Brianna Pagàn

Conducting Tours: Facilitate guided tours for prospective clients, offering insights into available office spaces and addressing inquiries regarding their specific requirements.
Client Welcome and Inquiry Handling: Extend a warm welcome to clients upon their arrival, attentively inquire about their office space needs, and provide personalized assistance throughout their visit.
Office Tour Management: Expertly navigate clients through the office premises, showcasing available amenities and addressing any inquiries. Coordinate visits to other centers of interest upon client request.
Follow-Up Communication: Initiate proactive follow-up emails to clients post-tour to address any lingering questions or concerns they may have regarding the available office spaces.

Conflict Resolution Proficiency: Employ effective conflict resolution techniques by actively listening to clients' concerns, striving to understand their needs, and fostering a welcoming and inclusive environment within the office space. Endeavor to address conflicts promptly to prevent escalation.
Client-Centric Approach: Cultivate a client-centric atmosphere by attentively listening to clients preferences and requirements, ensuring they feel valued and appreciated within the office environment.

Telephone Communication Management: Efficiently answer incoming calls and direct them to the appropriate department or designated Loan Officer, ensuring seamless communication and prompt resolution of inquiries.
Document Management and Scanning: Conduct scanning operations to digitize important documents, facilitating streamlined record-keeping and easy access to essential information for various departments.
Loan Endorsements Processing: Manage the endorsement process for loans, ensuring accuracy and compliance with regulatory requirements to facilitate smooth transaction processing and client satisfaction.
Payroll Administration Support: Provide assistance with payroll administration tasks, including data entry, verification, and processing, to ensure accurate and timely disbursement of employee compensation.
Monthly Welcome Emails: Coordinate the creation and distribution of monthly welcome emails to new clients or employees, fostering a positive initial experience and promoting engagement with the organization.
Monthly Reconciliation of Loan Portfolio: Conduct monthly reconciliation of the loan portfolio, meticulously comparing records to identify discrepancies and ensure financial accuracy. Prepare and issue comprehensive reports detailing findings and recommendations.
Supervision of Financial Statement Mailings: Oversee the mailing process for all financial statements, ensuring adherence to mailing schedules, accuracy of recipient addresses, and compliance with privacy regulations.
Title and Insurance Policy Management: Facilitate the uploading of title deeds and insurance policies to the appropriate client accounts, ensuring that all essential documentation is securely stored and readily accessible for reference and compliance purposes.

Facilitating the routing of incoming telephone calls to designated individuals or departments with precision and efficiency.
Extending a gracious and professional reception to visitors while promptly notifying intended contacts of their arrival.
Ensuring the polished presentation and upkeep of the reception area and its environs to reflect organizational standards.
Performing essential tasks including key verifications, meticulous data entry, and the preparation of daily cash deposits.
Establishing and sustaining orderly filing systems to streamline information retrieval processes.
Maintaining meticulous records to accurately monitor and track charges and financial transactions.
Effectively managing correspondence and data files to facilitate seamless communication and information flow.
Compiling and generating routine reports to provide timely insights and updates as required by organizational protocols.
Offering proactive support and assistance to colleagues and staff members as needs arise, fostering a collaborative work environment.