Bio
Credentials
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Property & Casualty Resident Producers License
Michigan Office of Financial and Insurance RegulationNov, 2012- Jun, 2026
Experience
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Doxim
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Madison Heights, MI
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Business Analyst/Project Manager
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Apr 2018 - Present
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Madison Heights, MI
Working with new and existing clients to setup new products and enhance existing products. As needed, escalate client issues and provide prompt resolution. Coordinate with programmers to ensure proper development of product to meet/exceed client needs.Coordinate with Web Developers to create eDoc...
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United States
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Insurance
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200 - 300 Employee
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Manager of Disbursements and Reconciliations
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Jan 2013 - Nov 2017
Established a centralized department responsible for the billing, disbursement, reconciliation and cash receipts operations for a lender placed insurance provider issuing 1 million checks annually.Developed and maintained systems and procedures for operating efficiency, fraud prevention and security of personal and private information.Implemented and monitored the daily reconciliation of approximately 40 separate bank accounts. Monitoring fraud, Positive Pay hits, and incoming and outgoing ACH and wire transactions.Worked as a member of the client implementation team on-boarding new clients to provide statements, letters, ACH funding, check issuance and account reconciliation.
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Underwriting & Support
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Oct 2010 - Jan 2013
Administrator of underwriting software application ConceptOne™. Designed, created and implemented system driven workflows to ensure all steps in underwriting process are met. Added and/or updated transaction codes, tax rules and new users.Created, modified and managed insurance policy forms, system reports and merge documents.Worked with software vendor on specifications, design and implementation of system enhancements and report development. Creating project plans, standard operating procedures, RFP’s, test plans and specification documents.Maintained and managed all accounting functions related to payments received, accounts payable, general ledger and month end reporting.
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United States
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Insurance
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700 & Above Employee
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SR. Business Analyst
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Sep 2001 - Aug 2010
Served as Project Manager to re-engineer core systems; and as a subject matter expert on software development team. Previously served as a Lead Trainer during the implementation of the company’s core system in 2001 and document management system in 2007-2008. Acted as a member of the Help Desk team to provide Customer Care for Corporate departments and 37 branch offices located throughout the United States. Assisted in the development and implementation of software solutions to increase productivity and lower production costs.
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A/R Collections Supervisor
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Jun 1991 - Sep 2001
Promoted to lead team of 20 employees in daily call center operations, collections and cash application. Collaborate with CFO and Accounting Controller to create strategic plans to enhance customer satisfaction, reduce past due balances and enhance staff training. Provide employees with tools to maintain and increase service levels to both internal and external customers. Gather, analyze, and report daily/weekly/monthly collection and service statistics.
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Education
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2009 - 2010Oakland Community College
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Industry Focus. “Financial Services”
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References
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