Experience

Glantzlaw
• United States
• Law Practice
• 1 - 100 Employee
• Legal Assistant

  • Nov 2016 - Present

Convey Health Solutions
• United States
• Hospitals and Health Care
• 700 & Above Employee
• Customer Advocate

  • Oct 2015 - Oct 2016


Active Data Group

• IT Services and IT Consulting

• Account Manager

  • May 2007 - Sep 2014

  • Provided buyer leads for over 200 Agents and Brokers • Responsible for creating the Certifications and Designations • Provided statistics for zip codes on hits and views • Worked on Fannie Mae Project implementing their Training Program for over 500 Agents and Brokers • Assisted 200 plus Agents and Brokers with questions on their accounts • Contacted over 75 past due accounts for updated credit card information • Prepared monthly Sales Report amounted to an average of $8000 • Provided buyer leads for over 200 Agents and Brokers • Responsible for creating the Certifications and Designations • Provided statistics for zip codes on hits and views • Worked on Fannie Mae Project implementing their Training Program for over 500 Agents and Brokers • Assisted 200 plus Agents and Brokers with questions on their accounts • Contacted over 75 past due accounts for updated credit card information • Prepared monthly Sales Report amounted to an average of $8000



Office Depot

• France
• Retail Office Equipment

• Account Manager

  • Feb 2005 - May 2007

  • Performed sales function via telephone contacting over 200 Agents and Brokers • Profiled-customer in searched of future contracts • Identified sales opportunities and close • Build relationships with clients using the provision of customer service • Prepared Product pitching • Resolved customer related issues • Performed sales function via telephone contacting over 200 Agents and Brokers • Profiled-customer in searched of future contracts • Identified sales opportunities and close • Build relationships with clients using the provision of customer service • Prepared Product pitching • Resolved customer related issues



Lydian Trust Company

• United States
• Venture Capital and Private Equity Principals

• Compliance Underwriter

  • Aug 2004 - Feb 2005

  • Due Diligence underwriter review of closed loans Underwriting • Condition files for correctable items and declined files for purchase as necessary • Make determination that loan elements are acceptable to appropriate investor guidelines • Conditioned loans for inaccurate or missing items • Recommended loans for purchase with emphasis on overall investor risk • Enter all underwriting loan data using mortgage service software • Due Diligence underwriter review of closed loans Underwriting • Condition files for correctable items and declined files for purchase as necessary • Make determination that loan elements are acceptable to appropriate investor guidelines • Conditioned loans for inaccurate or missing items • Recommended loans for purchase with emphasis on overall investor risk • Enter all underwriting loan data using mortgage service software