Natalia Monsalve

Natalia Monsalve

$15/hr
Bilingual financial educator/coach/virtual assistant.
Reply rate:
-
Availability:
Hourly ($/hour)
Location:
Itagui, Antioquia, Colombia
Experience:
11 years
N A T A L I A T A N G A R I F E A . K . A N A T A L I A M O N S A L V E Carrera 49 #64 101 APT 201 Barrio Simon Bolívar Itagüí Colombia --https://www.linkedin.com/in/natalia -monsalve-aka-tangarife-498a5621/ https://www.upwork.com/freelancers/~01a250f00fac68811f?viewMode=1 SUMMARY Self-motivated financial educator/coach Effective at setting priorities to achieve immediate and long-term goals. Adapts easily to new tasks, concepts and responsibilities. Combines a professional and employee-centric attitude with excellent interpersonal and communication skills to promote a cooperative and team-building approach with people at all organizational levels. KEY ACCOMPLISHMENTS ● ● ● ● ● ● ● ● ● ● ● ● ● ● Certified Financial Social Work Educator/Coach NCHEC Certification in Financial Capability Proven successes in managing large and challenging portfolios Dedicated to achieving accurate and timely data entry Focused on counseling highly stressed individuals to resolutions Expertise in identifying and resolving people and departmental problems Seasoned in successfully working with a diversity of personalities Skilled in training and coaching staff on procedures and policies Strong organizational and operational skills Extensive specialized knowledge in legal procedures Strong writing and oral presentation abilities Property Management Proof Reading Interpreting EXPERIENCE KC PROPERTY SERVICES LLC, Detroit Michigan We have "changed the rules" in the Detroit area, so property owners receive personalized, high-performance management while also reducing monthly expenses. 2018 - 2021 Assisting Property Manager • Provide back-office support for all managers and other employees. • Answering co-owners phone calls daily and attending their needs. • Attend to work orders by contacting/following up with vendors. • Work with vendors to obtain uniform proposals for projects or routine services. • Process violations for the different communities. • Process inspection reports. • Addressing and following up on co-owner´s concerns. • Attending Board meetings and addressing follow ups LYNX INTERNATIONAL, Medellin Colombia A property management company with over 100 properties located in the United States Property Manager (2016 - 2020) ● Collect rents and make payment plans with tenants. 2016 – 2020 N A TA L IA ● ● ● ● T AN GA R IF E Page 2 Maintenance and repairs for the properties. Process court documentation for housing court as necessary. Improve communication between tenants, employees, third parties, etc. Create urgency for tenant needs and improvements needed in the company. COMMUNITY TEAMWORK, Lowell, MA A leading community non-profit organization Building Communities Changing Lives 2013 – 2015 Financial Literacy Coordinator (2013 - 2015) Focused on assisting low-income individuals in attaining knowledge of personal money management. ● Coordination of financial education events, workshops, and financial literacy academy for financial literacy program. ● Refers clients to appropriate resources in the organization and in the community. ● Provides financial and credit counseling. ● Promotes workshops, obtain facilitators, and establishes new partnerships. CLINTON SAVINGS BANK, Clinton, MA A leading community bank in Worcester County with assets of $500 million. 2011 – 2013 Collector (2011 - 2013) Hold different level of responsibilities covering all aspects of the bank’s Collections function to include contacting delinquent customers by telephone and mail; report loans qualifying for foreclosure, and charge-off to management; recommend and discuss short sale offers with management; coordinate third-party collection activities with attorneys and collection agencies; counsel customers on financial matters. ● Prepared modifications/workouts for mortgages, home equities, mobile dealer homes, personal loans, auto loans, etc. ● Prepared board reports such as the foreclosure tracking and Oreo reports. ● Prepared, presented, and recommended modifications/workouts/short sales at classification committee. ● Prepared, presented, and recommended votes to foreclose, risk rating adjustments, and write downs as necessary. JEANNE D’ARC CREDIT UNION, Lowell, MA Community credit union in Northern Middlesex County with assets of $950 million and 200 employees. Special Accounts Administrator (2006 - 2011) Hold different level of responsibilities covering all aspects of the credit union’s Special Accounts/Collections function to include: contacting delinquent members by telephone and mail; report loans qualifying for repossession, foreclosure, and charge-off to attorneys and management; recommend and discuss settlement offers with management; coordinate thirdparty collection activities with attorneys and collection agencies; provide administrative and clerical support to small claims, bankruptcy and charged-off loan functions; represent the credit union at court hearings; and counsel members on financial matters. ● Prepared training material and trained loan center and collection department personnel in new collection system ● Created and implemented written collections procedures for repossessions, Visa collections and credit disputes. ● Volunteered to work on a number of core conversion related projects ● Identified department internal and external communication weaknesses and alleviated by personally bridging the gaps through increased contact with vendors and coworkers. Special Accounts Assistant (2004 - 2006) Multi-tasked, by contributing to all department functions. ● Designed spreadsheet-based system to manage collection expenses to compensate for weaknesses in the core system. ● Managed report preparation for board of directors and senior management. Call Center Representative, Member Service Representative and Teller -) Provided excellent service while handling heavy call volume. ● Processed financial transactions and opened accounts for members. ● Translated for Spanish speaking members. N A TA L IA T AN GA R IF E Page 2 UNIVERSITY OF MASSACHUSETTS Lowell, MA- Financial Aid Office – Work Study -) ● Answered questions, problem solved, facilitated transactions, and tracked inquiries from point of initial contact through resolution. EDUCATION BS, Criminal Justice, UNIVERSITY OF MASSACHUSETTS, Lowell, MA - Dean’s List 2007 Spring Semester SKILLS Proficient in MS Word, Excel, Access, PowerPoint -Google docs, Google sheets, Appfolio, Customer Service, Customer support, Customer retention, Bilingual and Fluent in English and Spanish COMMUNITY INVOLVEMENT Parroquia Santa Bernardita Itagüí, Espacios Humanos, Emaús, Grupo En Reparación, Hogar del Nino
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