Frederick Hall Email & Phone Number

Richardson, Texas

Dallas, Tx

I underwrite, research, and review incoming structured settlement annuity contracts for annuitants looking to sell structured annuity payments. I process information provided into Salesforce. I help annuitants obtain missing information, documents that are needed to further underwrite, process and review their case. I assemble the reviewed and prepared documents and scan that information to our outside counsels and paralegals. Maintain confidential documents and information throughout the process. I also perform Administrative Assistant Office and Accounting duties that include collections, billing, and end of week/month account balancing for all files, order of supplies, greeting guests and organizing company events. Other duties include data entry, accounting, bookkeeping and account billing/payable.Primary contact for all Out of State Attorneys, Paralegals, Court Clerks, Insurance Agents and Legal Assistants. Act as primary back up for Administrative Assistant and Office Manager.Organizer of company events and activities. Assist Accounting department with collections and account billing. Consistently contact Annuity Customers to keep them inform of their case. Reviewed court petitions. Communicated with outside counselors, court clerks, and paralegals. Managed court-ordered portfolios for customers. Acted as primary reviewer for all drafted court petitions, orders and stipulations. Underwrite and review up to 15 files per day as well as maintained up to 70-90 files per month. Mitigated errors associated with customer accounts. Met deadlines based on structured settlement statutes for court filings and petition reviews.

Complied and analyzed financial information for customers’ mutual fund investment portfolios. Answered incoming calls from mutual fund and stock holding customers, as well as referred clients to brokers for any updated transactions.• Trained 20-25 incoming new hires to be Customer Service Representative

Baton Rouge, Louisiana Area

Filed and entered confidential information into State of Louisiana Auditors Archive system. Performed data entry of documents and delivered mail. Answered multi-line phone system.

Baton Rouge, Louisiana Area

Prepared schedules, payroll and time sheets for a crew of 7-8 employees. Updated gas prices and maintained communication with company changes from corporate.