Document Mgmt Team Member

The verification of proposals for mail-out accounts before paperwork is mailed and by following up on those accounts to make sure that the documents are returned in a timely manner. Include the following, and other duties may be assigned. Receive new proposals to verify from Supervisor. Call owners to verify pertinent information on the proposal. Send email to Manager if there are any problems on proposal or if unable to contact person after 48 hours. Call owners and /or prospective owners to ensure they understand the documents sent to them for signatures. Explain the necessity for the return of documents in a timely manner. Take incoming calls from owners to assist them with questions regarding outstanding documents. Work account according to strategies determined by management. Document the system on accounts worked in both Dejawint and CRM. Call owners, leave messages and send contact letters if no response. Submit account to the Manager for review and consideration of cancellation, if there is no response to calls and letters and the account has gone past due on payment.