Sentences with phrase «customer financial status»

Assessed customer financial status, assisted customers in developing long term investment and budgeting plans

Other duties seen on a Credit Representative resume sample are collecting client information, writing credit information reports, analyzing financial statements, recommending payment plans, and assessing customer financial status.

Not exact matches

Critical financial documents, competitive data, and confidential customer records should also receive top - priority status, as should anything you're required to keep by law.

Just a year before its fall, the Rock testified to an all - party parliamentary group that «mutual status does not encourage efficiency... [our] success over eight years would not have been possible under the old mutual model».1 But the report published by that very all - party group asserted that, bar the high salaries awarded to senior executives, the wave of demutualisation brought little benefit to the financial services sector and its customers.

The FSB advises SMEs to regularly undertake the secure destruction of sensitive documents, to check their financial status with credible reference agencies, and to ensure safe storage of data held on both customers and suppliers.

When it comes to auto insurance shopping, some other factors such as the company's financial rating and customers» compliant status may be critical.

In other instances, CashNetUSA serves as a loan broker, helping its customers find the best third - party lender for their needs and financial status.

Makes you wonder if there's a phone call you could make to see about leveraging your ideal customer status to your financial advantage.

Thanks for hosting the carnival, Business Service provider should all mind the financial status of customer before giving them.

We will look to have an initial meeting to understand more about your proposition — what customer problem (s) you are solving — and current status (product, customer, financial).

There are many rating agencies that help insurance customers to understand the financial status of institutions like Aetna.

They also maintain an «A +» with the Better Business Bureau, although this typically isn't a measure of strength or financial status, but rather product or customer service.

Inquire about the financial status of the company, their claim settlement ratio and the customer service.

On the financial side, Nationwide offers policyholders the Vanishing Deductible program, which reduces deductibles by $ 100 for every year customers maintain a safe driver status.

But the rule rollback was met with considerable controversy and anger from privacy and rights groups, for fear that internet providers like AT&T, Comcast, and Verizon would be able to gather and sell data about your browsing history to marketers and other companies, including information on customer location, as well as as financial or health status information, and what people shop and search for.

Researched on financial status of customers to offer best suited plan that gives tax benefit by interviewing potential customers

Proposing the appropriate plans to the customers after carefully analyzing their needs and financial liabilities and status.

Provide status on collection accounts and transfer customer to financial call center and customer assistance program call center for payment agreements

• 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

Analyzed applicants» financial status, credit and property... Aggressively promoted and sold US Bank products and services to customers, exceeding sales

Property Management — Duties & Responsibilities Coordinate regular maintenance and repairs as well as emergency resolution through the efficient management of maintenance team and general / sub-contractors, also participating in restoration and renovation projects to ensure timely completion within designated budgets Develop annual property budget and monitor with monthly variance reports, preparing financial statements and various regular and ad - hoc reports on property status, including occupancy rates and lease expirations Provide relevant oversight and administration to tenant build - outs, utility service termination and transfer, supply purchasing, and building consolidation processes Support firm management to aid in effective customer service, maintenance, and general property operations, delegating important tasks and assignments while overseeing all critical management aspects Organize, manage, and execute all aspects of the lease process, facilitating the ease of operational aspects as well as price / term negotiations, rental agreement reviews, rent collection, impounds, and tenant eviction as necessary Generate increased revenue through tenant referrals as well as consistent lease renewals through effective service and timely issue resolution Identify and develop talent among hired staff and property personnel, utilizing focused training efforts within a performance - based work environment designed to utilize the critical strengths of assistants, supervisors, and techs Provide continuous assessment of property usage and needs, while furnishing oversight and guidance regarding effective preventative maintenance programs, renovation considerations, and cost reduction / control measures Maintain a strong working knowledge of the leasing property, respective marketplace, and general economic trends Act as a liaison between clients, vendors, sales personnel, support staff, and senior management to facilitate information flow and drive operational efficiency

The second exception allows the lender to share without notice and opt - out when sharing is a usual, appropriate, or acceptable method to provide the lender's customer, or the customer's agent or broker with a confirmation, statement, or other record of the transaction, or information on the status or value of the financial service or financial product.

Second, the comments state that «based on [the CFPB's] understanding of the real estate settlement process, it understands that it is usual, appropriate, and accepted for creditors and settlement agents to provide the combined or separate Closing Disclosure to consumers, sellers, and their agents as a confirmation, statement, or other record of the transaction or to provide information on the status or value of the financial service or financial product to their customers or their customers» agents or brokers.»