Experience

The Kaplan Group

• United States
• Financial Services
• 1 - 100 Employee

• Executive Assistant / Paralegal

  • Mar 2018 - Present

  Preparation and processing new claims for collection process. Legal liaison to litigation Attorney's. Preparation and processing new claims for collection process. Legal liaison to litigation Attorney's.



Michael E. Zimmerman, Inc.

• United States
• 1 - 100 Employee

• Paralegal

  • Jan 2017 - Mar 2018

  Working in Probate Law firm, with focus on Estate Planning, Trust Administration, Conservatorship, Special Needs Trust and Elder law. Assist Attorney with document preparation, client information, court filing, life insurance documents and other financial institution documents for Clients. Additionally work with Businesses and Non Profits needing Corporation documents, share certificates and business contract documents. Working in Probate Law firm, with focus on Estate Planning, Trust Administration, Conservatorship, Special Needs Trust and Elder law. Assist Attorney with document preparation, client information, court filing, life insurance documents and other financial institution documents for Clients. Additionally work with Businesses and Non Profits needing Corporation documents, share certificates and business contract documents.



Starbooks Business Services

• United States
• Financial Services

• Business Service Consultant

  • 2007 - Jun 2016

  Effectively provide required services to sustain or support each business need for client. • Provide startup support for new business (ie business license, establish banking accounts, set up Quickbooks, etc) • Accounts Receivable, Accounts Payable and General Ledger • Payroll service, including Taxes • Maintain all company liability and health insurance • Complete Small Business loan request & Business Plans Effectively provide required services to sustain or support each business need for client. • Provide startup support for new business (ie business license, establish banking accounts, set up Quickbooks, etc) • Accounts Receivable, Accounts Payable and General Ledger • Payroll service, including Taxes • Maintain all company liability and health insurance • Complete Small Business loan request & Business Plans



TSYS Debt Management

• VP Bankruptvcy & Probate

  • 2004 - 2007

  Responsible for production output and development of all team members associated within two cost centers. Additionally accountable for all process improvements, application development for department and maintain budget goals. Maintain 8 client relationships and contractual obligations. Develop, test and implement department procedures, quality assurance program and Disaster Recovery plan for departments. Complete Six Sigma Green Belt training program. Responsible for production output and development of all team members associated within two cost centers. Additionally accountable for all process improvements, application development for department and maintain budget goals. Maintain 8 client relationships and contractual obligations. Develop, test and implement department procedures, quality assurance program and Disaster Recovery plan for departments. Complete Six Sigma Green Belt training program.



Providian Financial

• Financial Services
• 1 - 100 Employee

• Senior Manager Bankruptcy& Probate

  • 1996 - 2004

  Manage 100+ managers and associates to operational excellence. • Establish and implement standards, ranking and incentive program for department team members • Complete platform conversion for department • Develop and implement department specific training program • Maintain and test Disaster Recovery plan • Develop and implement new applications to provide reduction of 30% direct expenses • Increase recovery of dollars with new collection programs Manage 100+ managers and associates to operational excellence. • Establish and implement standards, ranking and incentive program for department team members • Complete platform conversion for department • Develop and implement department specific training program • Maintain and test Disaster Recovery plan • Develop and implement new applications to provide reduction of 30% direct expenses • Increase recovery of dollars with new collection programs


Providian Financial / First Select
• Senior Manager Bankruptcy& Probate

  • 1996 - 2004