Michael Castillo
NEW YORK,NY
Summary
Accomplished Senior Financial Consultant and Field Investigator with a proven track record at United Settlement and New York State Insurance Fund. Expert in cash flow management and case management, I've managed over 50 accounts monthly and significantly contributed to favorable court case outcomes. Skilled in data analytics and building trust, my presentations have attracted new clients and trained junior investigators, enhancing team quality.
Overview
16
16
years of professional experience
Work History
Senior Financial Consultant
United Settlement
02.2018 - Current
- Manage 50 plus accounts per month using Salesforce CRM
- Consulted Clients on their best financial solutions based on their credit reports
- Researching individual cases.
- Identifying and discussing appropriate options.
- Maintained strict compliance with regulatory requirements, minimizing potential legal issues and penalties.
- Delivered engaging presentations at industry conferences, showcasing expertise and attracting new clients.
- Providing expert advice.
Field Investigator
New York State Insurance Fund
01.2009 - 06.2018
- Conducted witness interviews with professionalism and empathy, eliciting vital information for case resolution.
- Consistently maintained a professional demeanor even under challenging circumstances, building trust with clients and colleagues alike.
- Assisted clients in achieving desired outcomes through diligent research and presenting factual evidence supporting their claims or defense strategy.
- Managed caseloads effectively while prioritizing urgent cases to meet deadlines without compromising thoroughness or attention to detail.
- Supported litigation teams with accurate fact-finding efforts, contributing significantly to favorable outcomes in court cases.
- Trained junior investigators on best practices, ensuring a high standard of quality across all team members.
Education
Bachelor of Arts - Criminal Justice
John Jay College of Criminal Justice
New York, NY06-2001
Skills
- Cash flow management
- Portfolio management
- Data analytics
- Financial software
- Case management
- Documentation and reporting
- Care coordination
- Community outreach
- Records management
- Crisis intervention
- MS office
- Home visits and inspections
Timeline
Senior Financial Consultant
United Settlement
02.2018 - Current
Field Investigator
New York State Insurance Fund
01.2009 - 06.2018
Bachelor of Arts - Criminal Justice
John Jay College of Criminal Justice
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