Experience

Catalyst Behavior Solutions

• United States
• Mental Health Care
• 1 - 100 Employee

• Scheduling Coordinator

  • May 2022 - Present

  Remote - Find out Clients & Therapist/RBT availability for Season (Spring/Summer/Fall/Winter) to setup Center Schedules. - Train Scheduling Department on Utilization spreadsheet developed and created by myself. - Handle Center Scheduling: Daily Call outs and Cancellations. Reach out to clients for additional hours available to Make up hours lost. - Complete whole center scheduling in 3 month increments for up to 4 center. Update if any Vacation/Time Off for Clients/Therapist/RBT. - Input… Show more - Find out Clients & Therapist/RBT availability for Season (Spring/Summer/Fall/Winter) to setup Center Schedules. - Train Scheduling Department on Utilization spreadsheet developed and created by myself. - Handle Center Scheduling: Daily Call outs and Cancellations. Reach out to clients for additional hours available to Make up hours lost. - Complete whole center scheduling in 3 month increments for up to 4 center. Update if any Vacation/Time Off for Clients/Therapist/RBT. - Input all information via Excel for Scheduling, Daily Sheet, Client Teams, Lost hours, Client cancellations, Staff Attendance, Indirect time and Vacation/Time Off. - Make sure Clients are utilizing hours they are recommended by BCBA and approved by Insurance. Reach out to Center Coordinator/BCBA if any issues with Clients scheduling. - Use Central Reach to input Calendar for Clients/Therapist/RBT. - Communicate via Zoom/Teams with Center Coordinator, Therapist, RBT, BCBA's, VP & Scheduling Dept. - Weekly Leadership meetings to discuss potential/current clients & all staff/center matters. - Monthly Scheduling Department meetings for support and discuss any new ideas. - Attend Weekly Team Meetings for Training and discuss all center matters. - Conduct Therapist/RBT Scheduling Orientation via Zoom/Team. Show less



Guaranteed Rate

• United States
• Financial Services
• 700 & Above Employee

• Closing Coordinator

  • May 2021 - Feb 2022

  Remote o Review all files once Underwriter Approval Received. Review process includes: o Review Appraisal that Vesting, address and Invoice are correct and updated in system. If additional Inspection requested let LC know. o Input Title information and request corrections to Title Company, Advise LC if any Liens, Judgments or Second Mortgage. o Request Insurance Documents from provider. If already uploaded review and make sure Mortgagee Clause and Loan number match what we have in file… Show more o Review all files once Underwriter Approval Received. Review process includes: o Review Appraisal that Vesting, address and Invoice are correct and updated in system. If additional Inspection requested let LC know. o Input Title information and request corrections to Title Company, Advise LC if any Liens, Judgments or Second Mortgage. o Request Insurance Documents from provider. If already uploaded review and make sure Mortgagee Clause and Loan number match what we have in file. Upload documents once all correct and submit to Insurance Review Team to approve documents. o Request Payoff Statement for all Mortgage / HELOC statements uploaded or listed. Review and input figures in file. ▪ Submit to Closing Desk once all documents requested are in file. Upload signed Initial Closing Disclosure to file. ▪ Loan Coordinator will you give you Date, Time & location for Closing Schedule. Once received Submit to Closing Desk and Title Company. ▪ Keep track of all files in pipeline via Excel Spreadsheet.

• Operations Assistant

  • Nov 2020 - May 2021

  Remote Separate Application packet via Encompass, Request Title Paperwork, Order Transcripts via DataVerify, Verify Property Address via USPS Zip Code Lookup and Google Search Property. ▪ Verification of Employment either using the Work Number, Verbal or Written via DocuSign.



