Carli Press Email & Phone Number

San Diego, California, United States

- Leveraged extensive network and advanced sourcing techniques to identify and engage high-caliber healthcare executives- Conducted thorough candidate screenings and coordinated complex interview processes between candidates and client organizations- Skillfully facilitated employment negotiations, ensuring mutually beneficial outcomes for both candidates and clients- Optimized job postings across various professional platforms to maximize visibility and attract top talent- Cultivated strong relationships with both candidates and healthcare organizations to build a robust talent pipeline

- Developed comprehensive attendee acquisition strategies- Set and achieved attendance targets for various event types- Conducted market research to identify potential attendee segments- Managed direct sales efforts to secure individual and group registrations

- Spearheaded operational efficiency initiatives, managing a team of 8 administrators to optimize workflow processes and resource allocation- Established and monitored key performance indicators (KPIs) to drive team productivity and operational excellence- Managed deal pipeline and escalations, ensuring seamless cross-functional collaboration for optimal operational flow- Developed comprehensive policies and standard operating procedures to ensure regulatory compliance and best practices- Documented all training sessions and operational meetings to facilitate knowledge transfer and continuity- Provided subject matter expertise on documentation, insurance requirements, and funding protocols

- Lead the training of new operational hires and existing employees using a three-tiered approach (new hires, refresher training, and industry-specific training)- Created training modules, planned objectives, and analyzed key steps to enhance employee development, applying the CWR program- Developed and administered knowledge tests for each module, tracked automations and process improvements, and ensured training content is up-to-date- Combined workshops, PowerPoint, online modules, and documentation to deliver training. Collaborated with Department Heads to support their team

- Assigned leads generated from marketing campaigns - Monitored decision times and acted as a bridge to resolve challenges between underwriting and the sales team preventing a decision- Maintained and designed the operational reporting to ensure that service levels across the various functional areas are met or exceeded. Worked with other departments to identify and resolved issues impacting the service delivery- Problem solved and tactfully handled confrontational or stressful interactions efficiently deescalating complaints from customers and/or internal sales representatives with professionalism and integrity- Audited all assigned documentation packages in a timely manner to meet service level expectations. Ensured accuracy and compliance with company policy and procedures including documentation, registration and pricing

- Managed a diverse portfolio of 15 originators, ensuring timely execution through effective inter-departmental coordination- Conducted thorough audits of documentation and insurance policies to mitigate risk- Performed comprehensive lien searches and Personal Property Security Act (PPSA) registrations on equipment, lessees, and vendors- Delivered exemplary customer service to clients, sales representatives, and vendors

Toronto, Ontario, Canada

- Demonstrated meticulous attention to detail in managing documentation and client interactions- Conducted rigorous audits of lease documents for accuracy and regulatory compliance- Managed the purchase order process to ensure timely processing and delivery- Facilitated credit application submissions to funding partners and generated lease contracts for end-users- Provided responsive support to sales representatives, end-users, and funding partners

• Managed a high-volume portfolio of 5 key originators• Proficient in data entry and management using industry-standard leasing software• Ensured creation and maintenance of accurate and compliant lease packages• Adept at resolving documentation deficiencies and discrepancies to facilitate smooth transactions

Bachelor Of Education

Special Education, Part 1, Teaching English Language Learners, Part 1, Reading, Part 1

Bachelor Of Arts - Ba, History

Bachelor Of Arts - Ba, English Language And Literature, General

French Language Teacher Education

Alliance Française, Level A1.1