Experience

The Tax Team

• United States
• Financial Services
• 1 - 100 Employee

• General Manager

  • Jun 2019 - Present

  Update invoicing and charge reports daily Process automatic/manual client payments via Credit Repair Cloud and Zoho Maintain spreadsheets – Active Client Tracker, Charge Report, Drop List and Pending Leads Processing and maintenance of proper documentation via HelloSign and on CRT Customer documents Credit Report authorizations, Credit Card authorization, Notice of Cancellations, Client Agreements, Client Files Manage email accounts – my email, info email and docs email Manage the Customer Service and Mailing Team Debt Settlements – process Power of Attorney’s, negotiations and updating to credit bureaus New employee training Manage mortgage broker/realtor referral relationships New client sales – process credit reports, import to Credit Repair Cloud In-person & phone consultations Process client updates and disputes Client follow-up/statuses in person & via phone Assist our processing department when any need arises Scanning of client files and documentation Manage & Support for sales team Show less



The Credit Repair Team

• Miami/Fort Lauderdale Area

• Account Manager

  • Jun 2019 - Jun 2021

  Update invoicing and charge reports daily Process automatic/manual client payments via ScoreInc and Authorized.net Maintain spreadsheets – Active Client Tracker, Charge Report, Drop List and Pending Leads Update records – client records, credit card information Processing and maintenance of proper documentation via HelloSign and on CRT Customer documents Credit Report authorizations, Credit Card authorization, Notice of Cancellations, Client Agreements, Client Files Manage email accounts – my email, info email and docs email Manage ScoreInc – letters, emails, client files, documents, credit progress notes Debt Settlements – process Power of Attorney’s, negotiations and updating to credit bureaus New employee training Manage mortgage broker/realtor referral relationships New client sales – process credit reports, import to ScoreInc In-person & phone consultations Process client updates and disputes Package/mail-out dispute letters Client follow-up/statuses in person & via phone Scanning of client files and documentation Show less