Buffy D. Email & Phone Number

United States

Dallas, Texas, United States

• Close business in house• Resolve Transactional issues in house• Handle pending applications (return to submitters) directly with VAR• Gather additional credit data when needed, using a variety of investigation methods including business ver-ification; D&B reports; bank and trade references.• Handle declines, proactively review and consider appealing where warranted• Handle all inbound calls• Handle all in• Input credit applications• Timely preparation of documentation.• Coordinate delivery & acceptance of the equipment, issue purchase orders, and reconcile any issues prior to funding obtaining any necessary change addendums to ensure correct documentation.• Verify that the appropriate pricing and profitability requirements are achieved.• Consult with Legal and Credit on the development or issuance of customized documents.• Provide proactive and accurate verbal and written communication.• Facilitate problem resolution.• Act as primary liaison between end user customers and/or MAR and other departments in communicating our policy, facilitating transactional issues and requests as well as resolving issues.• Identify opportunities for organizational improvement and support organizational knowledge sharing• Assume job responsibilities for co-workers when they are out of the office.• Maintain logs and reports as requested by Management.

Dallas, Texas, United States

Dealer Relationship ManagerWorks directly under National Director of Sales with brand development and support to network of Agents and Business Development Managers for leading service contract administratorsSetup trade shows and manage booths and productsFirst point of contact for system and product inquiries such as rate implementation, new client setup and product/form/rate updates. Process dealer remittances, commissions, contract cancellations and transfersPrimary contact with software provider (F&I Admin), system integration providers (DMS/eContacting/eRating) and lenders, insurance and compliance related inquiries Creates pitch kits and maintains supply requests for agents, clients and internallyAssists claims department and call center as a backupProvide consistent high-level customer service Managed successful rollout/product launches with Regional Managers and internal departments Utilizes various software applications to create and manage all new client launches and relationships Troubleshoot all rating, billing, product and technical concerns Exercise judgment and assume responsibility for decisions, consequences, and results that directly impact the client as well as field staff and internal departments Handles Helpdesk phone calls during peak and off-peak hours (on-call)Create and process New Account Data Sheets (NADS) for all National Accounts, RDG (Resource Dealer Group) and First Extended and Agent BusinessTroubleshoot and resolve rating issues/discrepancies with electronic / paper rates, billing/forms. Gathers all information and obtains approvals prior to entering VIP and releasing to management. Develop VIP. Compares specs/spec amendments to proposals and products Test and maintain clients and field representatives on TWG Connect/Resource DRSUpdate client products and test in UAT (User Acceptance Testing) environment Complete TWGConnect setup for products, rates, and commissions in (UAT and Production) websites