Administrative and Financial professional, bilingual (English/Spanish)

Michelle Felix

Orange, CA *****

************@*****.***

Experience

Sunrise Senior Living Move-In Coordinator September 2022 – Present

Provide successful, warm welcoming move-ins and transitions; work with residents and families in completing and obtaining all state required paperwork from physicians; schedule assessments with our nurse and other department coordinators; work hand in hand with directors of sales; work with Business Office Coordinator to ensure compliance with state regulations; build resident files; conduct orientations; follow the Sunrise quality of service standards; build customer/resident relationships; plan and coordinate events within our community and city; manage work load and ensure all deadlines are met; take payments, create invoices and calculate handbills prior to move ins; assist other department coordinators as needed; involved in business development; assisted in activating a new community and prepare it to pass state inspection for licensing. Bespoke Capital, Inc. Broker/Processing Assistant March 2021 – September 2022

Accepted new submissions from upload, registration, lock through disclosures. Maintained pipeline reports, ordered appraisals, payoffs, evidence of insurance updates, bacterial testing, and termite inspections. Collected and cleared conditions, managed post-closing, and Encompass management. Reviewed status of files with loan officers and processing department and provided immediate follow up with clients regarding outstanding items. Scheduled notary signings and followed through until completion. Wheeler Staffing Partners/KB Home Loans Processor Assistant September 2020 – March 2021

Received completed applications from Loan officers; filed documentation appropriately in the GDR; ordered case numbers (FHA, VA); ordered appraisals, VOI’s, and VOA’s; ordered loan beam (self-employed borrowers), and verbal verifications of employment; ordered title; ordered 4506’s; verified addresses; issued notice of incomplete; worked on special projects for manager. Tutton Insurance Services, Inc Assistant Accounting Administrator June 2019 – August 2020

Distributed all mail and was office mailroom clerk; ran department errands; converted emailed/faxed checks to physical checks using ICPP3000; calculated commission and premium total to cut physical check(s); scanned and uploaded Direct Bill Commissions into AMS360; uploaded and filed Operating and Trust checks into system; updated suspense notes to advise CSR’s that funds were received; scanned documents and checks via PaperPort; assisted Benefits and Certificate departments as needed; distributed carrier e-mail distribution(s); assisted with Direct Bill Commission calculations and followed up on status of payment; ran system script to generate, print and mail invoices daily; processed EFT payments and pulled statements from all carrier sites daily while documenting AMS with accuracy; deposited checks to company account while creating slips in AMS of each transaction; updated and sent E&O to all requesting parties and updated information on sites; was backup to Senior Accountant. Skills:

Customer Service

Accounts Receivable, Cash Applications

Bilingual-Spanish (Speak, Read, Write)

Microsoft Office (MS Word, Excel, PowerPoint, Outlook, etc.)

Type 59WMP, 10 Key (8245+/kph)