SOLANO LAW FIRM –Remote, TX ◼ Bilingual New Client Coordinator, 01/2023 -Present➢ Engage with clients daily, providing guidance and support throughout visa, citizenship, and permanent residency processes.➢ Achieve weekly and monthly sales targets through connections and sales techniques.➢ Identify and understand prospective client’s needs, leading to successful client conversions.➢ Present firm’s services with clarity and empathy, ensuring clients feel valued and… Show more SOLANO LAW FIRM –Remote, TX ◼ Bilingual New Client Coordinator, 01/2023 -Present➢ Engage with clients daily, providing guidance and support throughout visa, citizenship, and permanent residency processes.➢ Achieve weekly and monthly sales targets through connections and sales techniques.➢ Identify and understand prospective client’s needs, leading to successful client conversions.➢ Present firm’s services with clarity and empathy, ensuring clients feel valued and supported.➢ Collaborate with Attorneys, Acquisitions and Sales department to align goals and strategies for business growth.➢ Document interactions meticulously in client records database, maintaining accurate and up-to-date information. Show less

➢ Oversee all administrative activities in support of engineers or engineering departments as they work on construction and other projects.➢Ensure proposed certified survey maps, subdivision plats, and condominium plats are distributed to the appropriate agencies and required documents are maintained and recorded in compliance with ordinance.➢ Handle incoming credit card payments and transactions➢Reviewing Project Manager's accounts receivable and reaching out to clients… Show more ➢ Oversee all administrative activities in support of engineers or engineering departments as they work on construction and other projects.➢Ensure proposed certified survey maps, subdivision plats, and condominium plats are distributed to the appropriate agencies and required documents are maintained and recorded in compliance with ordinance.➢ Handle incoming credit card payments and transactions➢Reviewing Project Manager's accounts receivable and reaching out to clients regarding past due invoices. Show less

➢ Scheduled, confirmed appointments, 6 month recalls, and verified patient insurance.➢ Processed insurance claims, collected co-payments, posted EOBs and patient payments.➢ Contacted insurance companies on outstanding claims.➢ Submitted pretreatment estimates to insurance companies prior to patient treatment.➢ Reviewed patient treatment plan and set-up financial arrangements with patients.➢ Handled patient billing issues, printed monthly patient statement, and A/R… Show more ➢ Scheduled, confirmed appointments, 6 month recalls, and verified patient insurance.➢ Processed insurance claims, collected co-payments, posted EOBs and patient payments.➢ Contacted insurance companies on outstanding claims.➢ Submitted pretreatment estimates to insurance companies prior to patient treatment.➢ Reviewed patient treatment plan and set-up financial arrangements with patients.➢ Handled patient billing issues, printed monthly patient statement, and A/R report.➢ Closed out EOD’s, printed daily reports, and daily bank deposits. Show less

➢ Initiated communication with customers (both on the phone and one-on-one) to negotiate apayment plan for past-due loans and resolve delinquent accounts. Placed notes in NFI systemregarding payment dates, etc.➢ Maintained the ability to effectively utilize the NFI computer system, credit bureau, office equipment.➢ Utilized the necessary software to maintain and report data as needed.➢ Effectively solicited and closed Direct loans in accordance with volume goals; including… Show more ➢ Initiated communication with customers (both on the phone and one-on-one) to negotiate apayment plan for past-due loans and resolve delinquent accounts. Placed notes in NFI systemregarding payment dates, etc.➢ Maintained the ability to effectively utilize the NFI computer system, credit bureau, office equipment.➢ Utilized the necessary software to maintain and report data as needed.➢ Effectively solicited and closed Direct loans in accordance with volume goals; including credit investigation,customer interview, collateral valuation, etc.➢ Ensured that the daily workflow was coordinated to include the timely distribution of the delinquent calllist: 30-day delinquency, skip tracing, small claims, repossession disposition, field calls, etc. consistently meetand exceed the delinquency goals. Show less

➢ Responsible for a portfolio of accounts: aggressively managed portfolio and participated inbusiness development, made effective sales calls on new and existing customers, acquired new customeragreements, generated application flow resulting in new contracts, met and exceed businessgeneration goals.➢ Ensured daily work tasks with regards to branch delinquency and administration meetings, reviewed reports,made delinquency decisions,etc.➢ Interviewed and hired qualified… Show more ➢ Responsible for a portfolio of accounts: aggressively managed portfolio and participated inbusiness development, made effective sales calls on new and existing customers, acquired new customeragreements, generated application flow resulting in new contracts, met and exceed businessgeneration goals.➢ Ensured daily work tasks with regards to branch delinquency and administration meetings, reviewed reports,made delinquency decisions,etc.➢ Interviewed and hired qualified candidates, as well as trained current staff on company policies and operationalprocedures.➢ Increased office profitable accounts, customer relationship development, community involvement andmarketing. Show less

➢ Provided a total sales solution to new customers for any of their wireless/mobility needs.➢ Maintained quality customer service to build a strong sales relationship with all existing and potential accountholders.➢ Educated customers based on their needs and guided them to obtain the product that would optimize their serviceexperience.➢ Outperformed other wireless specialist in the store exceeding the monthly sale quote every month.

➢ Oversaw phone reservations and room assignments, greeted and registered guests and fulfilled requests forspecial services, such as meetings or transportation.➢ Resolved customer issues, offered discounts, adjustments to bills or complimentary rooms to compensate for theinconvenience.➢ Met with other department managers, such as marketing and revenue, to find ways to improve the guestexperience