Jolene Bateman Email & Phone Number

Northbrook, Illinois

NASAA Series 66 Registered FINRA Series 7 General Securities Representative

Northbrook, Illinois

Property Management firm managing over 20 HUD & IHDA properties.My responsibilities included executive administration with replacement reserve funding requests along with compliance processing submissions to IHDA ( Illinois Housing Development Authorities), HUD ( US Dept. of Housing and Urban Development), and NHC ( National Housing Compliance).Full range of support services including document preparation processing for President and CEO.Produced and distributed architectural and broker contracts, invoices, and purchasing agreements as needed.Analyzed account ledgers to prepare monthly expense letter and cash analysis for monthly financial reports.Processed and submitted government funded projects and bids for onsite property rehabilitation or development.Accountable for processing vendor 1099’s per IRS guidelines.Confidential file management of business documents in main file server and hard copy files.Applied improvement initiatives and special projects for IHDA/ HUD reserve withdrawals.

Deerfield Il

Third Party lead provider connecting car dealerships with credit unions.Leads are rigorously verified through a unique multistage scrubbing process that combines both internal and third-party lead verification. Contacted every lead via telephone and/or e-mail – Constant data entry on each person/lead called to confirm if in the market for a new vehicle, transfer to dealer representative if possible.Assist area sales manager to gathering all information for credit union and dealership meetings, review and summarize all previous information to relay to sales manager.Data Entry for all new Dealer or Credit Unions Agreements in Backoffice and CRM systems. Test leads contact vendors to confirm set up complete. Updated any new/updated contacts to marketing lists.E-mail Data Collection Service for dealership to obtain used car data feed code enter in system and confirm receipt within 24 hours.Contact vendors for used car data feed on any lead issues. Obtain problem ticket number and follow up until issue resolved. Rebate research on each manufacture website to confirm if any updates on monthly rebates, update Backoffice system with each Make, Model and Body style of vehicle with manufacture rebate available. Run reports to confirm accuracy send confirmation report to superior for records. Assist in cross training set up procedures/manual to for steps in Backoffice/CRM system. Format and send daily reports with production including Microsoft Excel Spreadsheets with Graphs, Microsoft Word Documents any/all contact with any members.

Advertising and PR ServicesHandle and run two websites and process all orders, manage customer servicecalls and receptionist duties.Research & develop promotional item presentations directed to our clientsconsumers.Process orders from each website through the entire fulfillment programusing the ASI system.Coordinate special events & giveaway programs (ex: Special Rebate programs).Manage website catalogs which includes layouts & copywriting – research onnew items.Delegate & oversee monthly stock inventory reports for in-warehouse programs(Quarterly Reviews & Spot Checks with Clients).Analyze and run weekly stock reports to assure inventory always-on hand.Analyze monthly inventory reports from our website catalogs to find ways toimprove the success rate of each website program.Keep all clients spreadsheets up to date on orders and remaining budgetsonce accounting done on each order.Assisted in accounting with files, credit card charges, and reporting forMonth End/Year End Close Outs (A/R- A/P).Assure all daily invoices received and processed to accounting with properorders and shipping/freight records.Filling of completed and invoiced orders to clientsProduced department manual of daily/special projects.Call and proceed with collections on unpaid invoices.

Maintained store solely 4-6 hours per day. Consistent data entry onprospective clients. Telemarketing on prospective business/individualclients. Processed checks for payments on accounts. Regulate trade showbooth for convention. Greeted customers at entrance. Received and handledall calls. Extensive customer service. Gathered and distributed all deliverymerchandise for drivers. Back up delivery driver with offsite customerservice. Conduct inventory checks in store on regular basis. Trained newemployees on all systems, phone usage; customer service. Trained newemployees on store quality techniques.

Financial ServicesManaged team of six administrative resolutions representatives. Assisted informulating new procedures for disability resolutions. Assisted in trainingof new administrative resolutions personnel. Randomly monitored and auditedrepresentatives calls for quality assurance. Responsible for maintaining andupdating department manual. Responsible for management special projects.Produced spreadsheets too track borrowers account information. Verifiedphysicians licenses using internet. Ran credit reports in order to verifyemployment status of borrowers. Employee of the year 2003. Regularlyexceeded at least 25%over monthly goal.Correspondence Clerk/ Switchboard OperatorExtensive data entry. Received incoming calls and transferred to properrepresentatives. posted payments to borrowers accounts. Assisted in specialprojects and transferred accounts. Notated borrowers information usingMicrosoft Word, Excel, Canofile, and AS400.

Accounting Fundamentals

High School Diploma