SANDRA T. RODRIGUEZ
Summary
Dynamic and results-driven leader with extensive experience in tax debt recovery, division restructuring, and regulatory compliance within the Puerto Rico Department of Treasury. Proven track record of implementing strategic audits and process improvements to streamline operations, increase recovery rates, and ensure regulatory adherence. Skilled in managing high-impact projects, such as PROMESA initiatives, collections Call Center and penalty enforcement, with a focus on optimizing resource allocation and interagency collaboration. Known for mentoring teams to enhance procedural expertise and foster a results-oriented environment, leveraging advanced data systems to drive efficiency and accuracy in case management.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Supervisor of the Special Procedures Division
DEPARTMENT OF TREASURY PR
09.2024 - Current
- Directed and restructured the Special Procedures Division within the Bureau of Collections, implementing a comprehensive audit to streamline processes, optimize resource allocation, and improve division efficiency.
- Directed and supervised the Special Procedures Division within the Bureau of Collections, overseeing complex tax debt collection cases and implementing specialized procedures for efficient recovery.
- Managed the evaluation and approval process for taxpayer requests to cancel aged tax debts, ensuring compliance with Puerto Rico's Tax Code and administrative procedures.
- Led teams through technical support and assignment of cases based on priority, complexity, and team expertise, providing guidance on complex cases and ensuring timely and accurate case resolution.
- Coordinated with related divisions, including Debt Analysis and Wage Garnishment, for integrated information gathering, improving inter-departmental communication and case processing.
- Developed and monitored metrics to ensure adherence to recovery timelines and procedures, enabling accurate tracking of prescriptive periods and effective action on cases requiring prompt intervention.
- Ensured that all taxpayer records, documentation, and determinations were accurately recorded, secured, and available for interagency collaboration, optimizing resource use and procedural compliance.
Bankruptcy Division Supervisor
DEPARTMENT OF TREASURY PR
01.2017 - 09.2024
- Managed budgets responsibly, ensuring cost-effective allocation of resources while maintaining high-quality services.
- Coordinated schedules and resource allocation for timely completion of projects, minimizing delays and cost overruns.
- Enhanced team productivity by implementing efficient communication strategies and providing clear expectations.
- Oversaw and coordinated all stages of bankruptcy case management to ensure compliance with Puerto Rico Treasury procedures and federal bankruptcy regulations.
- Reviewed and assessed bankruptcy filings to analyze assets, liabilities, and tax obligations, providing strategic recommendations to maximize debt recovery.
- Acted as the primary liaison with Chapter 7, 11, 12, 13, and Subchapter V Trustees in Puerto Rico, facilitating effective communication and coordination in filing and verifying claims.
- Developed and managed a monthly calendar for 341 creditor meetings in collaboration with paralegals, ensuring consistent representation from the Treasury and streamlined logistics with Trustees.
- Trained and guided paralegals, tax technicians and assistants in case file evaluation, bankruptcy law interpretation, and filing of claims on behalf of the Treasury.
- Collaborated on special projects, including PROMESA-related initiatives; imposing penalties on individuals liable for corporate withholding debts; and managing auctions to enhance debt recovery efforts.
- Prepared monthly recovery reports, monitoring performance metrics and outcomes of claims submitted in bankruptcy proceedings.
- Led continuous improvements in bankruptcy case handling procedures, working closely with other Treasury divisions to optimize interagency communication and asset recovery processes.
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
Supervisor Special Assistant in Collection Bureau
DEPARTMENT OF TREASURY PR
01.2013 - 12.2016
- Conducted in-depth analysis, evaluation, and monitoring of the collections system, optimizing processes within district offices and call centers to ensure compliance with tax collections standards and improve efficiency.
- Interpreted complex tax regulations and collection policies to provide clear, authoritative guidance to both taxpayers and staff, facilitating adherence to Puerto Rico's Tax Code.
- Monitored and reported on productivity metrics and performance in collection efforts, using data-driven insights to enhance overall collections outcomes.
- Acted as the primary liaison to external consulting firms contracted to bolster collections efforts, ensuring alignment with department goals and consistent communication.
- Played a key role in developing and implementing payment plans, coordinating with diverse teams to facilitate taxpayer support and maintain compliance with Department of Treasury regulations.
