Joan Bynum Email & Phone Number

Pomona, California, United States

Research payment status for customers escrow and non-escrow loan portfolios.Analyzes existing tax parcels and compares them to the tax agency data.Confirm and validate the accuracy for the tax parcels associated with the property for each tax jurisdiction.Identifies imminent loss properties and escalates to management promptly. Updates data received via phone and email to our servicing system in order to have accurate information to distribute to the client.Download legal descriptions to our servicing system to assist tax searchers. Customer service duties involve processing various email requests received from supervisors and managers.

Morrisville, North Carolina, United States

Process coverage research tasks received from the adjusters and managers toverify insurance policy information.Print and sort checks to mail to vendors.Enter new claims into the claims system.Provides documentation to payees to support payments including Explanationof Review and match checks to mail to providers and attorneys.Copy files onto CD and send to attorneys for Bodily Injury Adjusters andLitigation Adjusters.Process certified demands for Personal Injury Protection Adjusters.Customer service duties involve processing various email requests receivedfrom the adjusters and managers.Properly document recorded statements for the claims department as well asattaching CD and USB demands received for the adjusters.

Morrisville, Nc

Researched tax liens, tax sales, reviewed legal documents, updated correct property parcel numbers to the system and paid delinquent property taxes to prevent property loss. Disbursed payment of property taxes out of escrow accounts to tax collectors in a timely manner.Reviewed agency websites and contacted them by phone to procure payments to the tax jurisdiction.Recovered and redeemed properties that were in tax sale to protect the interest of the clients.Assisted in the training and development of new employees.

Morrisville, North Carolina, United States

Effectively and accurately entered homeowners claim into the claim operative system.Reviewed all documents received from contractors, insured and field adjusters and ordered inspection reports for the damages.Appropriately allocated the insurance claim draft schedule for payments.

Morrisville, North Carolina, United States

Process auto and homeowners insurance renewals, terminations and reinstatement of policies.Communicated in a professional, courteous and confident manner while maintaining a high audit score.

Cary, Nc

Provided detailed benefit information to the clients about their 401K and pension plans for the Colgate account.Processed investment directions, contribution rate changes, fund transfers, loans and withdrawals.Requested projection estimates for the clients who were ready to start their retirement benefits.

Clearwater, Florida, United States

Directly responsible for the financial statement that affects 33 restaurants in the South Florida & Georgia area.Communicated with store managers, regional staff and vendors to provide solutions for various issues.Performed monthly bank reconciliations.Performed weekly petty cash audit if we suspect any issue at a restaurant.Performed sales change audits.

Tampa. Fl

Processed renewals, termination and reinstatement of auto policies.Performed audit renewals and premium adjustments on a daily basis.Completed policy endorsements and bank reconciliations.

Tampa, Florida, United States

Provided excellent phone communication of explanation of benefits to our external and internal customers.Processed premium adjustments on large group policies and individual policies.Processed new insured cards to the customers.Communicated in a professional and courteous manner to all of our customers on a daily basis.