Loan Pronto started with the belief that the mortgage process was broken leaving consumers frustrated, confused, and hesitant to want to buy or refinance a home. With a massive amount of paperwork, perplexing documents and having to take time off of work to close their loans, we knew it was time for a change. Our savvy technology takes the headaches out of the process resulting in a paperless and digital process that allows you to close a loan twice as fast with the lowest rates and fees in the industry.

• Continued relationship management with our key external partner, Merrill Lynch, by facilitating firm visits, home office visits, and hosting monthly calls to ensure that service meets our customer’s expectations and manage special reports.• Developed and implemented the new business process workflow for Merrill Lynch advisors. • Oversee case manager’s quality and production and assist in coaching opportunities for associates.• Manage a full case load while being the dedicated contact for any new business related issues and ensure all escalations between firms and Home Offices are handled with urgency and accuracy.• Host weekly huddle calls with internal and external partners for high priority cases.• Answer calls from financial advisors/general agents pertaining to life and disability insurance. • Support both internal and external sales for day-to-day sales activities.

• Helped transfer and build the Case Management platform to Salesforce.com and Ebix.• Worked directly with management on projects with the goal of increasing business and meeting all deadlines while becoming more efficient.• Assist in the streamlining process for the Direct Distribution team by assessing processes and consulting with supervisors.• Create and send daily metrics to track performance for both case managers and underwriters.• Participate in managerial selected focus group supporting process and idea generation for entire department including both underwriting and case management.

Collaborated with Drug Enforcement Administration Agents to complete daily tasks within the Washington D.C. Division including surveillance of drug traffickers, engaging in search warrants, and participating in training exercises during firearms testing.

RAPS, a non-profit association, educates and supports Regulatory Affairs and related professionals-from industry, government, academia, research and clinical organizations worldwide throughout the healthcare product lifecycle in efforts to help bring life-saving and life-enhancing healthcare products to the global marketplace quickly and safely.Assisted RAPS senior-level staff with conference preparation of various marketing and promotional materials. Also, participated in onsite management activities during their 2007 Annual Conference & Exhibition consisting of over 2200 attendees from 26 different countries