Customer Service Accounts Receivable
Resume:
Douglas Pizarro
*** ******** *****, ******** *****
************@*****.***
Highlights of Qualifications:
Twenty-one (21) years in the financial sales and services industry with a focus on maintaining relationships.
Three (3) years as a new hire mentor increasing employee retention.
Extensive experience in reviewing contracts and working with sensitive documents.
A dynamic and high-performance financial professional with outstanding experience in successful client/customer service management and a proven record of success.
Professional Experience:
Acting Assistant Finance Director Jan 2025-Sheraton Inner Harbor Hotel Accounting Dept
General Accountant - Accounts Receivable Specialist
Sheraton Inner Harbor – Baltimore, MD
November 2022 to Present
Review corporate contracts for pre-payment requirements.
Maintain daily records/storage of all accounts-Night Audit.
Attain prior payment authorization (credit cards) & charge all incoming groups prior to arrival.
Comply with all hotel's operating procedures.
Complete all refunds to prior guests through our financial software.
Make collection calls for all past due accounts both guest and corporate.
Assist the Sr. Assistant Director of Finance daily in resolution of all open folio/past due accounts.
Responsible for all transactions from accounting safe ($25,000).
Responsible for preparing all daily deposits for armor truck pick up.
Prepare daily cash journals from hotel associates.
Retrieve group credit cards from secure credit system and add to billing software.
Prepare Daily Executive Packs from prior day's revenue reports and deliver to Executive Team.
Prepare and distribute financial reports daily.
Update deposit scheduled for incoming groups in CI.
Maintain Daily Deposit Log.
Coordinate all pickups from Shred-It for our non-public documents.
Work in conjunction with Accounts Payable in office.
Meet daily with Sr ADOF to strategize.
Mortgage Loan Processor
S3 Shared Service Solutions - Linthicum Heights, MD
October 2021 to November 2022
Worked hand in hand with credit union members to maintain their accounts.
From application to funding of HE loan
Handled any subordinations with legal department
Qualified perspective mortgage clients under credit union guidelines.
Maintained the customer relationship throughout the loan process ensuring they understand the requirements and are comfortable with the terms of the loan.
Reviewed and analyzed loan contracts for preliminary approval/denial in accordance with bank guidelines.
Ordered and reviewed title, payoffs, appraisal & insurance on all files.
Maintained customer status and notes accurately in Client Relationship Management database.
Completed all required income work sheets.
Handle pipeline of up to 45 loans
HE loans from $50,000 to $500,000
16 states covered by Credit Union
Mortgage Loan Officer
KPG Mortgage – Ellicott City, MD
March 2020 – October 2021
Qualified perspective mortgage clients under company guidelines.
Maintained customer relationships throughout the loan process.
Solidified contacts/referrals through proactive solicitation with local realtors, contractors, and financial advisors.
Reviewed and analyzed loan contracts for preliminary approval/denial in accordance with bank guidelines.
Completed customer loan from start to funding, obtaining all needed income and asset documents.
Maintained customer status and notes accurately in Client Relationship Management database.
Field Technician
Environmental Quality Resources – Millersville, MD
July 2018 – March 2021
Field Technician in stream and wetlands restoration
Sales Manager
Atlantic Home Loans – Parsippany, NJ
July 2017 – June 2018
Originated home purchase loans in Delaware and Maryland.
Networked with local realtors and lending institutions to grow relationships and build companies Maryland presence gaining referral business.
Coordinated purchase transactions with over forty (40) realtors in three (3) offices.
Partnered with realtors on Zillow and Realtor.com referrals.
Recruited new employees to grow the company in my designated area.
Loan Officer/Mortgage Consultant
Cardinal Financial, Rockville, MD
June 2015 – July 2017
Qualified perspective mortgage clients under company guidelines.
Maintained customer relationships throughout the loan process ensuring client’s comfort level and understanding of the requirements of the terms of the loan.
Solidified contacts through proactive solicitation with local realtors, contractors, and financial advisors to gain referral business.
Reviewed and analyzed loan contracts for preliminary approval/denial in accordance with bank guidelines.
Completed customer loan from start to funding, obtaining all needed income and asset documents.
Ordered and reviewed title, payoffs, appraisal and insurance on all files.
Maintained customer status and notes accurately in Client Relationship Management database.
Senior Mortgage Consultant
New Penn Financial - Columbia, MD
May 2010 to May 2015
Targeted potential clients through internet, referrals and social network solicitation.
Qualified perspective mortgage clients under company guidelines.
Mentored new hires for the first 120 of employment ensuring proper training.
Maintained customer relationships throughout the loan process ensuring client’s comfort level and understanding of the requirements of the terms of the loan.
Solidified contacts through proactive solicitation with local realtors, contractors, and financial advisors for referral business.
Reviewed and analyzed loan contracts for preliminary approval/denial in accordance with bank guidelines.
Maintained customer status and notes accurately in Client Relationship Management database.
Assessed and screened qualified candidates for new programs and follow standardized processes.
Education:
Bachelor of Science Degree - Finance and Marketing, Towson State University
Licenses:
Federal License NMLS #298571
FBI Background Check/Fingerprints Clearance 03/2020
Proficient in:
Microsoft Office/Excel
Consolidated Inventory/Total Yield (CI/TY)
MARSHA
Sertifi
PSBAR
Lightspeed
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