Technical Onboarding and Operations Leader with expertise in SLA compliance, multi-project management, and customer-facing delivery. Background includes managing regulatory complaint investigations, Tier I-III consumer escalations, directing workforce planning for 700+ associates, and implementing onboarding-style transitions across new associate teams. Proven ability to coordinate technical requirements in 10+ concurrent case investigations while ensuring seamless delivery and consumer satisfaction. Skilled in effectively communicating with key stakeholders and drafting legal correspondence to consumers. Experienced in Salesforce, SQL, and dashboard tools. Pursuing AWS Cloud, advanced SQL, and python to deepen data framework. Looking to leverage the next step in my career with a forever organization.
· Regulatory Compliance (CFPB, BBB, UDAAP, FDIC, FCRA, FDCPA)
· Technical Associate Onboarding & Customer Liaison
· Consumer Complaint Management
· Risk & Root Cause Analysis
· Workforce Planning & Forecasting (NICE IEX, CMS)
· Operations & Team Leadership (700+ staff, 5 supervisors)
· Cross-Functional Communication & Process Improvement
Project Management & SLA Compliance
Customer-Facing Communication
Salesforce / SQL / Reporting Dashboards
AWS Cloud Practitioner, Advanced SQL, and Python (planned)
·- Manage 10+ concurrent regulatory complaint investigations (CFPB, BBB, FDIC, AG) under strict SLA regulatory deadlines.
- Act as the primary technical and customer-facing contact during investigations, gathering requirements and guiding resolution.
- Coordinate with cross-functional teams to resolve complex issues while maintaining 100% SLA adherence.
- Draft regulatory and consumer response letters, translating technical and legal findings into clear, actionable communication.
- Utilize Salesforce (CIMS), SQL queries, and multiple investigative tools to track case status, identify trends, and improve processes.
· Identify fraud, privacy, and identity theft trends; submit appropriate risk and coaching referrals.
· Log and monitor UDAAP, FCRA, FDCPA, and Fair Lending Act violations.
· Investigate client partnership pre-funding violations for medical clients, while maintaining HIPPA compliance.
· Use systems such as Salesforce (CIMS), DDA, E-Oscar, First Track, First Disputes, Equifax, Experian, TransUnion, WinSQL, Docuware and Nautilus.
- Directed SLA performance for 700+ associates, adjusting staffing plans in real time to meet service commitments.
- Managed multiple concurrent onboarding-style implementations of new staffing processes.
- Forecasted staffing needs, developed contingency plans, and optimized schedules to maintain SLA compliance.
· Created SharePoint-based reporting dashboards to reduce report prep time by 50%.
· Partnered with HR and operations to align resources with business needs.
· Corporate round table SME
·Reduced hour schedule project manager assisting in expense reduction by over $70K in off peak season
- Partnered with HR, Operations, and Compliance to align resources with changing priorities.
· Led a team of 12 associates; coached performance, handled escalations, and tracked KPIs.
· Oversaw Tier I–III complaint escalation resolution and call quality (NICE reviews).
· Administered policy for LOA, STD, and terminations; enforced compliance protocols.
- Coached and mentored associates on SLA awareness, customer communication, and process best practices.
- Led onboarding-style training for new hires and managed operational readiness for volume spikes.
· Created two company-wide sales processes: “Late Fee Negotiation” and “Question the No.”
· Top-ranked performer in Account Assure Sales (top 10 for 5 years).
· Trained new hires and collaborated across departments to resolve complex client issues.
·Managed customer inquiries and provided timely resolutions to enhance satisfaction.
· Resolved 150+ federal and state regulatory complaints (CFPB, BBB, FDIC) with zero escalations.
· Developed “Late Fee Negotiation” process, contributing millions in additional revenue.
· Led workforce operations for 700+ associates and improved staffing accuracy by 15%.
· Created new schedule accommodations improving work/life balance and reducing surplus.
· Initiated the “Question the No” sales strategy, boosting conversion rates and associate confidence.
· Top 10 Account Assure Sales ranking for 5 consecutive years.