Atlantic is an Insurance brokerage specializing in Mergers & Acquisitions. My role on the Operations team focuses on compliance of broker and entity licenses, surplus line tax filings and a variety of policy regulatory requirements in the US and Canada.

Mergers & Acquisitions Insurance Brokers.

Effectively managing 26 dynamic individuals on 4 different teams, while providing high quality customer service to retain clients. I am dedicated to inspiring and coaching staff, whilst promoting the company culture and goals.Corporate Team (6 people) - File entity formations and qualifications in all states. Obtain good standing certificates, pay franchise and use taxes, file annual reports, file as agent for service of process, and withdraw entities from the Secretary of State. Uniform Commercial Code Team (9 people) – File UCC-1 and UCC-3 financing statements and conduct searches for liens and judgments for entities and individuals in most counties and states. Non-Profit Team (8 people) – File charitable solicitation registrations, annual renewals, keep track of due dates, and file sales tax exemptions. Legalization Team (2 people) – Apostille and Legalize foreign documents by way of NY County Notary Stamp, Department of State, Consulates, and Embassies. I implement and follow through on procedures and protocols in workflow and company rules. Conduct one-on-one meetings with team members consistently to track progress of pending orders and maintain healthy relationships. Work with COO and CEO regularly to strategize and make optimal decisions. Perform annual evaluation reviews and write up transgression reports. Annual budgeting for projected revenue, payroll, and expenses. All odd office needs met. Interview prospective hires. Train new employees. Circumvent client problems through excellent customer service and skills learned to minimize damage. Timely complete timesheets biweekly and keep up with all time off requests and calendar sharing. I handle the same work my employees handle, as the need to understand their daily tasks are imperative.

Maintained over 150 Nonprofit clients in excel and internal programs for billing maintenance/strategy. Submitted monthly billing charts and reminders to team, follow-up was crucial for clean-up projects. Filed and maintained over 50 Nonprofit clients’ charitable registrations/renewals. Monthly compliance reports and tracking system implemented to ensure filings were not being missed by the team. Made changes to workflow to create efficiency by manipulating PDF forms in Adobe Acrobat to auto-populate multiple forms at one time through a master chart. Created annual budgets and organized travel for team members (1 team member located in DC). Researched and organized projects to create resources for new service lines to be offered such as religious and institutional exemptions.

Maintained and filed charitable solicitation registrations/renewals for over 50 clients. Cleaned up many accounts that were a few years delinquent in many states. Performed billing audits, client services audits. Developed and implemented new procedures to create efficiency in workflow. Streamlined cover letters, billing procedures, and inter-departmental coordination. Documented all changes in Manual.

Foreclosure Defense, Foreclosure Mediation, Loan Modifications.Managed over 300 loan modification applications on behalf of homeowners and negotiated with bank representatives. Completed financial reviews and calculations with clients for approval. Half of the clients were Spanish speaking and worked directly with me. I managed the foreclosure mediations schedule, compiled and submitted document requests, and filed motions for foreclosure defense cases.

Represented Defendant’s in bail arguments/arraignments in Superior court on the record, interviewed clients, analyzed best options for client according to facts and rule of law. Plea bargained with Prosecutor in remand court. Researched and wrote memos/motions on various criminal topics.

Criminal Trial Clinic, Public Defender work.

Counsel clients on pending appeals for Unemployment benefits.

Call alumni to contribute Donations to the law school.

Researched domestic and international asylum deportation laws and assisted in writing a submission to the Minister of Justice.

Help provide individuals with Medicaid and Charity Care.

Called leads, set up shipping of clients’ vehicles, and dispatched vehicles to trucking companies.

Provided administrative support to small general practice law firm.

Communicated with attorneys and judges regarding legal seminars held by ICLE. Revised and edited seminar pamphlets, as well as organized materials.

- Provided supervision and activities for children between the ages of 8 mos.- 4 yrs.