lisa trenkler

* Provided collection of delinquent accounts. * Invoiced for four joint venture companies. * Processed incoming orders for catalog company. * Supervised one additional Accounts Receivable Clerk/Customer Service Associate. * Processed daily credit card orders, made weekly check deposits. * Co-built invoicing system for catalog company. * Mentored and trained new employees.

* Managed all accounts receivable functions including, billing, deposits and balancing of GL. * Handled Accounts Payable including, balancing of ledgers and paying all weekly invoices. * Provided customer service, received/placed orders and determined priority. * Managed all shipping and receiving activities. * Processed payroll for approximately 15 people.

* Prepares agendas for the Wealth Coach and Client Meetings * Packages information the Wealth Coach needs to conduct client meetings * Processes the Wealth Coach’s “meeting notes” and documents all required “to dos” including those responsible * Creates and updates the Client Bucketgrams and Client Emoney site * Updates and maintains all client documentation in client electronic files including: * a. Net Worth Tracking * b. Income Flow Chart * c. Asset Allocation Spreadsheets * d. Free Market Investment Analysis (FIMA) and Cost Analysis (CA) * Initiates and follows up on Work Orders and Service Requests for the Client Services Department. * Prepares individual and aggregate Client performance reports on a regular basis as directed by the Wealth Coach. * Interacts effectively with clients, internal staff, outside vendors and suppliers.

* Progressively promoted through roles, including Assistant, Loan Closer, Senior Loan Closer, Problem Loan/Asset Specialist, Junior Underwriter into the Underwriter position held during the last 3 years. * Underwrote loans using a combination of ethics, knowledge and salesmanship. * Calculated self employed, personal and business tax returns, stated income, and reasonability, etc. * Reviewed and made judgments on appraisals. * Balanced risk vs. performance of individual loans. * Provided benefit to borrower calculations. * Practiced fraud detection and prevention procedures. * Mentored and trained new Underwriters. * Earned Helping Hand Award 2003. * Achieved Lending Authority of $400,000. * Served as advisor and answered general underwriting questions for Account Executives and Relationship Managers. * Partnered on several test pilot programs including: Imaging, Automated Underwriting, Loan quest enhancements.

Activities and Societies: Gold Medallion Winner