michelle walsh

Processes account receivable/collections and manages customer accounts. Responsible for reconciliation, generation of financial reports, and creating preliminary event budgets for Executive. Thorough understanding of Profit & Loss Statement and factors affecting the financial health of the Association. Designs and distributes marketing material. Communicates with various committees to ensure requirements are met and will satisfy membership needs.

Managed communication with residents, Maintained accurate records of current leases, Updated MLS listings according to current status, Runs/Review Screening Reports on potential residents, Facilitated dispute resolution between all parties involved, and Ensures Compliance with the Delaware Landlord/Tenant Code at all times.

Displays leadership through training new employees, collaborating with staff to ensure order accuracy, and anticipating customer needs. Experienced at providing excellent customer service, and demonstrates strong time management skills. Duties include receiving and prioritizing customer orders, completing cash reconciliation and generating sales.

Michelle Walsh is a registered representative and supports Ken Rudzinski who is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Heritage Financial Consultants, LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-2762859-100719