Experience

ClearOne Advantage

• United States
• Financial Services
• 100 - 200 Employee

• Enrollment Compliance Coordinator

  • Sep 2023 - Present

• Underwriting Team Lead

  • Nov 2022 - Present

  -Processing 2 high volume Underwriting Queues -completing secondary audit reviews for full staff monthly -Queue/Time Management -Assisting/Heading Special Projects -Responding to Internal and Affiliate companies inquiries -Identifying potential personnel conflicts -Pulling reporting and submitting daily reporting to underwriting department -Work closely with negotiations and development department with ongoing creditor mapping issues -Logging file rejections to… Show more -Processing 2 high volume Underwriting Queues -completing secondary audit reviews for full staff monthly -Queue/Time Management -Assisting/Heading Special Projects -Responding to Internal and Affiliate companies inquiries -Identifying potential personnel conflicts -Pulling reporting and submitting daily reporting to underwriting department -Work closely with negotiations and development department with ongoing creditor mapping issues -Logging file rejections to track department production -Reviewing candidate credit reports, creditor statements and other comparable documentation for enrollment consideration -Determination of eligibility of candidate accounts -Examination enrollment documents to ensure consistency and compliance -strong analytical, research and problem solving skills -Ability to work independently -Excellent organizational skills and attention to detail -Expert understanding of interdepartmental compliance standards -Understanding of laws, guidelines and best practices of financial services -Proficient with Microsoft Office Suite and/or related software

• Senior Underwriter

  • Feb 2022 - Present

• Underwriter

  • Mar 2021 - Present



PayPal

• United States
• Software Development
• 700 & Above Employee

• Jr Systems Administrator

  • Jan 2018 - Mar 2021

  • Learn IT concepts quickly, to support data center move project. • Deployed over 300 virtual Windows Servers in time critical schedule, in support of project. • Track time critical server decommissioning in support of project. • Transition to support of Operations team at project's end. • Manage multiply work queues in Operations team. • Continues to learn new concepts and processes daily, to broaden Ops team support. • Learn IT concepts quickly, to support data center move project. • Deployed over 300 virtual Windows Servers in time critical schedule, in support of project. • Track time critical server decommissioning in support of project. • Transition to support of Operations team at project's end. • Manage multiply work queues in Operations team. • Continues to learn new concepts and processes daily, to broaden Ops team support.



John L Sullivan Dodge Chrysler Jeep Ram

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Vehicle Acquisition Agent/ Kelley Blue Book Specialist/ Sales Representative

  • Jun 2017 - Jan 2018

  -daily contact with customers -scheduling appointments -daily updates in Dealersocket (CRM) -handling all financial paperwork required to complete purchase paperwork -appraising vehicles -building customer relationships -acquiring vehicles for our inventory, wholesale lane -daily contact with customers -scheduling appointments -daily updates in Dealersocket (CRM) -handling all financial paperwork required to complete purchase paperwork -appraising vehicles -building customer relationships -acquiring vehicles for our inventory, wholesale lane



