Experience

Welch Tennis Courts
• United States
• Construction
• 1 - 100 Employee
• Sales & Marketing

  • Jan 2020 - Present


Self Employed

• Real Estate
• 1 - 100 Employee

• Mortgage Processing Consultant

  • Jan 2013 - Jan 2017

  kimberlylynnvalencia@gmail.com I sale Tennis products as a wholesaler. • Develop skills to be able to grow my B2B clientele. • Review customer’s credit information to confirm there are no collections or fraudulent transactions which would form an issue with qualifying for a mortgage. • Review customer’s application to confirm no fraudulent information was provided by the customer in completing their mortgage application. • Collect documents by means of email & fax. • Verify all requested documentation is collected and packaged for admission to underwriting. • Verify the appraisal has been ordered and Title Insurance has been ordered. • As a consultant I have assisted in growing a mortgage business to $30 Million Show less



Citibank

• Banking
• 700 & Above Employee

• Bank Card Customer Service Representative, Call Center

  • May 2008 - Jun 2009

  Responsible for assisting clients with their checking & savings accounts. Handled multiple lines. • Also, promoted Citibank products and worked on upselling customers to equity lines, new home mortgages/refinances, and special offer credit cards. • Offer other products to clients that they could benefit from (mortgages, investments). • AML (Anti Money Laundering) Certification • Verify account balances, transactions, and assist with opening new accounts. • Cancel stolen or lost bankcards, and verify prior activity. • Create investigative reports for the Fraud Department for stolen bankcards. Show less



Thomas Quillin DDS & Exceptional Dental

• Office Manager/Insurance Claim Specialist

  • Dec 1997 - Apr 2008

  Responsible for daily office tasks, including insurance claim filing & billing. • Sales of the Ameriplan Dental Insurance for noninsured patients. • Also, handled Care Credit for patients with lengthy treatment plans. • Also, assisted in upselling patients on the different types of treatments recommended on a case by case basis (eg. Porcelain Crown vs Full Cast Metal Crown). • Responsible for handling collections of all accounts, including assisting patients with establishing a payment arrangement agreeable to the doctor. Also, worked with CarePlus, a credit plan that assisted qualifying patients with an option to afford extensive dental treatment. Worked diligently with an outside collection agency as well for accounts that were over 120 days past due. • Worked directly with the doctor in developing patient treatment plans & payment arrangements. • Daily insurance tasks, including verification of coverage, submission, and follow up on past due claims. • Reviewed all dental claims submitted by the office employees were submitted correctly to avoid the insurance companies claiming fraudulent claims were submitted for payment. • Establish daily projections for production. • Maintained a current accounts receivable, including weekly statements, and monthly collection submissions. • Ordering of office supplies for the doctor and hygienist. • Assist the doctor with accounts payable. • Used Skip Tracing to locate customers that were no longer responsive to collection activity Show less



Simple Buyer

• United States
• Real Estate

• Office Manager/Electronic Component Distributor

  • Sep 1997 - Jul 2002

  Responsible for managing accounts receivable & accounts payable, bi-weekly payroll, B2B sales support, health insurance and benefits for staff, and renewal of vendor contracts. • Handled all collection proceedings for vendor accounts over 90 days past due, and made continuous contact by phone, fax, & mail each week. • Specialized in confirming suppliers were not supplying fraudulent products. This was done by researching vendor’s prior sales, by performing skip tracing on the vendor. • Worked directly with the sales staff in implementing a desirable commission structure. • Verbal and written contact with global vendors regarding account basis. • Bi-Weekly payroll for entire company. • Maintained a relationship with a large medical insurer for our entire staff. • Daily invoicing to customers. • Maintained accounts payable, and assisted in spreadsheet analysis. Show less



LBS Capital Management

• Administrative Assistant

  • Aug 1994 - Dec 1997

  LBS Capital Mgmt, Inc., Clearwater, FL 1994-1997 Administrative Assistant Responsible for assisting in mutual fund & annuity market timing accounts for a large customer base. • Accounts Payable/Data Entry- Logged in customer annual payments for market timing accounts. • Accounts Payable/Data Entry- Maintained a spreadsheet of customer’s annual contributions to their market timing accounts, including calculating annual billing statements. • Assisted in large buy & sells, contacted mutual fund & annuity companies to get share balance and market price for transactions. • Contact daily with mutual fund companies to get closing values in certain funds. • New customer accounts. Show less