Marcel Carter Email & Phone Number

• Contact Prospective Clients; Gather Information such as Social Security Numbers, Credit History, Tax History, Income and Property Information.
• Provide Clients with Current Market Information; 30yr Fix Rates, 15yr Fix Rates, Arm Options, Etc.
• Responsible for making 550+ phone calls per day, and minimum of 35 transfer calls per week.

Tustin, CA

• Manage client contracts and specialized billing of Ricoh’s largest revenue generating accounts, with a focus on education and healthcare industries
• Perform thorough data analysis, account reconciliations and problem solving
• Research all internal billing discrepancies and collaborate best course of action for large projects Involving internal correction.
• Manage and analyze daily internal auditing reports using Microsoft Excel and internal databases.
• Liaise with customers, sales reps, management and third party leasing companies to ensure contract accuracy
• Review and validate commissions to dealers and other third party service providers.

Irvine, CA

• Responsible for managing 15 Membership Consultants; Ensuring that each made individual quotas
• Establishing and maintaining relationships with of the members.
• In charge of Marketing the Studio and Ensuring New Memberships.
• Promoted in 2010 to Asst. General Manager
• Responsible for generating own cliental and building pipeline.