Experience

Amherst

• United States
• Investment Management
• 400 - 500 Employee

• Commercial Compliance Manager

  • Nov 2022 - Present

  • Coordinate with appropriate teams to ensure the Licenses are properly applied for and maintained on a go-forward basis. • Review and track the Licenses in all jurisdictions, provide comprehensive reporting and change reporting relating to licensed status in current and in-process jurisdictions. • Works with field construction employees and office staff to ensure all information relating to the Licenses is complete, timely, and correct. • Ongoing tracking, monthly reporting preparation, and submission. • Send Emails and place outbound calls to licensed individuals and licensing departments, as well as other Company employees as needed to ensure proper licensure and completion of information. • Ability to interact well with internal and external stakeholders. • Utilize appropriate systems to gain information and record activities. • Ability to work in a structured environment with a diverse workforce. • Perform other related duties as needed or assigned.



Progress Residential®

• United States
• Real Estate
• 700 & Above Employee

• Property Compliance Team Lead

  • May 2021 - Nov 2022

  • Responsible for managing all property compliance activity within assigned portfolio. • Direct oversight of assigned Property Compliance team members’ workload, work product and other work-related activities. • Primary resource for assigned team members’ training, day-to-day questions/escalations, items of focus, goals and operational issues. • Provides input to Property Compliance Manager for team member’s performance evaluations. • Assists Property Compliance Manager with attendance/timecards for assigned team members. • Works closely with Property Compliance team members and cross-functional teams to develop efficient work flows, Standard Operating Procedures and automation initiatives. • Assists in creating Property Compliance/HOA training material and training employees. • Resolves of Property Compliance/HOA legal enforcement and/or delinquency and all violation matters. • Works closely with Corporate Accounting on HOA accounting matters, including but not limited to audits, bond reporting, fine payables/waivers, resident charge back/waivers. • Provides regular reports to Property Compliance Manager on team’s performance, market status, open high priority matters and other HOA related activity. • Ensures that HOA operations are maintained in an effective, up to date and accurate manner. • Utilizes exceptional leadership and interpersonal skills to develop a strong working relationship with HOAs/municipalities and team members. • Assist Homeowner Associations/municipalities with problem resolution. • Responsible for resolving escalated issues from HOAs/municipalities and Progress Residential market teams. • Performs other related duties and projects as assigned.



AmTrust Financial Services, Inc.

• United States
• Insurance
• 700 & Above Employee

• Compliance Specialist

  • Jun 2020 - Apr 2021

• Compliance Assistant

  • Feb 2018 - Jun 2020

  • Administratively support the Legal and Compliance Counsel and Department by assisting with multiple projects• Serve as a project manager for overseeing the duties and tasks of each person on the legal team and inputting those assignments and tasks into a spreadsheet that I solely created. I have weekly meetings with the Vice President of Regulatory Counsel to go over the management of this project and the status of each team member’s completion of their assigned duties. • Serve as a backup for the administration of consumer complaints and the tracking system for insurance intelligence• Prepare, maintain, and submit highly sensitive and confidential Biographical Affidavits, finger prints, and background investigation/ criminal history reports for certain executives, directors, and officers of the company.• Serve as a project manager regarding the usage and tracking of our multiple company credit cards. I helped create a new system of tracking each charge that each person can easily access and submit their monthly charges. I export all of the charges into a spreadsheet in which I then give to our accounting department for processing. • Perform various support functions such as data entry, scanning, copying, and filing.• Respond to regularly occurring requests for information• Draft general correspondence, memos, charts, tables, graphs, reports, etc. • Review documents for spelling, grammar, and format making appropriate changes• Responsible for accuracy and clarity of important and extremely confidential documents regarding the executives, directors, and officers of the company. • Understand applicable regulatory rules, guidance and policies• Selected to be apart of our company’s Special Events Committee in which plans and organizes company wide events and fundraisers.



McDonald Hopkins LLC

• United States
• Law Practice
• 200 - 300 Employee

• Department Assistant

  • Aug 2017 - Feb 2018

  • Docket new patent case filings, incoming office actions, and correspondence (PTO, PCT, and Foreign Associate), as needed • Run docket reports for patent cases on a daily basis and other specified intervals • Clear the docket on a daily basis • Advise attorneys of issues relevant to clearing the docket, and re-docket actions as needed • Assist in quality assurance review for patent filings by noting and referring any errors or omission observed during the normal course of docketing duties • Prepare docket status reports for clients and attorneys as needed • Prepare maintenance fee reports to attorneys and clients as needed • Maintain and update foreign and U.S. patent prosecutions in our docket systems to track deadlines associated with obtaining and maintaining foreign and domestic patents. • Assist in checking and updating the status of patent cases with the United States Patent and Trademark Office and foreign patent offices when appropriate • Perform electronic interactions with the U.S. Patent and Trademark Office as well as foreign and international intellectual property entities (i.e. searches, status checks, electronic filing of patent applications and responses) • Prepare for and attend to payment of foreign patent annuities and US patent maintenance fees • Other duties assigned