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Customer Service Sales

Location:
Tacoma, WA, 98405
Posted:
September 30, 2010

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Resume:

lonni wade

*** *. ***** ***., ******, WA *****, 253-***-****, abkkmr@r.postjobfree.com

OBJECTIVE

To obtain employment in a comfortable working environment where I can utilize my skills, training and provide for

profession growth.

EXPERIENCE

6/08-Currently Financial Pacific Leasing Federal Way, WA

Funding Coordinator 1

• Audit all documentation, invoices and pre-payments prior to funding ensuring

compliance with company credit approval and company policies.

• Responsible for funding over 1 million dollars of company monthly sales goal.

• Accurately complete Pre-Funding Control Worksheet, Lease Summary

Worksheet and document confirm call with lessees/customers.

• Verify lessees/customers time in business. Review discrepancies with credit

underwriter.

• Validate Vendors and determine if there is profit or loss within the last 3 years

of doing business with them.

• Review all lease/agreement signer(s) signature and verify authenticity.

• Facilitate on site inspections in compliance with company policy.

• Accurately complete pre-payment worksheets for all transactions.

• Maintain work-list to ensure timely turnaround on fundings.

• Process purchase order requests.

• Request vendor and broker checks from Accounting Department.

• Maintain incomplete documentation follow-ups lists.

• Ensure that brokers follow through on commitments to provide additional

information after funding when approved by exception. Advise Manager of

any transactions that may put the company at risk due to lack of follow

through by brokers.

• Enter initial lease information in Rapport (Financial Pacific proprietary

system) prior to lease/agreement set and booking.

• Complete wire transfer forms as requested.

• Provide highest level of Customer Service to all lessees, customers, vendors,

brokers and staff.

• Maintain confidentially of all company information.

• Develop and maintain positive relationships with all Financial Pacific Leasing

managers and staff.

• Assist and support other staff as needed.

1/08-6/08 Car Pros Automotive Group Tacoma, WA

Administrative Assistant

• Sales lead generation, initial customer registration and customer retention.

• Screened, scheduled, interviewed and trained new hires.

• Created and maintained employee files.

• Scheduled sales, appraisal and service appointments via telephone, email and

direct mail.

• Assisted in creating flyers, letters, postcards and email templates for mass

mailings and correspondence.

• Verified and compiled data for monthly reports.

• Collected, verified and entered customer information into Autobase (Car Pros

proprietary system) daily

• Participated in all inbound and outbound sales promotions.

• Provided excellent customer service by following up with customers to ensure

satisfaction via telephone, email and direct mail.

• Provided basic vehicle information.

• Purchased Office Supplies.

• Defused explosive customer complaints, with genuine concern, tact and

patience.

• Answered multi-lined telephone calls, took messages and transferred or

patched callers to appropriate staff and/or departments.

• Complied with federal state and company policies, procedures and regulations.

1/03-6/07 TVKFam LLC dba “Curves” Tacoma, WA

Office manager for curves international area director of Northern CA, Regional Director of Western United States and

Owners of 9 curves franchises.

• Handled service issues with genuine concern, tact and patience.

• Oversaw collections for nine franchise locations with an average of 400 +

members per club.

• Was responsible for contracting and helping over 400 club owners and

managers with Projection Sheet Reporting.

• Managed all vendor accounts and databases.

• Shipping and Receiving.

• Screened and scheduled interviews.

• AR/AP.

• Answered multi-lined telephone calls, took messages and transferred or

patched callers to appropriate staff and/or departments.

• Handled all clerical tasks.

• Purchasing, inventory control, issuing purchase orders and material

requisitions and issues invoices for 8 clubs and Corporate Office.

• Was responsible for P/L on Curvaceous Line.

• Used Cognos, Axapta and Audix daily. (Curves proprietary systems)

• Created and maintained databases.

• Compiled, sorted and verified information for data entry, office records,

reports and screening.

• Complied with federal, state and company policies, procedures and

regulations.

• Proficient with Microsoft Works, including Word, Access, Excel, PowerPoint

and learn other systems quickly.

1/00-6/02 Volt Services Group Fife, WA

temp

• Data Entry-Sagem Morpho

• Quality Control- Sagem Morpho

• Lead Auditors Assistant- Ihop

• Secretary

• Payroll

EDUCATION

• Approximately 20 years in service related positions. Successfully completed diversity, team building,

problem-solving and computer training classes at Tacoma Community College. Graduated career exploration

training at Pierce College.

REFERENCES

References are available on request.



Contact this candidate