Services Corp Service Representative

QUALAND SAMUEL

*** **** *** **., *** *D • Brooklyn, NY 11218 • 917-***-****

EXPERIENCE

Bank of New York Mellon, N.A (Subsidiary of Colson Services Corp.) NY, NY Senior Tech., Client Processing

12/97 – Present

• Answer client requests and manage interactions to resolve client needs.

• Identify and calculate all incoming Fed-wired funds from lending banks and the U.S. Small Business Administration (SBA) on a daily basis.

• Receive and wire out funds to lending banks and SBA department for loans that were send in error. Process payment and payoff funds for (7A) loans.

• Prepare and calculate Coof’s payout to investors on a monthly basis from suppressed report and create outgoing wire sheets for each investor.

• Investigate and solve all wire problems for both investor and originator loan that are sold on a secondary market on a daily basis. Answer inquiries both internal and external.

• Quality Control letters. Prepare and process all investor’s checks to be mailed or FedEx.

• Maintain daily contact with U.S. Small Business Administrator and over 100 financial institutions with discrepancies loans.

• Process all incoming 1502 forms for (7A) loans that are paying off in full. Executive Charge, Inc., Brooklyn, NY

Customer Service Representative

10/93 to 12/97

• Ability to answer large volume of telephone calls on a consistent basis and resolve inquiries.

• Attention to detail when scheduling reservations for all corporate clientele.

• Typed reports and trained new employees.

• Excellent communication and organizational skills and assume multiple responsibilities.

• Worked independently on special reports.

Charles H. Meisels, CPA, New York, NY

Administrative Asst. /Accounting Clerk

03/88 to 10/93

• Posted J/E, D/J and monthly payroll information into the system using PDS - client accounting.

• Run Trial Balance and General Ledger Reports.

• Prepared financial statements for various clienteles.

• Entered data for individual and corporate tax returns using DIGITAX and LACERTE tax software.

• Inputted time sheets and clients' billing expenses using CPAID tax software.

• Ordered all office supplies and materials.

EDUCATION:

The City College of New York, New York, NY BA in Communication, 1992 LaGuardia Community College, Long Island City, NY AAS in Computer Programming, 1986 Skills: Microsoft Word, Excel, Outlook; Knowledgeable in PowerPoint. References Available Upon Request

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