Sandra Fay-Wotherspoon Email & Phone Number

Charlotte, NC, US

Charlotte, North Carolina Area

• Draft Offers, Listings, and Amendments required in contract
• Contract Negotiations
• Review incoming transactions for completion
• Manage deadlines in relation to the contract
• Respond to requests in a timely manner
• Manage communication between Agents, Client, Closing Attorneys, etc.

Orlando, Florida Area

• Responsible for assisting the firm’s four managing partners with general investment services relating to wealth management and retirement solutions. Key activities include:
• Interact with clients by telephone and in person to answer questions, take information, complete new account applications and/or fund transfer requests, schedule client meetings for advisor, etc.
• Act as liaison with financial institutions, such as broker-dealer, custodian institutions, mutual fund companies, third party money managers, and insurance companies.
• Initiate, track, and expedite new account processes, fund transfers, and trades.
• Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of.
• Review brokerage applications to ensure they are accurate and complete (“in good order") prior to transmittal.

Charlotte, North Carolina Area

• Responsible for communication, coordination and scheduling of plumbing construction activities for single family home builders in North and South Carolina
• Research and interpretation of plumbing specifications and building plans to perform gap analysis between base building proposals and home owner customizations
• Utilize in-house Job Management System (JMS) to develop final bill of materials for slab, rough and finish trim plumbing phases
• Manage, coordinate, purchase and schedule delivery of building materials with vendors, home builders and internal field crew supervisors
• Coordinate construction (plumbing) permits with home builders and local governmental agencies
• Responsible for coordinating and scheduling field construction activities (work order tickets) with the home builder and internal field supervisors in a fast paced and dynamic work environment

Maitland, Florida

• Collected outstanding business taxes utilizing State of Florida prescribed methods including collection calls, skip tracing, bank freezes, cash levies, revocations, field visits, and criminal investigation referrals
• Planned, processed, coordinated, filed, monitored and enforced liens, warrants, stipulations and satisfactions for all taxes administered by the Department
• Determined the collectability of warrants and the cost/benefit in pursuing further enforcement actions
• Negotiated equitable settlement agreements with taxpayers and their attorneys, agents, or accountants
• Prepared documentation for revocations and provided testimony at administrative and judicial hearings
• Resolved taxpayer inquiries regarding tax liabilities through analysis and research of departmental billings and final audit assessments and made necessary adjustments in the system

Maitland, Florida

• Initiated contact with taxpayers via telephone and/or personal visit to obtain payment of taxes, fees, penalties, and interest
• Collaborated with taxpayers and/or their personal representative to secure additional documentation and resolve discrepancies on tax returns to make final determinations
• Resolved taxpayer inquiries regarding tax liabilities through analysis and research of departmental billings and final audit assessments
• Explained policies and procedures and provided assistance to taxpayers to ensure past and future compliance with tax laws administered by the Department

Orlando, Florida Area

• Reviewed documents and contacted appropriate parties to ensure compliance with applicable statutory and regulatory requirements and court orders
• Monitored existing obligations to ensure routine payment of support
• Managed a high volume of cases to administer legal enforcement actions including driver license suspension, credit reporting, income deduction, and unemployment compensation intercepts
• Researched and prepared financial affidavits, case status, correspondence, liens, legal referrals, and other documents required to initiate administrative or legal action
• Conducted interviews with clients to resolve complaints, answered inquiries, and explained program requirements and processes

Tallahassee, Florida Area

• Received, reviewed, and audited compensation requests/invoices from contracted entities
• Performed annual post audits on selected invoices for each assigned collection contract
• Compiled and analyzed monitoring data and developed and presented the final report to management
• Designed and maintained contract management tracking spreadsheets and databases

Tallahassee, Florida Area

• Researched and prepared child support cases for judicial hearings with regard to paternity, enforcement, and modifications of child support
• Calculated child support guidelines and established child support agreements where appropriate
• Attended judicial proceedings for the establishment and enforcement of child support and provided sworn testimony as needed
• Represented the Department and custodial/non-custodial parents in mediations
• Validated location, income, and financial affidavits to determine if a support case warranted modification

Orlando, Florida Area

• Designed databases and spreadsheets using MS Access and MS Excel
• Interviewed, hired, and supervised healthcare reimbursement collectors
• Managed daily activities of healthcare reimbursement projects and reported findings to the CEO
• Composed actionable correspondence to hospital administrators

Orlando, Florida Area

• Effectively maintained caseload of over 800 child support cases; used skip-tracing resources to locate defendants for enforcement action; monitored payments and initiated appropriate enforcement actions as prescribed.

Applied Technology Diploma, Medical Billing And Coding, President’S List, 4.0 Gpa

Applied Technology Diploma, Medical Transcription, Summa Cum Laude, 4.0 Gpa

Associate Of Science (A.S.), Paralegal Studies, Graduated With Honors, 3.9 Gpa

Associate In Specialized Business, Data Processing Management, Graduated With Honors 3.85 (Gpa)

High School Diploma, General Studies/Music