Samantha Kling

Account Administrator at TriplePoint Capital
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco, California, United States, US

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Experience

    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Account Administrator
      • Aug 2023 - Present

    • United States
    • Banking
    • 100 - 200 Employee
    • Real Estate Loan Servicer
      • Jan 2021 - Aug 2023

      • Developed organization systems to ensure accurate record-keeping• Process customer transactions including payments, loan payoffs, and fee collections• Collaborate with third party vendors to complete loan related activities• Guide customers through loan closing processes and answer inquiries • Established relationships with department leaders to ensure customer transactions requiring their participation were completed on time

    • Real Estate Administrative Assistant
      • Jul 2020 - Jan 2021

      • Streamlined processes to complete increased volume of projects within established timeframes• Reconvey an average of 80 loans per week and prepare files for offsite archiving• Process an average of 20 payoff demands per day and generate monthly statistics reports• Assist with customer requests for loan documents• Process departmental mail; upload documents, distribution to onsite and remote colleagues

    • United States
    • Manufacturing
    • 1 - 100 Employee
    • Customer Service Representative
      • May 2020 - Jun 2020

      • Corresponded with and resolved quality concerns for clients in a timely manner via Zendesk • Maintained customer account information, applied refunds, and created orders for delivery • Corresponded with and resolved quality concerns for clients in a timely manner via Zendesk • Maintained customer account information, applied refunds, and created orders for delivery

    • United States
    • Government Administration
    • 700 & Above Employee
    • Recreation Leader
      • May 2017 - Jan 2019

      • Extensive public interaction as Center’s point of initial contact • Provide a positive first impression to customers; assisted Spanish speaking customers in their native language • Schedule use of city recreation facilities • Process payment transactions and collect accounts receivable • Ensure accurate record-keeping • Oversee events and trainings by responding to client needs • Perform administrative tasks for other departments as needed • Extensive public interaction as Center’s point of initial contact • Provide a positive first impression to customers; assisted Spanish speaking customers in their native language • Schedule use of city recreation facilities • Process payment transactions and collect accounts receivable • Ensure accurate record-keeping • Oversee events and trainings by responding to client needs • Perform administrative tasks for other departments as needed

Education

  • Sonoma State University
    Bachelor of Arts - BA, Psychology
    2019 - 2020

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