Resume

Customer Service Accounts Receivable

Location:

Auburndale, FL

Posted:

November 03, 2023

Contact this candidate

Resume:

MARIANNE L. STONE

*** ***** ******, ****

Auburndale, FL 33823

Cell Phone 863-***-****

ad0ubf@r.postjobfree.com

SUMMARY OF QUALIFICATIONS: Twenty five years’ experience in the areas of mortgage banking, customer assistance, marketing, counseling, sales, human resource administration, and accounting. Areas of responsibility have included client communication, customer service, planning and development, recruiting, training, scheduling, benefit package selection and administration, accounts receivable and payable, budget preparation and analysis, public speaking, resourcing and locating funding for clients.

BayCare Health System, Inc. Guest Services Clerk.

Clearwater, FL

2021-2023 Functioned as the guests' liaison to all assigned services. Position was hospitality-focused and critical to ensuring that each patient, client, patron or visitor can enjoy a positive experience and have their personal needs met while taking advantage of the variety of health-related and retail services offered by the facility.

The ability to communicate effectively with patients, visitors, health system leaders, staff, medical office personnel and referring physicians is a must. Recognized issues, resolved or attempted to deescalate some and referred others to facility leaders. Required to possess advanced computer skills and be proficient in all the following modalities/computer applications as appropriate: reception, registration, scheduling, financial counseling, insurance verification, waiting room management, and document management.

Rocket Pro TPO Credit Underwriter

Remote Initial underwriter for Freddie Mac and Fannie Mae loans.

Winter Haven, FL High pressure, fast paced work environment demanding

2020 – 2021 attention to detail, ability to communicate with third party

partners, vendors and internal team members. High level knowledge of the mortgage process required, Awarded Best Customer Service Employee out of 20,000 employees just 7 months into my employment.

JP Loan Funder, LLC Senior Underwriter

Winter Haven, FL Direct Private Mortgage Lender for all facets of mortgages

2019 – 2020 including fix and flip, buy to rent, mixed use, new

construction, and multifamily properties. Required attention

to detail, analysis of loan applications, evaluation of risks,

and exercising good judgement based on the analysis and then ensuring that all documentation followed relevant regulations. Position required ability to prioritize and to be organized with attention to timelines. The pandemic hit and employer moved. In the short time I was employed I received several additional bonuses due to the quality of my work and the rapport I developed with various closing teams.

Vesta Pharmaceuticals, Inc Human Resource Manager

Indianapolis, IN Contract manufacturing firm in the nutraceutical field of

January 2019 – October 2019 supplements. Responsible for all phases of the Human

Resource area. Conducted interviews for new hires, orientations, evaluations. Responsible for updating and maintaining employee handbook, OSHA compliance, salary reviews, budgeting and analysis, hiring, probations and terminations. Wrote job descriptions, sourced insurance options, 401(k) administration, coordinated with accounting all payroll information, I-9 verifications for new hires and contractors. Due to several suggestions which I made involving changes in the time reporting process, to the employee handbook, and negotiating various insurance coverages, the company saved several thousand dollars. I was awarded bonuses for each of the changes I made. I left because my husband retired, and we purchased a home in Florida.

Strongbridge – FHA/HUD Call Center CSR II

Indianapolis, IN Fast paced, call center providing information and

2015 – 2019 guidance for Underwriters, Loan Officers, Brokers, Processors, Appraisers, Realtors and Consumers who were facilitating or obtaining FHA insured mortgages.

Position required knowledge of all facets of the

Mortgage industry while providing excellent customer service. During my employment I was awarded 12 commendations for superior customer service.

Highland Fairways Golf Club Pro Shop Manager, Main Starter for Golf Course

Lakeland, FL Scheduled tee times for leagues, including, Mixed

2012-2015 Leagues, Men's League and Couples' League.

Developed fund raising events for the course by organizing various sale events: golf shirts, protein bars, soft drink and water sales, Tuesday night hot dog and hamburger dinners, resulting in a continuing flow of an additional income of $2,000 per month for the club.

Collected membership fees, individual green and trail fees from non-members and guests. At all times remained courteous, had knowledge of players on the course, and was ready to help any member or guest requiring assistance.

Beall’s Gift Wrap, Cashier, Store Recovery Associate

Lakeland, FL Provided fast, courteous service for customers who want to

2007-2010 have a purchase gift wrapped. Operated point of sale registers when needed in various departments and assisted in store recovery and signage as needed.

Employed as a seasonal and asked to remain as a part time, on-call associate until April 2009 at which time there was a reduction in force. Re-employed in October 2009 as a seasonal associate ending in March 2010.

M&I Marshall & Ilsley Bank Mortgage Loan Sales Assistant

Beloit, WI Explained mortgage loan programs to customers and

2000-2002 explored various options available to them prior to meeting with an originator. Interviewed and assisted applicants in originator’s absence. Monitored six processors’ progress during the application process.

