Yvonne Perez
Riverside,CA
Summary
Competent Accounts Receivable Specialist bringing over 10 years of experience handling accounts receivable functions. Exemplary skill in resolving billing disputes, providing excellent customer service and applying payments. Recognized for effective leadership with consistent achievement of objectives.
Overview
23
23
years of professional experience
Work History
Payoff Specialist
Lawyers Title Company
04.2010 - 12.2023
- Researched billing errors and discrepancies to initiate corrective action.
- Monitored customer accounts for payment delinquency and initiated collection efforts.
- Established relationships with customers to encourage payment of delinquent accounts.
- Responded to customer inquiries and provided detailed account information.
- Processed debtor payments and updated accounts to reflect new balance.
- Managed banking reconciliations and monthly balance sheet statements.
- Assisted customers with banking needs and inquiries.
- Answered phone and email inquiries on banking products.
- Adhered to policies, procedures and regulatory banking requirements.
- Performed routine office and customer service duties with focus on electronic banking.
- Completed e-learning plan and bank secrecy act training and maintained up-to-date banking knowledge.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Trustee Sale Guarantee (TSG)
United Title Company
10.2010 - 04.2010
- Compiled requested from customer and implemented all necessary documents together for foreclosure process
- Entered all information provided from customer into company date system
- Reviewed and copied all documents that are to be sent to the county recorders to record
- Emailed necessary requests to outside sources to retrieve any information needed to implement foreclosure process
- After documents had been recorded stamped and updated company system and uploaded all copies into the customers data system
- Reviewed and typed all required information on a company letter head to be distributed and saved in company system
- Completed all steps need to start the foreclosure process and distributed to next process
- Answered multiple calls from customers as well as requests via email
- Processed any date downs needed as to their necessary timeline
- Coded any necessary documents per the customer requested and uploaded into data system
- Investigated property owners and researched current mineral rights details by reviewing hardcopy and digitized records.
- Kept properties in compliance with local, state, and federal regulations.
- Developed and maintained database of Property locations records for clients.
Sales Assistant
United Title Company
07.2008 - 09.2010
- Compiled Monthly and Daily reports for all Sales Reps within the Company
- Order and tracked all supplies needed for the Sales Department
- Assisted Sales Reps with all supplies needed and shipped to necessary customers
- Established rapport with customers using active listening and interpersonal skills.
- Remained calm and poised in high-stress, dynamic environment to promote service to customers and staff.
- Assisted customers with prompt and polite support in-person and via telephone.
- Used in-store system to locate inventory and place special orders for customers.
Front Receptionist
United Title Company
02.2005 - 06.2008
- Answered multiple lines and directed customers to appropriate party
- Assisted walk-in Customer to appropriate party
- Helped Customers with requests when initial parties requested was unavailable
- Covered Customer Service or Driver position when necessary
- Compiled, sorted and stamped incoming and outgoing mail
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Resolved customer issues quickly and notified supervisor immediately when problems escalated.
- Completed data entry and filing to keep records updated for easy retrieval.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Collected and distributed messages to team members and managers to support open communication and high customer service.
- Compiled information from files and research to satisfy information requests.
Customer Service Representative
United Title Company
01.2001 - 02.2005
- Answered customer requests over the phone, email or fax
- Conducted all requests within a timely manner or with the time period requested by customer
- Ability to help any walk in customers with any requests needed at the time
- Ability to track and requests deliveries to and from Customers homes or offices
- Collected and distributed the daily mail morning, afternoon and after hours
- Responded to customer requests for products, services, and company information.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Education
GED/Diploma -
Jurupa Valley High School
Mira Loma, California06.2001
Skills
- Receptionist
- Customer Service Oriented
- Customer Service
- Great Attitude
- Telephone etiquette
- Customer Service Representative
- Database
- Foreclosure
- Documentation review
- Payment processing
- Problem-solving aptitude
- Data entry skills
Timeline
Trustee Sale Guarantee (TSG)
United Title Company
10.2010 - 04.2010
Payoff Specialist
Lawyers Title Company
04.2010 - 12.2023
Sales Assistant
United Title Company
07.2008 - 09.2010
Front Receptionist
United Title Company
02.2005 - 06.2008
Customer Service Representative
United Title Company
01.2001 - 02.2005
GED/Diploma -
Jurupa Valley High School
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