Experience

Citizens Disability

• United States
• Consumer Services
• 100 - 200 Employee

• Senior Associate Manager

  • Sep 2016 - Present

  • Interviewing prospective hires and engaging in the new hire and training process start to finish • Developing internal documents and trainings material for all home office hires as well as facilitating skill development • Coordinating communications with our overseas departments in India, Nigeria, and the Philippines. • Performing mid-year and end of year reviews for in house employees • Daily monitoring of the Follow Up Outbound Escalated work report which included all requests… Show more • Interviewing prospective hires and engaging in the new hire and training process start to finish • Developing internal documents and trainings material for all home office hires as well as facilitating skill development • Coordinating communications with our overseas departments in India, Nigeria, and the Philippines. • Performing mid-year and end of year reviews for in house employees • Daily monitoring of the Follow Up Outbound Escalated work report which included all requests that needed to be handled domestically and could not be handled overseas. • Training all overseas departments via Skype/GChat/Institutional Documents • Traveling overseas to Nigeria and the Philippines to train off shore reps in person to improve quality of work and developing their knowledge base and transmitting empathy to clients and medical providers • Trained co-workers in my department and other departments in the use of Salesforce and company procedures. • Establishing and monitoring databases of all off shore departments work flow and productivity. We can now track the team’s progress as well as individual reps progress based upon historical trends with a multi-year database to compare

• Medical Records Analyst

  • Sep 2014 - Sep 2016

  • Social Security Disability Advocacy Group assisting claimants with all aspects of the process, from filing initial applications to legal representation at hearings. • Utilized Salesforce, Adobe and Conga to gather the information necessary for hearing preparation. • Compliant with HIPPA and company practices and regulations. • Completion and management of highly detailed time sensitive federal government and internal company documents; including but not limited to, Medical Records… Show more • Social Security Disability Advocacy Group assisting claimants with all aspects of the process, from filing initial applications to legal representation at hearings. • Utilized Salesforce, Adobe and Conga to gather the information necessary for hearing preparation. • Compliant with HIPPA and company practices and regulations. • Completion and management of highly detailed time sensitive federal government and internal company documents; including but not limited to, Medical Records Requests. • Facilitiating departmental communication on outstanding records requests and resolving troublesome problems with medical providers. • Daily correspondence with a diverse pool of physically and mentally disabled applicants whose conflicts and challenges I navigated through active listening, rapport building and by managing conversation flow. • Active participate in managerial brainstorming projects to investigate improvements in our client communication protocols.



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Customer Service Representative II

  • Oct 2012 - Sep 2014

  • Managing client relations with shareholders, sales Agents, and Managed Account Advisors • Executing financial transactions accurately and provide shareholders with thorough information • Troubleshooting and researching questions efficiently with a positive attitude • Spearheading Mentor Group for recent hires and developing comprehensive documents to aid in their transition to a full workload • Leading Represenative for Callout team to resolve request Not In Good Order in a… Show more • Managing client relations with shareholders, sales Agents, and Managed Account Advisors • Executing financial transactions accurately and provide shareholders with thorough information • Troubleshooting and researching questions efficiently with a positive attitude • Spearheading Mentor Group for recent hires and developing comprehensive documents to aid in their transition to a full workload • Leading Represenative for Callout team to resolve request Not In Good Order in a timely manner. • Investigating recurring problems in our processing protocols or client outreach programs to improve processing efficiency. • Facilitating communication between management and employees during new product roll-out periods and any gaps in product knowledge for staff. Show less • Managing client relations with shareholders, sales Agents, and Managed Account Advisors • Executing financial transactions accurately and provide shareholders with thorough information • Troubleshooting and researching questions efficiently with a positive attitude • Spearheading Mentor Group for recent hires and developing comprehensive documents to aid in their transition to a full workload • Leading Represenative for Callout team to resolve request Not In Good Order in a… Show more • Managing client relations with shareholders, sales Agents, and Managed Account Advisors • Executing financial transactions accurately and provide shareholders with thorough information • Troubleshooting and researching questions efficiently with a positive attitude • Spearheading Mentor Group for recent hires and developing comprehensive documents to aid in their transition to a full workload • Leading Represenative for Callout team to resolve request Not In Good Order in a timely manner. • Investigating recurring problems in our processing protocols or client outreach programs to improve processing efficiency. • Facilitating communication between management and employees during new product roll-out periods and any gaps in product knowledge for staff. Show less



Barlett's Greenhouse

• Head of Hanger Shipments

  • Apr 2009 - Apr 2012

  • Responsible for care of and order quoting of hanger shipments while valuing client's input and financial restrictions to ensure a long term business relationship • Managing multiple duties regarding plant care and shipment order placement • Working with different departments to coordinate simultaneous order building while each department juggles multiple duties • Assumed supervisory role during Culture Indexing Project • Responsible for invoices and delivering orders to… Show more • Responsible for care of and order quoting of hanger shipments while valuing client's input and financial restrictions to ensure a long term business relationship • Managing multiple duties regarding plant care and shipment order placement • Working with different departments to coordinate simultaneous order building while each department juggles multiple duties • Assumed supervisory role during Culture Indexing Project • Responsible for invoices and delivering orders to customers' work sites. • Communicating between employees of multiple language and ethnic backgrounds and effectively managing them during Show less • Responsible for care of and order quoting of hanger shipments while valuing client's input and financial restrictions to ensure a long term business relationship • Managing multiple duties regarding plant care and shipment order placement • Working with different departments to coordinate simultaneous order building while each department juggles multiple duties • Assumed supervisory role during Culture Indexing Project • Responsible for invoices and delivering orders to… Show more • Responsible for care of and order quoting of hanger shipments while valuing client's input and financial restrictions to ensure a long term business relationship • Managing multiple duties regarding plant care and shipment order placement • Working with different departments to coordinate simultaneous order building while each department juggles multiple duties • Assumed supervisory role during Culture Indexing Project • Responsible for invoices and delivering orders to customers' work sites. • Communicating between employees of multiple language and ethnic backgrounds and effectively managing them during Show less



EasCare Ambulance

• Hospitals and Health Care
• 1 - 100 Employee

• EMT-B

  • Sep 2010 - Jan 2012

  Properly assessing and treating patients in both emergent and non-emergent settings Resolving any conflicts between staff and facilities to ensure proper care for patient Relying on training and best judgment in challenging situations Displaying communication skills and teamwork while working with various partners Properly assessing and treating patients in both emergent and non-emergent settings Resolving any conflicts between staff and facilities to ensure proper care for patient Relying on training and best judgment in challenging situations Displaying communication skills and teamwork while working with various partners



DEPARTMENT OF REVENUE/ CQ PERSONNEL INC

• Worcester MA

• Case Clerk

  • Jun 2008 - Dec 2008

  • Streamlining case files designated for imaging system, • Responsible for the conceptualization and implementation of filing system re-organization, • Sorting and filing case files returning from courthouse. • Strong attention to detail while culling superfluous material from case files while relying on judgment to discern what material is extraneous • Streamlining case files designated for imaging system, • Responsible for the conceptualization and implementation of filing system re-organization, • Sorting and filing case files returning from courthouse. • Strong attention to detail while culling superfluous material from case files while relying on judgment to discern what material is extraneous