Heather Spoto
Senior Due Diligence Agent
Largo,FL
Summary
Accomplished Senior Due Diligence Agent with a proven track record at Wise. Excelled in enhancing team performance outcomes through critical thinking and effective communication. Skilled in analytical thinking and adaptability, consistently meeting compliance and improving operational efficiency.
Overview
13
13
years of professional experience
Work History
Senior Due Diligence Agent, Offshore
Wise
05.2021 - Current
- Delivered exceptional customer support by proactively addressing concerns and fostering a positive experience throughout all interactions.
- Maintained accurate records of customer communications and relevant documentation for seamless operations within Wise.
- Consistently met compliance requirements by promptly completing mandatory continuing education courses and staying current on industry regulations.
- Facilitated training sessions for new agents, elevating overall team performance.
- Previous positions held with Wise; Due Diligence Senior Agent (Global), Customer Support Specialist.
LMA IV / Laboratory Support Coordinator
BayCare
01.2012 - 03.2021
- Managed high-volume caseloads, ensuring timely completion of tasks and effective communication with clients.
- Maintained and verified accuracy of records and generated reports.
- Maintained detailed documentation of patient interactions, providing a clear record of care provided.
- Ensured compliance with regulatory guidelines by diligently monitoring case documentation and maintaining accurate records for audit purposes.
- Collaborated with interdisciplinary teams to provide comprehensive support services for patients, improving outcomes across multiple domains.
- Worked with other departmental staff to answer questions and resolve problems.
- Scheduled appointments and meetings for director, managers and 64-member team.
- Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
- Hired, managed, developed and trained staff, established and monitored goals and conducted performance reviews for staff.
Education
MCLA - Clinical Laboratory Science
Ultimate Medical Academy
Clearwater, FL 05.2001 -
Skills
Problem-Solving
Critical Thinking
Teamwork and Collaboration
Excellent Communication
Adaptability
Problem-solving abilities
Team building
Analytical Thinking
Timeline
Senior Due Diligence Agent, Offshore
Wise
05.2021 - Current
LMA IV / Laboratory Support Coordinator
BayCare
01.2012 - 03.2021
MCLA - Clinical Laboratory Science
Ultimate Medical Academy
05.2001 -