Operations
Current* Oversee the progression of cases from the "Intake" phase to "Probate Filed," ensuring accuracy and efficiency in asset validation, heir identification, and legal preparation.* Lead tech strategy and data analysis initiatives, driving innovation and process improvements.* Implement cutting-edge tech strategies and data analysis methods to optimize operational efficiency.* Collaborate with cross-functional teams to streamline operations and enhance the client experience.* Conduct thorough audits of estate assets, validate ownership, and identify heirs with precision.* Prepare detailed reports for underwriting and legal teams, highlighting key insights and potential risks.* Played a key role in transforming EstateCo's business model, contributing to the company’s growth and positive impact on communities.