Sarah Chapman

Maintaining general accounting records, processing bi-weekly payroll and paying associated taxes, accounts payable, coordinating non-clinical paperwork and back office business needs (monitoring the practice's various insurance policies, vendors, etc.), coordinating building maintenance, balancing daily and monthly reports, purchasing supplies, preparing for audits and tax prep, scheduling patients, verifying dental insurance, preparing and coordinating treatment plans (both in office and with outside specialists), coordinating the clinical schedule and adjusting it as necessary, problem solving some technology and equipment problems, training new employees.

Interviewing new loan applicants, presenting loan applications to loan committee, preparing monthly and annual board reports, coordinating loan closings, gathering and maintaining documentation for new and existing borrowers, purchasing needed supplies, monitoring lien statuses and insurance, monitoring past due loans and collection, preparing new loan documents, communicating loan requirements and decisions to borrowers, assisting with quarterly and annual compliance reviews from outside parties, monitoring existing files for compliance, training new employees, and some business development.

Helping customers with deposits and cash withdrawals, balancing daily reports and cash drawers, answering phones and either directing calls or taking messages, end of day data entry, training new employees.