Christopher Warwick Email & Phone Number

Pittsburgh, Pennsylvania, United States

• Responded to requests for proposals from clients seeking legal assistance and prepared pricing content for external audiences
• Developed pricing models to estimate total revenue and costs for new matters
• Analyzed unprofitable matters and gave recommendations on how to improve profitability
• Participated in reverse auctions and helped orchestrate the firms bidding for legal work
• Discussed profitability with individual attorneys and what they could do to raise their own productivity
• Learned the 3E Data Software System to facilitate the extraction of financial data on legal matters

Greater Pittsburgh Area

• Input all relevant financial data into QuickBooks and used the inputted information to track the business’s financial position.
• Ran payroll and company retirement contributions for the office’s 10 employees.
• Audited financial transactions to prevent fraud
• Used Dentrix information system management software to create patient accounts, schedule appointments, process payments, handle health/dental insurance

Pittsburgh, Pennsylvania, United States

• Reviewed and submitted over 1,100 PPP Forgiveness Applications to the Small Business Administration to ensure that the borrower had used proper SBA guidance
• Coordinated conversations between the local relationship managers and borrowers to resolve issues found on an application
• Worked on the Application Programming Interface (API) Rejection Team to research both external and internal data bases to rectify any data errors
• Constructed a training guide on how to process applications that were rejected by the SBA
• Processed manual applications for borrowers that did not have sufficient access to technology
• Answered over 1,500 customer calls about their PPP loan forgiveness applications.

Greater Pittsburgh Area

• Passed the PA Life and Health Insurance Licensing exam and achieved license accreditation
• Completed financial advisory training program
• Shadowed multiple wealth managers in client meetings
• Researched over 200 mutual funds to find the best-fit choices for clients
• Assisted in creating investment strategies delivering the highest return with the lowest risk
• Gave a presentation on how to strategically market to a target audience

Master Of Business Administration - Mba

Bachelor'S Degree, Finance