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Administrative Compliance & Client Management
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Competencies
Orchestrated project workflows, timelines, and deliverables across multiple initiatives.
Applied Scrum and Kanban frameworks to streamline software development processes.
Led diverse teams of developers, designers, and stakeholders to achieve project goals.
Maintained regular communication with clients and internal teams to align expectations.
Identified potential project issues and implemented mitigation strategies.
Education
Summary
Experienced project manager with a strong track record of delivering software development projects.
Key Achievements
- Led cross-functional teams to deliver complex software projects on time
- Managed project budgets and resources ensuring optimal utilization
- Developed detailed project plans and maintained stakeholder communication
Experience
Administrative Compliance & Client Management
Managed the full administrative cycle of client cases, including client intake, compliance documentation, and financial coordination., Ensured strict accuracy and regulatory compliance (e.g., HIPAA) by validating client data, supporting documentation, and case-specific intake forms., Minimized administrative errors by proactively identifying and resolving documentation issues and process gaps., Followed up on financial accounts and coordinated with clients/third parties to ensure timely fee management and improve cash flow.
Subject Matter Expert (SME)
Served as a primary resource for complex client inquiries and case escalations, providing expert guidance and support to the intake team., Conducted training and mentorship for new staff, ensuring strict adherence to firm policies and best practices for client confidentiality and documentation., Collaborated with cross-functional teams to identify and implement process improvements that enhanced efficiency and client satisfaction., Analyzed client interaction trends to develop strategies for resolving recurring administrative issues and optimizing the client onboarding process.
Bilingual CSR/Advisor
Managed and optimized appointment schedules for a high volume of clients, ensuring efficient service delivery and minimal wait times., Acted as a client advisor, providing comprehensive information on vacational packages and offerings, which directly contributed to sales and customer satisfaction., Effectively resolved client inquiries and complex scheduling conflicts with a focus on problem-solving and proactive communication., Maintained accurate and up-to-date client records within the company's database to streamline the intake and advisory processes.
Bilingual CSR
Facilitated access to specialized services by providing detailed information and scheduling a wide range of radiological tests., Maintained accurate records and streamlined the intake process for a high volume of patient inquiries.
Bilingual CSR
Served as a primary point of contact for payroll inquiries, offering timely and accurate information to cardholders of Global Cash Card and ADP., Addressed customer questions and resolved account-related issues to ensure a positive user experience.