Review vendor invoices for accuracy, resolves any A/P issues, process for payment and issue checks; Enter attorney time, assist with processing final bills, process incoming accounts receivable payments and reconcile books; Ensure compliance with federal and state tax laws and company policies while carrying out daily processes and controls; CLE Compliance Administrator, sourcing MCLE programs and tracking attorney compliance firm wide; Manage Law Library operations including updates, ordering materials, cataloging and organizing legal resources; Process Mileage and Expense Reports for All Personnel; Prepare and compile confidential correspondence, presentations, and reports; Coordinate, track, and process purchase request forms and contracts.

Greet clients and manage high volume incoming client and vendor calls; Coordinate with secretarial staff and obtain 2-week attorney calendars and generate firm-wide Master Calendar, weekly; Coordinate staff meetings, conferences and reserve meeting rooms and set-up conference rooms; Maintain the front end of the business, receive incoming mail, packages and deliveries; Open, sort and prepare departmental mail for delivery; and Coordinate facilities repairs, maintenance, inspections and updates.

Tailor best loan packages for clients based on their current needs and financial abilities; Collect, analyze and evaluate financial documents from client; Prepare and submit loan files and applications; and Track and monitor closing dates, contingency dates and schedules to meet required timelines.

Support customers and resolve moderate to complex inquiries or issues regarding financial products and services; Assist with online account transactions including deposits, transfers and loan payments; Respond to inquiries, resolve problems and provide best-in-class customer service for Small Business Accounts clients; and Cross-selling of bank products and services to clients.

Obtain claim status from insurance plans via phone and online portals; Review medical insurance claims for resolution and payment in a timely manner for maximum reimbursement; Assign codes to diagnosis and procedures using ICD and CPT codes; Submit claims to insurance companies for additional reimbursement following primary payer payments; and Research, compile and respond to documentation requests from insurance carriers.