Jeff Berman Email & Phone Number

Huntington Beach, CA, US

Costa Mesa, California, United States

-Review of incoming credit applications for personal unsecured installment loans-Performs verification of identity, income and bank statement analysis in assessing credit risk-Performs quality control checks and soft inquires of completed applications prior to funding-Contacts the applicant for clarification and additional documentation as needed on behalf.

Costa Mesa, California, United States

-Completed ACH payment scheduling such as one-time payments, payoff requests, change payment date, skip a pay and deferral options on behalf of customer via Salesforce platform

Seal Beach, CA

-Assisted Managing Counsel and Sr. Contract Administrator in reviewing and assessing risk with incoming customer contracts.-Company contact with insurance broker for ordering certificates of insurance and applicable insurance endorsements per contract terms.-Responsible for monitoring Legal Department mailbox and responding to incoming internal inquiries.

Irvine, CA

-Acted as a liaison on the customer’s behalf between various departments including tax, legal, risk management and control accounting to answer complex customer questions.-Corresponded with the customer detailing how issues were resolved or outlining what information is needed to resolve an issue.-Responsible for summarization of issues related to internal.

Irvine, CA

-Responsible for the maintenance and storage for all the various Business Continuity plans specifically crafted for each internal business unit and subsidiary.-Entered and retrieved data in a specialized SunGard database for continuity planning purposes.-Ran and reviewed reports from the database for analysis.-Provided frequent support for the Business.

Irvine