Jennifer Orihuela Email & Phone Number

Lewisville, Texas, United States

In my role, I oversee and ensure compliance within the Individual Retirement Account (IRA) function, focusing on maintaining accurate and up-to-date procedures that align with legal, compliance, and regulatory requirements. I support the manager by helping to train, and coach oversea staff partners. I also develop new procedures, job aids, and reference materials to assist with daily operations. Additionally, I collaborate with upper management on cross-departmental projects and automation… Show more In my role, I oversee and ensure compliance within the Individual Retirement Account (IRA) function, focusing on maintaining accurate and up-to-date procedures that align with legal, compliance, and regulatory requirements. I support the manager by helping to train, and coach oversea staff partners. I also develop new procedures, job aids, and reference materials to assist with daily operations. Additionally, I collaborate with upper management on cross-departmental projects and automation initiatives, managing these projects and providing strategic guidance to improve overall efficiency. Show less

Lewisville, Texas, United States

Manages day-to-day operation of new associate capacity, creating supporting documentation for training and development of junior associates and working with upper leadership to implement process changes to simplify and streamline guidelines, procedures and policies established by the IRS. Accomplishments: • Successfully onboarded 15 IRA associates, contractors, helpers and offshore associates from 2022-2023. • Oversaw the merger of IRA Decedent process within deposit… Show more Manages day-to-day operation of new associate capacity, creating supporting documentation for training and development of junior associates and working with upper leadership to implement process changes to simplify and streamline guidelines, procedures and policies established by the IRS. Accomplishments: • Successfully onboarded 15 IRA associates, contractors, helpers and offshore associates from 2022-2023. • Oversaw the merger of IRA Decedent process within deposit operations. Show less

Lewisville, Texas, United States

Expert knowledge of policies, procedures and regulatory requirements of the Individual Retirement Account (IRA) function. •Prepare incoming IRA trustee to trustee transfers, complete distributions, rollovers, conversions, death claims and closures in accordance with IRS regulations and bank policies.• Maintain retirement records

Lewisville, Texas

Responsible for accurate and timely disposition of all cases related to new accounts and pending accounts. • Requests proper identification documents when needed. • Simultaneously uses multiple systems to verify prospect information. • Primary contact for the resolution of new accounts and pended application issues.• Works with Contact Center in order to resolve customer inquiries regarding new or pended applications.

Dallas, Texas

Accurately posts transactions to General Motors for payment. Verifies that all transactions are still under warranty and oversees that technician hours are accurately stamped.

Dallas/Fort Worth Area

Ability to dispatch work effectively to ensure optimal efficiency and fairly according to skill level and availability in order to ensure that the work is done right the first time, 100% of the time.

Dallas/Fort Worth Area

Ensure the dealership is paid for all warranty work in an accurate and timely fashion by preparing, flagging, submitting, and following up on each claim. In addition, I keep abreast of all factory recalls, announcements, and procedures.

Carrollton, Texas

In-depth knowledge of vehicle’s accessories and technology. Able to provide customers with information in regards to their owner’s manual and factory warranty information. Able to demonstrate features of vehicle and assist with OnStar set-up, all while ensuring guests are treated with respect and leave completely satisfied with their visit.

Dallas/Fort Worth Area

Processing customer information to verify they are eligible for a rental through the General Motors rental program. Maintaining rental cars readily available for use by scheduling cosmetic service and maintenance. Perform daily walk arounds on rental inventory, making notes on the car's condition, mileage, and damage before and after customer use; processing any damage information to be billed or collected through insurance all while striving to provide a high level of customer service over the… Show more Processing customer information to verify they are eligible for a rental through the General Motors rental program. Maintaining rental cars readily available for use by scheduling cosmetic service and maintenance. Perform daily walk arounds on rental inventory, making notes on the car's condition, mileage, and damage before and after customer use; processing any damage information to be billed or collected through insurance all while striving to provide a high level of customer service over the phone and face to face. Show less

Dallas/Fort Worth Area

Handled all incoming sales phone calls and internet leads and turning 46.8% into an appointment, as well as confirming all sales appointments made by myself and sales staff. While performing long-term follow-up on all unsold customers (e.g., internet leads, showroom visits, and incoming calls). Generated repeat business by reaching out to current customers and ensuring complete satisfaction in ownership, as well as in marketing efforts by accurately obtaining and logging customer sources.

Dallas/Fort Worth Area

Operated a multi-line telephone system; answer incoming calls, determined the purpose of callers, and forwarded the calls to appropriate personnel or department. Welcome on-site visitors, determined nature of business, and announced visitors to appropriate personnel. Interface at a high level with staff and visitors.