Ertha Stone

Respond to incoming calls, emails and faxes, client and Landlords call for status and duration of application process.

Also inquire if their documents have been received and if we need anymore information regarding their application.

Their application is uploaded through the central portal system and all documents received are also registered in our CMS system.

The date their application was received how many are in the household, their income, crisis situation and the number of months they missed payment of rent and the rent amount.

Each applicant is assigned to a Program Manager for process.

Their application is also cross checked for duplicate application and recent funds received.

Process tenant's monthly recertification, each tenant enrolled in the Section (8) program is required to participant in their annual recertification to make sure they are still eligible for the program.

Each clerk is given a list of tenant's names that they are responsible to process, the process begins with pulling files, sending out emails, corresponds and making telephone call to the tenants, landlord, employers and Government programs ( DTA/ Snap) (SSI/SSP) (pension 401K, family contributions and unemployment benefits).

All documents requested must be received and information must be current.

Also needed are Bank accounts and any Investments the tenant may receive.

The process is complete when all documents have been received and given to the Program Representatives.

Process New Business applications, IRA, and Pension plans and Annuity.

Respond to telephone calls from clients process requests like increase and decrease in their contributions, distributions and income tax year changes.

We also process wire transfers and checks going out to the clients.

Our funds that are received must be balanced by the end of the work day. If changes are made to their financial products we must recalculate their premiums only if the change affects their monthly payments. These changes are also recorded into the department spreadsheet on an Excel and Microsoft.

Work closely with the New York Stock Exchange, Process Life Insurance (Whole Life,Term Life and Variable Life) also 401K, IRA, Roth IRA Pensions and Annuity Fixed and Variable, Stocks, Binds and Mutual Funds.

We also had to access the Criminal Database (MIB) and limited access to medical records.

We had multiple classes on Insurance and Financial Products, updated laws and changes to policies and retirement plans in the Northeast states including New York and California.

Provide customer service to clients and co-workers, assist in the department call center responding to various calls relating to mail and distributions and payments. Handling client that are upset or do not understand a mailing that went out and they were one of the recipients.

Making sure their address and telephone numbers are current and correct.

Also Account balancing, correspondence distribution, data entry, photocopying large files and assisting with incoming and outgoing mail.

Assisting the Law department with large case loads, depositions, redacting and preparing files for court.

Managed a team of twelve employees, collecting job location and assign each employee their task for each day.

All employees must work efficiently and made sure all tools were maintained and accountable, this keeps costs low and organized, so the team works together and provide the best quality improving their landscape and tree and limbs are manicured properly.

Made sure all clients were satisfied with the work done.