Yolanda Steele
San Antonio, Texas 78244
****.******@*****.***
Skills: Microsoft office, Outlook, Excel, Sage, NextGen, Encompass, QuickBooks. Customer service, Collections, A/R, A/P, reconcile bank statements, Purchase Orders, Warranty, Mortgage Loan Processing (FHA, Conv., VA), Lease Management, Data Entry, Medical/Health (HIPAA). Team Player, Attention to Detail, Time Management and Texas Notary
Work Experience
Receptionists / Accounting Associate, Gibson Plumbing
March 2024 – December 2024
Answer, screen, and forward incoming calls and direct visitors to the right person or department. Order office supplies, schedule meetings, collect mail and packages. Maintaining accurate financial records by recording transactions, reconciling bank statements, entering invoices, receipts and payments, tracking payments due and following up on outstanding balances.
Escrow Assistant, Platinum Title
May 2022 – March 2023
Proficient in assisting with escrow transactions, ensuring compliance with legal contractual requirements. Preparing real estate closing documents, maintaining files and records, processing escrow instruction packages.
Caretaker, Amazing Grace
August 2018 – November 2019
Assist residents with activities of daily living. Including bathing, dressing, grooming, doctors’ appointments, grocery shopping.
Jr. Loan Processor, Hometown Lenders
February 2018 – August 2018
Assisting in loan application process by collecting, verifying and organizing borrower documentation, ensuring compliance with regulations and preparing loan files for review by underwriters, while working closely with senior loan processors to manage the loan pipeline,
Receptionist, Lease Assistant Coldwell Banker Impact Properties
July 2016 – May 2017
Greet visitors, answer phones, setup contracts, assist realtors. Maintain office and keep all office equipment in check. Meet with prospective tenants, show properties, processes applications and conduct credit checks, collect monthly fees and maintain records of payments and rental activity.
Escrow Assistant, Escrow Officer Sierra Title
August 2014 – June 2016
Proficient in assisting with escrow transactions, ensuring compliance with legal contractual requirements. Preparing real estate closing documents, maintaining files and records, processing escrow instruction packages.
Office Manager, Bella Kara Skin Care & Spa
June 2012 – July 2014
Ensuring the proper staffing, managing the staff of proper training, work with vendors to supply products and equipment. Make daily deposits, payroll, accounts payable, accounts receivables, schedule appointments and respond to customer complaints and any other issues.
Office Manager, Aztec Roofing and Siding
July 2006 – August 2011
Supervise and monitoring the office staff. Processing contracts, account payable accounts receivable
Payroll, interview applicants, orientation for new employees, maintain records for employees by recording the hiring, transfer, termination and change in job classifications, and insurance benefits. reconcile bank statements, collections, make deposits, implementing and maintaining office procedure. Supervise all sub-contractors, order materials, coordinate jobs, communicate with homeowner, sales, project manager and all warranty issues.
Pharmaceutical Patient Representative, City of Austin
January 2003 – July 2006
Provide assistance to uninsured patients with prescription medications. Assist with Medicare and Medicaid, determining eligibility, enroll patients who qualify to receive assistance with their medications. Assist with referral, scheduling, processing physicians’ referrals, calling insurance companies to confirm patient eligibility and submit for pre-authorization, schedule patient appointments for treatment, make follow up call to patients and assist in the call center.
Project Coordinator, MHI Plantation Homes
April 1999- October 2002
Communicate regularly with inspectors and sales and manage subcontractors, and lender, order surveys, order title work, manage data entry for each home. Assist with scheduling jobs.
Project Coordinator, Clark Wilson Homes
Jan. 1995 – April 1999
Work closely with project managers to ensure projects are executed according to plan and meet all requirements. Monitoring daily progress of projects from the being to closing. Coordinate and Communicate with Lender, title company, sales, homebuyer during the building process. Keep track of Change orders, maintain all documents in order for closing. Schedule a final walk-thru with homebuyer and schedule closing date and time.
Mortgage Loan Processor
1984 – 1994
Fairway Financial 1991 – 1995
Milburn Homes 1987 - 1991
AccuBanc Mortgage 1984 -1987