- Make daily check deposits- Prevent loss of income by maintaining recurring donations- Record all daily income amounts from all sources- File sales and use tax returns in applicable states

• Assist customers with jewelry selection, special orders, engraving, and soldering requests. • Input necessary info into POS system. • Re-stock inventory when new shipments arrive.

• Analyze delinquent mortgage loans to determine the best retention option including modifications, repayment plans, and forbearance plans. • Communicate to borrowers their possible options and if there are any issues that need to be reconciled. • Review loans on retention plans to make sure they perform under the plan

• Assist Front End team in Loss Mitigation department with assigning information to modification and short sale specialists. • Run Front End reports in Microsoft Access. • Research certain loans to determine if foreclosure proceedings should be postponed. • Order services such as BPO/Appraisals or Credit Reports when necessary.

• Input financial data into planning software to generate financial plans for clients. • Utilized analytical programs such as Monte Carlo analyses and Efficient Frontier analyses. • Created bank financing spreadsheets.