Roseville Volkswagen

• United States
• Automotive
• 1 - 100 Employee

• Vehicle Acquisition Agent & Kelley Blue Book Instant Cash Offer Agent

  • Nov 2015 - May 2017

  -daily contact with customers -scheduling appointments -daily updates in Dealersocket (CRM) -handling all financial paperwork required to complete purchase paperwork -appraising vehicles -building customer relationships -acquiring vehicles for our inventory, wholesale lane Previous Job Duties with Current Role: -handle Special Order Parts through Parts Department -ensure all SOP customers were contacted in a timely fashion to ensure short shelf life -daily… Show more -daily contact with customers -scheduling appointments -daily updates in Dealersocket (CRM) -handling all financial paperwork required to complete purchase paperwork -appraising vehicles -building customer relationships -acquiring vehicles for our inventory, wholesale lane Previous Job Duties with Current Role: -handle Special Order Parts through Parts Department -ensure all SOP customers were contacted in a timely fashion to ensure short shelf life -daily department check ins to ensure SOP was running smoothly and efficiently - ensuring all Pre-Paid SOP were mailed to customers in a timely fashion -make sure all SOP had proper labeling and in correct place at all times to simplify annual inventory - frequent check in's with Parts Department Manager with ideas, or any suggestions to be made Service Department Administrator Duties: -Answer all incoming calls and assist each customer - daily follow up calls to customers to ensure an exceptional experience -daily appointment reminders for upcoming service -add all new car units into our system from purchase to in transit to delivered -contact customers to schedule all services included in Due Bills and coordinate scheduling with our vendors and customers - keep history of all courtesy loaner vehicles sent out and frequent check on our vehicles for recalls Show less -daily contact with customers -scheduling appointments -daily updates in Dealersocket (CRM) -handling all financial paperwork required to complete purchase paperwork -appraising vehicles -building customer relationships -acquiring vehicles for our inventory, wholesale lane Previous Job Duties with Current Role: -handle Special Order Parts through Parts Department -ensure all SOP customers were contacted in a timely fashion to ensure short shelf life -daily… Show more -daily contact with customers -scheduling appointments -daily updates in Dealersocket (CRM) -handling all financial paperwork required to complete purchase paperwork -appraising vehicles -building customer relationships -acquiring vehicles for our inventory, wholesale lane Previous Job Duties with Current Role: -handle Special Order Parts through Parts Department -ensure all SOP customers were contacted in a timely fashion to ensure short shelf life -daily department check ins to ensure SOP was running smoothly and efficiently - ensuring all Pre-Paid SOP were mailed to customers in a timely fashion -make sure all SOP had proper labeling and in correct place at all times to simplify annual inventory - frequent check in's with Parts Department Manager with ideas, or any suggestions to be made Service Department Administrator Duties: -Answer all incoming calls and assist each customer - daily follow up calls to customers to ensure an exceptional experience -daily appointment reminders for upcoming service -add all new car units into our system from purchase to in transit to delivered -contact customers to schedule all services included in Due Bills and coordinate scheduling with our vendors and customers - keep history of all courtesy loaner vehicles sent out and frequent check on our vehicles for recalls Show less



FUTURE FORD OF ROSEVILLE

• Automotive
• 1 - 100 Employee

• Contract Prepping and Packaging/ Operator

  • Mar 2015 - Aug 2015

  My responsibility was accounting for all car sales from the day prior and getting them prepped for Finance. Ensuring all down payments were in our possession, correct in comparison to what was put on contract, accounting for them in ADP, making sure all monies were submitted to correct customer/deal numbers, and stamping for a morning bank deposit. Also responsible for maintaining up to date lists for missing down payments and making sure we collected in a timely manner. Main objective… Show more My responsibility was accounting for all car sales from the day prior and getting them prepped for Finance. Ensuring all down payments were in our possession, correct in comparison to what was put on contract, accounting for them in ADP, making sure all monies were submitted to correct customer/deal numbers, and stamping for a morning bank deposit. Also responsible for maintaining up to date lists for missing down payments and making sure we collected in a timely manner. Main objective was to also strip each contract for every deal, filling out documents, ensuring each Lienholder's stipulations for funding were retrieved, putting all contracts together to the specific liking and proper packaging, responsible for all contracts being signed, and all contracts being packaged and sent to multiple lenders each day. This position required extensive attention to detail, time management, focus and speed. At the beginning of my employment at Future Ford of Roseville, I started as Operator for the dealership. Answering the phone for the store as well as Future Nissan of Roseville and direction each and every caller to each department as needed. I acquired knowledge of using a multiline phone system, receiving calls at a very high volume. My hard work ethic, eager to learn personality, and helpful attitude gave me the opportunity to move from Reception to more responsibility into processing and packing sales contracts. Show less My responsibility was accounting for all car sales from the day prior and getting them prepped for Finance. Ensuring all down payments were in our possession, correct in comparison to what was put on contract, accounting for them in ADP, making sure all monies were submitted to correct customer/deal numbers, and stamping for a morning bank deposit. Also responsible for maintaining up to date lists for missing down payments and making sure we collected in a timely manner. Main objective… Show more My responsibility was accounting for all car sales from the day prior and getting them prepped for Finance. Ensuring all down payments were in our possession, correct in comparison to what was put on contract, accounting for them in ADP, making sure all monies were submitted to correct customer/deal numbers, and stamping for a morning bank deposit. Also responsible for maintaining up to date lists for missing down payments and making sure we collected in a timely manner. Main objective was to also strip each contract for every deal, filling out documents, ensuring each Lienholder's stipulations for funding were retrieved, putting all contracts together to the specific liking and proper packaging, responsible for all contracts being signed, and all contracts being packaged and sent to multiple lenders each day. This position required extensive attention to detail, time management, focus and speed. At the beginning of my employment at Future Ford of Roseville, I started as Operator for the dealership. Answering the phone for the store as well as Future Nissan of Roseville and direction each and every caller to each department as needed. I acquired knowledge of using a multiline phone system, receiving calls at a very high volume. My hard work ethic, eager to learn personality, and helpful attitude gave me the opportunity to move from Reception to more responsibility into processing and packing sales contracts. Show less