Directed extensive research and recruiting of potential experts using Westlaw’s Expert Center, Monster.com, and ZoomInfo. Led intake and retention efforts for new cases assigned, presented qualified candidates, setup preliminary conference calls, and managed contract negotiations. Accomplishment Highlights:□ Successfully managed up to 40 cases at a time from qualification to retention.□ Maintained positive working relationships with current and past clients, ultimately increasing new lead referrals.□ Trained with Power Messaging to hone skills in presenting and selling our products to clients.□ Partnered with the Billing team to implement a new expert invoicing system.

Conducted specialized internet research using Westlaw and ZoomInfo to provide as many search parameters as possible to find potential Expert Witnesses according to subject and then entered information into databases. Worked with Marketing and Business Development Teams providing research on potential clients, as well as cleaned up the Blitz Lists before distribution for upcoming Sales Meetings.Accomplishment Highlights:□ Served as Lead Trainer for new hires, which entailed developing curriculum and training materials for courses including: Introduction to the Tool, Entering in New Non-Affiliates and Clients, Keyword Project, Duplicate Removinator, and Profile Sanitizer.

Entering information into a data entry bank via miscellaneous projects

Worked in conjunction with the Financial Director on various projects including manager reports, agent contracts, implementation of new financial and transaction software, credit card reconciliation, and billings. Managed daily bank deposits, Trust Account deposits and checks, Crest ePay system, and USA ePay for monthly credit card billing. Accurately logged and maintained earnest money until release to the title company. Ensured timely processing of agent compensation and bill payments. regularly updated MLS information and weekly report of New Opportunities / Listings for distribution to in-house agents.Accomplishment highlights:□ Directly worked with 125 agents, ensuring proper input of information in the MLS, Crest EDG, and Lonewolf systems.□ Drove processes to ensure that all documents (including sales contracts and escrow paperwork) are signed, completed, and prepared in file prior to close of escrow.□ Oversaw the implementation of the new Transaction Manager Platform, including performing audits on all systems and resolve system problems.□ Established systems, as well as authored new policies and procedures. wrote and updated guidelines and instruction materials.□ Led ongoing training for employees within the Transaction Department and developed training materials for Super Star Training Classes on File Maintenance and Transaction Manager Platform.□ Consistently met deadlines.