Strategic Operations & People Leader | Crisis Communications • Behavioral Health • Financial & Customer Success Operations
Edwards,MO
Summary
Purpose-driven operational leader with over 13 years of progressive management experience spanning crisis communications, behavioral health operations, financial services, and customer success. Skilled in building and leading high-performing teams, developing scalable systems, and delivering measurable improvements in efficiency, quality, and engagement. Proven expertise in training design, compliance oversight, and cross-functional execution between clinical, operational, and financial teams, with a strong record of aligning people, process, and technology to achieve mission-aligned goals. Recognized for empathetic yet data-driven leadership and a consistent ability to unify strategy, culture, and performance in fast-paced environments.
Overview
13
13
years of professional experience
3
3
Remote, self-managed working environment
25
25
Customer service and client engagement
Work History
Admissions & Outreach Coordinator
First Responder Wellness
Newport Beach, CA (Remote)
10.2022 - Current
Manage the end-to-end admissions process, including insurance verification, eligibility review, pre-admission assessments, client intake, and maintain meticulous client records.
Act as the primary liaison between clients, families, agencies, and providers, providing clear communication and seamless onboarding in sensitive situations.
Serve as the escalation point for complex eligibility and insurance concerns, resolving issues with accuracy and empathy to support continuity of care.
Coordinate with internal departments (clinical, billing, operations) to streamline workflows and maintain compliance with insurance and healthcare standards.
Proficient in Salesforce CRM, EMR systems, and Google Workspace, applying tools effectively to streamline admissions, eligibility, and documentation processes.
Represent FRW at industry conferences, professional events, and community outreach initiatives, building brand presence and trust among first responder organizations.
Build and maintain strategic relationships with referral sources, including unions, EAPs, treatment professionals, and public safety agencies, to drive admissions growth.
Promote FRW services in one-on-one meetings, presentations, and outreach efforts, translating organizational value into meaningful engagement opportunities.
Support business development initiatives by identifying new referral partners, tracking outreach efforts, and collaborating with leadership to align growth strategies.
Demonstrate adaptability in a remote, flexible work environment with irregular hours to ensure client needs are met without disruption.
Collaborate with the organization's leadership team to create and update SOPs, training content, and marketing materials.
Provide support and training to both new and current employees.
Developed tailored insurance solutions for diverse client needs.
Educated clients on policy details, claims processes, and coverage limits.
Maintained up-to-date knowledge of industry trends and regulatory changes.
Coordinated with underwriters to streamline policy issuance and renewals.
Managed client relationships through regular communication and follow-ups.
Assisted clients in filing claims and resolving issues with prompt support.
Interviewed prospective clients to learn about financial needs and discuss existing coverage.
Researched coverage and premium options and supplied clients with best coverage available for individual needs.
Built relationships with external parties, such as carriers, vendors, and regulators.
Identified opportunities for cross-selling additional products or services.
Presented and clearly explained insurance policy options based on clients' needs and goals.
Bank Manager
Equity Bank
Warsaw, MO
05.2022 - 04.2023
Directed daily branch operations, ensuring compliance with banking regulations, internal policies, and audit requirements.
Supervised, coached, and developed staff, conducting performance evaluations, training, and mentoring to drive professional growth and service excellence.
Managed a diverse portfolio of business and consumer accounts, ensuring accuracy in account setup, renewals, and documentation.
Built and nurtured long-term client relationships with businesses and individuals, tailoring financial solutions to meet unique needs.
Oversaw lending activities, including small business loans, credit approvals, and risk assessments, aligning solutions with client goals and compliance standards.
Collaborated with regional leadership and back-office teams to address escalations, streamline processes, and align with strategic objectives.
Led business development initiatives, engaging with local companies, community organizations, and referral sources to grow deposits and loan volume.
Ensured staff adherence to compliance and risk management protocols, reducing errors, and safeguarding sensitive financial data.
Analyzed financial performance metrics, prepared reports to guide decision-making, and operational improvements.
Represented the organization in the community through networking, outreach, and local partnerships, strengthening the branch's visibility and reputation.
Supervisor, 9-1-1 Communications Center
City of Seattle
Seattle, WA
08.2008 - 11.2021
Directed onboarding, training, scheduling, and supervision of a large, diverse team in a 24/7 unionized public safety communications center.
Oversaw FMLA, ADA, and LOA processes, ensuring compliance with federal and state law, as well as collective bargaining agreements, while supporting employees with empathy.
Managed performance evaluations, coaching, corrective actions, and professional development to maintain high operational and service standards.
Coordinated with internal leadership, HR, labor relations, and external stakeholders (law enforcement, fire/EMS, utilities, OEM) to align operations and resolve complex issues.
Served as the primary escalation point during critical incidents, guiding staff through emergencies, officer-involved shootings, mass casualty events, and large-scale demonstrations.
Developed and maintained complex 24/7 staffing rosters, balancing operational needs with contractual employee rights, overtime management, and contingency planning.
Conducted audits, reporting, and documentation reviews to ensure regulatory compliance, accuracy, and readiness for litigation, grievances, or external audits.
Partnered with IT and vendors to implement technology upgrades, CAD enhancements, and communications system improvements, streamlining workflows, and reducing errors.
Delivered ongoing training and continuing education programs, ensuring staff remained proficient in policies, procedures, and evolving technologies.
Promoted employee wellness, morale, and resilience by connecting staff to resources after traumatic events, and fostering a culture of teamwork and professionalism.
Skills
Strategic & Operational Leadership
Process Optimization & Workflow Design
Staff Training, Coaching & Empowerment
Crisis Management & Decision-Making Under Pressure
Technology Systems Proficiency (Salesforce, EMR, Google Workspace, Microsoft Suite)
LEADERSHIP HIGHLIGHTS
Built and delivered ongoing suicide-prevention, crisis communication, and de-escalation training for frontline teams; established feedback loops to improve content and performance.
Led large, diverse teams in a 24/7 public safety communications center, overseeing onboarding, scheduling, performance management, and compliance with policy, law, and CBA.
Drove admissions and client success workflows for a national behavioral-health provider; served as escalation point for complex eligibility/insurance issues; partnered across clinical, billing, and operations to streamline handoffs.
Developed SOPs, onboarding materials, and continuing-education modules; coached new and tenured staff to measurable standards in quality, timeliness, and documentation.