Customer Service Assistant

Garry Marcelino

** *********** ***, ****** ***** CA. 92694 adlhit@r.postjobfree.com 949-***-****

CAREER OBJECTIVE

To obtain a challenging and rewarding career opportunity where I can enrich my acquired skills and make a positive contribution to the success of a highly regarded company. SUMMARY OF QUALIFICATIONS/SKILLS

• Strong oral, written and interpersonal communication skills

• Exceedingly productive and self-motivated to handle multiple task with minimal supervision

• Excellent ability to use good judgment and maintain a high level of professionalism

• Proficient Microsoft Office skills including Word, Excel, PowerPoint; Excellent computer knowledge, typing, and 10-key data entry

PROFESSIONAL EXPERIENCE

Billing Analyst First Foundation Irvine, CA 2017-present

• Review and maintain billing database criteria based on account holdings and billing rates per client Investment Management agreements.

• Manage assigned client relationships and existing accounts.

• Generate monthly reports of cash flow, accrual of sub-advisory fees, and billing analytics.

• Manage collections of current and past due invoices; Generate account invoices and invoice quarterly reports.

• Calculate and record client reimbursements.

• Provide reports to Finance and Management upon request regarding billing, receivables, and collections.

• Reconcile custodial referral invoices and prepare waivers.

• Track internal money movement between new and closed accounts for reporting to Finance department. Group Processing Administrator Word and Brown Agency Orange, CA 2015-2017

• Compiled and analyzed data, create reports, and provide information regarding functional specific policies and procedures for applied use of management tracking and control of processes, projects, and activities.

• Utilized and provide support with software to compile, maintain, and generate reports, statistics, timelines, graphs, correspondences, and presentations.

• Assisted in auditing reports, monthly invoicing, and month end processes.

• Assisted with processing new case submissions, employee change requests, employer terminations, accounts receivables.

•

Installations Analyst Metlife Investors Irvine, CA 2011-2014

• Worked directly with account management, external clients, and other internal departments to manage projects affecting company contracts with retain firms.

• Executed ten or more contracts with new firm relationships per quarter through coordination with legal and business partners to grow sales opportunities and decrease business risks.

• Identified commission system errors and implemented swift solutions resulting in quarterly savings of over

$150k.

• Served as an integral team member to create and maintain installations department’s processes and procedures.

• Monitored and maintained approximately 500 selling agreements.

• Created and updated monthly finance reports.

Accounting Assistant C21 Award-Superstars RSM, CA 2009-2011

• Computed, processed, maintained, and prepared cash receipts, vouchers, commission payments, invoices, and checks for business transactions by real estate agents.

• Analyzed data for over 400 agents in Southern California, including calculations and postings of financial data into accounting processing systems according to company procedures.

• Compiled over 100 data reports per day; Entered information into company accounting systems (THS and CrestEdge).

• Researched bill payment issues and promptly presented findings to management for quick resolution. Accounting Assistant/Servicing Lead Loan Link Financial Services Aliso Viejo, CA 2003-2009

• Acted as support lead of overall servicing operations including commission payments under direction of VP, Controller.

• Directed, prepared, and submitted monthly loan production reports and final reports for delivery to the CEO.

• Performed Basis Points calculations for loans sold to strategic lenders such as: Wells Fargo, Lehman Brothers, Behr Sterns, Goldman Sachs, and Deustch Bank.

• Sole direct contact to loan officers for acquisition, sanction, and reconciliation of commission reports including out-house commission reconciliation and daily broker checks for in-house funded loans. Cash Control Specialist II; Option One Mortgage Irvine, CA 2002-2003; Cashiering II 2000-2002

• Advised borrowers and title companies of responsibilities on handling insufficient funds for loan payoffs or refinancing.

• Provided exceptional customer service while handling incoming calls from title and escrow companies.

• Worked with research department and assisted customer service inquiries for payments, payoffs, and wire transfers.

• Built strong business relationships with title and escrow companies to assist in borrower loan payoffs and refinancing.

• Managed release of escrow funds after loan payoffs. EDUCATION

Associates, Business Arts Saddleback College Mission Viejo, CA pending REFERENCES

Available upon request.

Contact this candidate