Conducting thorough Quality Verifications (QV) of completed consultations using established templates and through adherence to existing QV procedure working directly with the GradFin Operations team. Acting as the liaison between GradFin and Laurel Road quality assurance and risk teams while coaching individual team members.

Assisting student loan borrowers plan for their repayment options when it comes to federal and private student loans. The landscape is evolving and my job is to ensure borrowers are in the best position possible given their situation. Proficient in PSLF, IDR, refinancing and all the nuances that come with the varied options of repayment for student loans. Conducting seminars and presentations surrounding the ever changing landscape when it comes to student loans and all of the options available to borrowers while working with financial advisors and their clients to optimize their repayment strategy.

Responsible for providing product information and marketing support to independent advisors for traditional insurance options including life insurance, disability insurance, and long term care offered by Cadaret, Grant Agency. Responsibilities also entail developing product illustrations, coordinating pricing structure, maintaining communication with insurance carriers, and assisting advisors in finding solutions to meet client’s insurance needs.Assisting in processing of long term care & disability applications. Responsible for meeting with external wholesalers with various carriers to ensure that compensation, products, and communications are achieved at a high level.

Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

Agent licensed to sell insurance through New York Life Insurance Company.

Assisting consumers in the recovery of their defaulted student loans. Contracted on behalf of the U.S. Department of Education to effectively service federal student loans that have fallen into default by means of payoff or enrolling into a program to aid consumers to get back into good standing. All policies and procedures are upheld by FDCPA as well as company-wide policies to ensure proper servicing.Job specific duties include, but are not limited to:- Skiptracing and the acquisition of location information- Data entry and payment processing- Meet performance based goals in a team based setting each month- Following up with consumers in repayment plans on a month-to-month basis (or as needed)- Call center/customer service/sales environment setting- Enrolling consumers in repayment programs based on affordability while meeting specific criteria given by the U.S. Department of Education - Working with Titanium | ORE, CTTerm 32 (FACS), Accurint, as well as various credit reporting bureaus and vendors- Training and development of new and current employees- Working with management to develop effective techniques to reach performance based goals within a team, and office wide, setting- Assisting other employees in achieving their performance based goal(s)- Bookkeeping and adjusting payments - Performing 'cross-calls' to assist consumers with specific questions pertaining to their defaulted student loans on a case by case basis (tax offset, administrative wage garnishment, securing payments, and avoiding involuntary action)- Working side by side with Assistant Manager to follow in succession- Meet with employees alongside management to go over monthly reviews with employees individually and in a group setting

Managed up to 17 employees while adjusting positions and schedules for optimal performance. Trained and developed future managers, maintenence employees, as well as standard hourly employees. Oversaw P&L as well as food waste for a period of time. BSM (Basic Shift Management) & ASM (Advanced Shift Management) certified. Food Safety certified (expired 2012). Expedited food orders as well as assist customers in a professional manner.Familiar with POS system; employee scheduling, inventory ordering, opening/closing restaurant, unloading shipments, handling of deposit(s), as well as team management.