Heather Compoi Email & Phone Number

Rancho Cucamonga, California, United States

Anaheim, California, United States

Monitor wait list status for incoming referrals from external agencies and organizations.Schedule and coordinate client intake appointments, verifying insurance coverage and obtaining necessary authorizations.Proactively identify issues or problems that may arise during the intake process and develop solutions accordingly.Build trust with clients through active listening and empathy while maintaining professional boundaries.Collaborate with clients and their families to develop an initial action plan, ensuring alignment with their unique circumstances and preferences.Complete detailed intake paperwork including assessment forms and other required documents in a timely manner.

Anaheim, California, United States

Anaheim, California, United States

Processed all payroll for employees in Quick Books. Answered phones and transferred to the appropriate staff member. Handled general clerical duties such as photocopying, faxing, mailing and filing. Supported staff in assigned projects. Mailed out, received and distributed packages. Created various documents in Microsoft office. Provided accounting support as needed. Other duties as assigned.

Recruited to process customer mortgage payments and to manage additional Mortgage Processing Department functions.Processed incoming mortgage payments, overnight payoff checks and forwarded service released payments as required. Mechanically sorted and captured images of all incoming payments. Organized and scanned records in the electronic imaging system. Prepared daily reports compiling volume of work completed. Communicated with borrowers, title and escrow companies, and supervisors regarding various relevant functions. Maintained remittance room machines. Assisted associates in check printing as needed. Ordered supplies as needed. Trained employees in various functions. Assisted in resolving critical procedural issues, resulting increased department productivity in payment processing.Developed standard operating procedures for several department functions.

Processed payoffs and reinstatements for mortgage loans in bankruptcy and default.Coordinated inbound calls and inquiries from borrowers going through bankruptcy proceedings. Prepared all payoff and reinstatement quotes for loans in bankruptcy. Processed cash payments, reinstatements and payoffs for loans in bankruptcy or default, collecting any required monies on incomplete payoffs. Communicated with attorneys and title and escrow companies. Tracked job functions, performance, and productivity in computer software. Managed a high level of excellence in keeping accurate records and tracking loan portfolios.Recognized by superiors for a positive attitude, ability to learn quickly, and self-driven independence.Promoted within 6 months of hire from entry level document custodian position to specialist position.

Selected to handle front end administrative and supervisory/management functions.Managed staff scheduling and training, overseeing cashiers, and reconciling cash drawers for cashiers and Return Desk associates. Participated in loss prevention training. Promoted from Cashier position.

Associate Of Science - As, Psychology

Diploma