Professional Skills & Attributes:
*Data Entry; Manually Reporting
*Account Payable/Receivables *Professional Customer Service skills
* Telephone Etiquette
*Strong Organization/ Detailed oriented
*Microsoft Office Suite *Detailed Oriented
* Quick Books
* Process Driven
* Type +45 WPM
The New Age Credit
01/12 to 10/16
As a credit counselor I dedicated to providing credit counseling, debt management services, and financial education and guidance to consumers who are faced with financial hardships. I am a trained professional, expert in money management, assessing financial situations, and suggests consumer debt solutions for unique financial issues.
Wells Fargo Bank
Personal Banker 12/12 to 09/17
As a Personal banker I devote much of my time to satisfy all our customers’ needs and services, by build long lasting relationships with our customers in person and by phone. Manage customer’s portfolio, services relationships and cross- sales all products and services such as Loans Lines, Crecit cards, Home Equity. Provide broad base of financial and credit services with the goals of acquiring of the customers business. As a Personal Banker this involves, understanding our customers and provide suggestions for their financial needs as well in helping them to succeed financially, helping my customer to grow their money financially. Reconcilable helping variety of loan purchases or property and casualty insurance that my customers apply for.
As a Personal Banker I have my own scorecard with daily sales and referral goals constantly go the extra mile, still working quickly and efficiently. I reach out to the Community by placing outbound phone calls to existing, clients, visiting businesses, conducting educational seminars, and table events. This allows me to stay active in the community.
My Expectation as a Personal Bankers I have the ability to resolve difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction.
Ronald Saliman DDS Dentist 01/07 to 12/12
HR office Manager
Managed day to day office routines and functionality. Provided both timely and accurate billing claims for Medicaid/HMO/PPO. Responsible for account receivables and Payables. Perform routine reviews patient insurance financing /credit. Managed supplies and inventory.Assures quality correspondence, complaints, and or compliments. Create efficient scheduling models for staff and patients.
United Benefits Group 06/05-11/07
Managed four licensed agents, general accounting and administrative task. Performed light HR duties (payroll entry), end of month inventory reports, and closing tasks in preparation of quarterly reviews. Executed all account receivable functionalities. Reconciled receivable reports with accounting staff at corporate office. Set criteria and lead in providing superior customer service, and union Benefit Benchmarks. Booked all offsite meetings, training/seminars and travel arrangements on as needed basis.
K&L Real Estate Consultant 11/02- 01/05
Supervised office/leasing staff to ensure that all procedures and standards are maintained. Responsible for the scheduling, compliance of all appraisals with the title companies prior to closings. Responsible for hiring and training my employees and staff. Data entry and manually reporting and daily meetings to improve company base structure and sales. Prepared marketing, trend, and traffic flow and comparison reports. Annualized and reviewed budget reports with community Manager to develop new marketing plans. Enforced General office rules and procedures. Administrated budgeting rent collection and fair housing Compliance guidelines. Ensure quality allocation of resources for closings. Phone verification of certain information to Obtaining missing information. Reconcilable helping variety of loan purchasers or property and casualty insurance. Reviewing completed loan packages; correcting errors to loan in order for the loan to be finalized.
Den-Trust Dental 05/00-11/02
HR Office Manager
General office duties performed of Military Active group practice. Answered incoming calls, maintained office supplies, and assisted patients (pre and post care), Severed as subject matter expert on filling, HMO/PPO, office soft ware and dentistry practices. Understood/explained terminology and treatment plans to patients. Created productive office scheduled corresponding to patient’s volume and procedures.
Controlled all petty cash, and made Dailey deposits. Adhere to safety compliances regulations. Coordinated various trading /workshop venues.
Salary Requirements: $20.00 per Hour
References: Available Upon Request