Simone Beverly Email & Phone Number

Mission, Ks, Us

Mission, Kansas, United States

Promote and deliver webinar-based, instruction and operations of VinSolutions products, assist in configuration selections for customer’s full utilization of purchased products. Gather, compare, verify, and map dealer forms in the CRM system for their use as directed by the dealer. Engage and participate in the exchange of “best practices” within the Implementation Department

Kansas City, Missouri Area

I am responsible for data conversion and analysis, inventory configuration and all third party integrations during the on-boarding of a new dealership to VinSolutions. • Manage multiple projects through project timelines: using salesforce and motosnap. I preform customer data loads and maintain weekly verbal and written communications with the customer and all stakeholders in the project process. • I work in a team environment with an implementation specialists and a launch coordinator, actively seeking knowledge to improve my skill set and understanding of product performance.

Kansas City, Missouri Area

Client Service Operations Associate, Kansas City MO (March 2016- January 2017)Communicated daily with clients/brokers to fulfill requests and answer inquiries. Maintained oversight for shared services; provide final review/dissemination of ETF’s• Managed a high-volume workload within a deadline-driven environment. Consistently meets performance benchmarks in all areas (speed, accuracy, volume). • Ensured that routing and control of documents containing PII are handled in compliance with established administrative controls and procedures.• Recognized for resolving complex issues effectively both verbal and written, paying close attention to detail, I research and book trades/ income. Operations Associate -Cash Fund (February 2015- March 2016)Monitored/processed cash related events to funds. Facilitated problem resolution to mitigate risk to the corporations we service. • Developed/ established reports and guidance for administrative functions.• Monitored financial obligations to ensure funds were sent in accordance with annual and multi-year financial plans.• Worked in a team environment, created/updated SOPs and communicated regularly with other departments.

Kansas City, Missouri Area

Delivered mail along a prescribed route and was regularly scheduled. I collected mail/ parcels from mail boxes, individual customers and businesses. Assisted with new hire onboarding and orientation.

Lenexa Ks

Arranged time and locations of loan documents to be witnessed and notarized by a commissioned, state regulated notary public of the necessary state. Timely and accurately documented, prioritized and completed escalations from Notaries and Account Managers, allowing me to complete twice the amount of expected closing. Provided rapid and accurate responses to transaction issues that are creating a delay in the final phase of the loan cycle, ensuring client satisfaction. Contributed to an all-encompassing solution by consulting management to close loans in a fluid and cost efficient manner. Ensured office and loan policies and procedures were adhered to by Account Managers and Consultants.

Processed, communicated and safeguarded investor information. Alerted management of inconsistent tax calculation fees leading to better client experiences. Provided premier, secure and reliable access to investor information and communicated regularly with investors, management and brokers. Remained current on product and price changes within REIT’s and other investment tools. Preformed project assignments: outbound calls, researched appeals and coverage determination. Recommended solutions and execution strategies to management to better serve investors.

Bachelor'S Degree, Financial Planning And Services

Associates Degree, Liberal Arts And Sciences/Liberal Studies