James Carl Bais

Conduct SSRS monitoring to review requests, update status, and ensure compliance with safety regulations and company policies.
Provide administrative support by managing phone calls and responding to emails in a timely manner.
Maintain accurate records and ensure adherence to company policies and procedures.
Coordinate with employees regarding their requests, ensuring proper documentation and communication through Outlook email updates.
Schedule maintenance tasks for the team and ensure proper documentation of all maintenance activities.
Provide administrative support and coordinate closely with maintenance supervisors and technicians.
Maintain and update maintenance tracker reports, and follow up with clients, contractor supervisors, and schedulers.
Prepare and submit maintenance tracker reports to clients as required.

Coordinate with the employees pertaining to their requests using Microsoft Excel when doing the recording, use Outlook emails when updating their requests.
Provide general administrative and clerical support to assist my line manager and team, assist clients' financial status by contacting them and maintaining document records.
Review loan requests and assess clients' financial status.
Coordinate clients to gather financial data and documentation.
Analyze risks and approve or reject loan requests and monitor progress of existing loans.
Preparing timesheet and submit for approval.
Maintain updated records of loan applications and follow up with clients about loan renewals.

Consults with clients about their lending needs to help them achieve their financial goals, including the collection and analysis of information about the client’s financial situation.
Evaluates loan applications and documentation by informing applicant of additional requirements.
Schedules and tracks closing dates, contingency dates, and loan lock expirations.
Advises clients about the risks, consequences, and benefits of alternative lending solutions.
Approves loans by issuing checks or forwarding applications to loan committee.
Helps customers by answering questions and responding to requests and maintains customer confidence by keeping loan information confidential.

Examine the accounting records of a loan to help ensure that it complies with all relevant regulations, including both company guidelines.
Review documents, check financial statuses, confer with underwriters, analyze payment schedules, and occasionally talk with loan recipients to gather additional information or ask them about their experience getting a loan.
Specialize in particular categories, such as mortgage or business loans.

Product Selling (Basic Selling Skills).
Merchandise Items (Visual Merchandising).
Administrative Works (Conduct product items inventory, Ordering, Sales Report).
Provides product information to the customers and displays items in the selling area.
Proactively asks customers on how they can be assisted and providing customers with product information that they need.