Sonya Patel Email & Phone Number

Pensacola, Florida, United States

* Track student account balances for training daily by making sure all flights are paid up to date. * Gather and verify loan data for certification to disburse funds in a timely manner.* Maintain student accounts to ensure aging is up to date, credits and collections are applied, uncollectible amounts are accounted for, and miscellaneous differences are cleared.* Perform daily cash management duties, including posting deposits and updating and distribution of cash receipt logs with various adjustments.* Monitor and collect accounts receivable by contacting clients via telephone, email, and mail* Prepare monthly account summary reports to students and management.* Support other accounting and finance team members, inventory management, and cost accounting

Gulf Breeze, Florida, United States

Maintain a high level of organization and confidentiality in all aspects of the client’s experience. Extensive product marketing through needs based client conversations. Focus on customer relationships by building pipelines and follow- up appointments and phone calls.Meet deadlines for loan closings by submitted documents as quickly as possible to meet closing dates. Serve as a main point of contact between clients and the loan department.Support and cross function with the cashline to create flow throughout daily activities. Proactively train on upcoming rules and regulations per bank policies.Microsoft Office, Empower, Quest, Quickbooks, Excel Certified Trained

Gulf Breeze, Florida, United States

Thought partnered with the Executive to build streamlined business processes. Created marketing material and campaigns with the Executive which increased sales by 10%. Organized contract files by timelines on the real estate platform for faster access.Proactively responded to inbound calls from Zillow clients and updated calendar appointments. Analyzed data from current sales to establish strategic goals for the Executive and pipeline future relations.Mentored new hires by outlining daily tasks in a clear concise manner.Google calendar and email, Berkshire Hathaway Resource Center for marketing, Dotloop, Google Maps

Milton, Florida, United States

Facilitated and implemented processes to improve system flow to confidential employee health coverage.Reconciled monthly health accounts.Maintained detailed ledgers of incoming and outgoing payments pertaining to all health accounts.Supported the A/P, A/R, and Payroll departments by acting as a backup on systems and processes.Acted as a facilitator between departments by collecting cash deposits on a daily basis.Mentored and supported new hires by providing clear visual and written instructions.Participated in annual audit reviews by providing reports as requested by tax auditors.Microsoft Office, Excel, Word

Navarre, Florida, United States

Welcomed clients in office and phone by providing exceptional customer service.Reconciled the escrow account to thoroughly account for incoming/outgoing money.Processed incoming checks for closings and quickly sent out related correspondences.Monitored inventory levels to support office needs on a weekly basis.Notarized closing documents and thoroughly explained loan and title documents.Created monthly sales reports for the executive.Cleaned up past due balances in Quickbooks and updated onsite filing systems.Mentored and supported new hires by providing clear visual and written instructions.Microsoft Office, Quickbooks, Excel