Tanisha Staton Email & Phone Number

Charlotte, Nc, Us

Monroe, Nc, Us

Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.Engaged customers and provide a high level of service by carefully explaining details about documents. Analyze customers needs and provided best options, up selling products and services.

Charlotte Metro

Handles high volume of incoming and outgoing calls to and from tenants to offer or discuss active workout alternatives to solve delinquencies.Verify applications content for eligibility, calculate and create awards and send documents to landlords and tenants via Nintex/DocuSign.Update customer financial information to initiate eviction alternative programs, provide results and next steps based off the recommendation received according to program guidelines.

Indian Land, South Carolina

Managed any conditions sent from underwriting department.Supported loan officer and underwriter teams by ensuring timely, judicious and accurate loan processing.Reviewed and verified borrowers’ income, credit reports, property appraisals and supplemental information to prepare documents for underwriting.

Analyzed invoice and expense reports, identified variances and researched issues to correct problems and maintain financial compliance.Coded invoices and other records to maintain organized and accurate records.Assisted with month-end and year-end closing to support accounting system accuracy.Addressed month-end closing functions for detailed reporting.

Charlotte Metro

Eliminated inaccuracies in accounts payable payments by verifying information prior to generating checks and electronic payment transfers.Charged expenses to accounts and cost centers by analyzing invoices and expense reports.Verified vendor accounts by reviewing documentation, rectifying issues and contacting account holders.Performed administrative tasks to support strategic initiatives.

Charlotte, North Carolina Area

Generating client loyalty by presenting an excellent experience from beginning to endExecuting clients monetary and clerical request in a timely and accurate mannerManaging clients experience while assisting with retirement needs ( buy, sells and trades)Demonstrating client relationship management skills through active listeningExceeds departmental productivity and quality performance guidelinesProvides financial and account specific information

Monroe, Nc

Loan Processing/ Loan Treatments/ Loan ServicingAccounting with emphasis on disbursement checks, booking loansAdministrative duties which included drafting letters, create spreadsheets, merging documents, imaging documents into electronic files, setup appointments and order suppliesAssisted customers with online accounts, apply payments

Monroe, Nc

Completed new business setups (corporation, non-profits and LLC)Tax Preparation (Individual and Corporate_Create business plans and applications for 501 (c) (3)

Belvidere, Il

Filing, data entry, copying and faxing documentsConducted New Hire Orientation and process new hire packets Via PeopleSoftMaintained various employee spreadsheets (attendance, disciplinary & etc