Responsible for directly supporting CPA Principal by managing schedules, fielding client calls, meeting strict government deadlines and handling sensitive client documents. Completed daily administrative tasks for the entire Tampa office including ordering and inventorying office supplies, communicating with outside vendors and organizing internal staff lunches.Job Responsibilities:Communicate with clients and executives daily via phone, email and in-person.Support various internal customers, Principals and Managers with operational details of managing clients, workflows and other daily routine tasks.Proactive in following-up with clients regarding certain deadlines, pending deliverables and appointments.Organize and confirm meetings with clients, candidates, partners, prospects and internal customers.Plan and respond to urgent needs as they come up.Execute all functions necessary to maintain accurate electronic databases of prospect and client information in accordance with our internal procedures and guidelines.Exercise personal integrity and the ability to discreetly handle confidential data.

Responsible for a broad range of Bankruptcy payment processing. Implemented and used my skills in efficiency, training, auditing and accuracy. Expert in operational, reconciliation and accounting-related specialized duties. Responsible for production and quality statistics in support of department goals. Trained and maintained training materials for entire Bankruptcy Department. As well as learning and sharing information regarding mortgage regulation and bankruptcy laws. Reconciled and verified accuracy of calculations as well as researched and resolved discrepancies.

Responsible for running front end office duties. Including auditing, quality and control, customer service, paid and reconciled monthly office invoices.Supported 5 Account Executives in a dynamic and high pressure environment and successfully trained and supervised new Sales Assistants under strategic sales branch methods. Managed daily cash payments/cash advances, applications, loan disbursements and client satisfaction. Reviewed and processed First and Second Mortgage, Home Equity and personal loan application files to verify that application data was complete and met policy standards, including type and amount of mortgage, borrower assets, liabilities and length of employment. Received various awards from management for document accuracy and auditing quality, exceptional customer service and excellent training practices.