Organized and skilled individual with extensive knowledge in sales and mortgage coordination. Successful in working under pressure, closing deals with accuracy, and adapting to new situations and challenges to best enhance the organizational brand. Experienced leader with a strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for a collaborative approach and commitment to excellence. Experience in legal, healthcare, real estate, sales, estate planning, leadership, and more.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Services Broker
Freedom Path
11.2024 - Current
Consulted with individuals and small businesses on credit repair, business funding, life insurance, estate planning, and more
Built and led a nationwide team, mentoring agents in sales, compliance, and client retention
Hosted national training events and was featured on radio for financial education initiatives
Achieved top-tier leadership status and earned awards for team production and individual sales
Created and executed innovative marketing campaigns, including social media outreach, targeted paid ads, branded merchandise (T-shirts, masks), flyers, and business cards to build brand awareness and drive consistent lead flow
Developed personal brand presence across online and offline platforms, resulting in steady inbound inquiries and increased client trust
Leveraged community networking, workshops, and referrals to grow clientele and sales volume
Provided marketing support and training to new team members to help them duplicate success
Service Coordinator
Cleveland Clinic Home Care At Home
04.2025 - Current
Collaborate between physician offices, patients and clinical/non-clinical departments to ensure a seamless model of access and care benefiting patients, physicians and family members.
Coordinate, schedule, dispatch, monitor trends, manage, track and report with respect to the delivery and performance of Acute Rapid Response Services as ordered by HCAH Command Center Providers.
Ensure equipment delivery, installation and deinstallation.
Coordinate lab tests ordered by HCAH Command Center Providers and supply delivery from order to service fulfillment.
Provide information and trend to the care team to identify and resolve barriers to patients plans of care.
Work with patients and families to schedule ordered services.
Collaborate and communicate with HCAH Command Center Providers, Patients, MHG Contracted and Cleveland Clinic Florida Home Providers and out-of-home service providers to schedule the delivery of services, equipment and/or supplies, schedule necessary transportation and confirm the delivery of services, equipment and/or supplies.
Assess satisfaction and/or address concerns or complaints to managers and provide administrative and logistical support.
Question policy and procedure when appropriate, provide solutions to problems and elevate concerns as needed.
Federal Mortgage Loan Officer
Texana
03.2023 - Current
Originated residential mortgage loans, guiding clients from application to closing with expert financial analysis and personalized loan structuring
Delivered customized financing solutions to a diverse client base, building trust and long-term relationships
Cultivated a consistent pipeline through strategic partnerships, referrals, and grassroots community engagement
Spearheaded personal marketing efforts through digital content, referral campaigns, and community visibility to drive self-generated leads
Developed high-converting marketing funnels using video, email, and educational outreach to explain complex lending topics
Maintained a professional brand presence across social platforms, using educational posts and real-time engagement to boost visibility and client trust
Frequently recognized for exceeding volume targets and earning repeat and referral business
Patient Coordinator (remote)
CHANGE HEALTHCARE, Integrated Workflow & Care Solutions
12.2023 - Current
Coordinated patient appointments and maintained appointment schedule.
Answered incoming calls from patients, providers, and insurance companies in a courteous manner.
Acted as liaison between physicians, staff members, patients, families, and third party payers.
Facilitated communication among healthcare teams including nurses, physicians, therapists.
Ensured all paperwork related to patient care was completed accurately and timely.
Scheduled tests such as X-rays or lab work for diagnostic purposes per physician orders.
Resolved issues arising from incorrect coding or denied claims due to lack of pre-authorization.
Pulled patient files and verified insurance before patient's appointment.
Processed patient intake information and updated medical records prior to treatment.
Insurance Agent (Remote)
Progressive
09.2023 - 10.2023
Resolved customer complaints in a timely manner to maintain high satisfaction levels.
Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Educated customers on the importance of maintaining adequate insurance coverage.
Provided customers with information regarding plan features, pricing, and availability.
Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Participated in continuing education courses to stay current on industry trends and changes in regulations.
Customer Service Representative (Remote)
Alight Solutions
07.2022 - 02.2023
Answered customer inquiries and provided accurate information regarding products and services.
Provided excellent customer service to resolve customer complaints in a timely manner.
Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
Maintained detailed records of customer interactions, transactions and comments for future reference.
Performed administrative tasks such as filing paperwork, updating databases and generating reports.
