Chad Perry Email & Phone Number

United States

Reviewing applications submitted for the Personal Loan, Student Loan Refinance, and In-School Loan products. This process involves verifying applicants income through either automated means, or requesting and reviewing various types of income documents, and expert navigation of the OKBs to accurately follow standard procedures in line with compliance. During review, answering any questions applicants may have about their application, or clarifying need for additional documentation if the need arises, while guiding them through the application processWith extensive knowledge of the review process, I've been tapped for support in a Subject Matter Expert role to fill in while team leads were unavailable, answering questions and doing second reviews, as well as assist in construction of SOPs for Review when gaps are found.As well, I've been a Subject Matter Expert during multiple review training classes for our multiple lending products with the Learning Specialist Team.

United States

Processing Fixed Assets of the Corporate Accounting Department. Responsibilities included retrieving invoices from the department shared email inbox, printing them out, and organizing them by purchase order; submitting them to my manager for approval to then be processed for payment by the Accounts Payable Department. Once processed and fed into the Oracle eBusiness Suite system, entered the relevant data from those invoices to create assets. Researched any payment inquiries vendors may have regarding past-due payments; collaborating with other teams as needed