Leonel Lopez
AR Specialist / (Current) CAM Administrative Assistant at Artemis Lifestyles- Claim this Profile
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Bio
Experience
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Artemis Lifestyles
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United States
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Business Consulting and Services
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1 - 100 Employee
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AR Specialist / (Current) CAM Administrative Assistant
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Jul 2019 - Present
• Answer phone calls to assist in owner inquiries. • Assist with incoming mail and distribute to the corresponding department. • Review owners account and process payment, to include scanning the check to the association and/or lockbox • Handle payment disputes from owners, property management and other departments. • Process NSF function to include sending notification to owner, creating a journal entry and posting fees. • When attorney payments were received and analyzed by… Show more • Answer phone calls to assist in owner inquiries. • Assist with incoming mail and distribute to the corresponding department. • Review owners account and process payment, to include scanning the check to the association and/or lockbox • Handle payment disputes from owners, property management and other departments. • Process NSF function to include sending notification to owner, creating a journal entry and posting fees. • When attorney payments were received and analyzed by collections, I would adjust the account accordingly and include all information on the account from the payoff letter. • Weekly task to order coupons for individual owner requests • Completed bulk posting of payments for numerous accounts in the billing entry feature of Caliber. • Uploaded copies of monthly financials to the association portal for homeowner access. • Review project documents for assigned community and ensure owners are complying with the rules and regulations. • Complete updated review of owner ledgers for property management companies that handle majority of the properties in the community to provide amount to be paid monthly. • Assist the onsite Club with the Rental program to ensure compliance of owners, property managers and guests. • Engaging with new owners by email to welcome and identify needs after closing. Show less • Answer phone calls to assist in owner inquiries. • Assist with incoming mail and distribute to the corresponding department. • Review owners account and process payment, to include scanning the check to the association and/or lockbox • Handle payment disputes from owners, property management and other departments. • Process NSF function to include sending notification to owner, creating a journal entry and posting fees. • When attorney payments were received and analyzed by… Show more • Answer phone calls to assist in owner inquiries. • Assist with incoming mail and distribute to the corresponding department. • Review owners account and process payment, to include scanning the check to the association and/or lockbox • Handle payment disputes from owners, property management and other departments. • Process NSF function to include sending notification to owner, creating a journal entry and posting fees. • When attorney payments were received and analyzed by collections, I would adjust the account accordingly and include all information on the account from the payoff letter. • Weekly task to order coupons for individual owner requests • Completed bulk posting of payments for numerous accounts in the billing entry feature of Caliber. • Uploaded copies of monthly financials to the association portal for homeowner access. • Review project documents for assigned community and ensure owners are complying with the rules and regulations. • Complete updated review of owner ledgers for property management companies that handle majority of the properties in the community to provide amount to be paid monthly. • Assist the onsite Club with the Rental program to ensure compliance of owners, property managers and guests. • Engaging with new owners by email to welcome and identify needs after closing. Show less
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Sales Manager
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Nov 2017 - Jul 2019
Calling clients and obtaining information on what needs to be done. Interviewing potential candidates. Book appointments organize calendar to make sure no double booking. Organizing files, per client called. Customer Service. Self-Manage. Work from home. Calling clients and obtaining information on what needs to be done. Interviewing potential candidates. Book appointments organize calendar to make sure no double booking. Organizing files, per client called. Customer Service. Self-Manage. Work from home.
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SunTrust Investment Services, Inc.
