Open to opportunities

Cora Twing

@coratwing

Message

IT operations and systems specialist who modernizes CRM workflows and deploys AI-driven automation for productivity.

United States

Message

What I'm looking for

I’m looking for a role where I can run IT operations and CRM administration, modernize workflows with AI automation, and deliver reliable rollouts—paired with room to build SOPs, improve processes, and train teams for long-term adoption.

I’m a technical operations and systems professional with over 10 years of experience in systems administration, process automation, and operational excellence. I manage complex software lifecycles, author technical SOPs, and implement AI-driven workflows to enhance organizational productivity.

In my most recent roles, I designed and deployed custom AI agents to automate data-heavy tasks, integrate generative AI into daily operations, and ensure 100% data integrity for policy renewals. I’ve also led enterprise-wide CRM rollouts, created QA and test scripts, and trained 1,500 employees through classroom and WebEx facilitation—translating manual workflows into reliable, scalable systems while maintaining strong incident management, user security, and reporting with SQL.

Experience

Work history, roles, and key accomplishments

Current

Personal Lines Account Manager

Current

Leavitt Insurance

Sep 2025 - Present (8 months)

Independently designed and deployed custom AI agents to automate data-heavy tasks and streamline insurance account workflows. Authored standardized SOPs for account audits to ensure 100% data integrity for policy renewals and improved the accuracy of policy review and client advisory reports using generative AI.

AI Agent Architecture SOP Development CRM Administration Data Auditing Insurance Policy Review Automation

Personal Lines Account Mgr

HUB International

Jun 2024 - Sep 2025 (1 year 3 months)

Directed a portfolio of 366 accounts while leading regional generative AI adoption through departmental presentations and technical guidance. Authored job aids and SOPs to standardize use of the EPIC (AMS) platform and new AI tools, and served as a technical systems liaison coordinating carrier issue resolution.

Generative AI Instructional Design EPIC (AMS) Platform SOPs Technical Presentations Systems Liaison Stakeholder Management

Legal Assistant

Nelson Law Firm

Mar 2022 - Jun 2024 (2 years 3 months)

Managed complex litigation support and built an information architecture system for discovery materials to ensure rapid data retrieval and integrity. Conducted digital research and social media forensics, and synthesized medical records for use in personal injury and medical litigation.

Litigation Support Information Architecture Digital Research Case Data Investigation Vendor coordination

Mortgage Loan Officer / Operations Specialist

Multiple Firms

Mar 2019 - Mar 2022 (3 years)

Standardized digital loan operations by authoring detailed SOPs and improving technical workflow management. Directed a CRM transition to centralize client interactions and managed the full loan application lifecycle, including initial disclosures and automated underwriting system (AUS) checks.

SOP Development CRM Management Mortgage Operations Compliance Technology Automated Underwriting Initial Disclosures

Administrative & IT Assistant

MG Financial Advisors

Apr 2018 - Mar 2019 (11 months)

Led a digital transformation to a paperless workflow by establishing new digital protocols and updating the company CRM system. Applied IRS and retirement-account regulations to support compliant processing of complex regulatory data.

Digital Transformation CRM Regulatory Compliance IRS Retirement Account Rules Process documentation

Software Support Analyst

Tyler Technologies

Jul 2016 - Mar 2017 (8 months)

Provided specialized technical support and diagnostic analysis for enterprise software clients across web, email, and phone channels. Escalated incidents with network and development teams to resolve roadblocks and identify software bugs.

Enterprise Software Support Technical Diagnostics Escalations Root Cause Analysis

System Administrator & CRM Project Manager

First Interstate Bank

Jun 2008 - Jul 2016 (8 years 1 month)

Led organization-wide administration and rollout of CRM and vendor risk management platforms by translating manual workflows into automated digital processes for wealth and commercial departments. Authored test scripts and executed validation plans in a test server environment, built SQL-based performance reports for executive leadership, and trained 1,500+ employees via classroom and WebEx.

CRM Administration Vendor Risk Management Validation SQL Reporting Performance Analytics Technical Documentation