Halsted Financial Services

•	Oversee and ensure adherence to regulatory compliance standards and industry best practices.
•	Develop and implement compliance policies and procedures.
•	Conduct regular audits and risk assessments to identify and mitigate compliance risks.
•	Train and educate staff on compliance requirements and updates.

Senior Compliance Manager

•	Managed and optimized multiple collection campaigns to maximize recovery rates.
•	Analyzed campaign performance metrics to drive strategic adjustments.
•	Coordinated with cross-functional teams to ensure seamless campaign execution.
•	Developed client-specific strategies to enhance collection efforts and client satisfaction.

Campaign Manager

Xtendico

Xtendico partners with businesses to extend their capabilities and help them operate 30% to 40% more efficiently. We understand that in today's economy budgets are tight, and employees are continually being asked to do more with less. That's why we provide an effective, cost-efficient way for companies to handle their "necessary chores."

By near-shoring in Jamaica, you can tap into a large educated, highly-trained staff that has a strong work ethic. They have the know-how and communication skills to execute low value, high risk functions and routine tasks so you can maximize your operating budget and use your in-house resources more effectively.

Our specialties include:

•	Customer Engagement and Call Center Solutions, including sales, customer service, and collections
•	Accounting Services, including payroll, bookkeeping, and financial statement preparation
•	Back Office Services, including data entry, billing and product information, and transaction processing

We provide our full support in helping you achieve:

•	High customer satisfaction
•	Business process improvement
•	Outstanding service quality
•	Real time service monitoring

We can adapt and scale to your needs, and our attention to detail ensures we will meet your KPIs.

If you're interested in learning how we can help you improve your operational efficiency, please connect with me. 

(855) 487-4200
idris@xtendico.com

Director » Business Process Services Outsourcing Partner | Customer Engagement & Call Center Expert 

Wolfburgh & Stein, LLC

Having had call center experience previously in my career, I wanted to tap into my entrepreneurial side and start my own company based on call center best practices. 

As CEO, I set the strategy and vision for this debt collection company by building an offshore call center in Jamaica to create a competitive advantage in the industry. I managed our capital resources, allocating resources appropriately to allow for incremental growth and financial stability.

One important facet of my leadership was to create a sound culture through team building and continuous training and development. Through better education, our employees were better able to conduct their work and realize our financial targets.

Chief Executive Officer » Leadership in Call Center Development and Offshoring 

M&T Bank

I joined M&T Bank as a Fiscal Manager, assigned to work with Westminster Community Charter School, the bank's K-8th grade charter school in Buffalo. I was responsible for maintaining the school's sound financial management, which included payroll, recordkeeping, financial reporting and analysis.

As part of my payroll management responsibilities, I managed the entire school payroll program and approved biweekly payroll submissions. This involved understanding the nuances of four union contracts and being able to correctly apply compensation, benefits, and retirement schemes to all of the school's employees.

I organized and recorded the school's financial transactions and managed its cash accounts. I used our financial information to conduct financial and programmatic analyses of school operations for school administration. 

I prepared financial reports and other ad hoc reports for our school's CEO and Board of Directors. I also assisted our grant writers in preparing and presenting financial reports for grants.

The school had been one of the worst performing public schools in the city, and with the bank's involvement, turned itself around.

Business & Planning Analyst, Fiscal Manager » Payroll Administration | Financial Reporting  

Integrity Resolution Group, LLC

As a Managing Partner for this debt collection agency, I led our efforts in IT and database management. By creating distinct employee roles within the company, I enabled us to have more efficient business processes, which led us to achieve $1.08M in collections.

Additionally, I increased productivity by implementing batch processing, client remittance reports, and collector payer reports. 

To improve employee engagement and advancement, I developed internal self-assessment gauges for our review process.

Managing Partner and IT » Database Management | Efficiency and Productivity Improvement 

Here to build a valuable network on LinkedIn - talk to me! | BPO Expert | Debt Collection Expert 🏥 Nearshore Staffing Solutions 📞 Call Center Advocate

Balancing strategic oversight with hands-on leadership, I excel in driving compliance excellence and optimizing operations. 

My mission? 

Delivering exceptional operational solutions.

Throughout my career, I’ve taken on roles that sharpen my compliance expertise while boosting overall operational capabilities. 

Managing complex collection campaigns and ensuring regulatory adherence has given me a unique skill set that drives success and client satisfaction.

I’m passionate about leveraging my experience to help businesses thrive through innovative and optimized operational performance. Whether it’s developing robust policies or leading teams to success, I’m dedicated to delivering outstanding results.

Let’s connect to explore how we can collaborate, share insights, and seize opportunities in operational excellence.

Taplio

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