Sentences with phrase «collecting financial records»

Also, photocopy any important documents in the safe or safe deposit box (if you did not already do so when collecting the financial records).

Not exact matches

Malware interferes with your computer's normal operation and gives hackers a chance to gain access to your computer and collect sensitive personal information, such as the sites you visit, the e-mail you send, and the financial records you keep.

Let me tell you who was collecting it: American Express, Visa, all of your — all of your credit card data, all of your financial records.

Essential Functions: • Coordinate details of winery events such as winemaker dinners, private dinners, corporate events, and employee appreciation events • Market and sell winery weddings • Manage correspondence with wedding clients and other event attendees • Calculate budgets and execute other financial documents • Schedule vendors, musicians, caterers and other talent for winery events • Coordinate and monitor event timelines and work orders • Develop marketing plans to maximize exposure for the winery events and weddings • Act as a host to guests arriving to the vineyard directing them to a tasting bar or table • Collect payments and record data pertaining to income and expenses • Work with management in order to handle complaints and dissatisfied customers • Assist office with administrative tasks: phone calls, emails, etc. • Ensure the facility is properly maintained and organize clean - up and repairs • Hire and supervise part time event staff • Act as a concierge for guests, providing recommendations on hotels, restaurants, wineries, breweries, and other activities in the area • Other assignments as needed

Founding Moms Subscribers We collect personal information such as your: (i) contact information (including name, telephone number, email and shipping address); (ii) financial information (such as credit card number, expiration date, verification number and billing address); (iii) username and password (specifically chosen by you or your social media user name / handle); (iv) demographic information (including age, birthdate and gender); and (v) preferences and behavior (such as record of ratings, comments, areas of interests, types of deals that interest you).

Credit reporting agencies or credit bureaus collect and store your credit record and sell the information to financial institutions that are interested in learning about your credit history.

CIBIL Score Check: You must know that your credit history plays a very important role in the acceptance of your loan application as CIBIL keeps a record of credit history by collecting your credit data from various financial institutions.

I think it was very important for myself, the curators and the trustees of the museum, the founders of the museum, to really give the creators from Africa an equal playing ground, you know, you have the Whitney Museum of American Art, you have the Tate Britain of British art, you know these are institutions which take as their motivation to collect and record and position artists from their Nations and we felt it was very important for us to be able to create that same platform on a high level, so that our artists can compete in some way and also have the resources, financial, space, logistics, climate control, to be able to give them the freedom to imagine the dreams and visions that they want to execute and they want to make reality.

This is often not straight forward: both Owners and Operators could have problems collecting documents physically located at the hotel (such as financial records, maintenance and security logs, third party contracts etc.).

With hundreds of millions collected in verdicts and settlements for injured plaintiffs across the state and nation, high - profile media cases galore, and an indisputable track record demonstrating proven success in fighting (and winning) massive financial awards from some of the nation's largest insurance companies, corporations, medical device manufacturers, government entities and more, Gomez Trial Attorneys is certainly not your average personal injury firm.

When you begin the application process, we'll collect additional Personal Information you provided us such as information about your home, medical and health related information, driving record, social security number, avocations, job / income information, financial information, other biographical or demographic information about you and your family, and any other additional information as needed for the insurance carrier or if we believe we can better serve your needs.

The State of New York has recently gone on record, through its Department of Financial Services, asking insurers to consider using Telematics Programs to collect user data.

Checks patients out after office visits, tallies charges and collects co-pays, accurately enters charges, and provides patient with a written receipt at time of discharge Responsible for a variety of financial duties including balancing the daily record sheets, payment posting, adjustment posting, patient financial counseling, and the preparation and delivery of the daily bank deposit.

Resume samples for this job emphasize the following duties: sorting documents, paying invoices, collecting revenue, notifying customers who need to release payments, generating financial reports, ensuring financial security, and maintaining accounting records.

Typical responsibilities listed on a Loan Agent example resume are collecting applicant information, creating debt payment plans, justifying their decisions, writing loan contracts, maintaining client account records, and cross-selling financial products.

Collected rent from residents, application fees and deposits and kept accurate record of all financial transactions.

Financial Secretaries handle various transactions for an organization, usually a church, and complete activities such as preparing invoices, collecting payments, depositing money, collaborating with the treasurer, producing charitable giving reports, and updating financialFinancial Secretaries handle various transactions for an organization, usually a church, and complete activities such as preparing invoices, collecting payments, depositing money, collaborating with the treasurer, producing charitable giving reports, and updating financialfinancial records.

Collected application fees and deposits and kept accurate records of all financial transactions

• Recorded assets, liabilities, revenues and expenses by compiling and analyzing account information • Handled accounts payable and receivable activities by following set standards and principles of accounting • Documented financial transactions by entering correct information into the system and recommended financial actions by analyzing accounting options • Reconciled financial discrepancies by ensuring that appropriate data is collected and analyzed • Prepared payrolls and payments by verifying documentation and requesting disbursements

Collect, analyze, and interpret relevant documents and financial records to obtain clues regarding a monetary controversy

A Management Accounting is a process of collecting, analyzing, calculating and maintaining a record of the fund available so as to provide the managers with financial information in order to take business decisions regarding various investments.

