David Allingham Email & Phone Number

•Operate computers programmed with accounting software to record, store, and analyze information, Sage Peachtree Premium Accounting for Manufacturing•Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.•Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.•Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.•Obtain price quotes for office supplies, company checks, business cards, invoices, ink cartridges, etc.•Accounts receivable, close out unpaid invoices•Run late payment reports, collect late payments

Pontiac, Michigan, Us

*Communicating with clients on loan conditions and statuses via phone or video message*Learning investor guidelines, lending policies, and the required documentation*Applying knowledge and judgment to detailed loan analyses to offer effective underwriting alternatives to clients

•Consult clients on how to monetize the equity in their home in a non debt fashion•Relationship building to evaluate client's financial needs•Educate the client on the mechanics of the real estate option contract•Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.•Submit applications to credit analysts for verification and recommendation.•Real Estate Salesperson License, Michigan & California.

Waterford, Mi, Us

•Answer applicants' questions about benefits and claim procedures.•Provide information or refer individuals to public or private agencies or community services for assistance•Working knowledge of TAA, WIA, PATH and Employment Services •Assist in navigating Pure Michigan Talent Connect or Michigan's Unemployment websites•Working knowledge of Master Contracts and Individual Training Plans•Listen to customer 's scenarios to help provide the most informed resolution•Prepared for and passed State and Federal TAA audits

•Working knowledge of finincial product and program guidelines.•Check loan agreements to ensure that they are complete and accurate, according to policies.•Refer loans to loan committees for approval.•Submit applications to credit analysts for verification and recommendation.•Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.•Interview applicants and request specified information for loan applications.•Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.•Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.•Maintain current knowledge of credit regulations.•Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.•Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.•Review loan agreements to ensure that they are complete and accurate according to policy.•Approve loans within specified limits, and refer loan applications outside those limits to management for approval.

•Answer applicants' questions about benefits and claim procedures.•Interview benefits recipients at specified intervals to certify their eligibility for continuing benefits.•Interpret and explain information such as eligibility requirements, application details, payment methods, and applicants' legal rights.•Initiate procedures to grant, modify, deny, or terminate assistance, or refer applicants to other agencies for assistance.•Compile, record, and evaluate personal and financial data to verify completeness and accuracy, and to determine eligibility status.•Interview and investigate applicants for public assistance to gather information pertinent to their applications.•Check with employers or other references to verify answers and obtain further information.•Keep records of assigned cases, and prepare required reports.•Schedule benefits claimants for adjudication interviews to address questions of eligibility.•Prepare applications and forms for applicants for such purposes as school enrollment, employment, and medical services.

•Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific products and services.•Answer customers' questions about products, prices, availability, or credit terms.•Quote prices, credit terms, or other bid specifications.•Emphasize product features based on analyses of customers' needs and on technical knowledge of product capabilities and limitations.•Negotiate prices or terms of sales or service agreements.•Maintain customer records, using automated systems.•Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.•Demonstrate MILA's underwriting engine and technology to small and large groups•Select the correct products or assist customers in making product selections, based on customers' needs, product specifications, and applicable regulations.