Analytical, results-driven leader with extensive experience in program administration, compliance oversight, claims management, and investigative processes. Results-oriented professional with extensive experience in compliance and security management. Skilled in developing and implementing policies, managing risk assessments, and supporting cross-functional teams to ensure compliance with HIPAA, PII, and other regulatory standards. Strong leadership and mentoring abilities, focused on professional development and achieving goals.
Overview
2027
2027
years of professional experience
Work History
Regulatory Compliance
University of Colorado Denver, Anschutz Medical Campus
Aurora, CO
01.2024 - Current
Serve as an internal resource across CU Denver, Anschutz Medical Campus for questions concerning interpretation of institutional policies regarding financial conflicts and compliance. Evaluate Conflict of Interest (COI) administrative processes to identify quality improvement and efficiency enhancement areas. Monitor and interpret changes in federal COI disclosure regulations to ensure institutional practices remain compliant. Develop and maintain accurate, timely, and complete paper and computer electronic records in compliance with federal regulations.
Notable Contributions/Accomplishments:
Enhanced compliance with COI policies and with COI management plans by developing and executing SOPs and best practices.
Improved functionality of eRA COI module by conducting in-depth testing, identifying improvement areas, and troubleshooting issues, enhancing overall user experience.
Increased team knowledge by facilitating strategic knowledge sharing workshops on updated procedures for COI reporting.
Established and maintained effective communication channels with internal and external partners to ensure alignment on COI management strategies and achieve a more efficient disclosure process.
Contributed to all phases of preparation and planning for annual COI disclosure process.
Ensured regulatory compliance, conducting thorough audits and addressing any identified deficiencies.
Implemented quality assurance measures for accurate record-keeping and regulatory compliance.
Assisted clients in navigating regulatory compliance challenges, reducing risk exposure, and avoiding potential conflicts.
Management Program Analyst
Centers for Medicare & Medicaid Services
Washington, DC
01.2023 - 01.2024
Analyzed financial, statistical, and narrative data across local, state, regional, and federal levels to monitor program performance and compliance; presented findings to support strategic decision-making. Led development and preparation of comprehensive program status reports for senior leadership review, enhancing transparency across organizational levels. Collaborated with cross-functional teams, including subject matter experts and federal agency officials to generate analytical reports and facilitate interagency reviews. Provided expert guidance on contract information management in response to formal requests.
Notable Contributions/Accomplishments:
Improved work methods and elevated operational efficiency by providing actionable recommendations to program officials and supervisors.
Facilitated high-level meetings, briefings, and interagency discussions to gather data, evaluate challenges, and gain consensus on proposed initiatives or operational changes.
Developed methodologies and tools for audits and studies, leading to robust analysis and identification of key operational insights.
Strengthened interagency collaboration by establishing effective communication channels with external federal organizations.
Supported enterprise-wide efforts to enhance sustainability, effectiveness, and compliance of major CMS programs.
Developed reports summarizing findings and recommendations for management review.
Managed project timelines, ensuring timely delivery of key milestones and objectives.
Customer Service Representative / Claims Specialist
Social Security Administration
Multiple States
Managed and adjudicated over 100 case files weekly; leveraged advanced business software to enhance efficiency and reduce processing time within three months.
Served as lead for all front-end fraud investigations; developed and implemented enhanced protocols that improved detection and resolution rates.
Managed, coached, and mentored staff, fostering professional development while ensuring adherence to performance goals and expectations.
Led targeted training programs for colleagues across multiple offices which increased team performance and improved accuracy.
Lead investigations into security and privacy incidents, documenting findings and ensuring compliance with agency policies and procedures.
Increased overall productivity and patron satisfaction by facilitating adoption of new technologies and process innovations.
Administered a caseload of 700+ claims, including retirement, disability, Medicare, and survivor claims.
Developed and implemented an efficient process to investigate fraud and abuse, improving detection and resolution speed.
Addressed customer complaints with empathy, providing timely solutions to enhance service satisfaction.
Trained new staff on customer service procedures and system usage, fostering a supportive learning environment.
Conducted follow-up communications with clients to confirm resolution of issues and maintain positive relations.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
Resolved escalated customer issues, restoring confidence in company's commitment to service excellence.
Conducted thorough investigations to verify claim validity and identify potential fraud.
Provided guidance to clients regarding claim status, procedures, and required documentation.
Identified fraudulent claims by conducting detailed investigations and applying expert knowledge of disability guidelines and regulations.
Mentored junior team members in handling complex cases, resulting in better decision-making and improved overall team performance.
Managed high caseloads effectively, ensuring all disability claims were processed promptly and accurately.
Reduced claim processing time by conducting thorough assessments and providing accurate documentation for each case.
Provided exceptional service to clients through prompt response times, clear explanations of policy terms, and compassionate support throughout the claims process.
Marketing and Sales Representative
Westnet Incorporated
Canton, MA
Increased profitability by 5% in first year through effective manufacturer-to-customer transactions.
Managed relationships with Harvard Medical, MIT, and Children’s Hospital, contributing to sustained business growth.
Enhanced territory operations through cold calling and securing favorable contracts, demonstrating business development skills.
Intelligence Analyst
Celerity IT LLC
Crystal City, VA
Facilitated informed decision-making across departments by interpreting and evaluating all-source intelligence data and identifying patterns, threats, and opportunities.
Resolved urgent intelligence concerns by collaborating with interagency teams and departmental stakeholders on action reports.
Drove mission success by analyzing and synthesizing multi-source intelligence into actionable reports.
Implementation of risk control measures and risk analysis.
Lead Analyst
BAE Systems
Washington, D.C.
Led a team of four analysts in producing high-impact intelligence assessments, while ensuring accuracy, timeliness, and alignment with mission objectives.
Directed collection, fusion, and analysis of multi-source intelligence—including HUMINT, SIGINT, and counterintelligence—to support actionable operations.
Managed Sensitive Compartmented Information (SCI) and Top-Secret materials in compliance with federal security protocols.
Managed, coached, and mentored staff, fostering professional development while ensuring adherence to performance goals and expectations.
Education
Master of Science - Finance Risk Management
University of Colorado Denver
Aurora, CO
12-2027
Master of Science - Organizational Leadership
North Park University
Chicago, IL
12-2020
Master's Certificate - Conflict Management
North Park University
Chicago, IL
12-2020
Master's Certificate - Human Resources Management
North Park University
Chicago, IL
12-2020
Bachelor of Arts - Advertising
North Park University
Chicago, IL
05-2013
Skills
Federal, State, & Regulatory Compliance
Data Privacy
Program Development & Management
CRM
Policy Development & Execution
Data Coordination
Data Analysis
Cross Collaboration
Communication Skills
Data-Driven Decision Making
Conflict Resolution
Training & Professional Development
Critical thinking
Data entry
Customer relations
Dispute resolution
Relationship building
Timeline
Regulatory Compliance
University of Colorado Denver, Anschutz Medical Campus
01.2024 - Current
Management Program Analyst
Centers for Medicare & Medicaid Services
01.2023 - 01.2024
Marketing and Sales Representative
Westnet Incorporated
Intelligence Analyst
Celerity IT LLC
Lead Analyst
BAE Systems
Customer Service Representative / Claims Specialist
Assistant Vice President/Senior Regulatory Compliance Specialist at Woodforest National BankAssistant Vice President/Senior Regulatory Compliance Specialist at Woodforest National Bank