Handles all loan duties with customers. Trained new employees. Loan closings. Collection calls.

• Handled all loan closings with customers in office• Handled customer applications via phone or in person• Collection calls, solicit calls and all incoming customer concerns• Handled cash drawer and bank deposits each evening • Maintained a large filing system• Processed all customer life & disability insurance claims• Notary for state of Ohio and insurance licenses for Credit Life, Accidental, Health &

• Handles all the incoming checks & cash drivers bring in from deliveries• Handles all deposits and running daily reports• Completes the full check in process of drivers once back from routes• Processes pricing invoice corrections • Processes POD/ DSD’s once received , Researches missing POD/ DSD’s• Handles customer service tickets, Enters in pickups and orders

• Handles going over cost estimates & NSLDS information with new students• Full financial aid appointments, Follow up calls, Handles students accounts/ledgers• Handles completing FAFSA’s with students, Updating all student information/ Applications• Reconciles students accounts, Repacking students new financial aid plans • Helps complete any tasks the Director of finance needs assistance with • Bank deposit runs, Taking students payments, Collection calls & filing

• Handles all budget interviews with customers face to face • Handles all loan closings • Handles updating insurance information for accounts• Has a $2 million dollar portfolio that is managed daily • Collections on payments & payment arrangements set up for accounts• Keeps all deal jackets & paperwork in order along with maintaining a complete system• Assists in getting all deals approved or declined by CEO• providing and interpreting financial information• Review collection reports to determine the status of collections and the amounts of outstanding balances• Notary Public for the State of Ohio

• Provides administrative and secretarial support to the operations team• Handle multi phone line system, filing, emailing dealerships, researching claims, driver acceptance check in’s• Processing and entering CODS, researching PODS, Providing customer support to dealerships and customers• Establish and develop filing system for operations team, Reconciling CODS and preparing bank deposits• Answer phone calls from customers to provide them with A-TRAK information, POD requests, claim verifications, and any other information that is requested • Handles all COD checks and cash drivers bring in after daily routes, Manages driver paperwork and attendance reports• Trains new Administrative employees and operations employees