• Organize, scan, file, and upload documents to project software, document storage systems, and web portals • Assemble tax returns and prepare financial statements in both paper and PDF formats, ensuring accuracy and proper organization • Upload tax returns into document storage systems and arrange files for signature pages, multiple state filings, and tax estimates • Utilize strong Adobe skills to edit, combine, bookmark, and organize PDF documents • Easily learn and adapt to new technology and work across multiple systems • Create, track, and manage projects within computer systems; organize and maintain physical and digital files for staff • Perform data entry assignments across a variety of software systems; proficiency in Microsoft Office required • Execute detailed procedures for each step of projects and internal processes with a high level of accuracy • Communicate professionally with clients via email and phone; schedule meetings with staff as needed • Demonstrate strong attention to detail, analytical skills, and the ability to manage multiple priorities with a flexible and positive attitude

Role Description The Special Assets Department is a vital part of the Bank’s daily operations. As a Borrower Assistant Representative, you will engage with borrowers to work towards a resolution of debt repayment. Use a consultative approach to offer alternate courses of action and/or methods of recovery acceptable under terms of loan contracts. Perform assignments and special projects necessary to support the collection and recovery efforts on past-due accounts. Initiate contact with clients via telephone, letter, and other forms of communication as needed. Must take detailed notes and enter system codes in the Collection System of all actions taken. - Performs tasks necessary to support the collection and recovery efforts on past-due consumer loans, Direct Installment Loans, Indirect Installment, Charge Cards, Mortgages, HEL, and Personal Credit Lines accounts. - Uses Collection System to determine priority of assigned delinquent loans and works to maintain a satisfactory percentage of past-due accounts. - Locates and contacts delinquent borrowers in order to secure payments and bring accounts to current status; tactfully probes for information leading to the location of the client and collateral, if appropriate. - Initiates contact with clients via telephone, letter, and other forms of communication as needed and enters detailed notes and system codes in the Collection System of all actions taken. - Establishes and maintains records relating to delinquent loan accounts and updates files to indicate the date(s) payment(s) received. - Evaluates clients’ financial strength and capacity to repay outstanding debt. - Works with borrowers toward resolution, offers alternate courses of action and/or uses methods of recovery acceptable under terms of loan contracts. - Reviews bank records and transactions to resolve misapplied payments, researches to ensure payments are properly credited, evaluates regular and irregular payments to determine how to apply, i.e., principal, interest, escrow, and/or late fees. - Contributes to the bank’s growth and client satisfaction by helping clients resolve problems with their banking transactions. - Informs clients of amount due, disposition of assets, and any further obligation. - Works with Department Manager prior to charge-off, making specific recommendations, in order to develop a plan to minimize loan loss, which could include reduced future payments. - Acquires and maintains knowledge of regulations affecting the recovery function, such as Fair Debt Collection Practices Act, as well as bank products and their benefits. Qualifications - High School diploma or equivalent required. - A minimum of one (1) year related experience required. - Strong communication, interpersonal, computer, analytical, and mathematical skills required. - Must acquire and maintain knowledge of current resource recovery laws and regulations, such as Fair Debt Collection Practices Act. - Ability to wear hands-free telephone headset.

• Manage the Co-CEO's calendar, appointments, and scheduling across multiple priorities • Track action items, deadlines, and follow-ups to ensure nothing gets missed • Build and maintain Excel trackers, reports, and operational spreadsheets • Prepare agendas, meeting notes, and recap summaries for internal meetings • Draft and organize correspondence, memos, and internal communications • Coordinate with department leads and clinical directors across AWA and PRC locations • Handle day-to-day administrative tasks and special projects as directed • Communicate professionally on behalf of executive leadership in both English and Spanish

