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 of department

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 and requests.-Prepared Legal Department task report for each month for CEO review.-Solicited and compiled feedback from internal departments through surveys.

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 and external errors as well as analyzing root causes and providing solutions.-Obtained multiple layers of approvals.-Help Desk for internal associates.-Risk assessment for transaction and correction requests.

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 Continuity Senior Managers and Analysts during either routine maintenance, existing plan updates or issues that needed to be escalated due to an interruption of normal activity.-Responsible for all formal correspondence to be communicated to the key individuals identified within specific departments once the plan update was published for distribution.-Utilizing large reports from other databases to then filter within Microsoft Excel and Access for analysis.

Irvine