Experience

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  Aspire physical recovery center at hoover, llc

  Jul 2018 - Jun 2019

  Financial services assistant

  Responsible for answering the telephone, direct calls, receive and deliver messages. Received employee applications and forward to the appropriate department head. Received residents' payments, maintain personnel files for current and previous patients. Sorted facility mail and distributed to appropriate individuals. Worked alongside clinical leaders to send clinical updates daily to HMO providers. Greeted visitors and referred to appropriate individuals, interacted with residents and their families on a daily basis. Worked in partnership with the corporate office to create and manage a job fair for our facility. Handled Resident Trust petty cash and facility petty cash keeping accurate records according to protocol. Maintained inventory of supplies and ordered weekly for the facility. Handled correspondences, typing, filing and other clerical duties. Show less

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  Brookdale

  Jun 2019 - Feb 2021

  Marketing coordinator

  Assisted in the sales process by helping prospective residents, their family members, and/or advisors in the decision-making process by understanding their needs and educating them about how services and programs can meet their needs. Responded to every telephone call or in-person inquiry from all referral sources, prospective residents, and families. Completed weekly follow-up calls, letters, and tours as defined by the community marketing plan and as directed by the SMD (Sales & Marketing Director). Coordinated the move-in process for new residents in an efficient and welcoming manner, to help ease the transition. Helped plan and execute the 20th anniversary celebration for our community. Collaborated in new ideas to help grow our outreach in the local community as well as fun and engaging events inside our community to the Residents. Show less

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  Rsm us llp

  Feb 2021 - now

  Oversee various complex client accounts to ensure accuracy and compliance with accounting standards. Coordinates with internal teams to deliver timely and accurate accounting services. Serves as the primary point of contact for client inquiries and issues. Ensures client satisfaction by addressing concerns promptly and effectively. Works alongside internal key stakeholders to address changes in project scope, timeline and resolve any issues that might impede project timelines. Assists in maintaining detailed records of client interactions and reporting on client account status. Leads and mentors a team of eighteen Client Service professionals as well as conducts performance evaluations. Fosters a collaborative, energetic, and strategic work environment both on client service team and working alongside accounting professionals. Show less

  • Client Service Manager

    Aug 2024 - now

  • Customer Service Supervisor

    Feb 2021 - Aug 2024