• Engage in daily communication with internal client service personnel to process unique requests and enhance operational efficiency• Process an average of 50 account workflows everyday which entails the movement of $10-$100 million dollars of client assets• Leverage custodian bank websites for in-depth research and collaborate with custodian bank personnel to promptly resolve account issues, ensuring timely resolution• Responsible for the daily reconciliation of $3 Billion in clients assets to ensure that all accounts are in proof and compliant with standards

• Actively working and communicating alongside DoubleLine Capital on a daily basis to onboard and clear positions in a timely manner while maintaining proper communication with all counterparties• Responsible for the first review and record keeping of confirmation documents for all OTC swap trades• Establish and develop strong relationships with internal and external personnel to nurture strong client relationships

• Assemble and provide due diligence materials to all levels of management by leveraging various software tools• Develop and analyze financial models to visualize cash flows and related performance criteria• Use software platforms such as Esri (GIS) and Lexis Nexis (data miner) to gather and input data/metrics into excel spreadsheets• Actively discuss real estate market plans and portfolio management on a daily basis

• Set up and implemented QuickBooks as the company’s bookkeeping platform• Analyzed company financials and cut operating expenses by approximately 5% to increase gross margins• Created an excel tracking system to identify past due sales tax from 2019-2020 and reported/paid taxes to Florida Department of Revenue• Actively managed and created invoices for customers and recorded payments• Implemented set-up and logo fees, which lead to higher profit margins from increased service revenue• Planned and budgeted company marketing, administrative, and Kickstarter expenses

• Responsible for providing every client a positive experience by fostering a customer centric attitude within every employee• Created and implemented a rewards program which increased customer retention by 14%• Managed a team of 6 to 8 employees, ensuring they completed their responsibilities in a timely fashion