Dynamic leader with a proven track record in staff development and lean management at Assutant Specialty Property. Successfully spearheaded team transformations, resulting in notable improvements in employee engagement and operational efficiency. Demonstrates expertise in workforce planning and behavioral management, consistently driving productivity and enhancing quality standards. Aiming to leverage these skills to foster further organizational growth and innovation.
Overview
23
23
years of professional experience
Work History
Unit manager III
Assutant Specialty Property
10.2016 - Current
Hire, lead, develop, and mentor a team of associates supporting multiple clients requiring extensive research or route cause analysis for requests submitted through email or correspondence
Provide ongoing coaching and direction to associates and support a culture of teamwork, commitment, productivity, and superior quality
Coordinate workflow and ensure client standards are met on a daily, weekly, and monthly basis
Train and develop employees, communicate performance expectations, and manage for results
Participate in establishing/defining short- and long-term goals and plans for the work group
Monitor employee and team performance and maintain required service levels in order to meet client requirements
Participate in client meetings and/or regulatory audits
Obtain feedback on the performance of the work group and make appropriate adjustments to ensure client requirements are met
Monitor ongoing quality standards for employees/team and promote culture of continuous improvement
Ensure compliance with regulatory agency guidelines and standards and implement any necessary procedural changes
Build and maintain effective internal and external working relationships
Collaborate with internal support teams and supervisors to effectively manage staffing level, employee morale, and process improvement initiatives
Request information and/or provide updates as needed
Effectively collaborate with Senior Leadership regarding process, staff, client needs and service levels
May also back up operations manager as needed
Team Lead
Assutant Specialty Property
04.2015 - 09.2016
Communicate with customers and clients daily to ensure insurance payments and policy details are accurately updated for their mortgage insurance
Prioritize and direct daily / monthly workflow for hazard, flood, and wind monitoring to ensure all SLA’s are met, ensuring all functions run smoothly in the absence of management
Review all compliance scores received internally and from the client
Identify and trend process knowledge gaps through monthly random audits for each associate on the team
Provide in depth QC and coaching feedback as well as provide training updates for process changes to the team
Collaborate with other teams to write PPMs to implement updates for process changes to procedure manual
Maintain professional correspondence with Client while addressing escalated issues
Organize and lead monthly calibration meeting with Chase Team Leads to ensure alignment and conduct weekly and monthly meetings with the team to discuss team or departmental updates
Host side-by-side workflow demos with the Client and other company executives
Continuously working with analysts to ensure correct implementation of DTE rules and process improvements
Senior Research Specialist
Assutant Specialty Property
09.2011 - 09.2014
Review, research, and resolve mortgage loans inquiry from the customer, client, and/or internal departments
Handle incoming and outgoing calls to client, customer, and/or insurance company
Assist, resolve, and correspond to escalated issues and concerns from the client
Assist management with managing daily workflow to ensure daily work is completed within service level
Communicate clearly through verbal and written communication to client, associates, and/or leadership team
Communicate identified trends and escalated issues to management
Train new personnel which significantly increases associates’ overall quality
Assist the Leadership Team with special projects
Implemented and designed training program for the CCW Routes Department
Administrative Assistant
GRAYD HEALTH SYSTEMS
06.2010 - 09.2011
Greeted and directed Patients and Staff to appropriate department for all questions/concerns/ complaints
Provide direct assistance to the Chief Nursing Office of Nursing and to the Vice President of Nursing
Monitor the utilization of supplemental staff consumption in the Department of Nursing
Assist the Nurse Staffing Coordinator in the overall coordination of the supplemental staffing office
Communicate the staffing acuity data for staffing recommendations and monitoring
Generate calls to available pool staff in order to assure adequate staffing in meeting patient care needs
Reinforce staffing office guidelines to new and existing employees
Assist in Patient Care Administration as a receptionist
Function in a unit clerk capacity- in transcribing physician orders, order entry, admitting and discharging patients to and from patient care areas
Senior Hazard Customer Service Specialist II
Assutant Specialty Property
11.2005 - 06.2010
Handled incoming and outgoing calls to client, customer, and/or insurance company
Obtained and processed Insurance policy Information and processed insurance payments
Trained new personnel and developed training material, saving the company time, which significantly shortened training
Researched policy information processed returned checks that help reduce charge backs to the company
Assisted Operational Management with special projects
Implemented and designed training program for the Home Equity Department
Faxed, mailed, copied, processed, and printed documents
Financial Advisor II
SUN TRUST BANK
05.2004 - 10.2005
Greeted customers
Sold and cross-sold products to consumers interested in opening accounts
Managed customer accounts and worked to build strong collaborative relationships with customers and various personal within the organization
Cashed Checks for large amounts and handled important accounts for the bank
Approved accounts and checked for accuracy upon completing account set up
Handled and balanced a cash box and ATM machine
Executive Assistant
NIPPY INC
06.2002 - 04.2004
Greeted Clients
Answered Multi phone line, faxed, copied, emailed, processed and printed documents
Assisted CEO by preparing weekly schedules and updating and creating spreadsheets
Organized travel arrangements with travel agents and consolidated supply list to order office supplies