SUMMARY:

• Strong ability to achieve goals individually, and as a group effort
• Manage extreme workloads effectively, and efficiently under pressurized conditions
• Maintain positive relationships with clients, co - workers and management
• Willing to assume diversified responsibilities

COMPUTER SKILLS:

Outlook, Google Chrome, Microsoft Office (Word, Excel, PowerPoint), Provnet (FCS, Keymaster, WSL, IMAC), PeopleSoft, TrialManager, Insite, SAP, SharePoint and SalesForce.

PROFESSIONAL EXPERIENCE:

Confidential

Project Manager Delivery Operation

Responsibilities:

• Responsible for project management during the project maintenance and decommissioning phase of a study
• Responsible for overall management and execution of medium complexity setup projects as defined in Statement of Work
• Attend client meetings and assists with determination of project requirements
• Chairs client meetings and distributes minutes to all project team members
• Effectively and accurately communicates relevant project information to the client and project team
• Utilize project management skills of communication, presentation, time management, organization and planning to successfully implement company’s products

Confidential, Wayne, PA

Associate Clinical Manager

Responsibilities:

• Review and oversee cont rols and oversight of t he mast er sit e list, set -up of vendor records in appropriat e int ernal syst ems, correct set -up and amendment of visit and reimbursable budget records in internal systems.
• Manages the internal payment processes and site relationships team and oversees the payment services ensuring sponsor and site satisfaction is achieved.
• Supervise workload and productivity focused on both the site setup and site payment process.
• Responsible for tracking project KPIs metrics, reporting of findings, escalation of risks and working closely with Site Operations Manager and Study Operations.

Grant Payment Associate

Confidential

Responsibilities:

• Manage client site banking information, responsible for integrity of electronic fund transfer (EFT) data for the life of the contract for processing of invoicing and payments
• Assist in establishing study EDC data structure to ensure integrity as it enters Confidential systems
• Responsible for data integrity of contract terms as it is entered into designated systems in accordance with project requirements
• Processing of amendments as it relates to the visit schedule or subject allocation
• Managing site inquiries escalated from Customer Support and update cases in our case management system
• Site close out reconciliation upon study close out
• Conducts enrollment data review on an ongoing basis, leads database audits, monitors and validates data within tracking system for accuracy
• Manages ongoing edits and updates of applicable site specific information in database for accurate reporting
• Generates invoicing for client sites, verifying financial data accuracy prior to issuance of same
• Assist in the preparation of project status reports that are reviewed with the client during project team meetings

Confidential

Loan Officer Manager

Responsibilities:

• Handle and review auto loans, personal loans and line of credit application online or face to face with the members.
• Review credit reports to make the correct decision on the loan application.
• Handle teller duties giving cash to member or deposit checks for the member.
• Receive income calls from member with the questions about their balance or take payments for their loan.

Confidential, Newark, DE

Sr Private Underwriter Analyst

Responsibilities:

• Reviewed borrowers and cosigner credit file for decisions for private student loans.
• Contacted the cosigners by phone to discuss interest payments, and verify who will make the payments.
• Approved or declined applications daily.
• Received calls daily for borrowers and cosigners to discuss the decision of the application.
• Received inbound calls to discuss credit card application with the customer.

Confidential, Newark, DE

Senior Financial Quality Analyst

Responsibilities:

• Reviewed and researched suspended accounts daily and corrected or recovered large amounts from clients.
• Received and responded to complex calls from clients, brokers, and plan administrators, and maintained appropriate records of phone conversations. Reviewed credit reports on major credit bureaus.
• Supported all employees’ system issues face to face or by phone. Resolved all issues within a 24 hour window.
• Reviewed situations that require exception processing and provided direction and assistance to transactions.
• Identified, analyzed, and devised solutions to business and technical information and technology related programs.
• Communicated both orally and in writing to general agent and writing agent regarding commissions calculations, chargeback’s, overrides, prepaid commissions, and assigned commissions.
• Reviewed documentation, analyzed and interpreted processing errors and net financial effect to the company, and recommended resolution of handling processing errors.
• Maintained user’s access records for all SOX Logically Security systems, which include keeping up to date records of additions, changes, and terminations for quarterly SOX review and auditing purposes.
• Assisted Internal Audits in reviewing and verifying policy information.

Commissions Supervisor

Confidential

Responsibilities:

• Conducted team meetings and lead/participated in client conference calls.
• Oversaw the preparation of the quarterly, semi-annual and annual financial reports for assigned clients.
• Determined staffing needs, hire, trained and mentored the team delegating assignments, enforcing policies and quality listening.

Commissions Analyst

Confidential

Responsibilities:

• Reviewed commission reports, analyzed and processed corrections for one or more lines of business.
• Received and responded to complex calls from firms and producers and maintained appropriate records of phone conversations.
• Calculated and entered complex manual commission entries for products daily.
• Interacted with internal and external customers to analyze and resolve commission’s issues.
• Trained all new hires on all commissions’ duties, and cross- trained with team member on new functions.