William Lai Email & Phone Number

Irvine, Ca, Us

Irvine, California, United States

- Reviewed documents and emails through resolving issues for approvals by ensuring all data were entered correctly to meet deadlines for clients.- Assisted clients enrolled in the debt relief program with simulating payment plans resulting over $1.5 million in debt settling monthly.- Achieved in successfully settling over 700 settlements monthly.- Communicated effectively with different departments to resolve any issues daily.- Reconciled accounts weekly and addressed any discrepancies with clients’ payments.

Irvine, California, United States

- Reviewed loan applications from various brokers and checked if all minimum requirements were met.- Analyzed data to verify information and oversaw document preparations.- Strong communication with clients and departments to obtain the right data for processing.- Assisted funding advisors with direct submissions and renewals through facilitating the underwriting processes.- Determined for financial institutions to assess degrees of risks involved when providing loans to borrowers.- Owned department emails to ensure all issues were resolved in a timely manner.

Riverside, California, United States

- Assisted accountants by preparing documentations for audits, analyzing spreadsheets, and helping with statements reconciliations.- Communicated effectively with different departments to ensure all documentations were processed correctly.- Analyzed ledgers and registers to ensure invoices were processed and paid.- Helped accountants by providing missing GL codes.- Problem solved any issues when incorrect data were being submitted.