Jerry Lopez
Huntington Beach,CA
Summary
Refund specialist with solid experience and readiness for this role. Strong analytical skills, proficiency in financial software, and strong understanding of refund processes. Effective collaborator focused on achieving results and adapting to changing needs. Known for reliability and problem-solving abilities in high-pressure environments.
Overview
16
16
years of professional experience
Work History
Product Refund Specialist/ Collections Support
Yamaha Motor Finance
02.2018 - Current
- Communicate and assist Yamaha Dealers and customers with Protection Products cancellation request and questions by email and phone. Maintain accurate records of all refunds processed, ensuring proper documentation for auditing purposes via Monday.com .Work with the Protection Products team to resolve customer issues, provide customer service, skip tracing, assist customers with payments and payment plans assist with Right to cure, notice of default, notice of intent to sell collateral, notice of cancellation letters, assign units for repossession, assign agents to pick impounded units, look up NPA values for units to be sold. Process deferments and extensions to help customers bring there account current
Senior Collector
Consumer Portfolio Services Inc
02.2017 - 02.2018
- High volume of collection calls 50 plus , auto dialer campaigns, customer service, skip tracing, set up payment plans, process due date changes and deferment to help customer bring accounts to a current status,.
Default Management Supervisor
American Career College
11.2015 - 02.2017
- Handle escalated phone calls, customer service provided to students and campus staff, approve employees time cards in ADP, Interviewed, hired and trained new staff, created yearly employee reviews, created bonus plans for my staff , created and updated daily cash activity reports
Financial Services/Collections
Corinthian Colleges Inc
03.2009 - 09.2015
- Monitor A/R 0 to 120 days, 125 collection calls and 100 plus account worked on a daily basis, set up 0% interest re-payment plans up to 60 months, offered up to 30% settlements on student tuition balances, worked daily dialer campaigns, assisted students with re-entry process to get back in school and students who requested diplomas and transcripts, provided customer service to campus faculty and students
Education
High School Diploma - General Education
Westminster High School
Westminster, CA1989
Accomplishments
Best customer service award numerous times at Corinthian college
6 time Top Gun award at Corinthian College Inc.
2 time collector of the quarter at Corinthian College Inc
Timeline
Product Refund Specialist/ Collections Support
Yamaha Motor Finance
02.2018 - Current
Senior Collector
Consumer Portfolio Services Inc
02.2017 - 02.2018
Default Management Supervisor
American Career College
11.2015 - 02.2017
Financial Services/Collections
Corinthian Colleges Inc
03.2009 - 09.2015
High School Diploma - General Education
Westminster High School
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