02/15-PresentTower Auto MallHeavy Customer Service/Receptionist• Manage Front Desk and Resolve Customers Problem.• Assist Customers by phone and in person with Registration, Insurance and Payments issues.• Assign Customers to Sales Rep, Prepare documents and send Customers to Uber/Lyft/Via also preparing Bill Of Sales,MV50 and MV82.• Track vehicles and check Uber system to ensure Customers are in the System• Enter Daily Sales Activities, Monthly Sales, New… Show more 02/15-PresentTower Auto MallHeavy Customer Service/Receptionist• Manage Front Desk and Resolve Customers Problem.• Assist Customers by phone and in person with Registration, Insurance and Payments issues.• Assign Customers to Sales Rep, Prepare documents and send Customers to Uber/Lyft/Via also preparing Bill Of Sales,MV50 and MV82.• Track vehicles and check Uber system to ensure Customers are in the System• Enter Daily Sales Activities, Monthly Sales, New Applications, all Deliveries in Spread Sheet.• Scan all Customers Information and save in System and prepare insurance papers Show less

• BDC/ Internet Sales/Customer Service• Use opportunities to build relationships with customers, which builds loyalty that, translates into more referrals; more deals mean more profit/income. • Build trust, value others, communicate effectively, drive execution, foster innovation, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity.

Finance Department • Devise debt liquidation plans that include payoffs • Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation. • Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections • Perform credit interview, prepare credit application. • Developing external relationships with appropriate contacts, e.g. auditors… Show more Finance Department • Devise debt liquidation plans that include payoffs • Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation. • Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections • Perform credit interview, prepare credit application. • Developing external relationships with appropriate contacts, e.g. auditors, solicitors, bankers and other organizations • Producing accurate financial reports to specific deadlines • Arranging new sources of finance for a company's debt facilities • Ensure that legal documents such as Vehicle Loan Agreements are accurate, complete, and meet Brookline Bank Indirect Auto Loan Policy and Procedures requirements. • Generate letters to loans concerning contracts or other discrepancies.• Review funding packages for Banks Show less

Document Custody Specialist II • Monitoring and processing accounts of third party customers, including administrative functions • Reviewing business loan agreement and auditing types of violations • Making sure necessary appraisals, insurances, and financials are in the file for it to be compliant • Any information that is not in file will need to be inputted into system to generate letter of non-compliance to loan guarantors • Protects loan investment by obtaining title… Show more Document Custody Specialist II • Monitoring and processing accounts of third party customers, including administrative functions • Reviewing business loan agreement and auditing types of violations • Making sure necessary appraisals, insurances, and financials are in the file for it to be compliant • Any information that is not in file will need to be inputted into system to generate letter of non-compliance to loan guarantors • Protects loan investment by obtaining title, flood, and fire insurance. • Provides quality customer service and develops working relationships with commercial loan customers; answers questions, handles loan requests and resolves loan-related problems. • Audits the content and terms of incoming collateral in accordance with federal agency loans. Files physical documents in a fire-weather-proof vault. • Responsible for the complete and accurate maintenance of the custodial database and the generation of any reports or information necessary to satisfy agency and customer needs. Show less

Maintain high volume files • Ensuring that all loan documentation is complete accurate verified and complies with company policy • Verify loan documents including income credit appraisal and title insurance ultimately preparing application for submittal to underwriting • Order and coordinate loan documents. • Review files and validate / enter data for all key documents: AUS, 1003, Note, Deed, Prelim, Taxes, and Insurance • Order payoff, Title, Flood Cert, Geo Code Mortgagee… Show more Maintain high volume files • Ensuring that all loan documentation is complete accurate verified and complies with company policy • Verify loan documents including income credit appraisal and title insurance ultimately preparing application for submittal to underwriting • Order and coordinate loan documents. • Review files and validate / enter data for all key documents: AUS, 1003, Note, Deed, Prelim, Taxes, and Insurance • Order payoff, Title, Flood Cert, Geo Code Mortgagee Clause change, VOM, and VOE. • Copy Disclosure, mailing out Borrowers disclosure and follow-up on all files. • Assist closing and secondary will miscellaneous clerical duties such as pulling loan files and filing as volume warrants. Show less

Purchasing Dept: Administrative Asst• Technical and administrative work in support of a department’s core functions and processes • Perform general clerical duties to include but not limited to: photocopying, faxing, mailing, and filing • Develop and maintain good working relationships with all relevant local governmental bureaus, agencies and authorities • Assist with various follow-up-reports, tracking of purchase order and invoices; coordinate the heavy volume of purchase… Show more Purchasing Dept: Administrative Asst• Technical and administrative work in support of a department’s core functions and processes • Perform general clerical duties to include but not limited to: photocopying, faxing, mailing, and filing • Develop and maintain good working relationships with all relevant local governmental bureaus, agencies and authorities • Assist with various follow-up-reports, tracking of purchase order and invoices; coordinate the heavy volume of purchase orders. • Preparing bid analyses on excel spread sheet. • Enter purchase orders and quotation requests. • Process and research adjustments on purchase orders. • Preparing IRA statements Show less