Lisa Schultz Email & Phone Number

Titusville, Pa

• Customer Service• Prepare and send monthly reporting for Investors per cutoff period• Perform Weekly Balancing of P&I accounts• Prepare and send Investor specific reports per cutoff period• Quick Books entries for my investors• Pulling Bank Mans and Bank Statements for investors• Pulling Open A/R for my investors• Filing reports –Daily as needed• Filing and shipping reports on a quarterly basis • Audit Reports after each cutoff period• Loan level reporting per investor specifications• Scanning all monthly reports and saving them on the network drive after each reporting cutoff period• Printing Wire /ACH/Transfer Confirmation pages for auditing purposes• Confirmations for Weekly collections.• Write policies, procedures, and client directives for my investors

Franklin, Pa

• Answer customer phone calls• Customer service• Take credit card information for payment• Sell merchandise

Titusville, Pa

• Use Monarch reporting to pull data for different financial institutions• Use Gold Vision and CIM database to verify borrower information• CIM Reporting• Fee Journal Reports

Meadville, Pa

• Customer Service• Ordering food service products• Assigning tasks to each shift• Input of paperwork for waste & inventory

Master Of Business Administration (M.B.A.), Human Resources Management And Services, Gpa 3.4

Bs, Computer Science