VISIMO works with business leaders to save money, increase revenues, and improve business outcomes. We do this through a talented team, best-in-class business processes, and market-leading data analytics technologies. Through Visimo’s proprietary tools we plug in your data analytics to help you identify strategic opportunities to cut costs, foster growth and enhance business outcomes.

• Supervise ten staff members; providing day-to-day direction, trainings, and case-by-case guidance as needed. • Responsible for communicating staff needs to management and disseminating information to staff.• Developed the Survivor Outreach Services program for the Army Reserve in Pennsylvania, Virginia, West Virginia, and Washington, DC by marketing our services to civilians and military members, helping to create the standard operating procedure and revising the new employee… Show more • Supervise ten staff members; providing day-to-day direction, trainings, and case-by-case guidance as needed. • Responsible for communicating staff needs to management and disseminating information to staff.• Developed the Survivor Outreach Services program for the Army Reserve in Pennsylvania, Virginia, West Virginia, and Washington, DC by marketing our services to civilians and military members, helping to create the standard operating procedure and revising the new employee handbook.• Planned and coordinated events that are attended by survivors, civilians, national nonprofit organizations, and top military commanders.• Assess families individual financial needs, tailor financial plans accordingly, and advise on government survivor benefits, budgeting, asset allocation, retirement savings, and life insurance.• Provide trainings to military personnel regarding personal finance preparedness, proper use of credit, predatory lending, financial planning, and money management.• Collaborate with Casualty Assistance Centers and Benefits Coordinators to ensure survivors receive all of the benefits for which they are eligible. Show less

• Responsible for training new hires with internal software and proper processes for completing loan documents.• Activity involved significant multi-tasking and ability to rapidly move from a detailed analytical perspective to a non-analytical viewpoint.• Consistently increased residential loan volume month after month through various marketing strategies.• Developed and maintained ongoing business relationships with clients.• Assisted clients with structuring residential loans… Show more • Responsible for training new hires with internal software and proper processes for completing loan documents.• Activity involved significant multi-tasking and ability to rapidly move from a detailed analytical perspective to a non-analytical viewpoint.• Consistently increased residential loan volume month after month through various marketing strategies.• Developed and maintained ongoing business relationships with clients.• Assisted clients with structuring residential loans and developing solutions to restructure loans.• Individualized loan programs to meet specific needs of real estate investors, allowing them to own multiple properties.• Collaborated with 5 team members to ensure consistency of service.• Analyzed and considered economic conditions on a macro level to help guide clients on real estate investments Show less