Experience

Preferred Reports, LLC

• United States
• Insurance
• 1 - 100 Employee

• Operations Manager

  • Nov 2021 - Present

  • Currently supervise eight individual managers, increasing productivity in areas of responsibility 32% since hire in support of the company’s 67% overall growth in 2022. • Provide attentive and effective team management to ensure each manager maintains individual productivity below the company’s 19% threshold. • Plan, schedule, execute, and measure process training for insurance operations processes to maintain and exceed all metrics related to quality, productivity, and turnaround times - using PowerBi. • Evaluate the efficiency and efficacy of operational areas and implement strategic action plans to reallocate resources as needed to correct wastefulness and disorganization. Show less



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• KYC Onboarding Analyst / Quality Control

  • Feb 2020 - Oct 2021

  • Maintained deal pipelines, capital projections, and portfolio metrics while coordinating the loan closing and onboarding/know-your-client (KYC) processes. • Handled all necessary approvals, managed lender queries, captured transaction details, and performed functional risk controls via cross-collaboration with LDCM, credit/market risk, and other departments. • Served as the central point of contact for external clients, receiving and posting financials to agency sites, coordinating lender calls, and engaging with clients to resolve various financial issues. • Participated in initiatives to develop and enhance controls and efficiency, such as process and workflow improvement plans and technology solution integration. Show less



NBIS, a DUAL company

• United States
• Insurance
• 1 - 100 Employee

• Risk Management Department Operation Manager/Office Manager/Executive VP Assistant

  • Feb 2007 - Sep 2019

  Maintained a detailed calendar in order to schedule appointments and arrange meetings and conference/video conference calls resulting in a 84% boost in efficiency. Oversaw the contractual risk transfer process by modifying current contract language to limit liability as well as mitigate legal costs in the event of a claim. • Managed day-to-day office operations and coordinated numerous risk service projects while providing accurate metric measurements on department functions to executive management to identify areas for improvement. • Spearheaded and implemented integral risk management departmental procedures and processes to ensure employee accountability for daily tasks with a 85% increase in operational productivity. • Developed and maintained strong customer relationships and delivered full support for insurers, brokers and wholesalers of the product lines and services, elevating retention by 60%. • Assisted with preparation for the risk management department’s annual $1M+ budget including salaries, health care, travel, marketing materials and office expenses while maintaining monthly $10K+ expense reports for four employees. • Served as the first line of IT support, aiding the IT department with the creation and development of computer-based systems to integrate the workflow processes of two departments to maximize workflow productivity in addition to creating a critical web-based data system for internal employees to enhance organization. • Maintained loss control for multiple lines of coverage with a third-party company, organizing and scheduling field visits to ensure coverage on all lines of business for 900+ insureds throughout the United States. • Devised and introduced appropriate loss control questions to fit the needs of a $90M+ book of business and supported the underwriting/claims divisions with detailed reports on loss control performed by field investigators. Show less



Forestcity Enterprises, The Grand

• Bethesda, Maryland

• Leasing Manager

  • Mar 2007 - Feb 2008

  • Directed all leasing team activities and executed crucial functions to improve leasing and marketing operations for the 546-unit community. • Handled all HR duties, including recruiting, training, developing, evaluating, disciplining, and terminating employees and delivering a qualified selection of candidates for all open positions. • Increased overall efficiency 75% by identifying and implementing best practices, integrating creative operational strategies, and streamlining existing workflows. • Maximized profitability by executing business operations within assigned budgetary constraints and maintaining strict compliance with internal policies and local, state, and federal programs and regulations. • Continuously communicated with staff members, residents, and applicants to ensure smooth operations and boosted guest and resident satisfaction by establishing an organized and clean work environment. Show less



Camden Development Inc

• United States
• Real Estate
• 1 - 100 Employee

• Marketing/ Leasing Manager

  • Apr 2004 - Mar 2007

  • Provided exceptional resident support and increased satisfaction ratings 78% during tenure by executing move-in/move-out walks and assisting with service requests, lease inquiries, and general daily needs. • Actively engaged in planning and coordinating engaging activities to achieve occupancy targets, including executing marketing outreach events with <$10K budgets. • Maintained a 40% closing ratio while leading a two-person team to exceed monthly leasing goals by 75% for an apartment complex with 425 units. • Boosted qualified traffic 75% by partnering with the community manager to develop and deploy innovative marketing concepts and sales strategies. • Improved resident retention 55% by placing warm calls and offering gifts/incentives to increase renewal rates Show less