Experienced legal document review and compliance professional with a strong focus on affidavit validation, quality assurance audits, and accurate case record analysis. Known for reducing errors, supporting timely reviews, and maintaining regulatory standards.
Overview
11
11
years of professional experience
Work History
Process Review Specialist
Capital One
Columbus, OH
12.2022 - Current
Reviewed and validated pre-suit legal documentation, affidavits, IRU, and IST records, ensuring accuracy, completeness, and compliance with legal and regulatory requirements.
Pre-suit legal review to ensure that documentation prepared by attorneys for submission to court is accurate.
Ensure timely completion of reviews while maintaining adherence to regulatory standards, internal controls, and Discover policies and procedures.
Conducted quality assurance audits, identified discrepancies, and collaborated with cross-functional teams and leadership to enhance operational accuracy and consistency.
Provided guidance and support to leadership and colleagues on complex review processes and compliance requirements.
Supported new-hire training on affidavit and IST procedures, identifying opportunities to streamline workflows and reduce errors.
Probate Representative Deceased Account Services
Discover Financial Services
New Albany, OH
01.2021 - 12.2022
Managed deceased customer accounts, collaborating with authorized representatives, external vendors, and internal departments to achieve accurate and timely resolutions.
Processed death notifications, cash-back rewards, insurance-related accounts, and referrals for new accounts while ensuring compliance with company policies and procedures.
Maintained compliance and regulatory requirements and internal guidelines while accurately updating account information.
Conducted thorough research, updated and maintained account records, and prepared detailed documentation while working across multiple systems, including Core, Accurint, IRIS, and TII.
Adapted to evolving processes and responsibilities, managing risk and resolving customer impacts efficiently in a fast-paced environment.
Billing Assistant Initiation Manager
Discover Financial Services
New Albany, OH
08.2018 - 01.2021
Executed high priority tasks and initiatives within strict timelines to support team objectives.
Ensured attention to detail while addressing emotive situations and customer concerns.
Demonstrated strong listening skills during customer interactions to better understand their needs. and asked effective purposeful questions.
Adapt to consistent change in handling while maintaining customer experience.
8/24/2020 National Training certified for BAR Written work (TRR CHARGEBACK ARBITRATION) before just doing BAT TRR DNRs.
Account Manager
Discover Financial Services
New Albany, OH
05.2016 - 08.2018
Delivered exceptional customer service by actively understanding and addressing customers’ needs.
Demonstrate exceptional listening skills coupled with the ability to resolve customers’ issues with positive results.
Achieved high customer satisfaction ratings by ensuring quality interactions during calls.
Proven ability to grasp product knowledge and relay applicable information in a concise manner.
Education
Bachelor of Arts - Business Administration - Marketing
University of Kentucky
Lexington, KY
05-2013
Skills
Legal document review
Affidavit validation
Regulatory compliance
Quality assurance auditing
Case record analysis
Process improvement
ICOMS Billing System Software
Orion, Link’d, Accurint, & TI Software experience, IRIS, RPS
Qualtrics (statistics research software)
Jing Software
Microsoft Office Certified (Word, PowerPoint, Excel, Teams)
PC operating systems
Windows Journal Note writer
Proficient with multiple social media platforms
Technical proficiency
Affiliations
Hiking National Parks, Snowboarding
Timeline
Process Review Specialist
Capital One
12.2022 - Current
Probate Representative Deceased Account Services
Discover Financial Services
01.2021 - 12.2022
Billing Assistant Initiation Manager
Discover Financial Services
08.2018 - 01.2021
Account Manager
Discover Financial Services
05.2016 - 08.2018
Bachelor of Arts - Business Administration - Marketing