Jeff Newcomer

Jeff Newcomer Email and Phone Number

Office Manager at Morey CPA & Associates, Inc. @ Morey CPA & Associates, Inc.
san clemente, california, united states
Jeff Newcomer's Location
Laguna Niguel, California, United States, United States
Jeff Newcomer's Contact Details

Jeff Newcomer work email

Jeff Newcomer personal email

About Jeff Newcomer

• Organized and detail-oriented sales professional with an extensive background in training and business-to-business account management.• Seasoned sales consultant whose honesty, integrity, and sense of urgency create optimal long-term business relationships. • Confident, clear communicator with advanced writing skills and professional speaking abilities.

Jeff Newcomer's Current Company Details
Morey CPA & Associates, Inc.

Morey Cpa & Associates, Inc.

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Office Manager at Morey CPA & Associates, Inc.
san clemente, california, united states
Website:
cpamorey.com
Employees:
8
Jeff Newcomer Work Experience Details
  • Morey Cpa & Associates, Inc.
    Office Manager
    Morey Cpa & Associates, Inc. Feb 2020 - Present
    San Clemente, Ca
    Manages customer accounts including medical doctors, dentists and veterinarians. Provides exceptional customer service and support virtually, in person and via telephone. Utilizes Karbon to manage workflow and client accounts.
  • Building Five Septic
    Accounts Payable/Accounts Receivable Specialist
    Building Five Septic 2018 - Feb 2020
    Manage all outstanding invoices and identify outstanding debts. Locate and contact debtors to plan a course of action to recover all outstanding payments and resolve issues related to any payment delays. Provide business owner with timely and accurate reports regarding customer billing status and open invoice amounts. Educate customers on their alternatives and the ramifications of their actions if invoices are not paid in a timely manner while complying with government requirements when legal action is unavoidable.Accurately process invoices and pay vendors according to established time frames to ensure correct, timely processing of all vendor payables. Interact with vendors to resolve issues and concerns regarding invoices and payments. Reconcile all invoice amounts to ensure they agree with contracts and purchase orders. Ensure all appropriate documentation has been provided prior to disbursing payments.
  • Broadview Mortgage Corporation - Corporate
    Quality Control Manager
    Broadview Mortgage Corporation - Corporate 2011 - 2018
    Orange County, California Area
    Supervised a team of quality assurance specialists responsible for examining mortgage loan files for fraud and underwriting errors. Responsible for ensuring the company met all Fannie Mae, Freddie Mac, USDA, FHA and VA agency requirements for the quality control work being completed.Built large detailed performance and compliance reports using SAP Crystal Reporting software. Created and maintained detailed reports for company executives that tracked auditor performance and underwriting quality to insure the company met all government requirements.Tapped to build the critical Home Mortgage Disclosure Act report required by and submitted to the U.S. government which collects data on all mortgage applicants in order to identify potential discriminatory lending practices.
  • Sublime Design Inc (Dba Embroideme)
    Self Employed Franchise Owner
    Sublime Design Inc (Dba Embroideme) 2009 - 2011
    Northridge, Ca
    Managed and motivated a team of employees responsible for sales, production and design, while handling the day-to-day operations of a small retail business.Executed multiple marketing strategies including email campaigns, direct marketing and participating in local networking groups.Doubled overall sales and increased staffing by 400% in just over a year.Earned Small Business of the Year Award from San Fernando Valley Chamber of Commerce.
  • Citi
    Wholesale Account Executive
    Citi 2007 - 2008
    Pasadena, Ca
    Increased construction loan production within the San Fernando and San Gabriel Valley from $0 (this was a brand new division) to $20 million per month in just 18 months.Developed lasting relationships while increasing production and serving as a valuable resource to broker clients.Trained and motivated clients that were unfamiliar with construction loans to add this revenue stream to their standard product offering.
  • Indymac Bank
    Loan Specialist - Construction Lending
    Indymac Bank 2003 - 2007
    Pasadena, Ca
    Surpassed individual company goal in May 2005 by 230% with $34,336,144 in construction loan fundings.Finished 2006 in the top 3 of 18 regional construction specialists nationwide in both units and loan fundings, with monthly average fundings of $31 million and total units averaging 70 loans a month.Supported a large team of account executives in their respective territories, providing sales tools, construction loan guideline support and field support. Motivated account executives and their broker clients by presenting the advantages of promoting construction products within their sales regions. Presented construction loan products as an additional revenue stream and an opportunity to gain new lifetime clients with a niche product.Designed, developed and delivered training programs for newly hired sales professionals and regional managers as a National Sales Trainer before being promoted to the Construction Division.
  • Safesec Security Revolving Doors
    Sales Representative
    Safesec Security Revolving Doors 2002 - 2003
    Ontario, Ca
    Pursued leads and strategically targeted new business opportunities for high security revolving door installations. Worked with building owners, property managers, security professionals andcommercial storefront installers to provide safe ingress and egress solutions with full access control.
  • Liquid Handling Systems
    Account Manager
    Liquid Handling Systems 1999 - 2001
    Irvine, Ca
    Represented 18 product lines including pumps, mixers, blowers, tanks, and specialty equipment and supported over 300 industrial end-user accounts within an assigned Southern California Territory. Actively provided sales support to a Southern California account base, promoting our products in order to acquire new customers, maintain current accounts, and introduce and sell new equipment, replace competitive equipment, and insure client satisfaction at Liquid Handling Systems.
  • Wilden®
    Inside Sales - Industrial Pumps, Northeast Region
    Wilden® 1996 - 1999
    Grand Terrace, Ca
    Fostered national sales growth performing sales and marketing activities alongside the Northeast Regional Manager. Created product training materials and courses, hosted regional seminars and promoted Wilden industrial pumps at trade shows throughout the United States. Provided prompt, thorough technical and sales support to industrial pump distributors as well as end-users and original equipment manufacturers throughout the United States.

