About Me
Managed P2P operations using Oracle NetSuite and Bill.com, ensuring accurate invoicing and client account updates. Verified borrower documents for compliance and coordinated with loan officers to resolve discrepancies. Led outreach via LinkedIn and Gmail, scheduled sales calls with Calendly, and supervised a 6 member team to streamline workflows and boost CRM performance. Oversaw data scraping and reporting tasks, and crafted customized post sales PowerPoint presentations, enhancing client engagement and satisfaction.
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