Safety Dynamics, LLC

• United States
• Construction
• 1 - 100 Employee

• Executive Assistant to COO

  • May 2015 - Jul 2018

  Brooklyn, New York, United States ▪ Create and send Business Proposals/Agreements as PDF via email to clients to be executed. Review clients Service Agreements to be executed by COO of company. Assist clients via phone or outlook regarding inquiries on new or current projects we provide safety coverage for. ▪ Make sure all employees Certifications are up to date before arrival onsite for Safety Coverage. Update Employees Safety Resumes for submittals to Contractors to be approved by New York City Transit. ▪ Input… Show more ▪ Create and send Business Proposals/Agreements as PDF via email to clients to be executed. Review clients Service Agreements to be executed by COO of company. Assist clients via phone or outlook regarding inquiries on new or current projects we provide safety coverage for. ▪ Make sure all employees Certifications are up to date before arrival onsite for Safety Coverage. Update Employees Safety Resumes for submittals to Contractors to be approved by New York City Transit. ▪ Input Weekly Payroll on Excel spreadsheet for Billing. Submit all employees time to Brands Payroll to process via spreadsheet provided by Payroll Company. Setup all New Hire Paperwork for employees. Manage and create employee files. ▪ Assist in setting up NYCT Safety schedules as a subcontractor/vendor. ▪ Find Safety leads regarding Procurement for Business. ▪ Send Certificate of Insurance request to Nationwide and keep excel spreadsheet with all active jobs. Provide client with copy of Certificate of Insurance for project we are supplying coverage for. ▪ Manage NYCT OCIP paperwork for all projects enrolled and corresponding with OCIP representative to make sure company is enrolled. Keep excel spreadsheet of all OCIP projects and enrollment dates. ▪ Contact clients when we receive checks without Safety Dynamics invoices listed to verify invoices to be applied to update their account. Show less



TFC Tuition Financing

• Client Services

  • Aug 2013 - Mar 2015

  Answer phones & transfer to the appropriate person/department through Shortel. Assist in account payable daily by entering all student payments through TFC Program. Help schools with any questions in regards to student’s accounts and TFC Website. Create and send Business Agreements to be electronically signed via EchoSign to new schools. Updated every 2 years. Send EOP Reports twice a month by mail and email to schools. Update student information daily. Mail all letters to… Show more Answer phones & transfer to the appropriate person/department through Shortel. Assist in account payable daily by entering all student payments through TFC Program. Help schools with any questions in regards to student’s accounts and TFC Website. Create and send Business Agreements to be electronically signed via EchoSign to new schools. Updated every 2 years. Send EOP Reports twice a month by mail and email to schools. Update student information daily. Mail all letters to students that they request in regards to their accounts. Show less



Marble Techniques, Inc

• Administrative Assistant / Logistics

  • Apr 2010 - May 2012

  Answer phones & transfer to the appropriate person/department. Enter Home Depot billing on aegis than assist in entering accounts receivable through QuickBooks. Enter install schedule through Aegis & Excel daily spreadsheet. Setting up templates/installs, register warranties, initial & follow up calls to customers through Home Depot, Sears & private orders. Check & update Home Depot Portal for new orders & notes from all Home Depot stores. Send daily email to owners, managers… Show more Answer phones & transfer to the appropriate person/department. Enter Home Depot billing on aegis than assist in entering accounts receivable through QuickBooks. Enter install schedule through Aegis & Excel daily spreadsheet. Setting up templates/installs, register warranties, initial & follow up calls to customers through Home Depot, Sears & private orders. Check & update Home Depot Portal for new orders & notes from all Home Depot stores. Send daily email to owners, managers, accounting with daily orders, install job completions, template & install schedule. Show less



Long Island Computer Helpers

• United States
• Computer Networking Products

• Administrative Assistant/Personal Assistant

  • Dec 2008 - Nov 2009

  Perform general accounting procedures; accounts payable and account receivable through QuickBooks. Answer multiple phone lines for customers, potential customers and vendors. Send and receive shipments through Fed Ex, UPS, Etc. Send out current and past due invoices to all customers. Hands on with customers who call and come to office. Filing documents in appropriate alphabetical locations. Prepare bank deposits for payments by customers. Manage payroll through Gevity… Show more Perform general accounting procedures; accounts payable and account receivable through QuickBooks. Answer multiple phone lines for customers, potential customers and vendors. Send and receive shipments through Fed Ex, UPS, Etc. Send out current and past due invoices to all customers. Hands on with customers who call and come to office. Filing documents in appropriate alphabetical locations. Prepare bank deposits for payments by customers. Manage payroll through Gevity System. Show less