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Financial Services
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100 - 200 Employee
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Universal Banker
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Jul 2017 - Sep 2018
• Suggest customers regarding selection of different accounts plus financial services. • Ensure to expand and maintain existing relations along with process new account transactions. • Ensure top level of client service. • Develop balances cash drawer as well as settlement of teller cash plus proof transactions. • Ensure to sell, cross-sell as well as refer actively all bank products plus services. • Identify actively client’s existing and prospective financial… Show more • Suggest customers regarding selection of different accounts plus financial services. • Ensure to expand and maintain existing relations along with process new account transactions. • Ensure top level of client service. • Develop balances cash drawer as well as settlement of teller cash plus proof transactions. • Ensure to sell, cross-sell as well as refer actively all bank products plus services. • Identify actively client’s existing and prospective financial needs. • Research and resolve issues as well as respond to all customer inquiries. • Advise customers on bank services for their needs (e.g. loans, credit cards, and equity line of credit) • Evaluating credit worthiness by processing loan applications and documentation within specified limits • Interviewing applicants to determine financial eligibility and feasibility of granting loans • Refer clients to inhouse financial experts, as needed • Performing out bound calling to set appointments and following up with clients. Show less • Suggest customers regarding selection of different accounts plus financial services. • Ensure to expand and maintain existing relations along with process new account transactions. • Ensure top level of client service. • Develop balances cash drawer as well as settlement of teller cash plus proof transactions. • Ensure to sell, cross-sell as well as refer actively all bank products plus services. • Identify actively client’s existing and prospective financial… Show more • Suggest customers regarding selection of different accounts plus financial services. • Ensure to expand and maintain existing relations along with process new account transactions. • Ensure top level of client service. • Develop balances cash drawer as well as settlement of teller cash plus proof transactions. • Ensure to sell, cross-sell as well as refer actively all bank products plus services. • Identify actively client’s existing and prospective financial needs. • Research and resolve issues as well as respond to all customer inquiries. • Advise customers on bank services for their needs (e.g. loans, credit cards, and equity line of credit) • Evaluating credit worthiness by processing loan applications and documentation within specified limits • Interviewing applicants to determine financial eligibility and feasibility of granting loans • Refer clients to inhouse financial experts, as needed • Performing out bound calling to set appointments and following up with clients. Show less
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Valencia College
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United States
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Higher Education
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700 & Above Employee
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Records Management Document System Specialist
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Feb 2016 - Jul 2017
• Process confidential employee records in preparation for electronic archiving. • Audit files to ensure compliance with processing procedures. • Scan and index files efficiently to ensure easy retrieval. • Review quality of documents scanned to ensure the retention of critical employee information. • Process confidential employee records in preparation for electronic archiving. • Audit files to ensure compliance with processing procedures. • Scan and index files efficiently to ensure easy retrieval. • Review quality of documents scanned to ensure the retention of critical employee information.
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J.B. Hunt Transport Services, Inc.
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United States
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Truck Transportation
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700 & Above Employee
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Manager
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Apr 2014 - Jan 2016
• Manage warehouse operations for J.B. Hunt logistics firm. • Supervise employee goals and performance. • Engage in dispute resolution with customers and employees. • Effectively communicate via phone and e-mail correspondence. • Input data into proprietary computer software. • Perform analysis and interpretation of technical information. • Gracefully balances multiple priorities under deadlines to achieve optimum results. • Research topics for higher management as… Show more • Manage warehouse operations for J.B. Hunt logistics firm. • Supervise employee goals and performance. • Engage in dispute resolution with customers and employees. • Effectively communicate via phone and e-mail correspondence. • Input data into proprietary computer software. • Perform analysis and interpretation of technical information. • Gracefully balances multiple priorities under deadlines to achieve optimum results. • Research topics for higher management as needed. • Provide excellent customer service under high stress situations. • Responsible for covering positions in multiple areas due to employee absence. Show less • Manage warehouse operations for J.B. Hunt logistics firm. • Supervise employee goals and performance. • Engage in dispute resolution with customers and employees. • Effectively communicate via phone and e-mail correspondence. • Input data into proprietary computer software. • Perform analysis and interpretation of technical information. • Gracefully balances multiple priorities under deadlines to achieve optimum results. • Research topics for higher management as… Show more • Manage warehouse operations for J.B. Hunt logistics firm. • Supervise employee goals and performance. • Engage in dispute resolution with customers and employees. • Effectively communicate via phone and e-mail correspondence. • Input data into proprietary computer software. • Perform analysis and interpretation of technical information. • Gracefully balances multiple priorities under deadlines to achieve optimum results. • Research topics for higher management as needed. • Provide excellent customer service under high stress situations. • Responsible for covering positions in multiple areas due to employee absence. Show less
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Cash America Pawn
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United States
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Financial Services
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700 & Above Employee
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Customer Service Representative
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Feb 2011 - Feb 2014
Money management: sales, loans, cash checks, pawn broker Money management: sales, loans, cash checks, pawn broker
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GameStop
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United States
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Retail
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700 & Above Employee
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Customer Service Sales Representative
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Nov 2007 - Feb 2011
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Education
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Valencia College
Working on my degree, Currently pursuing an Associate’s Degree in Business Administration