Summary
Overview
Work History
Education
Skills
Timeline
Generic

Denise Perez

Santa Monica

Summary

Accomplished Community Business Director with proven track record with Atria, enhancing operational efficiency and resident satisfaction. Expert in Financial analysis and staff leadership, consistently exceeding goals through strategic business analysis and organizational development. Skilled in fostering relationships and streamlining processes, demonstrating exceptional human resources management and office administration capabilities.

Overview

22
22
years of professional experience

Work History

Community Business Director

Atria Senior Living
11.2021 - 01.2025
  • Assisted the Executive Director with Managing the Community's operation by utilizing independent judgment and discretion when review billing issues, expenditures and budgetary matters for the community.
  • Managed and directed all accounts receivable, to include pursuit and follow up of unpaid balances.
  • Ensured correct coding of the communities accounts payable and accrued expenses as needed.
  • Directs collection of on-site employee data related to, among other things, demographics, payroll, employee benefits and employee leave administration. Ensured employee files are maintained in accordance with Atria's policies and procedures as well as federal, sate and local regulations.
  • Primary community responsibility for assistance with month-end close process. This would include, among other things, accrual preparation and analysis of general ledger/monthly operating statements. Worked with the Executive Director to fully understand the operating results and trends.



CSR

Merchant Services Inc.
03.2008 - 06.2012
  • Made Outbound Calls to Businesses
  • Scheduled Appointments

Mortgage Loan Officer

123 Loan
05.2003 - 09.2006
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
  • Always Exceeded Company Goals
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.

Education

Accounting - Accounting And Business Managment

Adelphi Business Collage
Santa Ana, CA

Skills

    Goal Oriented

    Office Administration

    Business Administration

    Business Analyst

    Staff Leadership

    RElationship Selling

    Employee Onboarding

    Human Resource Management

    Organizational Development

    Payment Processing

    Financial Analysis

Timeline

Community Business Director

Atria Senior Living
11.2021 - 01.2025

CSR

Merchant Services Inc.
03.2008 - 06.2012

Mortgage Loan Officer

123 Loan
05.2003 - 09.2006

Accounting - Accounting And Business Managment

Adelphi Business Collage
Denise Perez