Tyler Barron
Account Transition Specialist at Keystone Pacific Property Management- Claim this Profile
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Bio
Credentials
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The Complete Investment Banking Course 2018 Certificate of Completion
Udemy
Experience
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Keystone Pacific Property Management
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United States
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Real Estate
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100 - 200 Employee
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Account Transition Specialist
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May 2021 - Present
-Heavy involvement in the accounting aspects of transitioning new clients to Keystone. This involves important steps to set up clients in our software, tracking and communication to multiple departments, and making sure payment options and account access is readily available for homeowners.-The goal is to create a smooth and enjoyable transition for the homeowners of an association, as we work diligently through the important processes and procedures that create a strong and effective relationship for our clients.-Main source of communication and resolution for the ACH department, providing solutions and resources to homeowners who want to participate in automatic payments. Refunds and account inquiries are other common communications that are handled on a frequent basis.-Trainer of accounting coordinator team members. Processes involve processing of payments, homeowner account inquiries, transitions of new clients, and the termination steps of clients that may leave. Show less
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Accounting Coordinator
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Nov 2019 - May 2021
- Work in a team environment to assist in new account transitions through transferring account information into the Caliber software. This includes preparing homeowner information, balance forwards, and information regarding delinquent accounts.- Analyze individual accounts and discrepancies in daily processes to resolve issues and make the appropriate postings and adjustments of payments.- Manage aspects of the ACH program, including creating new definitions, running the daily and monthly processes, and handling any returned payments through ACH. Show less
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Adaa Dance Academy
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Tustin, California
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Dance Instructor
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Nov 2019 - Sep 2021
Teach Bollywood combinations to kids, where the focus is improving technique and preparing for performances. Teach Bollywood combinations to kids, where the focus is improving technique and preparing for performances.
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Team OC
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Irvine, California
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Dance Instructor
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Apr 2019 - Apr 2020
Teach beginning dance to kids, where the focus is on improving technique and creating content for performances. Teach beginning dance to kids, where the focus is on improving technique and creating content for performances.
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Mutual of Omaha
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Apr 2019 - Nov 2019
Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Insurance Licensed in: California Insurance License #0M92447 2. Disclosure: http://www.mutualofomaha.com/disclosure/ 3. Advisory services offered through Mutual of Omaha Investor Services, Inc. 4. Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc. 5. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 6. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites. Show less
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UC Irvine
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United States
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Higher Education
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700 & Above Employee
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Operations Team Member
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Sep 2018 - May 2019
Aid in core aspects of event operations including furniture and audiovisual setups. Provide housekeeping services throughout all customer-facing rooms, lobbies, and surrounding venues, ensuring that both the Student Center and Newkirk Alumni Center are kept in a cleaned and organized condition. Aid in core aspects of event operations including furniture and audiovisual setups. Provide housekeeping services throughout all customer-facing rooms, lobbies, and surrounding venues, ensuring that both the Student Center and Newkirk Alumni Center are kept in a cleaned and organized condition.
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YMCA Child Care
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United States
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Teacher 1
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Aug 2016 - Aug 2017
Supervised and assisted with the education of children from grades kinder - 5th grade in the after school and summer programs. Ensured kids were in safe environments, had the proper nutrition, and were given opportunities of growth and education when in the classroom setting. Supervised and assisted with the education of children from grades kinder - 5th grade in the after school and summer programs. Ensured kids were in safe environments, had the proper nutrition, and were given opportunities of growth and education when in the classroom setting.
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Education
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2014 - 2019
UC Irvine
Bachelor of Arts - BA, Economics
Community
