Genevieve H.

Genevieve H. is a RE 5 Certified Compliance and Intake Specialist with extensive experience in the South African financial sector and international legal intake. She excels in client onboarding, case management, and regulatory compliance, employing tools like MyCase and SmartAdvocate to streamline operations. Her proficiency extends to the preparation and management of critical documents such as HIPAA forms and Defendant LORs, ensuring smooth interaction with insurance adjusters. Genevieve has a robust understanding of FAIS and FICA requirements, focusing on accuracy and operational efficiency across global time zones. Additionally, as a Certified ESL Teacher, she fosters learning environments that enhance student confidence and communication skills. Her career includes roles like Head of Training and FAIS Supervisor at MHA Management Holdings, focusing on FSCA compliance and risk mitigation, and an Intake Specialist for a legal office managing personal injury cases. Her training in compliance is strengthened by her participation in courses on POPIA and FICA awareness, along with direct contributions to compliance reporting for financial service providers.