Alex Ray Rodriguez Email & Phone Number

Handles all functions relating to the initial intake of new clients/cases and theproduction of the conflict results reports.Process new client/matter information in the Intapp Open workflow and conflictdatabase systems.Review intake forms for accuracy, report any missing information and edit anyitems as necessary.Utilize third-party databases to research and analyze the information provided.Conduct daily conflict searches.Thorough documentation and organization of the New Business Intake process.Respond to miscellaneous requests in the conflict management mailbox.

Tampa, Florida, United States

DescriptionAssist in providing an efficient and effective service to Firm Partners and offices in opening new and existing client registrations and matters; provide guidance to Partners to ensure compliance with ethical and legal duties to avoid conflicts of interest and in meeting professional responsibility obligations.Responsibilities:Provide all aspects of support to the Firm, its Partners and offices with regard to the New Business Intake process.Diligently review new client and new matter information submitted via the Firm’s intake system; assist with identification of any conflicts of interest; verify our Standard Terms of Engagement are in place with the client; ensure compliance with Firm policies and procedures; and confirm all client/matter information in the Firm’s central records is accurate.Conduct online investigation of prospective clients using online databases (such as Pacer, Lexis Nexis, etc.), business intelligence databases (D&B, Hoovers), Government Watch Lists (World-Check) and the public domain searches to facilitate the identification of high risk and negative findings, which must be communicated to NBI Management and the Risk and Compliance team.Make educated decisions regarding the existence and validity of possible conflicts of interest and clearance of identified conflicts of interest through liaison with Firm Partners and officesReview Engagement Letters for compliance with Firm and departmental guidelines and policies.Ensure Standard Terms of Engagement are applied to all client engagements and, where applicable, ensure exceptions to Standard Terms of Engagement have been approved by the EC-Sub Committee, are tracked and recorded accordingly.Collaborate with team members through the presentation of ideas and recommendations regarding best practice, continuous improvement, departmental processes, policies and procedures.Provide assistance on important team projects and initiatives.

Brandon, Florida, United States

• Compile package for client’s settlement/closing day to lay out details of disbursement• Identify all payees to ensure settlement reimbursement is correct and final• Negotiate with all types of payees on paid claims/bills to increase the proceeds for clients• Assist in getting medical bills from providers and sending releases to insurance companies• Communicate with payees on timelines for payment• Participate in weekly goal meetings to identify potential income • Spearhead direction to close files quickly and efficiently

Brandon, Florida, United States

• Take incoming calls to field potential cases for the firm, direct calls to correct personnel, etc. • Determine if potential callers were cases where the firm can add value and sign while on the phone• Juggle multiple tasks, such as scanning, saving, and sorting documents• Effectively use Microsoft Office to organize leads, procedures, and training

Florida, United States

•Interact with customers on a professional level by providing services and a magical experience •Effectively utilize my communication skills to talk with customers and employees •Handle cash drawers and occasionally handle nightly cash deposits•Uphold restaurant image by providing fast and courteous service to guests•Assist other managers while on duty by being the next point of contact during rushes •Help during staff meetings, interviewing, and training(Front of House Manager for 3 months before the store was closed down.)

Lutz, Florida, United States

•Assist Medical Assistants with day-to-day task of scribing medical information into patient’s charts. •Assist the clinic in an administrative fashion, such as calling patients for an appointment, filing confidential charts, faxing, copying, importing information, and taking calls for the clinic•Assist in the lab to take vitals and do urine drug screenings, as well as interpreting and recording screenings prior to patients going into the patient rooms

Ithaca, New York, United States

•Hire and interview prospective employees •Train new employees and provide refresher training to current employees•Coordinate and enforce new policies and procedures•Assist the current Student Managers

Ithaca, New York, United States

•Inform all employees of policies and procedures•Coordinate and lead weekly staff meetings•Perform evaluations with employees to enhance the workplace •Work overnight while staying on-call for all workers, leads, and managers•Handle cash deposits on a daily basis •Protect the access to all dorms on campus

Ithaca, New York, United States

Assist administrative staff in the officeOrganize and upkeep filing cabinets and storage locationsCommunicate and assist students or parents that call and/or walk-inHelp organize events for engineering students throughout the school year and summer