Accounts Payable Sales Agent
Resume:
Charles L. Green III
Willingboro, NJ 08046
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PROFESSIONAL WORK EXPERIENCE
CSAA IG [2016- Present]
Services/Sales Agent
Manage the day-to-day operations of our Title, Escrow, Post-Closing, and Accounts Payable Teams
Establish and maintain production levels; manage operating efficiencies to meet current business needs;
Establish and maintain client and agent relationships
Partner with brokerage manager in the areas to develop business
Assume responsibility and accountability for overall success of the office
Ensure company policy and procedures are being followed and monitor company compliance
Monthly reporting; set goals and track results
Responsible for the Quality Control functions and attainment of service levels
Review and ensure the work performed by the team is in compliance with generally accepted practices
Adjust polices, verify documents, and suggested ways to improve coverage.
Sale Auto Home and Umbrella policies with a target of 2 million UDA
Title Resource Group [2015- 2016]
Chase HELOC Administrator
Monitors internal databases for portfolio loan requests in the pipeline and works with Loan Documentation Specialists on prioritizing the workflow.
Reviews new requests in the pipeline for BSA/CIP, Bank Policy, and applicable regulatory requirements.
Works with Credit, Lender, and Loan Documentation Specialist to resolve any issues found early in the application phase so that the team is working efficiently towards a closing date.
Does a pre-review of loan packages and gives the approval to deliver docs to Lender for closing.
Works with legal counsel for generating docs
Provides management with timely and periodic status updates on the pipeline.
Oversees the onboarding and quality review process of new and renewed loans, including all traditional commercial loan products and consumer loans
Responsible assisting with the preparation of annual escrow analysis statements for commercial and consumer real estate secured loans and the payment of taxes and insurance throughout the year.
Provides guidance to Loan Servicing Specialists on adding ticklers in Xperience for ongoing collateral tracking of insurance and recorded security instruments.
Tracks that withdrawn, declined and incomplete loan files are being worked in a compliant timely manner and archived to Synergy.
Assists with tracking flood insurance and alerting the Loan Operations Manager to loans that may need a Force Placement letter.
Provides guidance and training to new team members within Loan Operations.
Alerts management to areas of concern and works to revise or create procedures as policy, regulations, or software changes.
Assure that all customer files are complete and in compliance with all applicable state and federal regulations and internal loan policies.
Ensure customer privacy, security of loan files and appropriate staff access.
Assists in the preparation of audits and exams.
Helps with the coordination of coverage and PTO within Loan Operations.
Lends support to the Government Lending Closing Operations team as requested.
Prudential Financial [2013- 2016]
Financial Professional Associate
Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of healthcare coverage.
Determines clients' particular needs and/or financial situations by scheduling fact-finding appointments; determining the extent of present coverage and/or investments; ascertaining long-term goals.
Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Completes coverage by delivering policy, planning future follow-up conversations, and evaluations of needs.
Provides continuing service by processing changes in policies and reassessing client needs.
Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments.
EDUCATION:
Bachelor of Science – Business Management, Winston Salem State University
Series 6- Life, Health, Property, and Casualty
SKILLS:
Workday, Excel Word Power point
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