- Marketing for new prospective families.- Responsible for billing and tracking of hours for clients.- Facilities compliance and safety.- De-escalation.- Enhanced operational performance by developing effective business development strategies, systems and procedures.- Developed and implemented promotional strategies to drive business success and maintain budgetary guidelines.- Assessed, optimized and elevated operations to target current and expected demands.

- Scheduled appointments, followed up with clients for documentation, collected of payments from clients.- Responsible for returning phone calls, responding to correspondence, and emails.- Printing and organizing Estate Planning documents for meetings with clients.- Facilitating legal documents for the attorney, document research such as deeds, tracking clients files and documents before each part for the Estate Planning Process.- Creation of employee procedure manual and processes for next employee.- Coordinated events to raise community awareness and demonstrate organization's value to clients.

- Performed administrative duties such as filing, organizing, data entry, and labeling.- Maintained daily expenses via QuickBooks.- Manage multiple budget including tracking, and reporting.- Client correspondence via phone and email.- Following up with clients for outstanding documents.- Directed customer communication to appropriate department personnel, in addition to providing information to resolve inquiries and bolster customer satisfaction.

- Created a collections procedures for a new collections department that resulted in the team to recover upwards of $100,000 per month.- Responsible for collecting on bounced ACH drafts including the creation collection letters and delinquency reports for returned drafts.- Assisted customers with inquiries for pay off requests, payment misapplications, resolving hold status on their accounts and invoice billing problem.- Worked as a liaison between the Accounting department for reporting and customer service.- Facilitated presentations in reference to the collection department and reported our progress.- Took escalated collections calls and used sound business judgment.

- Collected on past due loans and leases on assigned portfolio of accounts up to 120 days past due and worked with a team to keep the delinquency at 99.7%.- Assigned to collect and create collection letters and delinquency reports for past due late fees to reduce portfolio delinquency.- Worked closely with Client Services to recommend adjustments to accounts pertaining to late charges, assessed fees, and other delinquency assessments.- Assisted customers with inquiries for pay off requests, credit ratings, payment histories, payment misapplications, and invoice billing problems.- Recommended problem resolution on delinquent accounts and settlement of past due delinquency issues to management.

- Help customers with mortgage acceleration product.- Responsible for account retention efforts.- Knowledge of Mortgage Management Including property taxes, and insurance distribution.

- The position involves constructive feedback to help the collectors to succeed in their negotiation skills in Credit Services.- Call quality assures that business requirements are followed through during collection calls in both Spanish and English.- Responsible for being the Sound byte Administrator who is responsible for the recording calls through the sound byte system.