Lola Rearden

Maintaining billing system
Generating invoices and account statements
Performing account reconciliations
Maintaining accounts receivable files and records
Producing monthly financial and management reports
Investigating and resolving any irregularities or inquiries
Assisting in general financial management and analysis

• Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
• Prepared and mailed invoices to customers, processed payments, and documented account updates.

• I sell mortgage protection insurance, Life insurance, and Annuities to families
• I set my own appointments, wrote up policies, submitted them to underwriting, and also maintain strong relationships with my clients so they will stay with me for long time.

• Performed duties related to FHA and conventional mortgage loan applications, opened escrow by ordering preliminary reports and credit payoffs, ordering appraisals, and preparing loan documentation for closing.
• Assessed loan portfolios for compliance with underwriting policies
• Analyzed potential risks and evaluated loan products to identify suitable options for customers
• Examined customer loan applications for loan approvals and denials
• Evaluated loan requests and documents to verify accuracy and completeness

• Provided consistently excellent customer service experience by maintaining degree of courtesy, confidentiality, and professionalism
• Maintained strong knowledge of new wireless products and pricing plans, promotion, and service features, Educated and engaged customers through product demonstrations
• I handled all administrative aspects of sales including contacts and warranties
• Accepting customer payments and filing completed order
• Interfaced with other departments on customer's behalf, and managed daily deposits for Store.