Team Lead | Appointment Setter | Accounts Receivable

Overview

Looking for full-time work (8 hours/day)

at $5.60/hour ($985.60/month)

Bachelors degree

Last Active

April 25th, 2024 (3 days ago)

Member Since

April 24th, 2021

Profile Description

Team Lead | Appointment Setter | Accounts Receivable 
[August 2021-March 2024]
SMA Support Services | Hoffman Weber Construction
Utilize a CRM system (Hubspot) to generate leads and maintain accurate records of potential clients
Conduct outbound calls to prospects, introducing the company's services and scheduling appointments
Efficiently manage Google calendars to schedule appointments and ensure optimal time management for the sales team
Handle incoming inquiries through phone calls and emails, providing information and addressing customer queries promptly and professionally
Manage and organize emails, ensuring timely responses and appropUpgrade to see actual infote follow-ups Assist with logistics coordination, including scheduling site visits, arranging transportation, and coordinating with teaUpgrade to see actual infombers and clients
Create and maintain detailed mateUpgrade to see actual infols and labor lists for each construction project, ensuring accurate and comprehensive documentation
Conduct roof measurements using appropUpgrade to see actual infote tools and techniques, providing accurate data for project planning and estimation
Continuously update and maintain the CRM (Hubspot, Acculynx) system with relevant information and progress updates
Develop and implement effective strategies for appointment setting and lead generation, maximizing business opportunities and driving sales growth.
Oversee accounts receivable processes, ensuring timely and accurate invoicing, payment collection, and resolution of any outstanding issues.
Supervise and coordinate data entry activities, ensuring accuracy and completeness of data, and maintaining an organized and up-to-date database.
Monitor team performance and productivity, conducting regular performance evaluations, providing constructive feedback, and implementing performance improvement initiatives.
Conduct cold calling activities to identify and engage potential clients, promoting the company's services, and generating leads for new projects.

Reva Global | Real Estate Sales Representative Training 
[July 26-August 8 2021]  Prospect for potential clients and generate leads through various channels, such as networking, referrals, and online platforms.
Conduct property showings and provide detailed information about features, amenities, and market value to potential buyers.
Collaborate with mortgage lenders, attorneys, and other professionals to ensure smooth and timely transaction processes.
Maintain accurate records of client interactions, transactions, and property details for efficient follow-ups and data management.

IFive Incorporated | Medical Account Representative 
[October 2020-July 2021]   
Organize and maintain medical records in accordance with established protocols and regulations
Retrieve and review patient medical records as requested by healthcare professionals and authorized personnel
Ensure the accuracy, completeness, and confidentiality of medical records, adhering to HIPAA guidelines and other privacy regulations
Verify and update patient demographic and insurance information in the medical records system
Collaborate with healthcare providers and billing staff to ensure accurate and timely coding and documentation of patient encounters
Respond to requests for medical records from insurance companies, and other authorized entities, ensuring compliance with release of information protocols
Assist in the coordination and processing of medical records for audits, quality reviews, and legal proceedings
Collaborate with other healthcare professionals and administrative staff to facilitate the exchange of medical records as needed
Provide support in ensuring compliance with electronic health record (EHR) usage and meaningful use requirements
Conduct periodic audits of medical records to identify any deficiencies or inconsistencies and take appropUpgrade to see actual infote corrective actions Stay informed about changes in medical record documentation requirements, coding guidelines, and industry regulations

Altair Global Solutions | Quality Assurance Specialist
[January 2016-February 2020] Develop and implement quality assurance programs, policies, and procedures to ensure compliance with industry regulations and company standards.
Conduct regular audits and evaluations of collections calls and interactions to assess compliance with legal and regulatory requirements, company guidelines, and quality metrics.
Analyze call recordings and documentation to identify areas of improvement and provide actionable feedback to collectors and team leaders.
Collaborate with operations and training teams to develop and deliver comprehensive training programs on compliance, call handling techniques, and best practices.
Monitor and evaluate collections performance metrics, such as call quality, adherence to scripts, negotiation skills, and customer interactions.
Identify trends and patterns in call monitoring data to generate insights and recommendations for process enhancements and training needs.
Conduct calibration sessions with team leaders and collectors to ensure consistent application of evaluation criteUpgrade to see actual info and alignment on performance expectations. Provide coaching and mentoring to collectors, offering guidance and support in achieving performance targets and maintaining quality standards.
Collaborate with management to develop and implement corrective actions and improvement plans based on identified areas of non-compliance or performance gaps.
Generate reports and presentations summarizing quality assessment findings, trends, and recommendations for management review and decision-making. Engaging in productive discussions with management, evaluating performance, and making appropUpgrade to see actual infote recommendations, while establishing clear timelines for improvement and corrective actions.                

GC Services | Unit Manager 
[October 2012-December 2015]
Lead and supervise a team of collectors in a 1st party collections environment, ensuring adherence to company policies and achieving performance targets.
Develop and implement strategies for skip tracing activities to locate and contact customers with delinquent accounts.? Monitor skip tracing efforts and provide guidance to collectors in utilizing various skip tracing tools, databases, and techniques effectively.
Conduct regular performance evaluations and provide constructive feedback to collectors, identifying areas of improvement and implementing training or coaching plans as needed.
Collaborate with cross-functional teams, such as data analysts and technology specialists, to enhance skip tracing processes and leverage data insights for improved results.
Manage and oversee the handling of escalated customer inquiries, complaints, and complex cases, ensuring timely and satisfactory resolutions.
Analyze skip tracing data and metrics to identify trends, patterns, and opportunities for process enhancements and optimization.
Collaborate with legal and compliance teams to ensure skip tracing activities align with legal and regulatory guidelines.
Monitor and maintain accurate documentation of skip tracing efforts, ensuring compliance with privacy and data protection regulations.
Coordinate with training and development teams to provide ongoing training and coaching to collectors on skip tracing techniques and compliance.
Generate reports and provide regular updates to management on skip tracing performance, challenges, and recommendations for improvement.