Foresight Group Onboarding and Support Manager

• Mar 2022 - Present

Onboarding and Support Manager for Foresight Insured clients at Safesite

Customer Support and Onboarding Specialist

• Jul 2021 - Mar 2022

Customer Service Team Leader, NorCal Supply Chain Center

• Apr 2020 - Jul 2021

Customer Service Team Leader Oversee regional customer service, accounting operations, HR and warehouse operations for Domino’s Pizza Northern California. •Manage customer service team, ensuring timely response and exceptional service to our 159 regional franchise partners. •Responsible for managing accounts payables and receivables for the facility, in partnership with finance team. •Coordinate administrative and HR duties for the team, including employee on-boarding, payroll and timecard management. •Direct the end-to-end order and fulfillment process for franchise partners, ensuring on-time and accurate product delivery. •Support warehouse operations, including PO management, order processing and inbound shipments. •Safety Coordinator for the facility. Ensuring OSHA standards are being followed, holding monthly safety meetings, and maintaining of first aid supplies, kits, and certifications are up to date. Show less

Customer Service Manager

• May 2017 - Apr 2020

Highlights:-Assisted with ERP upgrade implementation in May of 2017. Ensuring all of Customer Service staff was properly trained and comfortable with the new system for processing orders. Trouble shooting issues and working with IT and ERP developers to correct any bugs or system errors found. -3 Time MacPherson All Star Service Award Winner-Managing a Customer Service team that was a key contributor to company’s record gross sales in 2016 and 2017Day to Day:• Supervising a team of 5 Customer Service Reps for MacPherson’s Art Supplies. 2 located in Emeryville office and 3 out of Atlanta Office• Managing customer service escalations, credit requests, interactions with sales, and orders are processed accurately and within the designated guidelines• Handling of new B2B, B2C orders, drop shipments, or fulfillment orders. Overseeing the order process from beginning to end• Supporting Account Managers (Sales Staff) to best service our customer base. Ensuring it’s a partnership to create an effective collaboration between the Sales and Service teams. • Assisting as Non Resident Importer for orders shipping to Canada. Clearing shipments through Canadian Customs for MacPherson's customers up north. A value added service provided to customers in Canada who order through Mac• Attending annual Art Supply Trade Show and supporting as Brand Ambassador for MacPherson’s Art Supply and our Exclusive Brands Show less

Customer Service Supervisor

• Mar 2016 - May 2017

Customer Service Team Leader

Collections Specialist

• Dec 2011 - Mar 2016

-Daily Cash Posting of all receivables - payments received in lock box, by credit card, bank deposits and wire transfers. -Responsible for collections of International, Credit Card, and assigned territory accounts -Opening up new accounts: checking credit and trade references, verifications of deposit, setting up new account in system-Approving and releasing domestic and international customer orders to warehouses for picking-Handling customer service issues or questions, responding to credit inquiries, and issuing credits on customer orders-Maintaining and updating customer account master files-Preparing weekly and month delinquency and collection reports-Billing Michaels and Aaron Brother’s accounts through Bank of America and Wells Fargo for Import Purchase Orders to receive ACH payment. Show less

Senior Collector

• Feb 2009 - Nov 2011

Manage collections for SBA loan accounts 60 days past due to 120 days Making outbound phone calls to delinquent clients, skip tracing, pull credit reports to determine financial capability of payment Handle repurchases between Superior Financial Group and the Small Business Administration (US Treasury) Manage collections for SBA loan accounts 60 days past due to 120 days Making outbound phone calls to delinquent clients, skip tracing, pull credit reports to determine financial capability of payment Handle repurchases between Superior Financial Group and the Small Business Administration (US Treasury)

Collections Specialist

• May 2007 - Feb 2009

Manage collections process for iMotors and Reply Real Estate marketing programs Manage collections process for iMotors and Reply Real Estate marketing programs

Territory Development Manager

• Sep 2006 - Mar 2007

Managing territory of Florida, South Carolina, and Southern Georgia. Prospecting, cold calling for new business with body shop owners, general managers of dealerships, or operations managers of corporations of collision repair shops. Creating and executing calling campaigns for specific region for new business, up selling current clients, retaining clients. Customer Service - Account Manager for client's in assigned states. Whether it was billing issues, product service questions, software training, system installation, escalated issues or what ever the case may be. Periodic review of customer satisfaction indexes, ensuring client is content with service and product. Collections/Retention - calling on existing clients to resolve past due balances, collections issues and reinstate service. Show less

Account Executive

• Nov 2005 - Sep 2006

Generate new business by making outbound phone calls on various lead sources -contacting Internet Leads, Farm Lists, Portfolio Customers, Turndowns, or previous No Sales. Handle inbound leads convert them into loans. Maintain pipeline of new, current customers as they go through the loan process, as well as a personal database of customers for future and referral business. Establish rapport with borrower, take a full residential loan application, qualify customer based on credit score and report, loan to value ratio, debt to income ratio, and price out different loan options based on Countrywide's Policies and Guidelines. Manage loans through process - preparing clean submissions, clearing conditions, obtaining disclosure forms and loan application, set up signings with notaries, having refinance or purchase be smooth and quick process. Ensure borrower is happy with loan by accomplishing their goals and creating benefit. Show less

Regional Collections Manager

• Jan 2005 - Nov 2005

Contact delinquent clients by e-mail, fax, letters, or phone for collection of past due account. Reviewed accounts and determined proper collection efforts that need be. Negotiating with current and inactive clients proper time frames to bring past due balance current, setting up installment promissory notes, or negotiating settlements. Dealing with clients 1 day past due or 120 days past due. Credit/Accounting: reconciled accounts, prepared recap of accounts detailing transaction history, waiving late charges, applying payments, pulling credit profiles, and adjusting balances. Maintaining customer satisfaction, dealing with billing, customer service, or products issues/concerns. Preparing for arbitration for in house counsel. Holding customers to signed contract and ensuring all bad debt issues are resolved, either by turning client around - reinstating service or writing client off and pursuing legal action. Assisting Account Executives with accounts, in order to provide effective customer service to unsatisfied clients to resolve their situation. Show less