Anthony Persad Email & Phone Number

California, United States

An independent life and health insurance broker:Life Insurance- Final Expense- Retirement Annuities- Term Life- Whole Life- Universal LifeHealth Insurance- Under 65 (ACA/Obamacare/Covered CA)- Senior Products - Medicare Advantage - Medicare Supplement- Samll Group/Large Group (Business) Insurance (employee benefits)Niche Products- Dental and Vision- Long-term Care/Short-term Care- Cancer Plans- Travel Insurance- Long Haul Truckers...and more

Monrovia, Ca

• Collaborate with the ELM Director to provide high quality education and service to students.• Manage the day-to-day operations of the Azusa-Monrovia program; to include current student inquiries, as well as incoming and potential student inquiries, the admissions, academic advising, database management, statistics and demographics tracking, performance tracking, annual reports, etc...• Recruit and advise potential students, as well as students already in the pipeline.• Coordinate new student orientation, meetings, and events.• Nominated to be one of two Diversity Ambassadors for the entire School of Nursing• Assists with coordinating ELM international nursing opportunities for Residency students.• Acts as liaison and main point of contact, both internally and externally.• Implements and maintains appropriate policies and procedures, and continually evaluates and revises as needed.

Pasadena, Ca

• Managed the front office area and administrative staff, and provided office management to the clinical staff.• Provided support and assistance to the Executive Director, Director of Training, and Director of Assessments.• Liaise with faculty and staff from the School of Psychology, HR, & Accounting, as well as external departments.• Managed all “first contact” with the client (phone, request for services, client assignments, and waiting room).• Managed client care, customer service, and customer satisfaction.• Monitored clinician workload and client retention and communicated with the Directors/Supervisors accordingly.• Performed general office duties: processed client billing, deposit of client fees, processed timecards and payroll, IT or Building Maintenance work requests, scheduled meetings and coordinated use of conference room.• Prepared metric reports and/or data for reports to track, monitor, and forecast clinic and clinician performance.• Plays a vital role in the day to day activities and training of our practicum students and trainees.• Assists with organizing new employee and student orientation.• Prepares facility for site visits and tours.• Manages file room and storage room and maintains keys for the facility.Accomplishments- Implemented all aspects of Credit Card Processing capabilities for the clinic.- Created a warm, relational atmosphere in the office.- Ensured trainees received enough hours to graduate and/or complete their practicum training.- Increased professionalism in the office and also when dealing with clients.- Worked with HR to streamline payroll and timecard processing.- Created various reports for tracking and performance.

Rosemead, Ca

• Provided communication and support to the technical review process for projects assigned to our firm.• Assisted with the coordination and management of 80-100 incentive rebate projects and 10-18 technical personnel.• Monitored projects to ensure they met or exceeded the service level requirements for each stage of the project.• Interacted with the SCE Portfolio Managers on a daily basis to provide project status updates.• Obtained direction and clarification for policy and procedures questions.• Knowledgeable in industry manuals/documentation as well as internal policies and procedures.• Attended various meetings and conferences to provide updates on the progress of projects.Accomplishments- Successfully transitioned to the largest customer contract within the company four months after hire.- Selected to work at the Southern California Edison (SCE) facility as a liaison for the firm.

Pasadena, Ca

• Adjudicated applications for energy efficiency incentive rebates for the California Solar Initiative (CSI).• Coordinated and conducted installation and system configuration inspections at the customer project site.• Was the Liaison with the utility company and with the customer.• Referenced the California Solar Initiative (CSI) Handbook to ensure applications and projects are eligible.• Made decisions and recommendations regarding application approval, suspension, or denial.• Managed service level agreements and deliverables as negotiated in the contract.• Monitored project status and compiled and submitted various data reports.• Interpreted application documentation, and policies and procedures, as outlined in the CSI Handbook.• Maintained various files, records, and correspondence and performed database entry and reconciliation.Accomplishments- Learned all stages of the application review and inspection process within 3 months. This typically takes 12 months to achieve.

West Covina, Ca

• Provided support to the Facilities Manager and to the Facility Engineer.• Completed special projects, managed building access, and procured goods and services.• Supported the department with general accounting practices (AR/AP, P.O.’s, budget monitoring, reports, and analysis).• Oversaw the MPulse Maintenance Work Order Program and coordinated workflow and distribution to the engineering team.• Managed outside vendors and contractors such as painters, landscapers, plumbers, janitorial, and others.

Southern California

• Managed loan document signings throughout Southern California.• In-dept knowledge and understanding of loan paperwork, policies, and procedures.• Performed audit and quality inspection of paperwork to ensure 100% completion and zero errors were achieved.• Contacted clients to schedule and coordinate appointments.• Coordinated projects/orders between several different mortgage companies, title, and escrow offices.• Completed general accounting functions.• Thorough knowledge and understanding of loan and insurance practices, products, paperwork, and procedures.• Possessed a high degree of ethics, trust, and honesty with the counsel and sale of financial products.• Created marketing and promotional products to advertise the business.Accomplishments- Grew client base to 800 in 6years, and increased income from $6,000 P/T in 2002 to $84,000 F/T by 2006.

• Served as the Lead Auditor, managing a team of 3-6 analysts on a government contract with the Department of Homeland Security, Bureau of Citizenship and Immigration Services (BCIS).• Maintained extensive knowledge of national immigration policies and procedures (SOPs) specifically with N-400 Citizenship and I-485 Adjustment of Status adjudications.• Identified compliance and non-conformance issues, documented findings and observations, provided corrective actions and recommended solutions, initiated policy changes, and performed follow-up reviews and analysis• Prepared correspondence & final reports for submission to BCIS Headquarters.• Provided ongoing communication and audit progress reports to management, as well as to high level government officials.• Trained new analysts and helped assimilate them to the project.• Conducted employee evaluations and provided recommendations for improving job performance, goal setting, and skill sets.• Contributed to team morale, performance, and resolution of conflicts.Accomplishments- Elevated from Auditor to Lead Auditor within one month of hire.- Was requested by the client and selected to lead audits at the “Big 7” immigration offices nationwide.- Maintained reputation for excellent organization, presentation/professionalism, subject matter knowledge and expertise, and training of new analysts.

Master'S In Business Management, Business Administration, Management And Operations, 3.919

Activities and Societies: Member, Sigma Iota Epsilon, Business Honor Society

B.A., International Relations

Diploma, General Education