Ivania Garzona Email & Phone Number

Austin Texas

 Process AP invoices for all regular vendors and high-volume vendors, including MPA, asset clearing and monthly rent invoices. Check rejection queue weekly to address any questions related to the invoice Process manual checks when necessary, this includes printing, matching and distributing Monitor AP email distribution account; address, respond, and resolve issues related to payments, invoice credits, and adjustments Reach out to new vendor to collect needed documentation such as W9, new vendor form, and ACH details. Maintain historical records including paper and electronic filing. Prepare treasury-related month-end duties, e.g. Bank Account transaction Journal Entries, reconcile intercompany accounts, etc.  Investigate questionable transactions, make recommendations and prepare correcting Journal Entries as appropriate. Assist in special projects and miscellaneous inquiries from time to time. Process customer refunds weekly Audit expense reports for accuracy and compliance and process ADP report weekly Monitor and replenish trust account balances as needed.

Houston, Texas, United States

- Manage a pipeline of five to seven figure sales/finance deals from application through closing this includes quoting and submitting. - Ensure the department is in compliance by reviewing all paperwork in order to secure financing for our customers in a timely manner. - Understand all programs and rate options offered by our lenders (CNH, DLL, PNC, BOW, etc).- Coordinate & communicate updates effectively with leadership and sales teams while keeping a solution-oriented attitude. - Maintain strong working relationships with lending institutions to secure competitive interest rates and financing programs.- Process, and maximize profitability through sales of financial products such as Extended Warranty, and Physical Damage Insurance. - Generate Interest income on finance deals. - Submit all necessary documents for sales commission on for a team of 14 sales agents on a monthly basis. - Prepare/file documents that finalize financial transactions in a legal and ethical manner. - Processing invoicing through ERP on a daily basis.

Houston, Texas, United States

▪ Verify that all loans meet specific guidelines for accuracy, and assure compliance▪ Review and confirm revised loan data for any change of circumstance requiring a re-disclosure▪ Maintain current knowledge and understanding of all new and updated RESPA guidelines▪ Communicate with branches and teams as well as internal teams to ensure that requests are met in a timely manner ▪ Run daily reports from Disclosure Desk Dashboard throughout the day for tracking and workflow purposes. ▪ Maintain a working knowledge of Nations Reliable Lending, LLC policies and procedures in order to avoid losses to the company. ▪ Maintain current and updated knowledge and understating of applicable federal regulations, including knowledge of the RESPA-Reg X, TILA-Reg Z, TRID and other regulations related to mortgage disclosures▪ Assist in training of new personnel and review their work for completeness and accuracy

Houston, Texas Area

▪ Assist members with high volume transactions such as cash withdrawals, loan payments, transfers, account balance inquiries and deposits while following the Credit Union policies and regulations▪ Provided excellent customer service and addressed member questions and concerns in a professional and efficient manner, via Video Machine Technology▪ Process 20+ transactions per hour while ensuring customer satisfaction and great attention to detail▪ Prepare currency transaction reports for transactions involving currency of more than $10,000▪ Verify checks for proper endorsement such as; dates, bank names, identification of the person cashing checks and the legality of the documents ▪ Report suspicious transactions to management as necessary ▪ Balanced drawer throughout the day and at the end of the shift to ensure transactions were done properly

Houston, Texas Area

▪ Managed all internet and voicemail inquiries on a daily basis in order to assess customer needs, arrange follow up and scheduling of all appointments in order to ultimately convert the leads into sales▪ Prepared customer files by working with customers in order to obtain credit applications, pay stubs, utility bills, references and any supporting documents needed to begin the credit approval process▪ Intermediary between finance and the customer when credit was not approved, responsible for negotiating additional approval terms such as larger down payments, co-signers or alternate vehicles▪ Intermediary between sales and the customer once credit was approved, responsible for researching and finding vehicles that met customer needs, sending information, pictures and financing options ▪ Responsible for training new personnel ▪ Prepared weekly sales performance reports and submitted to upper management▪ Consistently met or exceeded monthly sales quota by leveraging all incoming leads

Bachelor Of Business Administration - Bba, Finance, General

Bachelor Of Business Administration - Bba, Finance