Resolved complex problems by working with other departments to provide solutions that meet customer needs.
Developed strong relationships with customers by providing personalized assistance and support.
Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Answered inbound calls, chats and emails to facilitate customer service.
Demonstrated excellent communication skills in resolving product and consumer complaints.
Developed strong customer relationships to encourage repeat business.
Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
Consulted with customers to resolve service and billing issues.
Set up and activated customer accounts.
Collected deposits or payments and arranged for billing.
Adjusted bills and refunded money to resolve customers' service or billing complaints.
Evaluated pension plans to ensure compliance with regulations and industry standards.
Analyzed financial data, such as investment performance, asset allocation, and cash flow projections.
Assisted in the development of retirement benefit packages to attract and retain talent.
Advised clients on fiduciary responsibilities related to ERISA compliance.
Customer Support Specialist Remote
State Of Michigan DHHSR
11.2020 - 04.2022
Provided technical support to customers by responding to inquiries and resolving issues in a timely manner.
Assisted customers with product installation, troubleshooting, and usage questions.
Responded to customer emails and phone calls promptly, courteously, and professionally.
Investigated customer complaints regarding product quality or service rendered.
Maintained up-to-date knowledge of company products, services, policies, and procedures.
Created detailed reports on customer feedback for management review.
Recorded all customer interactions into the database system accurately and completely.
Ensured customer satisfaction through effective communication skills and problem resolution techniques.
Followed up with customers after issue resolution to ensure their satisfaction with the outcome.
Prepared daily activity reports summarizing activities related to customer support requests.
Documented customer correspondence in CRM to track requests, problems and solutions.
Analyzed customer complaints and service trends to identify and correct systematic issues.
Processed customer account changes with proprietary software.
Maintained positive working relationship with fellow staff and management.
Civil Pre Litigation Paralegal
Lesser Lesser Landy and SMith
09.2019 - 02.2020
Conducted legal research and drafted memoranda summarizing the results.
Drafted pleadings, motions and other court documents for review by attorney.
Assisted with trial preparation, including organizing exhibits, preparing witness files, and drafting jury instructions.
Reviewed discovery responses and generated privilege logs.
Managed document production process, including identifying relevant documents, locating witnesses and obtaining necessary authorizations.
Prepared deposition summaries and tracked deadlines for filing of briefs or other documents.
Performed factual investigations to obtain background information on parties involved in litigation proceedings.
Organized large volumes of data into databases for use in document reviews or case management systems.
Maintained an organized file system for all case related materials.
Analyzed medical records to identify pertinent facts that could be used in a court proceeding.
Provided administrative support such as scheduling meetings and appointments.
Participated in client conferences as needed to assist attorneys with strategy development.
Collaborated with clients to gather information about their cases.
Coordinated service of process among all parties involved in litigation matters.
Proofread documents prior to submission to ensure accuracy and completeness.
Communicated regularly with opposing counsels regarding settlements or other matters.
Communicated pertinent information to clients via phone, email and mail.
Rendered technical and analytical assistance to support attorney litigation needs.
Obtained, reviewed and summarized medical records at direction of trial attorneys, consulting outside experts and arranging for medical examinations when relevant to cases.
Performed variety of automated support tasks necessary to prepare, organize, index, develop and manage exhibits, evidence and data relevant to cases.
Applied basic knowledge of civil and criminal procedures, court requirements and district practices to implement applications needed for criminal cases and matters.
Case Management Paralegal
Williams Leininger and Cosby
02.2017 - 07.2019
Reviewed and organized legal documents, such as pleadings, motions, and briefs.
Drafted correspondence to clients and other attorneys.
Prepared trial notebooks for court proceedings.
Conducted research on relevant laws, regulations, judicial decisions, and legal articles.
Assisted in the preparation of legal arguments and memoranda of law.
Created spreadsheets to track case information and deadlines.
Maintained client files according to established protocols.
Collaborated with attorneys in all stages of litigation process.
Drafted discovery responses including interrogatories and requests for production of documents.
Organized evidence for use at trial or hearing proceedings.
Advised clients on procedural matters related to their cases.
Filed motions with courts electronically or via hard copy.
Proofread documents prior to filing them with courts or submitting them to opposing counsels.
Updated attorneys on changes in the law that affect their practice area.
Maintained calendars for upcoming court dates or deadlines related to cases.
Provided administrative support such as answering phones or scheduling appointments.
