Berta Diaz Email & Phone Number

Whittier, Ca, Us

Signal Hill, California, United States

La Habra, California, United States

•Receives, processes, and enters customer payments and prepares payment release waivers and forwards to clients. Matches customer payments to billings and follows up/resolves any differences.•Contact customers routinely by email, and telephone regarding past due amounts outstanding over sixty (60) days until collected.•Implement and maintain 'best practices' to ensure effective and timely accounts. Minimize bad debt and maintain healthy cash flow.

La Habra, California, United States

•Customer Relationship Management of past due invoices and payment disputes. Negotiate payment terms and credit limits.•Prepare and present weekly data reports on collection activities and challenges.•Manage credit card payments, ACH, and payment failures.

Santa Fe Springs California

Manage a team of four (4): AR Specialist, AP Clerk, Billing Coordinator and Administrative Assistant. •Ensure that the staff follows standard operating procedures. Resource for other functions including credit & collections, customer service, and operations to answer questions and provide training and support on billing issues.•Review and process credit application for new customers and establish credit limitations.•Post client payments by recording all cash, checks and credit card… Show more Manage a team of four (4): AR Specialist, AP Clerk, Billing Coordinator and Administrative Assistant. •Ensure that the staff follows standard operating procedures. Resource for other functions including credit & collections, customer service, and operations to answer questions and provide training and support on billing issues.•Review and process credit application for new customers and establish credit limitations.•Post client payments by recording all cash, checks and credit card transactions.•Construction credit management including expertise in preliminary notices, stop notices, mechanics liens, and material releases.•Excellent communication skills and the ability to interact professionally with a diverse group, executives, managers, customers, and vendors. Show less

Norwalk, Ca

• Input loan origination information into Calyx Point system.• Respond to client-initiated contact, delivering fast and efficient service. • Process loans, closing, and compliance for loan products.• Review Bank Statements, W-2’s, Paystubs, Title, and Appraisal for qualification of loan.• Interpret policies while analyzing applicant, property and documents.• Ordering all required verifications, documentation and subsequent follow up.• Maintain above and beyond production… Show more • Input loan origination information into Calyx Point system.• Respond to client-initiated contact, delivering fast and efficient service. • Process loans, closing, and compliance for loan products.• Review Bank Statements, W-2’s, Paystubs, Title, and Appraisal for qualification of loan.• Interpret policies while analyzing applicant, property and documents.• Ordering all required verifications, documentation and subsequent follow up.• Maintain above and beyond production requirement set by Management. • Monitor loans to stay within SLA (Service Level Agreement) and government guidelines. Show less

•Review rate lock for accuracy and confirm broker signature.•Consistent in ordering flood certifications, mortgage history, and pay-offs.•Ensure overages and shortages are approved as well as Lender fees.•Prioritize logically based on importance and lock expiration dates.•Verify and confirm all fees charged by broker, closing agent, and escrow.•Ensure documents for accuracy before funding, wire confirm disbursements or recording.