Detail-oriented compliance consultant specializing in audits, regulatory alignment, and policy drafting. Proven ability to develop regional programs and streamline processes to enhance operational efficiency.
Overview
10
10
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Compliance Consultant
Marsh & McLennan Agency - West
Aliso Viejo
09.2022 - Current
Conduct compliance audits for clients to ensure adherence to regulatory standards.
Draft various compliance documents such as wrap documents, SPDs, SMMs and SMRs.
Build compliance calendars to inform clients of regulatory compliance requirements.
Review and analyze policy documents for regulatory alignment.
Develop and lead regional trainings for staff regarding internal compliance procedures.
Proactively identify opportunities to expand role responsibilities and add value beyond core duties.
Paralegal + Mental Health Parity Specialist
LeFevre Law PC
Houston
03.2021 - 01.2022
Maintained book of business while ensuring efficient oversight of projects from beginning to completion.
Managed communication with clients and brokers, routinely keeping them up to date on project status.
Drafted and ensured timely completion of projects such as Forms 5500, wrap documents, SPD reviews, ACA reporting and penalty defense, Mental Health NQTL analysis, etc..
Deputy Clerk
Virginia Beach General District Court
Virginia Beach
10.2020 - 03.2021
Maintained cordial correspondence with the public.
Documented the authentication of legal documents through the certification process.
Prepare court dockets to perfection.
Process items such as bond appeals, case appeals and BAC requests.
Paralegal
The Law Office of David G. Hilburn, PC
Bryan
06.2018 - 09.2020
Managed case files and documentation for various legal matters.
Assisted attorney in preparing for court hearings and trials.
Draft and eFile legal documents with the Courts.
Managed client billing.
Managed the office calendar to ensure efficiency.
Paralegal
Anderson County District Attorney’s Office
Palestine
08.2015 - 08.2016
Managed case files, ensuring proper organization and accessibility for attorneys.
Prepare and eFile legal documents.
Support attorneys in the preparation of cases for trial.
Request previous judgements and penitentiary packets as needed.
Education
Bachelor of Arts - Political Science
Texas A&M University
College Station, TX
08.2016 - 12.2019
Associate of Arts - Liberal Arts
Trinity Valley Community College
Athens, TX
08.2013 - 12.2015
Skills
Compliance audits
Regulatory alignment
Policy drafting
Compliance training
Time management
Effective written and oral communication
Project management
Operations support
Certification
Group Benefits Associate (GBA) certification completed in September 2025.
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