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