Nikki Fox Lee Email and Phone Number

Contact clients periodically to determine if there have been changes in their financial status.Devise debt liquidation plans that include payoff priorities and timelines.Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.Research and investigate available investment opportunities to determine whether they fit into financial plans.Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.

* Support process and assist the Operations Manager in supporting to ensure that we operate efficiently and that we achieve our goals.* Expense management, shortage prevention, staffing and scheduling, merchandise flow, customer service, building and equipment maintenance, housekeeping, and safety standards.* Work with the Operations Manager to ensure that all procedures, policies, exposure standards and shortage awareness are thoroughly understood by the Operations team are understood and executed by Associates.* Ability to connect with and influence people across teams and levels, Superior analytical skills including strong ability to identify and solve highly ambiguous problems.* Strong understanding in technology and the ability to drive performance improvements in processes with multiple linkages.* Responsible for making sure all the agreements are honored and everyone who is not an employee of the company gets paid according to the stipulations of the contract.* Work with the Operations Manager to ensure that all procedures, policies, exposure standards and shortage awareness are thoroughly understood by the Operations team are understood and executed by Associates

Establishing and maintaining interpersonal relationships, Selling and Influencing others, making decisions and solving problems, performing for or working directly with the public, performing physical activities, social perceptiveness, public speaking, sales and marketing.

Maintain the accuracy and integrity of DCF Workers' Compensation claim records in the State's Automated Workers' Compensation Claim System (AWCS)Maintain an agency based control and tracking system to enable. Compliance with OSHA record keeping and annual filing requirements.Maintain derivative databases that track the incidence of certain types of injury/illness (e.g., carpal tunnel, motor vehicle); and WC program expenditures by a variety of factors (e.g., indemnity, medical costs, permanencies, stipulations)Assist in the development and/ormodification of state level automated systems to help bring about improved communications and efficiency in the handling of WC claimsMonitor the performances of the third party administrator and managed care provider to help ensure the timeliness and thoroughness of the process. Resolve identified problems informally and/or through regularly scheduled meetings.monitor Depart Examining claims to authorize treatment requests that fall with pre-approved screening criteria.

Manage the overall closing process.Maintain professional relationship with customers.Provide status of the transaction throughout the closing process to the appropriate customers.Review contract, title commitment, and lender instructions in order to prepare settlement statements and the necessary real estate documents for closing.Submit an error free HUD-1 settlement statement to lender for approval.Provide a professional closing experience to include: obtaining appropriate signatures, handling of good funds, and meeting all title and lender requirements.Complete knowledge and ability to handle a commercial real estate transaction from the receipt of the contract through funding and disbursement.Prepare the closing file for the disbursement department according to the company disbursement guidelines.Resolve all post-closing reconciliation issues including company reports and according to company time frames

Tracks financial status by monitoring variances from plan.Determines financial status by comparing and analyzing plans and forecasts with actual results.Improves financial status by analyzing results and variances; identifying trends; recommending actions.Reconciles transactions by comparing and correcting data.Increases productivity by developing automated applications; eliminating duplications; coordinating information requirements.Provides information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations.Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.Accomplishes finance and organization mission by completing related results as needed.Skills/Qualifications: Reporting Skills, Informing Others, Financial Skills, Forecasting, Corporate Finance, Financial Diagnosis, Financial Software, Analyzing Information , Statistical Analysis, Process Improvement, Financial Planning and Strategy