Dynamic compliance liaison with a proven track record at SimpliFi, excelling in effective communication and meticulous reporting. Adept at analyzing compliance data and fostering teamwork, I ensure timely documentation from partner agencies, enhancing operational efficiency. Proficient in Microsoft Excel, I bring a detail-oriented approach to every project.
• Run and analyze weekly compliance reports to identify urgent expirations or gaps in documentation.
• Track and communicate proactively with partner agencies to ensure travelers submit required documents on time.