Tamara Maric Email & Phone Number

Surrey, Bc, Ca

Responsible for the whole Funding process of the deals from creating docs and gathering complete packages ensuring a timely and efficient funding process Effectively communication and coordination with all parties involved in the transaction: Account managers, lenders, and customers Accurate and timely completion of document generation by lender and delivery of documents to the customers Audit existing contracts and oversees contract modifications and deficiencies to submit to the 5 different lenders for funding Manage workflow on a priority basis with respect to status of contracts for management. Process incoming fraud

Resolve billing questions and issues Responding to concerns and account delinquency Closing/transferring accounts Identify ways to improve customer support Help develop new and improve existing customer responses Maintain, update, and create knowledge base articles for internal and external users Work with other teams to support a customer in achieving full problem resolution Issue refunds Answer billing-related inquiries Identify customer issues and work to address those issues Running daily, weekly, monthly reports Ensuring compliance with financial regulations Overseeing investment activity

Receiving and sorting incoming payments with attention to credibilityManaging the status of accounts and balances and identifying inconsistenciesIssuing bills, receipts and invoicesAssume the responsibility of receiving and sorting incoming payments with attention to credibilityManage the status of accounts and balances and identify inconsistenciesIssue and post bills, receipts and invoicesCheck the validity of debit accountsUpdate accounts receivable database with new accounts or missed paymentsEnsure all clients remain informed on their outstanding debts and deadlinesProvide solutions to any relative problems of clientsWrite thorough reports on billing activity with clear and reliable data

Business Administration And Management, General

Data Analyst