Operate as the main point of contact for any and all matters related to accountsDevelop and maintain strong business relationships with customersOverseeing customer account managementEnsure the timely and successful delivery of payment and services according to customer needs and objectivesCommunicate monthly and quarterly objectives both internally and externallyDevelop new business with existing clientsIdentify areas of improvement and implement solutionsTrack and maintain records of all results related to accountsPrepare and deliver reports on account status

Assist borrowers through PPP small business loan application, submittal, and forgiveness process through Ventures online lending portalCollect all necessary documents required to be submitted to the SBAEnsure accuracy and legitimacy of all documents receivedFlag and report any suspicious loans and borrowers to appropriate partiesFollow up with borrowers on a regular basis to ensure all loans are processed in a timely mannerSubmit all loans over $150,000 directly to the SBAUpdate loan tracker on a regular basisWork alongside SBA in order to obtain any additionally requested documents from borrowerSelf assign, create, and archive files for forceboarded loans (upwards of 500 loans per week)Answer all inbound calls in a timely mannerEmail borrowers SBA and Harvest forgiveness notices upon receiptUpdate loan status on Ventures online lending portal

Bill multiple nationwide clients for payment via NA Workflow programVerify rates, taxes, and documentation are correctUpdate daily notes for invoice statusCommunicate outstanding and delinquent invoices to clientsCommunicate any discrepancies with account representatives and collect payment in a timely mannerMeet and discuss plan of action for payment remittance with Account Manager and VP

Place and manage adverts in print publications across the USTrack and manage marketing results and provide quarterly updatesManage all invoicing for the Direct Mail departmentProof all mailers prior to mailing and ensure they meet legal guidelines and quality standards

Processing Inovices Work with employment agencies to request/hire personnelManage new hires and direct to appropriate facultyCustomer ServiceDealing with VendorsAnswering Incoming Phone Calls

Verify patient has active health care coverage prior to appointmentsCollect and process payment for all applicable servicesManage & schedule appointments for patientsAnswer high volume of calls and update notes regularlyProvide outstanding customer service & positive attitude

(contracted position)building new patient health recordsscheduling patients into web-based electronic health recordfilling patient information into chartscalling patient to verify personal or workers compensation case informationfaxing health and physical reports to attorney's offices