MELISSA PEREZ

• I manage real estate transactions from contract to close for 30 agents, ensuring compliance with all deadlines and documentation.

• Coordinated communication between clients, escrow, lenders, and agents to streamline the closing process.

Review and organize all documentation is in compliance with local and state regulations.

• Use platforms such as dotloop, FUB, spreadsheets, and Sabor. To manage files and ensure a smooth workflow.

• Meet with prospective clients to review existing insurance coverage and discuss coverage needs and expectations
• Educate and provide clients with Child Safe Kits, Accidental Death and Dismemberment policies, and AIL Plus Discount Card Program
• Educate clients about the types of life insurance coverages and benefits
• Daily zoom meetings with my supervisor and peers for quality and training purposes

• Responsible for sending dental claims from the day before
• Call to collect patient past due balances
• Provide customer service in person and over the phone
• Communicate with dental insurance companies for billing purposes
• Provide the Doctor and the office manager with End of day numbers
• Work as a team in order to accomplish deadlines

• I began working at Aoms in 2016 after High School as a Registered Dental Assistant and with loyalty, integrity and consistency I worked my way up to Team Lead
• I was in charge of payroll, end of day reports, and deposits
• Handling upset parents by diffusing the situation with any sort of complaints
• Managing staff budgets, supply budgets, and any other budgets assigned to me
• Responsible for yearly inspections and audits
• Front office admin work and phone answering
• Responsible for end of day claims
• Leading staff and Doctors to meet exceptional patient care and customer service
• Assisted in training new staff members
• Responsive to the wishes and needs of my patients, Doctors and staff
• Lead by example to create teamwork
• Communicate with dental insurances to go over dental coverages

• Efficient, effective and excellent customer service
• Maintained full product knowledge of menu and specials
• Provided attentive and personalized service
• Assisted in training new staff members
• Responsive to the wishes and needs of my customers
• Work as a team to accomplish satisfied customers