Heather Sigmon

• Create Invoices: Generate accurate and timely customer invoices using QuickBooks or other invoicing software.
• Bill Customers: Ensure clients are billed appropriately according to agreed-upon rates and service schedules.
• Enter New Customers into QuickBooks: Set up and maintain customer profiles in QuickBooks, including contact information, payment terms, and billing details.
• Create Spreadsheets to Stay Organized: Develop and manage spreadsheets (e.g., Excel, Google Sheets) to track customer information, billing cycles, and payment statuses.
• Contact Customers as Needed: Communicate with clients via phone or email to resolve billing issues, confirm information, or follow up on payments.
• Maintain Rate Sheets: Update and manage internal rate sheets to reflect current pricing, discounts, or service packages.
• Receive Payments: Record customer payments in QuickBooks and reconcile them with invoices.
• Make Bank Deposits: Prepare and make timely deposits of received payments to appropriate bank accounts.

Administrative & Clerical Support Customer Service & Communication Real Estate & Listings Support Finance & Accounting Support Foreclosure & Compliance Coordination

• Perform extensive data entry to ensure accuracy and up-to-date records.
• Schedule and manage appointments efficiently.
• Handle, arrange, and process documents through scanning, copying, faxing, and filing, as needed.
• Manage incoming and outgoing mail in a timely and organized manner.
• Conduct Internet research to support business needs.
• Run errands to assist in company operations.
• Create and maintain folders for new listings and transactions.
• Keep a detailed Closing Transaction Sheet up to date.
• Perform periodic data analysis and investigation of questionable items.
• Create spreadsheets to ensure organized and easily accessible information.
• Interact professionally with customers to deliver excellent service and address inquiries.
• Follow up on foreclosure actions daily/monthly to meet investor timelines.
• Coordinate with internal departments (e.g., Property Preservation) to secure and maintain vacant properties.
• Communicate with stakeholders to ensure timely processing of documents and foreclosure timelines.
• Conduct MLS (Multiple Listing Service) searches to find and analyze property listings.
• Enter new property listings into multiple online platforms and update as needed.
• Ensure listing data is accurate and current across all websites.
• Maintain up-to-date rate sheets and listing documents.
• Create daily bank deposits and ensure proper documentation.
• Process invoices and ensure accurate billing.
• Monitor and process payments and related financial activities.
• Execute necessary documentation for the foreclosure process.
• Track and monitor foreclosure-related activities to ensure compliance with investor guidelines.
• Maintain and update databases with current and complete information.
• Respond to alerts and activities to meet foreclosure timelines.

• Answer multiple phone lines promptly and professionally.
• Direct calls to the appropriate departments or team members.
• Provide general customer assistance and information as needed.

• Create and maintain customer and vendor profiles in QuickBooks.
• Send out statements to customers to ensure timely payments.
• Overlook vendor statements to verify accuracy and resolve discrepancies.

• Perform money handling, including receiving payments and applying them to customer accounts.
• Receive payments and accurately record them in QuickBooks.
• Create bills from item receipts and match them to appropriate vendors and accounts.
• Apply account credits to customer accounts when necessary.
• Assist with reconciling accounts and maintaining accurate financial records.

• Perform data entry tasks with attention to detail.
• Scan and file documents, maintaining organized digital and physical records.
• Ensure all information is accurately recorded and easily accessible.