Years of experience: 11

Call CenterCustomer Support RepresentativeSupport SpecialistCustomer ServiceCustomer Success ManagerCase Manager

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Lisa's Career Path
Associate Program Manager IIApr. 2024 -
Jun. 2025
FORWARD PlatformAssociate Program Manager II
United States● Assist in the coordination and execution of project plans, timelines, and deliverables ● Monitor program performance and track key metrics, identifying and resolving issues as they arise ● Support cross functional teams in achieving program milestones and objectives ● Prepare status reports, documentation, and updates for internal stakeholders ● Help manage risks, changes, and dependencies ...
Fraud SpecialistAug. 2022 -
Apr. 2024
FORWARD PlatformFraud Specialist
United States● Determine fraud key indicators ● Review cases for fraud, deny cases if necessary ● Communicate effectively with Intake Specialists if additional information is needed. ● Create a cohesive way to report fraud cases to the fraud department. ● Present fraud cases during the appeal/grievance process. ● Attend team huddles to report on current fraud trends ● Currently developing a work flow docu...
Intake and Eligibility SpecialistMar. 2022 -
Aug. 2022
FORWARD PlatformIntake and Eligibility Specialist
United States● Review application for completeness and accuracy ● Call, email, and text tenants and landlords for required documentation. ● Update application with information received ● Leave accurate and up to date case notes ● Provide excellent customer service to landlords and tenants

Lisa's Posts

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    How I can help you

    I tackle program design challenges by offering strategic recommendations and evaluating existing marketing efforts. Ensuring robust solutions tailored to your needs.

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    People I am looking for

    -Small businesses -Starups -Solo entrepreneurs If it's you- let's set up a call, it's free! If you know someone potentially interested- I'd be grateful for an intro.

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    Experience & Cases

    Achievements: - Managed Invest Atlanta's tax program - Aided Altadena's fire relief efforts - Designed rental aid in St Louis Clients: - Small businesses - Startups

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    How to contact

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