Jeff Newcomer Skills

Mortgage Banking Residential Mortgages Sales Customer Service Loss Mitigation Training Negotiation Relationship Management Selling Account Management Computer Software Training National Sales Training Accounts Payable And Receivable Microsoft Excel Sage Business Development Typography Digital Photography Outside Sales Customer Relationship Management Business To Business Customer Retention Apparel Screen Printing Solution Selling Business Travel General Ledger Quickbooks Adobe Photoshop Adobe Illustrator Adobe Lightroom Cascading Style Sheets Html Css Wordpress Adobe Creative Suite Bootstrap Training And Development Presentation Skills Sales Presentations Leadership Communication Web Typography Wordpress Design Territory Account Management Sales Consulting Invoice Processing Data Entry Accounts Receivable Loans Mortgage Lending Construction Loans Loan Origination Credit Risk Management Mortgage Underwriting Investment Properties Analysis Refinance Credit Analysis

Jeff Newcomer Education Details

Frequently Asked Questions about Jeff Newcomer

What company does Jeff Newcomer work for?

Jeff Newcomer works for Morey Cpa & Associates, Inc.

What is Jeff Newcomer's role at the current company?

Jeff Newcomer's current role is Office Manager at Morey CPA & Associates, Inc..

What is Jeff Newcomer's email address?

Jeff Newcomer's email address is jr****@****ail.com

What schools did Jeff Newcomer attend?

Jeff Newcomer attended University Of Redlands, Uc Irvine.

What skills is Jeff Newcomer known for?

Jeff Newcomer has skills like Mortgage Banking, Residential Mortgages, Sales, Customer Service, Loss Mitigation, Training, Negotiation, Relationship Management, Selling, Account Management, Computer Software Training, National Sales Training.

Who are Jeff Newcomer's colleagues?

Jeff Newcomer's colleagues are Oscar Dominguez, John Maxwell, Jerry Morey, Luis David Galeana, Kate Guyguyon, Catherine Anne Batica, Daniel Velazquez.

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