Office Manager
CurrentManages 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.
Please complete the CAPTCHA to continue
@cpamorey.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Jeff Newcomer is listed as Office Manager at Morey CPA & Associates, Inc. at Morey CPA & Associates, Inc., a with 8 employees, based in Laguna Niguel, California, United States. AeroLeads shows a work email signal at cpamorey.com and a matched LinkedIn profile for Jeff Newcomer.
Jeff Newcomer previously worked as Office Manager at Morey Cpa & Associates, Inc. and Accounts Payable/Accounts Receivable Specialist at Building Five Septic. Jeff Newcomer holds Bachelor Of Science, Business from University Of Redlands.
This section adds company-level context without repeating Jeff Newcomer's masked contact details.
AeroLeads found 1 current-domain work email signal for Jeff Newcomer. Compare company email patterns before reaching out.
• 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.
Listed skills include Mortgage Banking, Residential Mortgages, Sales, Customer Service, and 56 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Other employees you can reach at cpamorey.com. View company contacts for 8 employees →
Luis David Galeana
Colleague at Morey Cpa & Associates, Inc.Miguel Hidalgo, Mexico City, Mexico
View →
RP
Rizza Padya-Os
Colleague at Morey Cpa & Associates, Inc.Baguio City, Cordillera Admin Region, Philippines
View →
KG
Kate Guyguyon
Colleague at Morey Cpa & Associates, Inc.Baguio, Cordillera Admin Region, Philippines
View →
CA
Catherine Anne Batica
Colleague at Morey Cpa & Associates, Inc.Metro Manila, Philippines
View →
RR
Ricardo Romero
Colleague at Morey Cpa & Associates, Inc.Mission Viejo, California, United States
View →
ZP
Zaira P.
Colleague at Morey Cpa & Associates, Inc.Baguio City, Cordillera Admin Region, Philippines
View →
OD
Oscar Dominguez
Colleague at Morey Cpa & Associates, Inc.Zapopan, Jalisco, Mexico
View →
DV
Daniel Velazquez
Colleague at Morey Cpa & Associates, Inc.Mexico City, Mexico
View →
JM
Jerry Morey
Colleague at Morey Cpa & Associates, Inc.San Clemente, California, United States
View →
JM
John Maxwell
Colleague at Morey Cpa & Associates, Inc.Manila, National Capital Region, Philippines
View →
Quick answers generated from the profile data available on this page.
Jeff Newcomer works for Morey CPA & Associates, Inc..
Jeff Newcomer is listed as Office Manager at Morey CPA & Associates, Inc. at Morey CPA & Associates, Inc..
AeroLeads has found 1 work email signal at @cpamorey.com for Jeff Newcomer at Morey CPA & Associates, Inc..
Jeff Newcomer is based in Laguna Niguel, California, United States while working with Morey CPA & Associates, Inc..
Jeff Newcomer has worked for Morey Cpa & Associates, Inc., Building Five Septic, Broadview Mortgage Corporation - Corporate, Sublime Design Inc (Dba Embroideme), and Citi.
Jeff Newcomer's colleagues at Morey CPA & Associates, Inc. include Luis David Galeana, Rizza Padya-Os, Kate Guyguyon, Catherine Anne Batica, and Ricardo Romero.
You can use AeroLeads to view verified contact signals for Jeff Newcomer at Morey CPA & Associates, Inc., including work email, phone, and LinkedIn data when available.
Jeff Newcomer holds Bachelor Of Science, Business from University Of Redlands.
Jeff Newcomer is listed with skills including Mortgage Banking, Residential Mortgages, Sales, Customer Service, Loss Mitigation, Training, Negotiation, and Relationship Management.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Jeff Newcomer you were looking for.