Filed pleadings and paperwork with court clerk to meet strict deadlines.
Organized exhibits for trial by preparing materials and supporting documentation.
Organized client calendars, prepared mailings and handled high call volumes.
Entered data into and managed litigation databases and Excel spreadsheets.
Prepared clients for appointments, depositions and testimony.
Coordinated subpoena services and other support activities for legal office.
Trained staff on office procedures and case-specific duties.
Prepared compliance and regulatory forms for legal cases and suits.
Responded to client calls and inquiries to deliver applicable information.
Drafted motions, briefs and other legal documents.
Booked travel arrangements for firm attorneys and support staff.
Legal Secretary
Cole, Scott and Kissane, P.A.
06.2013 - 01.2017
Drafted, edited and finalized legal documents such as contracts, pleadings and motions.
Organized case files by creating and maintaining document filing systems for easy retrieval of information.
Answered incoming calls from clients and attorneys to provide assistance or route calls to appropriate personnel.
Prepared correspondence, memos, reports and other legal documents using Microsoft Word.
Coordinated court filings including scheduling hearings, filing deadlines and calendaring events.
Maintained attorney calendars by keeping track of appointments, meetings and conferences.
Scheduled depositions, mediations and arbitrations with parties involved in litigation cases.
Greeted visitors to the office in a professional manner while providing support to attorneys as needed.
Transcribed dictation from audio recordings into written form utilizing digital recording equipment.
Assisted in trial preparation activities such as organizing exhibits, preparing witness binders and assembling jury instructions.
Photocopied all correspondence, documents and other printed materials.
Proofed documents and submitted to attorneys for review.
Drafted letters and prepared legal correspondence for attorneys and legal assistants.
Composed and revised legal documents, letters, depositions and court documents.
Received and disbursed incoming mail.
Coordinated and scheduled meetings and telephone conferences.
Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
Acted as liaison between clients, vendors and attorneys.
Assisted in maintaining department attorney personnel files with utmost confidentiality.
Arranged case files and maintained records and notebooks.
Pleasantly welcomed visitors, answered phone calls and maintained front reception desk.
Facilitated communications by forwarding emails, transferring calls and filing documents.
Coordinated multiple schedules using online calendaring system.
Kept office equipment functional and supplies well-stocked to promote efficient operations.
Sorted and distributed incoming faxes, letters and emails for office distribution.
Routed contracts, agreements and invoices through proper signature process.
Organized and maintained law libraries, documents and case files.
Composed and revised letters and depositions.
Processed summonses, subpoenas and complaints.
Opened new client files and new matters in CMS.
Processed electronic or physical court filings for attorney's practice.
Took detailed notes in meetings and disseminated information afterward.
Education
Associate of Arts - Education
Palm Beach State College
Palm Beach Gardens, Florida
12-2010
High School Diploma -
William T. Dwyer High School
West Palm Beach, FL
06-1999
Skills
Sales Knowledge
Healthcare Industry Knowledge
Patient Care and Education
Electronic Records Management
Acute, Long-Term, Rehabilitative Care
Appointment Scheduling
Office Administration
Insurance Verification
Articulate Communication
Payment Collection
Registration and Scheduling
Team building
Reliability
Time Management
Minute Taking
Memo preparation
Meeting planning
Travel Coordination
Data Entry
Calendar Management
Mail handling
PC proficient
Self-starter
Account Management
Report Transcription
Client Relations
Case management
Legal research
Proficient in MS office
Client communication
Office administration
Notary public
Document preparation
Calendar management
Document drafting
Research and data collection
File organization
Proofreading
Trial preparation assistance
File and records management
Document filing
Legal transcription
Court filing
Accomplishments
Nominated for Women's Empowerment Award 2022
Triple Black Diamond Founding Director - Debt Cleanse
Certification
Licensed Life Insurance Agent
Federal Mortgage Loan Officer
Notary Public
Languages
English
Professional
Affiliations
First-Time Home Buyer Seminars
Credit Readiness Presentations and Seminars
Basketball Mom
References
References available upon request.
Education and Training
other,other
Timeline
Service Coordinator
Cleveland Clinic Home Care At Home
04.2025 - Current
Financial Services Broker
Freedom Path
11.2024 - Current
Patient Coordinator (remote)
CHANGE HEALTHCARE, Integrated Workflow & Care Solutions