Role Description This Lead Advanced Medical Support Assistant (AMSA) position is located within the VISN 1 Clinical Contact Center (CCC). Remote work is currently authorized; however, candidates may be subject to return to office in the event policy changes or the exemption is not extended. The incumbent will remain in their current duty station. This position is open to current, permanent employees of the VISN 1 Clinical Contact Center only. The incumbent serves as Lead Advanced Medical Support Assistant (Lead MSA) in a VISN Clinical Contact Center (CCC) as part of an interprofessional healthcare team. Lead MSA provides support across multiple ancillary and interprofessional clinics and determines the needs of the Veteran/caregiver. The lead MSA is responsible for routing clinical questions to appropriate clinical staff. The lead MSA plays an integral role in achieving first-contact resolution through Veteran-centered delivery of care. The Lead MSA provides information on programs and initiatives available to Veterans and provides administrative referrals of services as needed. The Lead MSA collaborates to best coordinate the care needs of the Veteran. - Responsible for daily workload assessments, assigning work assignments; assuring proper staffing coverage. - Evaluate training records; and determine training needs of MSAs to provide support across interprofessional settings. - Assist the unit with complex and non-standard procedures, including clinical flow process related to access to care across multiple clinics, specialties and/or community resources. - Work collaboratively with VISN programs, services, and interprofessional coordinated care team members to provide access to care and meet the needs of Veterans via various available contact modalities to include but not limited to telephone calls, secure messaging, chat, text messaging and video. - Assure coverage of all areas of work, ensuring accurate and timely scheduling of appointments, providing guidance to staff members, to include changes in policies and procedures. - Distribute and balance workload to include: - Create and maintain employee work schedules. - Orient and provide on-the-job training for new and current employees. - Ensure all training requirements are met. - Organize the work structure of assigned areas. - Act as liaison between MSA and staff to resolve day-to-day conflicts. - Scheduling, canceling, re-scheduling patient appointments and/or consults. - Enter no-show information; monitor appointment requests from multiple electronic sources. - Gather and obtain medical information from patients. Qualifications - United States Citizenship: Non-citizens may only be appointed when it is not possible to recruit qualified citizens in accordance with VA Policy. - English Language Proficiency: Medical Support Assistants appointed to direct patient care positions must be proficient in spoken and written English. - Experience: No experience required. - Education: High school diploma, General Education Development equivalency certificate, or proficiency certificate from a State or territorial-level Board or Department of Education. - Licensure/Certification/Registration: None. - May qualify based on being covered by the Grandfathering Provision as described in the VA Qualification Standard for this occupation (only applicable to current VHA employees who are in this occupation and meet the criteria). Requirements - One year of experience equivalent to the GS-6 grade level. - Advanced knowledge of medical terminology and a wide range of clinical flow processes relating to access to care across multiple clinics, specialties, and/or community resources. - Ability to utilize numerous advanced patient systems in support of multiple clinics in an interdisciplinary setting. - Ability to organize work, set priorities, and delegate tasks/responsibilities to meet deadlines. - Skill in communicating with individuals to obtain the desired effect and coordinating with a variety of interdisciplinary care team staff. - Ability to provide staff development and training. - Ability to manage staffing requirements, manage workflow priorities, and adjust the flow of work to meet team and patient needs. - Ability to follow-up on pending issues and demonstrate an understanding of the impact of incomplete work across multiple clinics. Benefits - Work Schedule: Monday - Friday 7:45 a.m. - 4:15 p.m. - Paid Time Off: 37-50 days of annual paid time off per year (13-26 days of annual leave, 13 days of sick leave, 11 paid Federal holidays per year). - Selected applicants may qualify for credit toward annual leave accrual, based on prior work experience or military service experience. - Parental Leave: After 12 months of employment, up to 12 weeks of paid parental leave in connection with the birth, adoption, or foster care placement of a child. - Child Care Subsidy: After 60 days of employment, full-time employees with a total family income below $144,000 may be eligible for a childcare subsidy up to 25% of total eligible childcare costs for eligible children up to the monthly maximum of $416.66. - Retirement: Traditional federal pension (5 years vesting) and federal 401K with up to 5% in contributions by VA. - Insurance: Federal health/vision/dental/term life/long-term care (many federal insurance programs can be carried into retirement).