Special Assistant to the Secretary
DEPARTMENT OF TREASURY PR
01.2011 - 01.2013
- Coordinated the Secretary's daily agenda, including the coordination of staff meetings
- Analyzed and reported on issues and matters for the Secretary's agenda
- Supervised clerical personnel attached to the Secretary's Office
- Handled special cases of referred taxpayers in person or by telephone
- Assisted Deputy Secretaries and Consultants as required
- Maintained updated minutes and files related to the different Boards of which the Secretary is a member
Director of Acquisitions, Bids and Contracting of Goods and Services
PUBLIC BUILDINGS AUTHORITY
01.2010 - 01.2011
- Directed and supervised the Office of Acquisitions for material goods and services in all Regional Offices, Centers, and Buildings of the Public Buildings Authority
- Coordinated the contracting of professional services as per applicable regulations relating to bid processes
- Advised the Executive Direction on the implementation of acquisition policies and procedures
- Created and maintained productive relations with commercial firms in the open market
- Stayed abreast of price fluctuations in the open market
- Monitored the strict compliance of applicable government regulations in all matters pertaining to acquisitions
Collections Manager
ADVANCE OFFICE ELECTRONICS, INC.
01.2003 - 01.2010
- Exercised management responsibility for all collections activity, including policy making, accounts receivables financing and cash applications
- Monitored monthly accounts receivable and lease/purchase loan portfolio of a combined value of $300,000 in order to ensure profitable growth and sales development
- Supervised two collections professionals and personally manage complex delinquencies requiring extensive workout strategies
- Assisted the Finance Department in the assessment of credit risks; prepare private lease agreements, terms and conditions
- Managed the revamping of the collections department and design new processes that resulted in improved efficiency, cash flow and better customer relationships
Institutional Accounts Manager
CROSS BORDER LEASING, INC.
01.2000 - 01.2003
- Worked closely with equipment manufacturers, leasers, brokers and municipal officials to provide funding for single and multiple equipment leasing transactions
- Served as loan officer for asset-based lending and accounts receivable financing
- Assessed client portfolio, credit rating, financial statements and commercial references to establish creditworthiness and repayment probability
- Assisted Credit and Collections staff in facilitating proactive resolutions to recovery strategies and procedures
- Increased tax-exempt municipal equipment financing and commercial leasing on new and used equipment and real property (from $10,000 to $700,000)
Credit Officer
UMECO, INC.
01.1998 - 01.2000
- Directed general policy making and control of credit, collections and accounts receivable departments
- Monitored a financial analysis program for the evaluation and establishment of credit lines, thus facilitating control and reducing risk exposure
- Monitored daily cash flow and executed effective collection programs and procedures
- Served as finance liaison to customers
Accounting Assistant
INTER ISLAND RENTAL, INC.
01.1992 - 01.1997
- Managed the complete payroll process for a public housing Management Corporations, including time and accruals, garnishments, wage and deduction changes, taxes, and earnings
- Handled processing and tracking of accounts payable, encompassing coding, processing checks, month-end closings, and inter-company accounts payable reconciliations
Education
Continuing Education - 9na Jornada De Quiebra 2023
Colegio De Abogados De Puerto Rico
San Juan, Puerto Rico05-2023
BBA - Marketing
INTERAMERICAN UNIVERSITY OF PUERTO RICO
San Juan, PR12.1995
Skills
- Strong analytical skills
- Strong communication skills
- Project Management
- Problem solving skills
- Ability to handle sensitive situations
- Ability to solve complex situations
- Ability to manage credit and collections systems
- Ability to innovate processes
- Experience in General Accounting Systems
- Ability to focus on collective goals
- Bilingual in Spanish and English
- Training and mentoring
- Staff Management
- Employee Motivation
- Strategic Planning
- Operations Management
- Negotiation
- Analytical Thinking
- Team building
Certification
Certification-in-Process, I am currently working to obtain a Certification in Leadership and Life from the Coachart Institute, a local program endorsed by the International Coaching Federation(ICF).
Timeline
Supervisor of the Special Procedures Division
DEPARTMENT OF TREASURY PR
09.2024 - Current
Bankruptcy Division Supervisor
DEPARTMENT OF TREASURY PR
01.2017 - 09.2024
Supervisor Special Assistant in Collection Bureau
DEPARTMENT OF TREASURY PR
01.2013 - 12.2016
Special Assistant to the Secretary
DEPARTMENT OF TREASURY PR
01.2011 - 01.2013
Director of Acquisitions, Bids and Contracting of Goods and Services
PUBLIC BUILDINGS AUTHORITY
01.2010 - 01.2011
Collections Manager
ADVANCE OFFICE ELECTRONICS, INC.
01.2003 - 01.2010
Institutional Accounts Manager
CROSS BORDER LEASING, INC.
01.2000 - 01.2003
Credit Officer
UMECO, INC.
01.1998 - 01.2000
Accounting Assistant
INTER ISLAND RENTAL, INC.
01.1992 - 01.1997
Certification-in-Process, I am currently working to obtain a Certification in Leadership and Life from the Coachart Institute, a local program endorsed by the International Coaching Federation(ICF).
Continuing Education - 9na Jornada De Quiebra 2023
Colegio De Abogados De Puerto Rico
BBA - Marketing
INTERAMERICAN UNIVERSITY OF PUERTO RICO
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