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Skills

  • Presentation design
  • First Aid/CPR
  • Documentation accuracy
  • Legal compliance collaboration
  • Stakeholder collaboration
  • Escheatment process management
  • Business Administration
  • Cross-state compliance
  • Organization
  • Strategic planning

Work Experiences

  • Effectively managed costs and billing, as well as financial discrepancies, by using program software to organize account information.
  • Authored standard operating procedures for unclaimed property filings.
  • Gathered and analyzed administrative cost data in order to prepare 18 months budgets for corporate management.
  • Was in charge of client and personnel appointment scheduling and itinerary coordination.
  • Closed 5 cases with no discrepancies.
  • Achieved an Innovation Award for process innovation.
  • Conducted diligent research.
  • Advanced automation for tracking dormant accounts.
  • Was in charge of the supervisor's schedule and appointments, as well as streamlining the scheduling process.
  • Achieved a 70% decrease in manual entry errors.

Summaries

  • Real Estate administrative office management, related regulatory guidelines, and quality assurance certified Six Sigma and Unclaimed Property Specialist.
  • Aiming to minimize potential fines.
  • 17 years of experience.
  • Clear understanding of process improvement and workflow optimization as well as data analysis training.
  • In process, procedure, and policy improvement initiatives, the adroit professional exemplifies multidisciplinary managerial skill.
  • A forward-thinking Unclaimed Property Specialist with 12 years of experience, recognized for identifying claim patterns that increased claim recovery rates by 31% through targeted analytics and insights.
  • Dedicated to learning, growing, and succeeding in Real Estate.
  • Achieved a return of $13.
  • With over 15 years of experience in the Real Estate field, I am a well-organized Office Manager.
  • Within Real Estate, senior Unclaimed Property Specialist and outstanding performer in performance reporting and risk assessment.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Reviewed third-party unclaimed property vendor contracts, renegotiating terms that saved the company $3 annually.
  • Co-authored a compliance report on state unclaimed property laws, providing valuable insights for internal teams on process adjustments.
  • Instituted a claims tracking system that reduced missing data issues by 37%, ensuring faster recovery of unclaimed property.
  • Onboarded 7 new automation systems to streamline escheatment filings, reducing manual workload by 43%.
  • Decreased escheatment filing preparation time by 71% through workflow standardization and automation integration.
  • Managed the resolution of 12 outstanding claims, resulting in the release of $10 in previously unclaimed property.
  • Trained 13 colleagues in escheatment best practices, which led to a 21% decrease in non-compliant filings.
  • Resolved product issue through consumer testing.
  • Developed a multi-state filing process, improving the accuracy and compliance of unclaimed property reports across 9 states.

Affiliations

  • Council On State Taxation (COST)
  • National Association of Unclaimed Property Administrators (NAUPA)
  • Continuing Legal Education (CLE) Certificate in Escheat Law 2020
  • Unclaimed Property Professionals Organization (UPPO)
  • Society of Corporate Compliance and Ethics (SCCE)
  • Association of Information Technology Professionals
  • International Association of Administrative Professionals
  • National Tax Association (NTA)
  • Securities Industry and Financial Markets Association (SIFMA)
  • International Association of Privacy Professionals (IAPP)

Certifications

  • Certified Compliance & Ethics Professional (CCEP)
  • ISO 27001 Lead Auditor Certification
  • Society of Corporate Compliance and Ethics (SCCE) Membership
  • Association of Certified Fraud Examiners (ACFE) Membership
  • Project Management Professional (PMP)
  • Certified Information Systems Auditor (CISA) from ISACA
  • CompTIA Network+
  • Chartered Financial Analyst (CFA)
  • Certified Fraud Examiner (CFE)
  • Unclaimed Property Reporting & Compliance Seminar Certificate

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