Jeff Newcomer
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Jeff Newcomer Email & Phone Number

Office Manager at Morey CPA & Associates, Inc. at Morey CPA & Associates, Inc.
Location: Laguna Niguel, California, United States 9 work roles 2 schools
1 work email found @cpamorey.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Role
Office Manager at Morey CPA & Associates, Inc.
Location
Laguna Niguel, California, United States
Company size

Who is Jeff Newcomer? Overview

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Quick answer

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.

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Email format at Morey CPA & Associates, Inc.

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{first}@cpamorey.com
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Profile bio

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.

Listed skills include Mortgage Banking, Residential Mortgages, Sales, Customer Service, and 56 others.

Current workplace

Jeff Newcomer's current company

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Morey CPA & Associates, Inc.
Morey Cpa & Associates, Inc.
Office Manager at Morey CPA & Associates, Inc.
san clemente, california, united states
Website
Employees
8
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9 roles · 31 years

Jeff Newcomer work experience

A career timeline built from the work history available for this profile.

Office Manager

Current

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.

Feb 2020 - Present

Accounts Payable/Accounts Receivable Specialist

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.

2018 - Feb 2020

Quality Control Manager

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.

2011 - 2018 ~7 yrs

Self Employed Franchise Owner

Sublime Design Inc (Dba Embroideme)

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.

2009 - 2011 ~2 yrs

Wholesale Account Executive

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.

2007 - 2008 ~1 yr

Loan Specialist - Construction Lending

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.

2003 - 2007 ~4 yrs

Sales Representative

Safesec Security Revolving Doors

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.

2002 - 2003 ~1 yr

Account Manager

Liquid Handling Systems

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.

1999 - 2001 ~2 yrs

Inside Sales - Industrial Pumps, Northeast Region

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.

1996 - 1999 ~3 yrs
Team & coworkers

Colleagues at Morey CPA & Associates, Inc.

Other employees you can reach at cpamorey.com. View company contacts for 8 employees →

2 education records

Jeff Newcomer education

Certificate, Graphic Design

Uc Irvine
FAQ

Frequently asked questions about Jeff Newcomer

Quick answers generated from the profile data available on this page.

What company does Jeff Newcomer work for?

Jeff Newcomer works for Morey CPA & Associates, Inc..

What is Jeff Newcomer's role at Morey CPA & Associates, Inc.?

Jeff Newcomer is listed as Office Manager at Morey CPA & Associates, Inc. at Morey CPA & Associates, Inc..

What is Jeff Newcomer's email address?

AeroLeads has found 1 work email signal at @cpamorey.com for Jeff Newcomer at Morey CPA & Associates, Inc..

Where is Jeff Newcomer based?

Jeff Newcomer is based in Laguna Niguel, California, United States while working with Morey CPA & Associates, Inc..

What companies has Jeff Newcomer worked for?

Jeff Newcomer has worked for Morey Cpa & Associates, Inc., Building Five Septic, Broadview Mortgage Corporation - Corporate, Sublime Design Inc (Dba Embroideme), and Citi.

Who are Jeff Newcomer's colleagues at Morey CPA & Associates, Inc.?

Jeff Newcomer's colleagues at Morey CPA & Associates, Inc. include Luis David Galeana, Rizza Padya-Os, Kate Guyguyon, Catherine Anne Batica, and Ricardo Romero.

How can I contact Jeff Newcomer?

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.

What schools did Jeff Newcomer attend?

Jeff Newcomer holds Bachelor Of Science, Business from University Of Redlands.

What skills is Jeff Newcomer known for?

Jeff Newcomer is listed with skills including Mortgage Banking, Residential Mortgages, Sales, Customer Service, Loss Mitigation, Training, Negotiation, and Relationship Management.

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