Potential new lending partner outreachClient support servicesClient document management

Client account reconciliation, insurance and client outstanding balance follow up, and other projects or duties as assigned.

Sort, scan and load client packages into my personal vehicle based on my assigned route.Responsible for timely and accurate delivery of all packages on my routeScanning deliveries and updating delivery statusReporting to management any delivery issues or exceptions

Manage office of 3 practicing therapists to include the following: Answer incoming calls, assist clients/prospective clients with schedulingProcess new client paperwork and verify insurance coverageManage office, order office supplies, keep office clean and presentableRetrieve mail, prepare deposits, make banking runs, post cash receiptsResolve payment discrepancies, work with insurance or clients to collect outstanding paymentsProcess vendor invoices and issue vendor payments, manage vendor maintenanceOther duties as needed to ensure office operations