Mortgage, Property, and Credit Consultant

Facilitating Professional and Recreational Maritimers with the most cost and time efficient direct fuel service, personalized for their needs.

▪ Maintained accurate financial records of the company’s GL, kept records organized and properly filed.▪ Processed credit accounts, and initiated steps to collect on past due accounts to balance the accounts.▪ Provided accounting and financial analysis during the preparation of financial statements.▪ Turned delinquent accounts into the state and released when brought current and partnered with cross-functional teams to synchronize month-end record-keeping.▪ Identified and successfully collected several prior years overdue accounts from within a few weeks of employment.▪ Developed an efficient process that assisted sales reps in tracking their delinquent clients and notified them of impending deadlines. This drastically reduced the 90-day account receivable aging by over 48% in 8 weeks.

▪ Oversaw the smooth functions of the office services by ensuring operations and procedures are organized efficiently.▪ Developed and implemented office policies by setting up standards to guide the operation of the office.▪ Directed the administrative functions, bookkeeping, payroll; analyzed financial data and created financial reports.▪ Served as the point of contact for all subcontractors for tiling, window replacement, electrical, and plumbing during residential property remodeling and property and flipping projects carried out by the General Contractor.▪ Maintained all files for each project, assisted with project planning, pricing, cost projections, analyzing and updating expected profits, and tracked actual costs, and inventory.▪ Researched, appraised, and calculated material amounts needed; placed orders, and scheduled the contract work.

▪ Engaged and assisted the customers with their technical challenges, ensuring they received great customer service.▪ Oversaw administrative and clerical duties including proofreading and editing for pre-published courses.▪ Responded to service inquiries, troubleshot technical issues accurately, and updated customer information.▪ Tracked customer account inquiries and accurately documented them for backup, should the need arise.

▪ Performed clerical, administrative, and general management and organization of the main office, including AR & AP.▪ Scheduled meetings, appointments, and performed staff, job costing, basic bookkeeping, compiled financial records.▪ Communicated and initiated collections activities with customers who were behind on payments.▪ Researched, reviewed customer credit, and coordinated with lenders to determine possible financing for projects.

▪ Regularly assessed office productivity and adjusted team and resource to ensure effective productivity.▪ Planned special projects, compiled financial records, managed payroll, A/R and A/P, and customer service initiatives.▪ Composed and communicated notice of delinquency to customers who were past due on payments.▪ Analyzed customers’ credit and coordinated with lenders to determine project financing.

▪ Managed the administrative tasks, emails, phones, scheduled client consultations, oversaw bookkeeping functions.▪ Researched and compiled and prepared financial records, statements, sent bills, and invoices timely.▪ Investigated, analyzed, and resolved account discrepancies using effective customer service skills.▪ Communicated with delinquent customers and negotiated viable payment schedules with customers.▪ Managed and coordinated business travel, tracked, and reconciled traveler expenses, and submitted reports.

▪ Oversaw the staffing functions including interviewing, hiring, training, and performance tracking.▪ Supervised a lead generation team of up to 25 associates and 1 assistant manager. Handled the open/close duties.▪ Proactively engaged clients and determined impactful ways to improve the customer service processes.▪ Resolved critical lead generation issues and escalated critical issues to upper management as needed.▪ Developed and implemented an excel tracking system that increased lead production.▪ Consistently exceeded assigned monthly goals, reduced staff turnover, and provided accurate and detailed reporting. This resulted in a fast promotion within 6 months of employment.▪ Prepared memos, emails, and weekly reports for upper management; created schedules and distributed to staff.▪ Identified needed resources and assigned responsibilities to the appropriately qualified team members.▪ Assisted in district management, coordinated special events, and represented the company at exhibitions.

• Greeted and assisted customers• Answered Incoming calls • Lead generation (20-60/day)• Contacted and followed up with leads (150-200 calls/day)• Tracked and monitored personal performance• Maintained daily record of all transactions and generate reports for gym manager• Trained staff to deliver excellent customer service• Motivate sales employees to improve performance• Addressed customer inquiries and resolved complaints• Performed Managerial duties when manager was not available• Communicated with clients to improve customer service processes• Coordinated Monthly Customer Appreciation Events• Represented the company at exhibitions• Performed opening and closing operations of location• Processed sales contracts and payments• Acquiring and managing local business relations and establishing cross-marketing opportunities

• Greeting guests upon arriving in our retail showroom and learning their motivation for their visit; really getting to know them and developing long-term relationships • Presenting and discussing various home furnishings product options based upon your  discovery of the prospective clients’ lifestyle, needs and goals • Marketing new sales and special events • Assisting customers in financing, purchasing, delivery and ultimate satisfaction • Increasing personal knowledge of products, sales techniques, and promotions through continuous professional training and development.