Lourdes Quintero

Follow MaintenX Billing department standard operating procedure to gather and prepare work orders for invoicing
• Gather and summarize information to accommodate customer billing requirements
• Follow up with Service teams for completion documents
• Assist Billing Director with data entry as required
• Work with Service teams to resolve billing discrepancy issues/questions
• Ensure that standard company procedures are followed for each customer utilizing their guidelines (AAQR)/ Billing SOP & Xfactor Client comments
• Weekly review and resolution of customer portal incomplete statuses
• Assist Accounts Receivable department to resolve invoice issues
• Billing Specialist to exercise initiative to anticipate and prevent problems

• Leveraged customer service skills to efficiently gather necessary documents from clients, ensuring a streamlined processing pipeline.
• Conducted thorough reviews of payroll, healthcare statements, profit & loss statements, and 941 forms, contributing to comprehensive financial analysis.
• Ensured compliance with IRS regulations by meticulously reviewing PPP loan documents and verifying the validity and adequacy of gathered information.

• Coordinated interdepartmental efforts to maintain billing accuracy, effectively liaised with clients to address queries and resolve billing issues.
• Facilitated regular communication with property management teams to ensure complete and accurate monthly billing information, including preparing and sending pre-billing documents for approval.
• Managed client accounts, maintained up-to-date records, and collaborated with a team to reconcile account discrepancies, ensuring smooth operations and client satisfaction.

• Utilized the Encompass System to effectively manage the successful and compliant disbursement of mortgage and refinance funds, ensuring stringent adherence to company policies and requirements.
• Examined and executed loan closing documents, confirming the accuracy and consistency of specifications on documents, and effectively clearing prior to funding conditions.
• Conducted robust customer service operations, managing the Five9 system to efficiently handle inquiries from Title Companies, Brokers, and Borrowers, further facilitating the loan process.

• Managed and maintained the Tracker system, ensuring the accurate and efficient entry of data.
• Prepared and submitted foreclosure summons packages to the process server, contributing to an organized and effective legal process.
• Trained new employees in foreclosure and collections procedures, enhancing team knowledge and productivity.

• Managed incoming customer service inquiries, effectively resolving issues and ensuring customer satisfaction.
• Prepared and dispatched loan letters, late notices, and cancellation notifications, maintaining timely and accurate communication with customers.

• Managed the preparation of summons packages, ensuring timely submission to process servers, and efficiently handled motions to appoint process servers and sub party plaintiffs.
• Oversaw the preparation, submission, and filing of critical legal documents, as well as routinely pulled court dockets, demonstrating proficiency in using Client systems like LPS, Vendorscape, and Lenstar.

• Streamlined the preparation and review process of Foreclosure Complaint packages, improving efficiency in document management and distribution to attorneys.
• Demonstrated proficiency in utilizing client systems, such as LPS, Vendorscape and Lenstar to prepare and upload complaints, improving client satisfaction through prompt and efficient service.
• Enhanced legal processes by preparing summons packages, facilitating docket reports from court systems, and maintaining an organized CMS through diligent scanning, copying, and uploading of documents.

• Managed data entry tasks, meticulously gathering and analyzing server status information to ensure optimal performance.
• Skillfully prepared legal summons packages, while simultaneously providing top-tier customer service for all incoming calls.

• Compiled pre-qualification data from borrowers and executed DU/LP operations via lender systems, enhancing the efficiency of lender approvals.
• Facilitated seamless communications between lenders, title companies, and borrowers for closings, while also managing incoming and outgoing customer service calls.