Jose Peña

Documentation Team Lead at Eastern Funding LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Woodbury, New York, United States, US
Languages
  • Spanish -

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Bio

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Documentation Team Lead
      • Feb 2022 - Present

    • Senior Documentation Specialist
      • Jan 2020 - Present

    • Documentation Specialist
      • Dec 2017 - Present

      Responsible for processing equipment finance/acquisitions. Prepare documents and ensure that they meet conditions set forth by Eastern Funding and SVEG. Responsible for timely preparation of files for funding and collection of any outstanding items. Maintain constant communication with internal and external clients for proactive resolution of any deficiencies.

    • United States
    • Insurance
    • 700 & Above Employee
    • Account Manager at Adam D. Karol Agency
      • Nov 2016 - Nov 2017

      Fully licensed to sell, market, and vend Life, Health, Auto, Fire, and Banking products. Market, solicit, and vend insurance policies to prospecting policyholders. Service current policyholders throughout all insurance processes. Maintain and manage a large book of business. Fully licensed to sell, market, and vend Life, Health, Auto, Fire, and Banking products. Market, solicit, and vend insurance policies to prospecting policyholders. Service current policyholders throughout all insurance processes. Maintain and manage a large book of business.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Student Manager (Auxiliary Services)
      • May 2015 - Dec 2016

      Direct Student Workers on all tasks.Assist Assistant Directors with all tasks. Maintain the University Center, Campbell Lounge, and Alumni House. Facilitate campus wide events. Aid the Student Organizations in their daily activities and Programing. Assist in all organizational events. Provide costumer service to all organizational events.Retrieve and preserve any misplaced objects.

    • Student Worker (Auxiliary Services)
      • May 2014 - Dec 2016

      Assist Assistant Directors with all tasks. Maintain the University Center, Campbell Lounge, and Alumni House. Facilitate campus wide events. Aid the Student Organizations in their daily activities and Programing. Assist in all organizational events. Provide costumer service to all organizational events.Retrieve and preserve any misplaced objects.

    • Student Worker (CSI)
      • Oct 2012 - May 2014

      Assist Assistant Directors with all tasks. Maintained the Commuter Lounge. Facilitated campus wide events. Aided the Student Organizations in their daily activities and documentation.

Education

  • Adelphi University
    Bachelor of Business Administration - BBA, Business Administration, Management and Operations
    2012 - 2016

Community

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