Cari Patterson Email & Phone Number

Moosic, Pennsylvania, United States

Scranton, Pennsylvania, United States

-Monitor, track, and report on cash flow activity for limited partnerships.-Communicate with representatives of investment partnerships to ensure the timely receipt of cash flow and financial information.-Communicate with custodian banks regarding capital calls and distributions for clients to ensure successful delivery and receipt within specified time.

Moosic, Pennsylvania, United States

-Assist Advisor by managing and overseeing the flow of business throughout the sale cycle. -Review insurance applications, conversions, and policy changes for completeness and accuracy. -Manage the medical examination process and expedite outstanding underwriting requirements. -Monitor Daily Status Report; expedite any additional underwriting requirements..

Wilkes-Barre, Pennsylvania, United States

-Perform mail and telephone audits.-Serve as the primary contact for policyholders throughout the audit process by providing superior customer service, follow up, education, and explanations of the audit function to help facilitate satisfactory completion of the audit within predetermined timeliness.-Review audit worksheets, payroll journals, distribution.

Moosic, PA

-Utilized software such as SalesForce, eMoney, and RightBridge.-Provided administrative support including cold-calling and facilitating client communication.-Assisted in creating life insurance illustrations and submitting required documents.