with real estate professionals, buyers, and internal teams to ensure effective communication and coordination
- Presented key metrics and reports in regular meetings with the CEO, emphasizing effective communication skills
Client Support / Quality Assurance Testing
Castlight Health
12.2016 - 08.2019
- Company Overview: Healthcare Technology
- Resolved customer service issues within the Salesforce system, ensuring timely responses to requests via email, phone, and live chat within Service Level Agreements (SLAs)
- Assisted with 3rd Party platforms, coordinating deliverables between teams and vendors to ensure seamless collaboration
- Analyzed current processes, systems, or databases, making recommendations for development and improvement to enhance efficiency
- Communicated with stakeholders for follow-up projects, maintaining effective collaboration and ensuring project alignment with goals
- Conducted root-cause analysis of reported issues, provided solutions within target timeframes, managed escalations, and configured end-user devices
- Collaborated with business group management to develop training materials, providing ongoing end-user systems training to ensure correct application usage and rolling out new tools and procedures
- Monitored reporting on the desktop backup system, ensuring compliance with desktop health for 130 communities and maintaining stakeholder’s effort compliance above 95%
- Certified in Castlight Quality Control, documenting, and reporting JIRA cases for the ticketing systems to the engineering team, ensuring quality in the ticketing system
- Healthcare Technology
Client Relationship Manager II
Bank of America
06.2012 - 11.2016
- Seved as the point of contact and advisor to homeowners setting expectations about loan status and final resolutions
- Managed a portfolio within CRM tools and Salesforce system for delinquent loans, collaborating with loan modification program and disposition specialist to determine solutions for bringing accounts current
- Conducted thorough analyses to ensure loan quality and compliance with Treasury, Company, and Investor Guidelines
- Carried out Verification of Income (VOI) procedures
- Calculated customers' front and back-end debt-to-income ratios
- Verified occupancy, hardship, and income details
- Applied payment waterfall techniques to determine workout eligibility (repurchase plans, forbearances, modifications, or liquidation options)
- Identified types and amounts of liquid assets held by borrowers, where applicable
- Responded to client, investor, or other third-party inquiries, conducting research, preparing documentation, and analyzing request
- Addressed inquiries by Dodd Frank, hardship letters, 4506T forms, and USA Patriot Act compliance
- Communicated necessary conditions for proper file documentation (e.g., reason for default letters, updated pay stubs, bankruptcy papers)
- Monitored accounts for trial payments, including the management of lengthy repayment plans and special forbearances, ensuring adherence to agreements
- Documented final decisions and updated system of record
Quality Assurance Analyst
Wells Fargo Bank
07.2010 - 06.2012
- Evaluated loans for SLR (Servicing Loan Release) to ensure compliance with regulatory and investor guidance for foreclosure
- Managed the decision and risk analysis of loan documentation by reviewing individual or aggregate transactions
- Acted as a liaison for internal business units
- Provided exceptional customer service while adhering to bank policies, controls, and regulatory requirements, actively mitigating operational and reputational risks
- Initiated and managed an ongoing quarterly event recognizing call center employees for high-quality performance, resulting in increased morale and improvements in call quality
- Collaborated with Loss Mitigation team, auditing results and facilitating timely resolutions through communication via email or G.E.M
- (General Electric Mortgage)
- Identified processing gaps, utilizing current knowledge and experience to adhere to written procedures and maintain a minimal error rate
- Identified risk during the documentation of loans in database before sending them into foreclosure
- Conducted root cause analysis, recommended solutions, and led or assisted in implementing the solution
- Reported progress, test metrics and results to project stakeholders.
Education
Bachelor of Science - Business Administration Information Technology
Pfeiffer University
Skills
- Project Management
- Communication Skills
- Analytical Skills
- Team Collaboration
- Customer Service
- Strategic Development
- Stakeholder Management
- Risk Assessment
- Cloud Computing
- User Experience Design
- SQL
- Document Management
- Project Tracking
- CRM Tools
- Business Intelligence
- Human Capital Management
- Finance Reporting
- Critical Thinking
- Functional Requirements Specification
- Templates Management
- Database Analysis
- Business Development
Certification
- Cyber Security Boot Camp - University of Chicago in Progress
- Scrum Master, Scrum Study, CREDENTIAL ID # 664014
- MCP - Microsoft Certified Professional
- CSQA - Certified Software Quality Analyst
- Google Project Management, Professional Certificate – Coursera and Google.
Software
Cloud Computing
Database Management
Enterprise Content Management
Jira
CRM Tools
MicroStrategy
Confluence
SharePoint
HR and Financial Systems
Timeline
Medical Project Coordinator
Best Clinic PLLC
07.2023 - Current
Business Executive Consultant
Wells Fargo
01.2023 - 07.2023
Business System Operation Consultant
Credit Suisse
09.2021 - 01.2023
Associated Trust Administrator
TIAA
10.2020 - 11.2021
Project Coordinator
America’s Choice Inspections and training
08.2018 - 11.2021
Client Support / Quality Assurance Testing
Castlight Health
12.2016 - 08.2019
Client Relationship Manager II
Bank of America
06.2012 - 11.2016
Quality Assurance Analyst
Wells Fargo Bank
07.2010 - 06.2012
Bachelor of Science - Business Administration Information Technology
Pfeiffer University
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