• Assist Operations Manager in creating budgets and Outcome Measurement System spreadsheets.• Act as a liaison between the CA Department of Rehabilitation and Vantage Point Inc.• Ensure Vantage Point Inc. compliance with state and federal agencies laws and regulations.• Oversee intake of new clients.• Timely and accurate data entry.

• Screened potential new clients. • Assessed customer’s financial situation and guided them towards their best options to resolve their issues. • Ensured all sales transactions adhered to compliance standards.

• Contact prospective students, conduct admission interviews, explain degree programs, requirements and university practices.• Mentor new students to ensure they have everything necessary to succeed.• Train new employees on sales techniques, program and financial information• Advise about Financial Aid, grants and Veterans Aid options. Outline plan of action emphasizing financial responsibility.• Improve sales strategies by streamlining sales approach, reducing amount of phone calls while offering clear product information and finance options.• Recognized internally as Financial Aid and program subject matter expert.

• Promoted within one year to Enrollment Services Advisor for high performance and consistently meeting or exceeding goals.• Informed incoming students on available options to finance their education.• Coordinated with enrollment advisors to provide accurate information and ensure student success.• Continually updated knowledge of Financial Aid, grants and lending resources.• Recipient of several quarterly recognition awards for top retention.

• Managed post-bankruptcy accounts following strictly mandated guidelines.• Negotiated with attorneys to help avoid company revenue loss.• Explained general financial topics to clients, such as credit report ratings, bankruptcy laws, wage attachments, or collection actions.• Excelled in diffusing volatile calls, calming customers by listening to needs and explaining action to be taken in clear, simple terms.• Selected for team of 12 to form companywide HSBC Diversity Council.

• Completed and processed customer loan applications.• Assessed clients` overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information.• Identified areas that could be improved involving customer data collection. • Attained and exceeded all member service goals.

• Assisted customers with filing vehicle insurance claims.• Collaborated with team members to streamline customer claims process.• Compiled comprehensive list of partner insurance companies and contact information resulting in faster claims process and improved communication