Rico C.

Rico J. is a dedicated professional with a diverse background in loan processing and legal assistance, currently pursuing a Juris Doctor degree since August 2023. At General Merchant Funding, he demonstrates proficiency in CRM Management and contract preparation, alongside meticulous data entry and invoice management via Google spreadsheets. Previously, as a Customer Success Representative at Wells Fargo, Rico handled transaction discrepancies and supported customer inquiries. His legal experience extends as a Virtual Assistant, where he drafted conflict letters, managed email and calendar coordination, and adhered to HIPAA guidelines. This role also involved engaging with district attorneys, and managing legal documents. Rico is a HIPAA Certified professional with training in legal virtual assistance, underpinning his rigorous attention to detail and commitment to legal accuracy.