Dylan Mcfarlane Email & Phone Number

Pontiac, Michigan, United States

• Collect, review, and examine an applicant’s financial history and records.
• Analyze client’s financial statements and identify effective alternatives to application.
• Perform risk assessment reports to determine investments and the best process(es) to mitigate risk.
• Maintain knowledge of and adhere to investor guidelines, state and federal underwriting lending policies and the required documentation.

Midland, Michigan, United States

• Perform monthly data updates using Excel to aid in the close and estimate processes for various products.
• Projects involve collecting & visualizing financial data used by upper-level management to aid in their decision making.
• Other accounting and finance tasks as need emerges.

• Scan billing, insurance (EOB’s, and medical documents into the office’s IMS computer system
• Create new accounts for patients

Mount Pleasant, Michigan, United States

• Provided customer service to 800+ residents
• Performed general clerical duties
• Oversaw mailroom activities including receiving shipments and distributing packages
• Ensured the workspace was organized and presentable

Bay City, Michigan, United States

• Answered questions about the organization’s services
• Registered new members
• Managed client relations
• Verified customer receivables
• Organized workspace