P&C Licensed Insurance Specialist at AAA The Auto Club Group (2024-08 – Present)
- Executing complex endorsements for auto, homeowners, and umbrella policies while ensuring strict adherence to underwriting guidelines and regulatory procedures
- Collaborating directly with underwriting to manage reinstatements, rescind non-renewals, and resolve multi-departmental discrepancies
- Utilizing technical property tools, including Replacement Cost Estimators (RCE), wind mitigation reports, and home inspections, to assess construction features and optimize coverage accuracy
- Acting with full autonomy to manage escalated cases, coordinating with external mortgagees, lienholders, and sales representatives to manage named insured policies
- Simplifying intricate insurance concepts for insureds
- Leveraging digital platforms like Adobe Sign to facilitate seamless document execution and final case resolution
Licensed Real Estate Agent at International Top Agents Realty (2023-01 – Present)
- Orchestrating the leasing process from initial inquiry to move-in, guiding prospects through digital application processes, to ensure a seamless onboarding experience
- Conducting rigorous screenings, including credit, income, criminal, and eviction history, while maintaining 100% compliance with Fair Housing regulations
- Clearly communicating lease terms, security deposit requirements, and monthly obligations to prospective residents
- Managing the delivery and legal execution of lease agreements via DocuSign, AdobeSign and other signing platforms to ensure signatures and addendums are captured to push the process to completion
- Proactively engaging with prospective tenants to understand housing preferences and build long-term relationships
- Preparing comprehensive market analyses to advise clients on competitive listing prices and strategic purchase offers
- Managing property listings across the multiple listing service and social media platforms to ensure maximum marketing saturation, hosting open houses to drive buyer engagement
- Acting as the primary liaison between mortgage brokers, title companies, home inspectors and appraisers to ensure all contractual contingencies are met
- Counseling clients on current market statistics for local residential properties, including resale and new construction opportunities
- Accompanying clients to home inspections and appraisals; facilitating the final walk-through and legal transfer of keys and funds
- Assisting sellers in scheduling and overseeing contractors for make-ready repairs to increase property value prior to listing
- Coordinating the entire sales process, organizing and prioritizing workloads to streamline complex property transactions and meet strict closing deadlines
Licensed Real Estate Agent at Charles Rutenberg Realty (2016-03 – 2023-01)
- Orchestrating the leasing process from initial inquiry to move-in, guiding prospects through digital application processes, to ensure a seamless onboarding experience
- Conducting rigorous screenings, including credit, income, criminal, and eviction history, while maintaining 100% compliance with Fair Housing regulations
- Clearly communicating lease terms, security deposit requirements, and monthly obligations to prospective residents
- Managing the delivery and legal execution of lease agreements via DocuSign, AdobeSign and other signing platforms to ensure signatures and addendums are captured to push the process to completion
- Proactively engaging with prospective tenants to understand housing preferences and build long-term relationships
- Preparing comprehensive market analyses to advise clients on competitive listing prices and strategic purchase offers
- Managing property listings across the multiple listing service and social media platforms to ensure maximum marketing saturation, hosting open houses to drive buyer engagement
- Acting as the primary liaison between mortgage brokers, title companies, home inspectors and appraisers to ensure all contractual contingencies are met
- Counseling clients on current market statistics for local residential properties, including resale and new construction opportunities
- Accompanying clients to home inspections and appraisals; facilitating the final walk-through and legal transfer of keys and funds
- Assisting sellers in scheduling and overseeing contractors for make-ready repairs to increase property value prior to listing
- Coordinating the entire sales process, organizing and prioritizing workloads to streamline complex property transactions and meet strict closing deadlines
Consultant & Preparer at Complete Tax & Business Consultants (2006-01 – 2024-06)
- Leveraging Drake professional tax software to prepare and finalize complex federal and state tax filings for a diverse portfolio of individual and business clients
- Demonstrating high-level financial forensics by performing year-over-year analyses to reconcile tax liability variances and educate taxpayers on the impact of evolving tax laws
- Maintaining proven track record of protecting client interests through the strategic application of credits and deductions while maintaining 100% compliance and data integrity
- Excelling at translating technical financial data into clear, actionable insights for clients, ensuring a thorough understanding of their financial standing and future tax planning strategies
