Experienced individual with 7 years of working knowledge in conducting investigations, evidence collection and preservation, as well as extensive knowledge of documentation and case management . Analytical in risk management and quality of service across various career paths. Highly organized and detailed with records keeping and handling.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Property and Casualty Insurance Sales
USAA Federal Savings Bank
Tampa, FL
11.2023 - 01.2024
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Prioritized and organized tasks to efficiently accomplish service goals.
Life Insurance Agent
Symmetry Financial Group
Tampa, United States
08.2023 - 11.2023
Maximized renewal and referral rates by 15%, through regular customer reviews, building personalized relationships, and holistic planning and policies of life, and investment products to meet the client's needs
Developed high level of competency in product knowledge, financial statements, risk analytics and regulations to provide tailored advice and product solutions for customers
Assisted customers in selecting the right life insurance coverage for their needs.
Quality Assurance Auditor, Site Lead
LOCKHEED MARTIN
Palm Beach, United States
06.2015 - 03.2018
Performed evaluations and auditing of site-specific documentation including NAVSEA program plans, processes and procedures to ensure conformance with MST standards
Implemented process improvements and verification strategies at the site, resulting in a substantial decrease in quality defects by 20%
Led thorough analysis of quality audit findings and implemented process improvements tailored to each facility
Facilitated preparation and execution of sitting-specific investigations and managed a team of 10 quality assurance auditors that identified and resolved non-compliance issues that led to the certification of approximately 20,000 square feet of painted aircraft interior surfaces.
Adult Protective Investigator
STATE OF FLORIDA DEPARTMENT OF CHILDREN AND FAMILIES
Fort Pierce, United States
09.2014 - 06.2015
Achieved a case disposition rate of 30+ cases per month for abuse, neglect, and exploitation cases by completing extensive investigative analysis based on state policy/standards criteria for adults age 18 and up
Increased accuracy in fraud detection by 98%, conducted 12+ interviews in the field to investigate cases with high-risk outcomes, and managed a caseload of 60+ cases with the highest attention to detail
Leveraged all available resources to ensure the safety and financial security of the victim, consistently adhering to federal and state laws in order to protect vulnerable adults
Analyzed financial records for a 160 bed adult facility to uncover Medicaid fraud and billing irregularities, resulting in the arrest of the owner for felony Medicaid fraud.
Recruiter
UNITED STATES ARMY
Mount Clements
12.2006 - 02.2010
Coordinated onboarding of new recruits, creating an onboarding checklist to ensure everyone was properly trained, and provided all necessary equipment, resulting in increased retention from 1 to 10 soldiers per year
Rendered a high level of assistance to the company to achieve recognition with the highest recruiting by giving a speech to the community about the benefits of joining the Army
Developed and led a team of 4 staff members that used an electronic records database to complete 1,000+ documents that enabled $500,000 in military recruitment bonuses to be paid to potential recruits
Successfully directed the onboarding of soldiers by providing training, guidance, and support, resulting in 100% completion of two weeks of onboarding.
Private First Class to Staff Sergeant
Military Police
Top Secret Location
10.2001 - 09.2006
Exhibited superior talents in law enforcement controlling traffic, preventing crime, performing domestic violence calls, and responding to all emergency situations
Conducted interviews with witnesses, victims, and suspects in investigations; while also handling crime scene security and evidence processing
Served as the trainer for the Pentagon Police Department security post at Raven Rock
Led 3-person patrol team on random security checks to ensure security of post, and responsibly investigated and dispatched all radio calls.
Education
FORENSIC SCIENCE -
Keiser University
01.2014
Skills
Investigations
Auditing
Regulatory
Criminal
Background Investigation
Forensic Investigation
Incident Response
Interviewing
Behavioral Interviewing
Analytical
Fraud
Fraud Prevention
Money Laundering
Financial Crime
Customer Needs Assessment
Customer Retention
Policy Analysis
Rapport Building
Forensic Analysis
Crime Scene Processing
Trace Evidence Recovery
Evidence Collection
Certification
Life & Variable Annuities, ExamFX, 2023
20-44 Property and Causality Personal Lines Agent
Timeline
Property and Casualty Insurance Sales
USAA Federal Savings Bank
11.2023 - 01.2024
Life Insurance Agent
Symmetry Financial Group
08.2023 - 11.2023
Quality Assurance Auditor, Site Lead
LOCKHEED MARTIN
06.2015 - 03.2018
Adult Protective Investigator
STATE OF FLORIDA DEPARTMENT OF CHILDREN AND FAMILIES
Profile Recovery/Customer Service Representative at USAA Federal Savings BankProfile Recovery/Customer Service Representative at USAA Federal Savings Bank