Emma Levin
Summary
Client-focused professional with experience working on financial matters, including transaction analysis, regulatory processes, and risk evaluation. Proven ability to manage relationships, communicate complex financial information, and support strategic initiatives in fast-paced environments.
Overview
6
6
years of professional experience
Work History
Client Relationship & Strategy Lead
Andruzzi Law
, New York
10.2023 - Current
- Led daily operational workflows to ensure compliance with procedural and regulatory requirements, demonstrating strong attention to detail and risk awareness.
- Communicated with claims and underwriters to facilitate settlement negotiations.
- Prepared and reviewed real estate contracts, preparation of trusts, and estates to protect clients assets.
- Evaluated risk exposure and provided strategic insights to support decision-making and optimize client outcomes.
- Facilitated client communication and supported team members by coordinating case workflows and ensuring alignment.
Financial Services Client Lead (Mediation)
Robertson, Anshutz, Schneid, Crane and Partners
Westbury, New York
06.2022 - 09.2023
- Managed 90+ cases supporting financial institution clients and underwriters in a B2B, client-facing environment, assisting in mediation and negotiation of loan servicing, debt resolution, and asset recovery matters.
- Team Lead of the New York mediation team, overseeing and communicating on a daily basis with clients in the financial services industry along with facilitating internal team meetings to address challenges collaboratively.
- Oversaw loan enforcement activities for multiple banks, facilitating communication between debtors and creditors.
Financial Litigation Analyst & Case Strategist
Barry Levin Esq
Garden City, New York
01.2020 - 01.2022
- Assisted in litigation for financial crime and securities cases involving multimillion-dollar transactions and federal regulatory inquiries.
- Conducted thorough research into financial records, market activity, and regulatory filings to ensure complete discovery compliance.
Education
Master of Business Administration - Global Finance & Marketing
Purdue University
09.2024 - current
Bachelor of Arts - Political Science & International Business
The Ohio State University
Columbus, OH01-2022
Skills
- SQL and financial modeling
- CRM tools
- Client relationship management
- Market research
- Client communication
- Business development
- Workflow optimization
- Risk management
- Analytical problem solving
- Cross-functional collaboration
- Stakeholder management
Timeline
Master of Business Administration - Global Finance & Marketing
Purdue University
09.2024 - current
Client Relationship & Strategy Lead
Andruzzi Law
10.2023 - Current
Financial Services Client Lead (Mediation)
Robertson, Anshutz, Schneid, Crane and Partners
06.2022 - 09.2023
Financial Litigation Analyst & Case Strategist
Barry Levin Esq
01.2020 - 01.2022
Bachelor of Arts - Political Science & International Business
The Ohio State University
Affiliations
Member of Delta Mu Delta-International honor society for business students, offering membership to those in the top 20% of their class.
- NYC Marathon Finisher, New York City Marathon, 11/01/24
Languages
French
Limited