Lisa Rhodes Email & Phone Number

Research DPA programs online to gather as much intel as possible about program guidelines, requirements and funding status.Build collaborative relationships with DPA program providers to raise awareness and usage of their programs among lenders, real estate agents and consumers.Collect, interpret and input program data into our unique DPA database, updated on a monthly basis and continually expanded as we evolve.Monitor DPA programs for changes and ensure the accuracy of program details over time.Expand DPA program provider contacts and ensure consistent communication.Spread the Down Payment Resource® mission of ensuring that anyone interested in homeownership is aware of all of their down payment options.

Ohio, United States

Created and distributed invoices for billing to over 200+ clients a month for contractual funds owed, resulting in millions collected annually. Reviewed Down Payment Assistance program loans and coded data into various databasesCommunicated daily with Housing Finance Authorities for program updates and loan review analyticsCollaborated in creating a billing invoices auto generated system that resulted in the company’s billing errors being reduced by 25%. Responsible for reviewing billing discrepancies and resolved irregularities with clients and internal departments.Conducted annual audits to ensure 100% accuracy of billing procedures.Assisted with month-end and year-end financial closing accounting for precise record keeping. Worked with account executives and clients to resolve any billing discrepancies. Communicated daily with clients regarding billing inquiries, payment arrangements and program guidelines via helpdesk phone line and shared email box responses. Managed accounts payables and accounts receivables balances ensuring all accounts were reconciled and accurate, resulting in a 95% accuracy rate.Collaborated with cross-training team members to streamline billing and accounting procedures.Created and implemented internal company compliance approved policies and procedures for client billing processes. Resolved billing disputes and negotiated payment terms with clients reducing the average time to resolve customer disputes by 60%.Generated daily reports tracking TPO (Third party Originated) loans and funds received from those purchases, weekly reports for current outstanding client billings, and monthly reports of delinquent clients for management review.

Bedford, Ohio, United States

Responsible for clearing a 3 year backlog of billings resulting in a $1.3MM dollar surplus for the company.Maintained and distributed billing invoices for contractual funds owed to the company from over 100+ clients. Resulting in the collection of millions of dollars recouped every year. Increased billing efficiency and accuracy and productivity by 40% and reduced billing errors by 20% by introducing a new billing system.Reviewed potential and current clients for eligibility and participation in banking programs by researching the client’s history regarding business standards and fiscal responsibilities. Participate in daily data entry and analytics research of internal and external customers expediting file review turn around times by 50% and customer satisfaction by 75%.Demonstrated strong verbal and communication skills with customer and client interactions via phone and email.Conducted weekly presentations to management with current billing collections updates and client review results. Assisted in managing customer account information with payment history reviews and misapplication of funds corrections. Processed payments from clients daily in the form of both electronic funds and physical checks.Cross trained team members for backup and collaboration purposes. Engineered spreadsheets for daily billing tracking and financial reporting.

Bedford, Ohio, United States

Enhanced customer satisfaction with timely communication, empathy, and clear explanations of claim outcomes.Managed 80-100 claims per day effectively by prioritizing tasks and maintaining excellent organizational skills.Updated accounts, organized paperwork and generated documents.Maintained accurate records of client interactions, ensuring up-to-date documentation for future reference or escalation purposes if necessary.Answered approximately 15 incoming calls and 40 emails per day from customers.Input financial data and produced reports using Microsoft Excel.Supported month-end closing process by preparing journal entries, account reconciliations, and variance analysis reports.Configured general ledger to record transactions.Updated general ledger with latest entries.