Trey Taylor Email & Phone Number

Manteca, Ca, Us

Sacramento, California, United States

Stockton, California, United States

Scottsdale, Arizona, United States

•Analyze applicant’s financial status, credit, and property evaluation to determine loan feasibility.•Carefully analyzed documents and inform clients of missing items.•Matched customers to the best available loan program to fit their specific needs•Networked relationships with title agencies, real estate agents, and home builders in order to indirect market mortgage products to their existing clients.•Sold mortgages including new purchase, refinance, home equity lines of credit,… Show more •Analyze applicant’s financial status, credit, and property evaluation to determine loan feasibility.•Carefully analyzed documents and inform clients of missing items.•Matched customers to the best available loan program to fit their specific needs•Networked relationships with title agencies, real estate agents, and home builders in order to indirect market mortgage products to their existing clients.•Sold mortgages including new purchase, refinance, home equity lines of credit, and government sponsored loans•Expedite sales process by facilitating requests with appropriate internal groups, coordinating completion, and ensuring timely responses•Adhere to all federal and state compliance guidelines relative to retail mortgage lending. Show less

Tempe, Arizona

o Manage total accounts receivable with an aging of $8.5 Milliono Partner with Project Coordinators to audit project spending to meet milestone deadlineso Manage client accounts, including invoicing, PO tracking, process improvement, applying payments and working with clients to resolve outstanding balance issueso Audit accounts to ensure accurate billing, using third party vendor management systemso Support field offices and Operational Support Group with questions pertaining… Show more o Manage total accounts receivable with an aging of $8.5 Milliono Partner with Project Coordinators to audit project spending to meet milestone deadlineso Manage client accounts, including invoicing, PO tracking, process improvement, applying payments and working with clients to resolve outstanding balance issueso Audit accounts to ensure accurate billing, using third party vendor management systemso Support field offices and Operational Support Group with questions pertaining to client billing, payment policies, procedures, and PeopleSoft o Give weekly update to office vertical, reporting on the current status of accounts, steps taken to resolve issues and escalating issues to leadership that require senior level decision makingo Organize files for efficiency and provides ad hoc reporting as needed by internal partners and clientso Work closely with new team members to help with transitioning into new accounts Show less

Phoenix, Arizona Area

• Manage total accounts receivable with an Aging in excess of $3.5 million • Management of customer accounts, including but not limited to invoicing, PO tracking, account resolution and working with client to resolve outstanding issues. • Responsible for gathering the necessary data to assist Management with account specific decisions • Support liaison for field offices and Operational Support Group with questions pertaining to those local/regional accounts on their aging including… Show more • Manage total accounts receivable with an Aging in excess of $3.5 million • Management of customer accounts, including but not limited to invoicing, PO tracking, account resolution and working with client to resolve outstanding issues. • Responsible for gathering the necessary data to assist Management with account specific decisions • Support liaison for field offices and Operational Support Group with questions pertaining to those local/regional accounts on their aging including but not limited to client billing and payment policies and/or procedures, PeopleSoft issues, etc. • Auditing accounts to ensure accurate billing and client specific information Show less