Communicated with Realtors, applicants, originators, underwriters, appraisers and title companies to ensure a successful closing of mortgage refinance or purchase of new real estate. Represented bank at closings.

Consistently awarded bonuses for attracting new customers in related banking services such as new checking, savings and financial investment areas.

My grandmother came to live with us, and I left my job to be with her and care for her until her death.

AnchorBank, fsb Loan Processor

Janesville, WI Responsible for record keeping of Mortgage/Consumer

1998-2000 loans in process. Prepared, ordered distributed and monitored documentation for all phases of transactions affecting loans in process, loan closings and disbursements. Closed and disbursed consumer loans.

Position required ability to hold in strictest confidence financial details pertaining to loans, good oral and written communications skills, accuracy and attention to details and timelines.

Bonuses received for superior performance in recruiting new customers for mortgage officers resulting in new business for the bank in a highly competitive market of refinances.

Coldwell Banker Keefe United Real Estate Realtor

Janesville, WI Licensed Realtor responsible for all phases of a

1995-1998 transaction after the contract was signed to ensure a successful closing of the sale. Also, designed advertisements for new properties and for realtor self-promotion.

High profile position with clients, customers and Realtors, title companies and lenders requiring good communication and marketing skills, accuracy, monitoring and meeting of deadlines, and ability to keep confidential pertinent information.

Awarded performance bonuses for seller and buyer retention.

Bone and Joint Surgery Associates Practice Adminstrator

Madison, WI Maintained all personnel files. Conducted semi-annual

1992-1995 performance reviews. Responsible for all payroll

functions, monitoring accounts receivable, insurance payments, collections. Administered/selected benefit packages for both professional and administrative support staff.

Prepared and analyzed annual budget for three office locations. Participated as part of office team for the recruitment of new office and medical staff. Acting Secretary and member of the Board of Directors.

Awarded major bonus for saving the practice sizable expenditure on x-ray facility when opening a new office.

Fort Wayne Occupational Health Center Medical Review Coordinator

Fort Wayne, IN Highly visible position necessitating direct communication

1989-1992with clients, patients, and physicians concerning drug

screening programs and results of drug testing.

Developed and marketed a Random Drug Screening Program and Testing Result Summary for major companies resulting in 5% increase in income for the doctors' practice and a bonus for creating the vehicle for new business.

Provided instruction for clients and their employees regarding federally mandated programs, i.e., ADA mandates, employee relations, family leave, etc. Developed, marketed and coordinated executive physical and health services to prospective clients. Acceoted an offer of employment from a client in Wisconsin.

Coopers & Lybrand Personnel Manager

Indianapolis, IN Scheduled assignments for 60 Staff Accountants.

1978-1988 Maintained personnel records for all staff. Compiled and

Conducted semi-annual performance reviews with first year staff accountants. Counseled first year staff regarding auditing career path and helped set goals and objectives. Member of teaching team for new accountant

staff schools in the Midwest Region.

Prepared and analyzed annual budgets for all phases of personnel area: training, recruiting and scheduling. Conducted staff orientation training at Staff and Senior Accountant levels. Member of Business Writing and

Executive Presentation Skills teaching team.

Administered benefit packages for professional accounting staff and administrative support staff. Member of on-campus interview team conducting interviews with prospective employees and presenting seminars on public accounting career opportunities at various colleges and universities throughout the United States.

EDUCATION: Purdue University

A.A.S. - Supervision. Graduated with Highest Honors. Wisconsin Real Estate Sales Agent License

Numerous Banking Compliance, Mortgage Lending and

Skill Building courses in the areas of: Writing, Speaking, Time Management and Goal Setting through Dale Carnegie.

SKILLS: Computer literate. Knowledgeable in Microsoft Office Applications, Desktop Underwriting, Loan Processor and many other software applications.

Meet people easily; communicate well; read, speak and understand limited amounts of Dutch and Spanish. Highly organized and flexible in approach to objectives. Rapid learner. Committed to quality client service.

COMMUNITY ACTIVITIES: United Way, Meals on Wheels, Habitat for Humanity, Rockford Area Board of Realtors, Rock-Green Board of Realtors, Roscoe Chamber of Commerce, Rockton Chamber of Commerce, National Secretary-Clumber Spaniel Club of America, Treasurer-Church Women’s Association, Polk County Senior Games.

BUSINESS REFERENCES: Mr. Ezra Javasky, President

JP Loan Funder, LLC

Pittsburgh, PA

412-***-****

Mr. Sam Kwon, President

Vesta Pharmaceuticals, Inc

5767 Thunderbird Road

Indianapolis, IN 46236

317-***-****

Ms. Terri York, Team Lead

Leidos – HUD/FHA

Indianapolis, IN