Clay Casper Email & Phone Number

Atlanta, Georgia, United States

• Worked directly with the accounting team to reconcile financial information for book purchases including Loss Reserve Ratios, Partial Advance Multiples, Purchase Rates, Repayment Rates to Providers, and Partial Advance Multiples. • Tasked with ensuring all pertinent client data (Bills, Notes, Demos, etc.) had been received from the provider as well as saved to the client accounts in Salesforce. • Worked to maintain outstanding active case updates for assigned law firms/attorneys. • Led the Notice of Lien creation process for both physical copies that were mailed out, as well as electronic copies that were sent via email. • Worked with the I.T. Team to optimize the automatic case update process.

• Helped maintain all outstanding case updates for active fundings. • Assisted in case verifications for all A/R book purchases to streamline the ingestion process. • Converted all book purchase data to be ingested into Salesforce, ensuring all data was mapped correctly. • Led the Notice of Lien creation process for both physical copies that were mailed out, as well as electronic copies that were sent via email. • Assisted with optimizing Salesforce for better accessibility for the entire team.

Atlanta, Ga, United States

• Helped maintain exceptional client and attorney relationships so additional future business can be conducted.• Performed exceptional customer service in high-stress situations.• Processed all pertinent paperwork on new clients in a timely manner and in accordance to standard protocol.• Obtained all necessary documentation from attorneys to assist the underwriters in processing each case.• Assisted with optimizing Salesforce for better accessibility for the entire team.

Bachelor Of Business Administration - Bba, Finance

Education record