
Professional with extensive customer service, financial operations, and relationship building experience, combined with an Associates degree in business and knowledge of real estate practices. Strong communication, organization, and problem solving skills with a passion for creating positive tenant experiences and efficient property operations.
Managed leads, system alerts, and follow‑up pipelines weekly,
supporting retention, compliance, and operational efficiency.
Independently performed weekly cash balancing and reconciliation of ATM, ensuring accuracy and accountability of funds.
Opened and managed trust, business, and personal banking relationships, including consumer and business credit cards and small‑business payment processing services.
Opened a variety of accounts such as trusts, small business accounts, and personal accounts
Referred clients to appropriate loan officers based on financial needs and eligibility.
Maintained strict compliance with company policies and standards
Independently managed patient records, insurance, and billing in various Aspen Dental locations within the Tri-Cities as a float PSR.
Efficiently collected and documented payment's in individuals electronic charts in order to have accurate information for end of day reports.
Informed and applied patients on treatment plan payment options with Aspen Dental's primary and secondary financial lenders when they could not immediately afford cost care.
Follow‑up management systems
Digital calendars & scheduling tools
Prioritization of time‑sensitive issues
Microsoft Excel & spreadsheets
Relationship building
NMLS Registered ID:2585321
Notary Public, State of Tennessee