Senior Process Specialist - T. Rowe Price - Remote
(2025-01)
- Managed documentation review and operational compliance tracking ensuring process accuracy and readiness for review
- Identified documentation discrepancies, data inconsistencies, and compliance gaps while coordinating with operations and compliance teams to resolve issues
- Applied structured qualification standards and operational rules to validate plan records, supporting compliant administration and timely decision-making
- Maintained organized documentation supporting internal compliance reviews and regulatory reporting, demonstrating strong attention to detail and confidentiality
Leasing and Compliance Specialist - Mack Property Management - Philadelphia, PA
(2024-01 - 2025-12)
- Drafted, negotiated, and executed lease agreements ensuring compliance with Fair Housing laws and company policies
- Verified applicant documentation for accuracy, completeness, and eligibility prior to approval
- Managed resident records in RealPage CRM, maintaining data integrity and generating occupancy reports
Project Coordinator - Independence Blue Cross - Remote
(2022-01 - 2023-12)
- Coordinated full-cycle onboarding processes for 100+ client accounts within a regulated healthcare environment, ensuring timely and compliant execution
- Coordinated tasks across cross-functional teams to maintain project schedules and ensure timely deliverables
- Developed and maintained operational workflow documentation, identifying process gaps and implementing improvements to streamline onboarding timelines
- Maintained compliance tracking throughout the onboarding lifecycle, ensuring all documents met regulatory and internal standards
- Provided status updates to leadership, ensuring visibility into progress and project bottlenecks
Client Solutions Specialist - eMoney Advisor - Remote
(2021-01 - 2022-12)
- Facilitated CRM platform training sessions via Zoom for financial advisor teams, improving operational efficiency and platform adoption
- Provided platform support and troubleshooting for the eMoney platform, ensuring high advisor satisfaction
- Documented client interactions and support cases in Salesforce CRM, ensuring accurate recordkeeping and data integrity
- Coached financial advisors through technical issues and facilitated group training sessions, enabling firms to maximize platform utilization
Retirement Plan Services Specialist - The Vanguard Group - Malvern, PA
(2019-01 - 2021-12)
- Delivered client education on retirement plans, investment options, and account requirements while simplifying complex regulations for participant understanding
- Processed financial transactions and maintained accurate account recordkeeping in accordance with IRS guidelines
- Reviewed retirement plan documentation and applied regulatory requirements to support compliant plan administration
- Documented all client interactions in CRM systems, ensuring audit readiness and accurate recordkeeping
- Partnered with Legal, Operations, and Compliance teams to support internal controls and regulatory efforts
- Trained new employees on plan processes, internal systems, and client service best practices
Legal Intake Specialist - Lundy Law - Philadelphia, PA
(2018-01 - 2019-12)
- Conducted client intake interviews, gathered and verified case documentation, and performed conflict checks in accordance with legal procedures
- Maintained confidential records and case files while upholding documentation standards and data integrity requirements
- Managed multiple concurrent cases while meeting procedural timelines and accuracy standards in a fast-paced environment
