Lisa Marie Gonzales-Neri

• Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
• Negotiated, facilitated, and managed real estate transactions.
• Advertised client properties through websites, social media, and real estate guides.
• Maintained connections with clients to encourage repeat business and referrals.

• Consulted Medicare-eligible customers on primary care offerings.
• Engaged new patients, managed relationships, and resolved escalations to enhance retention.
• Coordinated local events, built partnerships, and utilized CRM tools to drive patient growth.

• Prepared, submitted, and secured home building permits with municipalities according to schedule.
• Prepared and submitting timely check payment of permits, water taps, and impact fees.
• Maintained courteous relationship with direct contacts at city, county, municipalities, developers.
• Internally coordinated final home construction plan details with Purchasing & Design Studio Dept.
• Externally distributed construction documents to Construction Dept & subcontractors.
• Maintained status report of all homes and discussed status in weekly meetings.

• Supported accounts receivable needs of clients through vendor interactions and reporting.
• Maintained accurate status of collections with client’s third-party vendor.
• Extracted daily reports to account for required funding.
• Processed funding for other Account Executives as needed to maintain outstanding service.

• Supported Relationship Manager with daily activity related to customer service & risk management.
• Reviewed and verify invoices for accuracy & handled daily funding requirements if rules met.
• Handled filing and requested approvals on invoices not ready for payment funding

• Entered doctor orders and contacted physician after patient admittance.
• Handled filing, copying, phone calls and patient needs
• Interacted with patient, doctors, therapist, social workers, and nurses daily.
  
  

• Provided care for 10 to 12 children daily from ages group 6 months to 4 years old.
  • Created lesson plans for daily activities, naps, and lunches.
  
  

• Approved and verified customer eligibility to receive pension benefit checks
• Handled annual statements and resolved customer complaints quickly and timely.

• Shared minimum distribution regulations and process with clients
• Issued daily reports for accuracy on issuance of correct distribution payment
• Implemented minimum distribution process changes to comply with federal regulations.

• Assisted tax analyst in preparing 1099 and W-2 tax forms for distributions.
• Analyzed and distributed daily distribution reports to clients.

• Provided support for analyst on a daily basis
• Performed office duties including copies, mail, data entry, and microfiche prints