Jodi Mimna

Assist three Investment Advisors with paperwork, phone calls.

Follow up with Investment Firms to make sure paperwork was received in good order and make any necessary corrections.

Overnight all checks and paperwork to Investment Firms, and make sure they have been received and credited to the clients' accounts.

• Answered incoming calls and responded to customer inquiries.
• Pay County and Local taxes and Homeowners Insurance as set forth by the Mortgage contract.
• Update customer files when insurance changes.
• Send out yearly Analysis reports.

• Processed paperwork for vehicle purchase.
• Secured financing for customer and negotiated interest rates with lending companies.
• Processed finalized paperwork to send to accounting department.
• Followed up with lending companies to ensure loan has been funded.