Daniel Crump Email & Phone Number

Alpine, Utah, United States

Process incoming payments via QuickBooks, and assist in sending out new invoices as work/orders are completed. Active outreach to existing clients to help collect outstanding invoices while still fostering a great customer experience.

Orem, Utah, United States

Assisting clients with the ERC (Employee Retention Credit) tax credit by completing initial data conversion of payroll information into a usable Excel format. Reviewed payroll information for possible fraud and/or reviewed for missing information when compared to tax filings. I consistently exceeded the company's daily expectations for client files completed through our team. For example; a small company may range from 4 to 500 employees in either year 2020 or 2021, and the expectation was to process at least 7 new clients in a business day. I consistently processed 10 or more in a day all while consistently having the lowest error reports come back on the entire team.

Orem, Utah, United States

Loan processor in a hybrid customer service role, where I assisted clients through the entire loan process of refinancing or buying a new home. I worked with multiple lenders and completed a wide range of requirements by working independently, as well as with other teams, and the client directly to process the loan efficiently within the loan's locked-in timeframe.

Managed a team of customer service agents for post-installation of solar panels. Answered emails, texts, and phone calls regarding a variety of questions and/or concerns. Assisted clients with calculating additional power goals and add-on panel sales with the addition of other side products.

Orem, Utah

Manage approximately 150 rotating customer orders atone time. I consistently exceed the company's goals forproductivity, availability, and customer promotor score;making my statistical rank in the top 25 of over 300 casemanagers in the company.I achieved a company record of never getting less thana 5-star customer review over a 4-month period.Assisted in the development of a standardization forcase titles and updating product formatting. This increasedproductivity and helped clarify cross-over work betweenCase Managers and other departments.