JULIE WILLIAMS
CITRUS HEIGHTS,CA
Summary
Skilled Office Specialist committed to addressing customer concerns with speed, accuracy and professionalism.
July 2009 - March 2015 S.M.U.D
Skills
- Constant communication via phone and face to face with Commercial and Residential loan customers pertaining to their energy efficiency loan bill
- Daily phone communication with Title Companies, Real Estate Agents and HVAC contractors answering questions about liens, loan documentation, and any other finance issues
- Opening and distributing all of the office mail and file appropriately
- Running Credit reports and property profiles to establish new loan for loan specialists to review
- Maintain and ship all completed loan contracts and other applicable loan documents and records off site and retrieving them back to on site storage as needed
- Communication with other employees in the credit, billing and Commercial and Residential products and services departments dealing financing and bill discrepancies as well as discussing energy consumption and product needs to lower energy consumption
- Excel use to update spread sheets for several different reports and queries that need to be ran daily pertaining to loan payments that are paid in full and demand and lien release fees