Customer Service Loan Processor

shannon Eidman

Rochester, NY *****

************@*****.***

+1-585-***-****

Work Experience

Loan Processor

Level 3 Funding - Remote

September 2023 to Present

Cold calls B2B MCA loans

Elite choice llc

Healthcare Services Group - Brooklyn, NY

January 2018 to Present

Cdpap

Sutherland global

Intuit / spectrum cable - Rochester, NY

January 2015 to January 2018

I did tech support and customer service for spectrum cable and for intuit i did tax support Education

12 in Finance

Marathon High School - Rochester, NY

September 2001 to September 2005

Skills

• Financial Analysis

• General Ledger Accounting

• Portfolio Management

• Budgeting

• Sales

• Microsoft Excel

• English

• Communication skills

• Computer skills

• Microsoft Word

• Organizational skills

• Management

• Google Suite

• CRM software

• Salesforce

• Tax experience

• Google Docs

• Financial services

• DocuSign

• B2B sales

• Live chat

• Business development

• Marketing

• Microsoft Office

• Leadership

• Negotiation

• Account management

• Customer relationship management

• Recruiting

• Analysis skills

• QuickBooks

• Typing

• Cold calling

• Tax accounting

• Payroll

• Filing

• Inside sales

• Customer service

• Human resources

• Technical support

• Zendesk

• Phone etiquette

• Data entry

• HubSpot

• Accounting

• Customer support

• Fair Housing regulations

• Underwriting

• Financial software

• POS

• Mentoring

• Technical accounting

• Sage

• Pivot tables

• Order entry

• Outbound calling

• Care plans

• Mobile applications

Certifications and Licenses

Driver's License

March 2021 to February 2025

Pca

January 2012 to Present

Personal care assistant

PTIN

August 2023 to December 2024

PTIN

CPA

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