Experience

Prime Case LLC

• United States
• Legal Services
• 1 - 100 Employee

• Servicing Specialist

  • Mar 2023 - Present

  •Maintained a portfolio of 600 cases, corresponding with law firms to establish relationships, obtain case status updates, providing current and final payoff amounts, issue notice of lien letter, and assist in reduction requests • Corresponded with medical facilities regarding outstanding surgical checks •Generated and filed Uniform Commercial Code (UCC) forms for all advances exceeding $25K



LawCash

• United States
• Financial Services
• 1 - 100 Employee

• Operations Manager

  • Mar 2022 - Sep 2022

  •Managed 15 Client Specialists both from multiple locations and remotely, ensuring smooth daily operations including application receipt, funding contract processing, and client engagement •Contributed to the operations team to oversee the merger of 3 companies into the new parent company •Conducted weekly and monthly meetings with department members, supervisors, and managers resulting in consistent insights into company activities to inform effective decision-making and operational… Show more •Managed 15 Client Specialists both from multiple locations and remotely, ensuring smooth daily operations including application receipt, funding contract processing, and client engagement •Contributed to the operations team to oversee the merger of 3 companies into the new parent company •Conducted weekly and monthly meetings with department members, supervisors, and managers resulting in consistent insights into company activities to inform effective decision-making and operational efficiency •Performed all personnel management responsibilities including hiring and firing of department members, conducting yearly performance reviews and write-ups, training staff members, providing support and guidance, and tracking PTO with 0 discrepancies •Conducted monthly Call Calibrations with Client Specialists to discuss phone etiquette and to provide examples of constructive and positive criticism to improve performances

• Assistant Vice President - Funding Department

  • 2014 - Mar 2022

  •Supervised a team 5 employees located across 2 locations including adjusting management techniques for the department in response to the COVID-19 pandemic •Coordinated the handling of 25+ customer success and high-profile accounts to ensure their satisfaction •Served as the project manager for the eSignature program, transitioning the operations from department to teams. Tracked projects process, updating team members and leadership in a timely fashion •Facilitated the processing of… Show more •Supervised a team 5 employees located across 2 locations including adjusting management techniques for the department in response to the COVID-19 pandemic •Coordinated the handling of 25+ customer success and high-profile accounts to ensure their satisfaction •Served as the project manager for the eSignature program, transitioning the operations from department to teams. Tracked projects process, updating team members and leadership in a timely fashion •Facilitated the processing of 7,000+ contracts per year. Ensured contracts were drafted and executed efficiently. Consulted directly with Risk Management to ensure regulatory compliance •Implemented monthly department meetings to identified any issues that affected the efficiency of the workflow for the department and created solutions •Cultivated all verbal and written communication of policy and regulation changes between the Funding Department, Risk Management and other departments within the company •Conducted weekly audits of all contracts executed and reported to Finance to ensure weekly borrowing base was accurate and secured

• Flashcard Supervisor

  • 2011 - 2014

  •Liaison between LawCash, FlashCard and card servicing company. Handled all communication and issues through phone and email. •Processed, created and loaded FlashCard and LawCash’s pre-paid debit cards. •Answered customer’s questions regarding balances, fees, transactions, assisted customers in communicating with card servicing company in regards to activation, lost and stolen cards and security concerns for both FlashCard and LawCash pre-paid debit cards.

• Payoff Department, Post Settlement Funding

  • 2011 - 2014

  •Provided final payoff amounts to attorneys or law firm personnel for clients with outstanding balances. •Drafted, voided and verified checks for pre and post settlement clients through Microsoft Dynamics SL •Responsible for working with law firms to gather information regarding post settlement funding requests such as general releases, settlement breakdowns, and executed contracts •Worked with clients to provide post-settlement funding, took applications and facilitated the execution… Show more •Provided final payoff amounts to attorneys or law firm personnel for clients with outstanding balances. •Drafted, voided and verified checks for pre and post settlement clients through Microsoft Dynamics SL •Responsible for working with law firms to gather information regarding post settlement funding requests such as general releases, settlement breakdowns, and executed contracts •Worked with clients to provide post-settlement funding, took applications and facilitated the execution of contacts in and outside the office •Released of monthly checks to clients on payment plans

• Funding Department Supervisor

  • 2005 - 2011

  •Supervisor of a group of four whose responsibilities included •Drafting and sending contracts to attorneys and clients •Reviewing all signed contracts received to ensure they were executed properly •Distributing funds to approved clients •Executed a weekly audit of all funded contracts for the lending financial institution

• File Clerk/Receptionist

  • Oct 2004 - 2005

  •Created filling system and maintained physical files for all clients •Assisted in the migration from physical files to digital •Answered and transferred incoming calls to main switchboard



Upstate Homes for Children and Adults

• Residential Counselor

  • Jan 2003 - Aug 2004

  Oneonta, New York • Direct care for mentally handicap residents • Certified in medical distribution to residents and crisis prevention