Jerry Patrick Email & Phone Number

Houston, Tx, Us

Houston, Tx, Us

*Managed staff and volunteers for multiple mobile sites in and around the Houston Area.*Ensured accuracy of tax returns and performed quality reviews of returns prepared by other staff and volunteers.*Responsible for maintaining a professional and welcoming environment for clients which included handling problems or conflicts that arose in a prompt and professional manner.*Ensure cut-off times for clients in accordance with site hour restrictions and volunteer capacity.*Responsible for maintaining a sufficient inventory of supplies and forms.*Ensured that confidential documents are handled properly.*Responsible for all equipment that was provided was always accounted for and secured when not in use.*Ensured all required signage were posted and visible.*Responsible for maintaining a good relationship with the host staff and ensures facilities are in excellent condition whenever the tax center is open

New York, Ny, Us

*Responsible for the correct analysis of business and personal credit for small business loans*Accountable for the accurate spread of business tax returns and other company prepared financials*Ensure proper decision of credit applications have been made using an internal scoring system and personal judgment *Provide sufficient and accurate information as it relates to the decision of a loan using multiple forms of communication with internal clients*Responsible for achieving and maintaining department goals set by management

New York, Ny, Us

*Reviewed credit applications for loans against dynamic risk grading system*Maintained relationships with auto dealerships using discretion to approve transactions within approved business plan*Negotiated credit decisions with dealer finance team*Responsible for documentation and servicing one of the CAF’s largest clients

Plano, Tx, Us

*Reviewed consumer credit for loans to be purchased by Toyota Financial Services*Reviewed contracts for completeness and proper documentation*Communicated missing documentation to the auto dealers to expedite proper funding and negotiated decisions*Maintained relationships with large auto dealerships by using discretion to approve transactions that fit Toyota’s business plan

Underwrote indirect auto loans to be purchased by Credit Unions in our program. Reviewed the credit worthiness of customers.Ensured transactions were handled within company procedures. Negotiated terms of approved loans and communicated decisions for declines.

Bs/Ba, Business

High School Diploma, General Studies