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Credentials

  • Financial Planning Certificate
    Florida Institute of Technology
  • IT Project Management CompTIA Project+
    CompTIA

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Customer Service Representative, Bankruptcy Researcher, Recovery Specialist Final Review
      • Nov 2018 - Present

      By establishing and maintaining a positive working relationships with customers, I ensure the best possible customer satisfaction by providing expertise in the analysis of auto/rental subrogation recoveries both contractual and third-party as it relates to vehicle damage claims. I provide prompt subrogation and recovery investigation, evaluation and settlement of claims, working with insurance carriers, attorneys, state/local governments, internal/external departments, credit card companies, company vendors, renters and all responsible parties. As Bankruptcy Researcher, I utilize a Bankruptcy Database to research Public Access to Court Records to locate Chapter 7 Bankruptcy cases, analyze the data, compile Research Reports and report directly to the VP of Bankruptcy Division. For Final Review, I decision claims by reviewing and analyzing Customer accounts for information accuracy to determine delinquency and decision as write-off or to refer to alternative methods of recovery when and if appropriate (i.e., collections). Show less

    • Lease Maturity Management Consultant
      • Dec 2017 - Nov 2018

      Advise Clients through end of Lease terms. Provided World Class Service to Clients, Vendors and internal contacts. Duties included: Account Management, Liability, Lease end negotiation, Client and Dealer Payoff Quotes, Payoff negotiation and Invoice adjustments. Advise Clients through end of Lease terms. Provided World Class Service to Clients, Vendors and internal contacts. Duties included: Account Management, Liability, Lease end negotiation, Client and Dealer Payoff Quotes, Payoff negotiation and Invoice adjustments.

    • Title Processor
      • Aug 2016 - Feb 2017

      Responsible for all initial Client communication and incoming contracts. Duties included: Opening all files and inputting applications, reviewing Contracts, pulling Tax bills & deeds, ordering Title searches and Municipal Lien searches, processing Earnest Money Deposits, ordering surveys and payoffs, reviewing Commitments, Home Warranties and HOA Estoppels, scheduling closings and notarizing documents. Responsible for all initial Client communication and incoming contracts. Duties included: Opening all files and inputting applications, reviewing Contracts, pulling Tax bills & deeds, ordering Title searches and Municipal Lien searches, processing Earnest Money Deposits, ordering surveys and payoffs, reviewing Commitments, Home Warranties and HOA Estoppels, scheduling closings and notarizing documents.

    • Client Relations Manager
      • Apr 2015 - Mar 2016

      Supervised employees on all client intake to evaluate viable cases. Worked directly with clients for intake and process when needed. Handled all case issues and customer service issues. Directly responsible for all settlements, deposits, client payout and settlement related issues. Other responsibilities included: budget, expense accounts, accounts receivable and accounts payable. Assisted in the creation of the Provider Advocacy Division. Supervised employees on all client intake to evaluate viable cases. Worked directly with clients for intake and process when needed. Handled all case issues and customer service issues. Directly responsible for all settlements, deposits, client payout and settlement related issues. Other responsibilities included: budget, expense accounts, accounts receivable and accounts payable. Assisted in the creation of the Provider Advocacy Division.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Admissions Advisor
      • Sep 2014 - Apr 2015

      Advised and counseled undergraduate students through the Admissions process and facilitated the collection of all required Admissions documents relevant to the first term start. Conducted interviews and evaluated each prospective student based on his/her needs, desires, interests, qualifications, motivations, and commitments. Advised and counseled undergraduate students through the Admissions process and facilitated the collection of all required Admissions documents relevant to the first term start. Conducted interviews and evaluated each prospective student based on his/her needs, desires, interests, qualifications, motivations, and commitments.

    • Network Contractor / Provider Relations
      • Mar 2010 - Apr 2011

      In role as network contractor for the NowClinic project, provided support to network managers, director and senior leadership in the following manner: • End to end contract support for NowClinic physicians/groups, both medical and behavioral health • Managed physician enrollment process by overseeing provider relations activities • Provided Webex presentations and demos to physicians/groups • Provided project management functions for NowClinic product and network teams • Maintained network provider database and Salesforce database for reporting to leadership • Provided event coordination support to network managers and contracted groups Show less

Education

  • Western Governors University
    Bachelor's Degree, Business Administration and Management, General
    2012 - 2014
  • Santa Fe College
    Business Administration and Management, General

Community

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