Maintains patient accounts and obtains revenue by obtaining, recording, and updating personal and financial information; recording and collecting patient charges; controlling credit extended to patients; filing, collecting, and expediting third - party claims.

• Assisted clients in opening up investment accounts and providing them with information on the company's financial services • Collected appropriate documentation for new accounts and filed it appropriately • Processed account service requests from clients • Ensured that clients reports are printed and handed to them in a timely fashion • Input clients records in company database

• Resolved an extremely complex problem concerning a patient who was ready to sue the hospital for malpractice, by delving deep into his records and determining his hypochondriac status • Collected payments from patients • Verified insurance information • Entered financial information into computerized billing systems • Reconciled daily cash reports • Followed up with insurance companies to ensure that outstanding payments were made on time • Organized and maintained filing systems and ensured that they are kept confidential at all times

• Assisted in preparing bills and invoices • Provided support in developing appropriate spreadsheets for each accounting module • Accumulated financial data from different sources for the benefit of reporting • Collected and interpreted data for tax forms • Completed workers» compensation and pension forms • Maintained inventory records and record of financial statements

HIGHLIGHTS OF QUALIFICATIONS • Capable of collecting prescribed amounts, making relevant entries and issuing accurate receipts accordingly • Able to adhere with established rules and policies regarding accounts handling in the company • Proficient in operating various accounting based software and company specific data bases for financial record keeping and credit balancing • Particularly effective in tracking and resolving invoice errors • Skilled in processing credit and cash transactions, typing and issuing vouchers and checks • Substantial knowledge of basic accounting principles and their applications in business

• Assigned tasks, supervised and reported fiscal / personnel status to the management • Assumed a lead role in coordinating meetings and events with multiple managers / offices • Collaborated inter-departmental communication & resourcefully met deliverable deadlines and accomplished tasks • Collected cash transmittals from various county departments, issued receipts, made necessary deposits and prepared entries to be recorded into the financial MIS • Competently did support work for the senior managers, performing highly complex administrative functions • Conducted admin related research & maintained expense reports • Coordinated activities across numerous business groups, providing support for program and project management • Determining work priorities and schedules, examined correspondence and supervised employees engaged in obtaining and dispersing information • Efficiently handled multiple priorities and flexibly adapted to changing priorities and demands of management and clients alike • Gathered data relevant to projects for the senior management • Handled and distributed all incoming mail to appropriate departments • Made necessary arrangements for special guests; received guests in the absence of the administration department manager • Maintained high level of confidentiality in a professional manner • Managed extremely heavy scheduling of administrative work • Met and greeted clients and affiliates during on site meetings • Monitored office equipment such as computers, phone systems and electronics and coordinated maintenance issues • Ordered, received, stored and distributed office supplies while accurately maintaining supply - inventory • Arranged briefing materials for meetings, proposals, presentations and calls • Prepared complicated documents and presentations • Processed and reviewed routine paperwork and entered data into the database • Provided support and guidance to newly hired clerical employees and administrative staff • Statistically analyzed information gathered by assistants, preparing charts, graphs & administrative reports • Utilizing arithmetic knowledge, calculated & prepared & coded billings, verifying receipts • With superior interpersonal and customer service skills, handled time - sensitive & stressful situations related to customers

The candidates involved in market research should be very good in financial and statistical analysis techniques to be able to collect and record finding in an organized manner.

CG HEADQUARTERS, Stockton, CA 5/2013 to Present Accounting Coordinator • Facilitate communication channels between company, clients, suppliers and lenders • Ascertain that all incoming and outgoing invoices are accounted for and any changes to accounts are legitimate • Provide guidance in maintaining accounts payable records and updating databases • Collect and organize financial information and organize it for tax and audit purposes • Apply standard controls when transferring data between two mediums • Duplicate files for security purposes, make adjustment entries and authorize invoices that are non-standard in nature • Prepare accounting reports and ensure that they are reconciled • Anticipate petty cash needs of each department and ensure a proper cash flow • Analyze accounts to ensure their accuracy and compile statistical reports • Prepare correspondence to communicate with various internal and external agencies

• Collected, arranged and entered information into the data entry system • Processed financial data and forwarded it to senior management for approval on daily basis • Verified vendor payment accounts and posted all drafts on daily basis in concerned bank • Assisted the senior data processor in record keeping, filing and pay roll verification • Organized daily invoices and billing notices and filed them accordingly at day end

Seek to work in a responsible position of a Camp Manager where I can organize camp programs, collect camp fees, maintain proper financial records of the camp and inspect all the facilities of the camp.

According to the report, data brokers are «companies that collect information, including personal information about consumers, from a wide variety of sources for the purpose of reselling such information to their customers for various purposes, including verifying an individual's identity, differentiating records, marketing products, and preventing financial fraud.»

In charge of updating patient financial information; including but not limited to: recording and collecting patient charges, controlling credit extended to patients, and filing, collecting, and expediting third - party claims.

Maintained Accounts Receivable and Billing Collected and coordinate data for computer entry Kept and audited account books balance sheets and financial statements Computed reports to show financial statistical data for presentation to management Recorded and controlled inventory financial statements

Collected fees, made corrections to payments owed or due, posted fees and payments to accounts and kept financial records requiring knowledge of bookkeeping and accounting.