Natalie Burgos

• Generated daily, weekly and monthly reports for billing department.
• Enhanced client relationships through timely and accurate invoice generation and payment tracking.
• Managed a high volume of customer inquiries, providing clear explanations and swift resolutions to maintain satisfaction levels.
• Collaborated with cross-functional teams to optimize the billing process, resulting in increased revenue collection rates.
• Generated accounts payable reports for management review to aid in financial and business decision making.
• Streamlined billing processes by implementing efficient data entry and organization methods.
• Audited and corrected billing and posting documents for accuracy.
• Maintained accurate customer account information within the company''s CRM, minimizing errors and improving overall data quality.

• Analyzed and evaluated existing compensation and benefits programs and recommended improvements.
• Leveraged advanced analytical tools to model various scenarios for clients considering different investment options within their retirement plans.
• Provide Audit team with requested cases and ensure proper information and research was completed for deliverables.
• Calculate and determine Payout annuity options for retirement in excel ledger while utilizing accounting formulas and IRS retirement Interest rates.

• Assessed loan portfolios for compliance with underwriting policies.
• Organized and prioritized multiple loan files simultaneously, maintaining strict deadlines to meet client expectations.
• Compiled closing packages for drafting and presentation accuracy.
• Assisted customers with completing loan applications and other paperwork.
• Balanced funding sheets accurately, verifying that all financial figures were correct before disbursing funds to appropriate parties.

Enhanced client satisfaction with timely and accurate processing of bankruptcy cases.

• Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.
• Provided ongoing support to clients post-bankruptcy filing, offering guidance on rebuilding credit scores and maintaining healthy financial habits.
• Facilitated successful debt discharges by proactively addressing potential challenges and roadblocks within the legal process.
• Maintained up-to-date knowledge of bankruptcy laws, regulations, local rules, and court procedures to ensure compliance in all managed cases.