Insurance Coordinator Lease Administrator

Anabel Pulido-Perez

*** **** ****, ********, ********** 94044 - 650-***-**** - **********@*****.***

OBJECTIVE

Seeking a friendly and growing working environment where I can utilize my technical and professional experience.

WORK EXPERIENCE

Villages at Pacifica

Pacifica, California

Front Desk Administrative Assistant

April 2021 - May 2021

Answer phones

Take notes

Filing

Make calls to tenants in Spanish and English

Assist with copies and mailing documents

Holy Cross Cemetery

Colma, California

Accounts Receivable Associate

March 2020 – July 2020

Receive and apply customer payments, checks, cash and credit cards

Scan checks online to bank system

Review aging report, contact customers and make adjustments as necessary

Process monthly billing statements

TriMark USA

Brisbane, California

Billing Associate

November 2019 – February 2020

Edit and finalize customer invoices by comparing original orders to pick tickets

Work closely with warehouse to ensure order accuracy

Analyze information entered by sales team

Verify accuracy of orders; delivery addresses, taxes, and other general order information

Prepare packets for next day's deliveries

Resolve inquiries from internal departments as well as customers

Bimbo Bakeries USA

South San Francisco, California

Administrative Assistant/receptionist

January 2019-June 2019

General office support

Greet guests, sign in vendors

Data entry

Contact vendors on order inquiries

Track inventor

Create and follow up on purchase orders with vendors

Receive purchases, review PO

West Coast Mobile Home Parks, Inc - South San Francisco, California

Accounting Assistant, June 2017-July 2018

Generated and analyzed property accounting reports

Prepared monthly bank reconciliation

Prepared correspondence and quarterly reports for property owners

Three way invoice matching

Work collaboratively with property managers and team members

Reviewed tenant accounts upon moved-out, processed adjustments and deposit refunds

Reviewed leases and entered into Rent Manager system

Researched and resolved account receivables issues

Collection calls

SteelWave, LLC (formerly Legacy Partners Commercial) - Foster City, California

Accounts Receivable/Lease Administrator, November 2000-April 2017

Uploaded lockbox, ACH and wire bank reports for each property in my portfolio

Posted cash receipts to tenant accounts

Tracked tenant improvement allowance overage payments

Posted monthly commercial billing and tenant specific charges to tenant accounts

Generated monthly invoices

Reviewed aging reports for each property and communicated with property management team regarding credit applications

Confirmed activity within the properties and adjusted tenant accounts as needed

Processed move outs and security deposit refunds

Data entry of lease documents into Yardi system

Actively worked with Regional and Senior management

Supported AR and accounting teams as needed to include assignment on special projects

Managed Helpdesk by responding to emails and phone calls in a timely manner

Provided customer service to internal and external clients as needed

Don and Van Nguyen, DDS - San Francisco, California

Front-desk Receptionist/Insurance Coordinator, September 1987-January 2000

Greet patients, schedule appointments

Contact insurance companies for insurance coverage

Prepare dental claims and submit for payment

Post private and insurance payments

Coordinate financial arrangements

Submit treatment proposal to insurance for pre-authorization

Process monthly billing and production reports

Accounts payable

Contribute with added responsibility as

management support

EDUCATION

Bachelor of Science Degree - Accounting

San Francisco State University, San Francisco, California

SKILLS

Yardi MRI MAS 90 MS Office Fluent in Spanish Avid Exchange Rent Manager

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