Financial Assistant
MAX EBS SAS
Jun 2021 - Dec 2021 (7 months)
* Verified client payment information to ensure accurate financial records and maintain compliance with company procedures.
* Contacted clients to follow up on outstanding balances, managing collections with professionalism, empathy, and a customer-focused approach.
* Assisted clients with billing inquiries, electronic invoicing, and the delivery of financial documentation.
* Utilized financial management and CRM systems to maintain data accuracy, manage client records, and support lead tracking.
* Managed appointment scheduling by prioritizing tasks, resolving scheduling conflicts, and ensuring efficient coordination.
* Handled bilingual (English and Spanish) portfolio collections, providing clear communication and excellent customer servi