Joselin Martinez

• Processed warranty cancellations to support billing and warranty program administration.
• Managed A/P training for backup coverage as needed.
• Managed billing processing for 100+ sold deals (new and used), ensuring documentation completeness
• Managed lien holder communications to obtain accurate payoff amounts before payoff submission.
• Reconciled daily cash receipts and bank records to support ledger accuracy and reporting integrity.
• Posted journal entries and adjusted account balances to support month-end close.

• Developed efficient filing systems to improve document organization
• Managed bookkeeping records, invoicing, and payment tracking with strong accuracy.
• Implemented filing systems and document controls to support organized records management.
• Coordinated daily office operations, maintaining efficient workflows and responsive administrative support.
• Supported hiring process by screening resumes and conducting initial interviews.

• Led daily team workflows, ensuring accurate processing and timely completion of financial service requests.
• Coached staff on procedures, compliance requirements, and service standards to strengthen team performance.
• Take annuity notes for financial advisors or changes for customers living trust
• Reviewed work quality, correcting errors and reinforcing consistent documentation practices.
• Data entry and other duties assigned

• Structured financing terms aligned with lender guidelines and dealership profitability goals.
• Coordinated with sales and finance staff to resolve underwriting exceptions promptly.
• Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
• Reviewed stipulations, income documents, and vehicle details for funding accuracy.
• Evaluated auto loan applications to determine creditworthiness, risk, and approval eligibility.

• Complete customer registration in Xtime/CDK
• Managed 50+ inbound calls, email inquiries, and issue resolution with accurate documentation in dealership systems.
• Tracked repair orders, delivery updates, and customer requests to maintain timely communication across departments.
• Utilization in Microsoft, Excel, Outlook, Microsoft Teams, JM&A and Kdealer
• Coordinated customer follow-up, appointment scheduling, and service status updates to support smooth client care workflows.

Upper secondary education