To continue on an upward career path by broadening my vast job skills, meeting challenges head on, and accomplishing and exceeding goals established by both my employer and myself. I take pride in being a strong team player as well as an independent employee.
Supports senior staff members on active workmens comp. claims. Responsible for answering phones, taking and distributing messages, as well as providing customers with information as requested. Responsible to documenting in Athena outbound call log of claim status. Types and distributes correspondence daily pertaining to inbound claim documents for senior claim examiner review. Enters incoming medical reports/ data into the computer database, and organizes and maintains claim files. Responsible for all clerical duties. Review and sort subpoena files for courier pick up. Code medical documents received from centralized mailing center.
Adecco/ Broker Relationship Representative III
Provides inside sales support and customer service for all brokers and account executives. Answers questions and provides training to brokers about loan programs, pricing, website usage, scenarios, and Wholesale process. Managed pipeline with account executive through use of daily reports to ensure loans active, moving toward closing and rates are locked per policy.
Adecco/Accounts Receivable Accountant/ Credit Collection Manager
Controlled bad debt exposure and expenses, and complied with corporate credit terms on the company\'s general ledger. Allocated accounts for all advertising receivables. Maintained strong cash flow of all advertising accounts. Made outbound calls on aged advertising invoices in an attempt to collect. Compiled a list of bad debt accounts, which are forwarded to a 3rd party collection agency monthly. Reconciled general ledger monthly to ensure doubtful accounts were reconciled and recovery process has begun. Responsible for reconciling aging daily for all Current to 120 + advertising accounts. Generated weekly invoices for television advertising. Reconciled ABC network billing weekly. Reconciled FCC regulated television advertising daily, to comply with corporate guidelines. Processed payroll for 200 employees bi-weekly. Processed leave balances for all employees.
Accounts Receivable/ Credit Collections
Controlled bad debt exposures and expenses, through direct management under the companies credit terms for all general ledger accounts. Reconciled aged accounts with past due balances in 30-120 days and forwarded to sales managers. Provided clerical and accounting support for the accounting/ human resources department. Maintained accurate records and files. Processed invoices, and payments for Northern and Southern California. Implements General Ledger reimbursement, revenue and adjustment reports and maintains accounts receivable records. Prepared customer statements, bills, invoices. Reconciled expenses to general ledger accounts. Responsible for verifying details of transactions, such as funds received and general ledger accounts. Prepared monthly receivable statements for all Advertising clients. Complied invoices, checks, Federal regulated Advertising reports on a daily bases. Prepared and implemented credit and debit memos. Worked with collections personnel to verify the status of delinquent accounts, also provided backup support for other groups within accounting functions.
Implementation Specialist/ Conversion Coordinator†Provided a full site of human resource administrative services to clients in Northern California as well as Southern California. Integrated securities transactions while processing investor communication services for the financial services industry. Accessed internal systems to resolve issues with auto and truck delivery packages. Managing, processing, and resolving any issues surrounding quarter to date and prior quarter balances so that new ADP clients are able to file there quarterly and annual taxes. Reviewed client provided data and reports for completeness and requests additional reports and information, as required. Resolved any out of balance issues. Notified the client of pending changes of tax services levels as appropriate. Worked directly with sales partners. Updated sales partners daily on the status of client’s file and payroll process. Processed two error free payroll’s for new clients before transferring their file to client services. Completed all necessary paperwork before transferring file. Applied for Employer Identification Numbers for New clients who were not assigned a number. Applied for State identification numbers for new clients. Confidential
Loan Processor- Home Service Specialist I/ Contact Representative
Provided support to the associates in the banking centers by updating processing the fulfillment application making a weekly status call, going over consumer product details and ensuring an error free loan.
Reviewed loans in progress booking over 100 loans a month worth 900,000 or more, giving status reports while updating missing information on the cap system for internal and external customers; Personal Bankers, Sales Managers, and Premier Client Managers.
Responsible for reviewing Equity Builders, Equity Maximizers, Home Equity Loans, and Combo Loans for California, Washington, Oregon, Idaho, Arizona, and Nevada. I was responsible for processing personal and equity loans in a timely manner which includes ordering payoffs, reviewing flood, title and appraisals. Ensured that the correct conditions are set up, and met per bank guidelines and policies. Kept clients informed of loan status every week, and updated them on any pending conditions needing to be met before closing. Informed banking associates, or client managers of the status of the loan. Used banking tools to keep partners informed of status as well as provided contact information.
Sales Representative/ Customer Service All Star
Provided excellent customer service to personal clients. Managed a large personal service portfolio with over 200 personal shopping clients. Awarded customer service all-star award 06/2000. Managed product activity at the end of the day by taking daily figures of productivity. Was responsible for opening and closing the teen department. Merchandising the department’s sales floor before store hours. Managed the accessories department from 2000-2002. Managed the denim department’s sales floor for an increase in product sales daily. I met daily goals set by store manager and peers. Gave a monthly budget of 5,000 to give a product event show for personal and new clients. Educated 17 co-workers by informing them of new trends, productivity, monthly goals, item focus, and product knowledge. Marketed product to clients twice a month during store closing to keep them informed of product fit, trends, and season sales. Assisted in hosting and styling for Quarterly Fashion Shows.
- Manager Experience
- Customer All-Start
- Phones In/Outbound
- Time Management
- Records Retention
- Marketing Experience
- Fast Trax
- MS Office
- Power Point
- Microsoft Word
Mortgage/ Payroll Experience
- Clerical Experience
- Customer Service
- Insurance Sales
- Title Investigation
- Credit Bureau
- Tax filing Experience
Confidential Graduating Class of 2015