PROFESSIONAL EXPERIENCE:

Confidential

Independent Agent

Responsibilities:

• Promote and sell insurance products and services to prospective customers.
• Customize insurance programs to suit customers covering a variety of risks.
• Build relationships with customers and the community to establish long - term business growth.
• Target new clients through networking and help business owners to determine which programs suit their employees’ needs.

Confidential

Project Consultant

Responsibilities:

• PMO lead for financial institution project with a budget of $3 million.
• Provided PMO support functions such as project planning, issue management and risk tracking and mitigation.
• Acted as liaison to bridge the gap between IT and business.
• Drove project delivery through productive collaboration in a matrix environment.
• Created and maintained a detailed project plan for effective tracking throughout the project lifecycle.
• Ensured follow up on applicable project milestones with owners and stakeholders.
• Created Sr. Management reporting as well as status tracking on immediate deliverables.
• Ongoing management of Portfolio Tracking System including all relevant project documents.
• Tools used include the Microsoft Office Suite including Excel, Project, PowerPoint, Visio and Outlook.

Confidential

Business Analyst / Project Coordinator

Responsibilities:

• Ensured the development, implementation and management of Risk Architecture’s overall data quality management strategy.
• Defined and managed the projects/processes related to the monthly and quarterly Comprehensive Capital Analysis and Review schedule filings.
• Data gap analysis and mapping to support enterprise wide data submission and reporting requirements.
• Implemented the appropriate quality controls for risk data quality to include the assessment of risks and downstream business impacts.
• Facilitated the development and deployment of remediation action plans, risk mitigation and risk data quality resolution.
• Tools used include the Microsoft Office Suite including Excel, Project, PowerPoint, Visio and Outlook.

Confidential

Data Manager / Project Coordinator

Responsibilities:

• Defined and developed the national data management strategy and business plan for procuring, analyzing and utilization of property data.
• Outlined the project parameters, identified and developed the goals, objectives and project deliverables.
• Managed the procurement of property data from over 22k taxing authorities nationally.
• Identified key targets for analysis and prioritization that increased the national database by 40% during the first year.
• Defined the timeframes, frequencies, cost, and method of execution for procuring property data.
• Managed offshore operation and collaborated with and supported 7 regional offices to procure, validate, reformat and load the data to legacy systems.
• Created and provided regular reporting to senior management that illustrated data loading turnaround times, trends in data aging, opportunities for data expansion and actual data usage.
• Implemented metrics and measurements to evaluate and track progress.
• Tools used include the Microsoft Office Suite including Excel, Project, PowerPoint, Visio and Outlook.

Confidential

Project Coordinator

Responsibilities:

• Oversaw projects throughout all phases of the SDLC process.
• Drove large projects to successful completion in a time-bound manner while maintaining a diverse slate of responsibilities.
• Provided status and tracking reports for customer and senior management meetings and reviews.
• Worked closely and effectively with vendors, business partners and both technical and end-user communities at all levels.
• Demonstrated ability to lead, coordinate and facilitate resources for enterprise wide initiatives that influence multiple stakeholders and lines of business.
• Contributed to strategic direction, including the centralization of core products and tasks for offshore operation.
• Maintained communication and coordination of cross-functional activities including technology requests, change management, security access and SLA monitoring.
• Facilitated project meetings between development teams and business leads.
• Tools used include the Microsoft Office Suite including Excel, Project, PowerPoint, Visio and Outlook.

Confidential

Regional Director

Responsibilities:

• Responsible for developing and managing all aspects of New England regional operations.
• Planned, directed and coordinated activities of designated projects while ensuring that goals and objectives were accomplished in accordance with outlined priorities.
• Developed and implemented policies and procedures for more efficient utilization of resources.
• Managed staff of employees servicing loan portfolios among more than 150 national customers.
• Demonstrated ability to develop and maintain customer relations.

Confidential

Operations Manager

Responsibilities:

• Streamlined tax processing which significantly improved internal efficiency while reducing overtime and direct labor costs.
• Procured and analyzed property tax files from all New England taxing authorities to report real estate property tax data to clients.
• Increased number of automated agencies by 40% over a two-year period.
• Improved customer relations by acting as the key contact for major customers, vendors and professional consultants.