2007-Present FDI Collateral Managment Sacramento, CA
Title Follow-up Agent
ï® Follow-up on accounts to ensure proper vehicle titling documentation is received
ï® Provided customer support via phone,email or fax
ï® Update clients records via internal web based software document all action taken
ï® . Lien Placement Agent
ï® Filed approoriate state application to record new lien.
ï® Verify for collateral packet to be complete before securing a new lien
ï® Ensure that contractual obligation are met for each client.
ï® Took appropriate action to correct any document that are missing or incomplete
2006-2007 SierraWes Drywall Loomis, CA
Accountant
ï® AR /AP invoices,Data entry,collection and account reconciliation
ï® Contacted sub contractors for upcoming jobs/prepare weekly aging report
ï® Received incoming invoices and application of payment/enter payroll
2004-2006 Insurance Wholesalers Citrus Heights,CA
Customer Service Representative
▪ Audit new business application for Life Insurance/Mortgage protection daily
▪ Assist agents with various correspondence and underwriting guides per company
▪ Entering and setting the suspence of all endorsement into management system
▪ Completing production report weekly/Compliling data for month report sales
Tags: