Cassidy Patten

Working directly under the CEO for 5 LLCs. The first being a tree company, a bar/restaurant, 5 investment properties, contractor & TV show : answering all customer calls/emails, scheduling estimates/jobs, sending out all W9 & COIs, manage all AP/AR through Quickbooks ensuring accurate financial records and reconciliation, weekly payroll for all LLCs (75+ employees), manage all employee benefits, posting job openings/ onboarding new employees, full charge of CEOs schedule, manage all vendor relations, collect rent for all investments, and much more.

Reviews real estate appraisals to make sure they pass multiple guidelines including, Freddie Mac, FNMA, Lender Portfolio and other mortgage underwriting guidelines. Coordinate with the clients regarding their pending property appraisals. Answers all questions and concerns from both the bank and the borrower. Creates invoices using Quickbooks. Corresponds with clients through email, telephone and mail. Helped distribute employee notices and mail around the office. Performed accounts receivable duties including invoicing, researching chargebacks, discrepancies and reconciliations. Follows up with each appraiser daily for a status to keep the bank updated. Scanned in each appraisers pay check and filed it away.

Answered inbound calls, greeted customers and directed them in the appropriate department. Created invoice for all service, parts and down payments. Cashed out customers via cash, credit card and checks. Organized all new hire, security and temporary paper works. Kept reception area clean and neat to give visitors a positive impression of the company.

Made weekly schedules to go around employees' vacations and days off. Called in payroll weekly. In charge of interviewing and hiring all new employees. Earned owners trust by servicing as key holder, responsibly opening and closing shop. Operated a cash register for cash, checks and credit card transactions with 100% accuracy. Balanced the books daily. Resolved all customers complains in a professional manner while prioritizing customer satisfaction.