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EXECUTIVE ADMINISTRATIVE ASSISTANT FREIGHT DIVISION

SUMMAR FINANCIAL LLC   Miami, FL   Full-time     Other
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Posted on June 27, 2021

EXECUTIVE ADMINISTRATIVE ASSISTANT FREIGHT DIVISION

SUMMAR FINANCIAL LLC

Miami, FL

Open files for new clients using Hubspot; Search (Entity, Authority, UCC) in the appropriate secretary of State and creates client folder; Creates New client cover; Creates 8821 forms and send them to IRS; Emails searches, New client cover page, 8821 and W9 to DBO. Creates contract by Panda doc to send out agreements. Creates client in Factorsoft. Get client portal from hubtran and saves it in the event under hubtrans in factorsoft. UCC Filing; create and make amendments to contracts; manage EFS applications (receiving, filling, filing, check status, clients follow up and customer service); manages change of ownership and business name changes, clients bank information changes, Create the one-time commission report per the business development officer (sellers) per month, Add the commissions in every Client according the report in FactorSoft; Cover Front Desk Responsibilities when need it. Verify the client and payments information. (Broker carrier creation).- EXPERIENCE WORKING WITH THE FOLLOWING PROGRAMS AND SYSTEMS: FACTORSOFT; HUBSPOT APP; PANDADOC; HUBTRAN, LOADTECH. MICROSOFT OFFICE 365. EFS; - EXPERIENCE IN THE FEDERAL MOTOR CARRIER SAFETY ADMINISTRATION - SAFETY AND FITNESS ELECTRONIC RECORDS (SAFER)SYSTEM. HIGH SCHOOL DIPLOMA + 24 MOS EXP. Email Resume: dgomez@summar.com