Marcus Schmitz Email & Phone Number

Verify all incoming documents for validity and income in automobile purchases.Review vehicle purchases to verify that the loan will be viable for both parties.Performed income calculations to verify customer's ability to budget for multiple year vehicle loans.Advise customers on every step of the underwriting process and appointment expectations.

Verified submitted documentation to determine eligibility for removal of forced insurance on vehicle and home loans.Researched each account for additional forced placed products or services that needed removal or reinstatement.

Educate and assist members with their Escrow Accounts by informing them about their disbursements, how a shortage in the escrow works and how to resolve it if they desired.Take monthly mortgage payments.Educing and setting up members for their Pandemic Forbearance Plans if they needed that level of assistance.Providing documentation either by email or by mail for various loan documents

Answered all customer service-related calls.Assisted in billing questions, corrections, and resolutions.Scheduled all services for industrial, commercial, and residential customers.Worked within corporate guidelines to maintain the goal of ‘One Call Resolution.”

Processing payments for approximately 150 different companies as a third-party payment processor. Performed refunds, cancelled payments, and handled all customer service level inquiries for customers in a call center environment.

Handling special accounts. Assisted in billing, setting up additional services for commercial accounts and regular customers, and expediting orders. Assisted in creating new accounts. Scheduling orders for all customers in a fast-paced environment.

Processed all applications for incoming volunteers. Including fingerprinting, printing photo IDs after background checks were completed, and sending out notifications for available volunteer opportunities.Helped refine volunteer application process.Working with senior level administration for understanding volunteer opportunities and the fulfillment of volunteer needs.Liaise between MUSD20 and the community to garner support for the district.

Handled customer service, order taking, cooking and prepping food and closing shop in a busy retail environment.

Supported all post-sales activities for the project management and sales groups on the California State Universities project / nine sales representatives.Created processes for tracking, billing, and other post- and pre-sales activities for all twenty-two C.S.U. locations / nine sales representatives.Kept and maintained complete document history of all orders and records for all 22 C.S.U. locations / nine sales representatives.Entered, tracked, and provided clients with status for all orders.Assisted in the billing for services and maintenance for high-speed internet hardware.