At Alix Inc., I managed trust and estate settlement projects and more than 60 probate and trust accounts from initiation through final settlement. I coordinated documentation, compliance requirements, and milestones while serving as the Customer Success liaison for beneficiaries, executors, attorneys, and other stakeholders.
I also performed paralegal support work, including documentation review, asset tracking, probate coordination, and account transfers. To modernize processes, I designed and deployed AI-powered workflows, prompt libraries, and standardized templates.
At Freedom Care, I managed customer onboarding and Customer Success initiatives in coordination with HR, Operations, Compliance, and Sales. I developed AI-assisted workflows and process documentation, and trained staff on CRM systems and AI productivity tools.
Earlier, I coordinated customer-facing financial and loan-processing projects at the U.S. Small Business Administration and Sun West Mortgage, and supported operational and reporting projects at Pennymac. Across these roles, I worked on documentation workflows, compliance reviews, customer milestones, and process improvements.
