Kathleen Izquierdo

Collaboration across departments and community in the US, to resolve problems related to customer accounts.
Generation of monthly reports detailing account activity, such as new accounts opened, closed accounts, and delinquent payments.
Prepare monthly, quarterly, and annual financial reports for management review.
Coordinate efforts with appropriate departments and personnel to promote customer satisfaction.
Develop and implement financial policies and procedures to ensure compliance with applicable laws and regulations.
Provide rent demands to the community for delivery.
Submit and track eviction proceedings for over 1,100 units.
Covid balance collection.
Knowledge of state housing laws in California, Arizona, Chicago, Texas, and Colorado.
Provide information to clients regarding program regulations, policies, and procedures.
Process voucher payments in a timely manner according to HUD guidelines.

• Entered invoice data into company database and updated details, including customer contacts and delivery dates to keep information current.
• Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
• Culled knowledge of federal and state-level mandates to assess compliance across areas of operation.
• Managed office inventory and placed new supply orders.
• Oversaw day-to-day office operations, including receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
• Coordinated travel arrangements by booking hotel rooms, car rentals and flights for staff.
• Automated office operations for managing client correspondence, payment scheduling, record tracking and data communications.

• Responsible for program/file compliance, verifying income requirements and limits are not exceeded.
• Annual re-certification processes, Interim Certifications, repayment agreements, move in and move out process.
• Work closely with LALOMOD and Housing Specialists.
• Provide excellent customer service to residents and vendors.
• Checked all records for required signatures by closely reviewing each document.
• Documented collections amounts and status and maintained information in organizational database.
• Adhered to deadlines in optimizing regulatory and operational performance.

• Successful management of my team of 5 Financial Service Representatives.
• Experienced in AP/AR
• Knowledge of SAP system
• Accountable for holding one on ones and addressing areas of opportunity for each team member.
• Coming up with new, innovative ideas to streamline processes and boost team morale.
• Call scoring
• Gathered required information from customers for settlement reviews to help negotiate down debt with creditors.
• Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
• Demonstrated self-reliance by meeting and exceeding workflow needs.
• Performed site evaluations, customer surveys and team audits.

• Assist leasing consultant(s) in renting apartments to ensure high occupancy and low availability.
• Responsible for delinquency and rent payments, 3 day notices as well as bad debt collection.
• Renewal of contracts, (my average capture ratio during FY 2014 was 72%) I assist with new move-ins, intra community transfers, move outs and Final Account Statement documentation & collections.
• Responsible for SAP (paying invoices for vendor work) as well.
• Assist in marketing, ie Weblisters, Vaultware & Craigslist.
• I work diligently in promoting a high level of customer service and positive relations with, not only residents, but prospects, previous residents, vendors and leasing team as well as upper management.
• Generated activity reports, presentations and budget reports in consultation with various staff members for review by upper management.
• Trained internal staff members on administrative processes, work instructions and procedures to facilitate consistent and seamless company operations.