Rachel McCarron

Called and emailed title companies to retrieve missing documents and loan packages Sorted and logged mail in Google Docs Scanned documents and uploaded documents to files

Document Management Specialist - Cardinal Financial

(2024-09 - 2025-10)

• Called and emailed title companies to retrieve missing documents and loan packages
• Sorted and logged mail in Google Docs
• Scanned documents and uploaded documents to files
• Sorted Loan packages based on funding date
• Used Foxit to merge documents into a single file or extract important documents
• Shipped out collateral documents to banks through FedEx
• Held onto files in case Post-Funding needed something rescanned
• Shredded unneeded or old documents by placing in bins to be collected by Iron Mountain

Administrative Assistant - PraegerMetis via Beacon Hills Staffing

(2024-01 - 2024-02)

• Answered and routed phone calls
• Collected and sorted mail
• Scanned documents to files and uploaded digital documents to files
• Created and maintained contact lists
• Sorted clients based on type of tax return using Microsoft Excel
• Used Microsoft Word to do Mail Mergers and created documents to send to Clients
• Printed documents to be sent to customers
• Applied postage and mailed out important documents through USPS with Certified Mail
• Maintained and cleaned the break room and meeting rooms
• Greeted walk-in clients and showed them to conference rooms
• Cleaned office and maintained inventory of needed office supplies

Outbound Sales - MCI - Remote

(2023-08 - 2023-12)

• Conduct outbound calls to clients to update their payment information, ensuring uninterrupted service
• Provide excellent customer service and address client inquiries and concerns regarding payment updates
• Utilize effective sales techniques to persuade clients to update their payment methods
• Maintain accurate and up-to-date records of all client interactions and payment updates
• Collaborate with the billing department to streamline payment processing and minimize service disruptions

Office Admin/Check Specialist - Hankin & Pack PLLC - Charlotte, NC

(2022-08 - 2022-12)

• Made sure that checks were made out to correct payee
• Voided incorrect checks
• Scanned checks to files
• Located missing checks
• Sent checks and proper accompanying paperwork to correct addresses in a timely fashion

Post Closing Team Lead - American Home Title - Charlotte, NC

(2020-11 - 2022-06)

• Responded to emails from lenders, brokers, borrowers and escrow companies regarding files
• Occasionally helped out with auditing of loan packages
• Helped with scanning in packages once they were audited with the production scanner
• Uploaded the signed and audited packages to the lenders and sending or uploading them to the attorneys of FNAS when necessary
• Made sure scanned packages are labeled properly in Resware

Post Closing Coordinator - American Home Title (via Express Employment Professionals)

(2020-05 - 2020-11)

• Received signed loan packages, opened them and checked them in via Resware
• Audited the loan packages to make sure that there are no documents missing
• Carefully checked to make sure that no information, signatures, initials or dates were missing or incorrect
• Contacted the signing service, attorney or mortgage broker in order to retrieve any necessary corrections and let the lender know that corrections were being made
• Occasionally dealt with customer questions when they called in and printed them a copy of their signed documents to send to them

Night Manager - Quiktrip - Lake Wylie, SC

(2020-02 - 2020-06)

• Ran and maintained store by helping customers and completing a set list of tasks
• Regularly walked store and made sure everything was well stocked and clean
• Dropped money into locked safe to maintain a safe amount in the till
• Counted and balanced all tills, back change drawer and lottery sales

Specialist - Conduent - Charlotte, NC

(2019-04 - 2019-11)

• Acknowledged and resolved customer problems quickly and efficiently
• Worked specifically with repeat callers
• Handled bill/statement related issues and questions for a cell phone provider
• Assessed customer needs and provided service options to meet said needs
• Fulfilled administrative tasks
• Troubleshooting for customers & advising next steps if troubleshooting failed
• Advocated for customers with other departments and outside sources such as retail locations and manufacturers

Tier Two Customer Service Agent - Convergys - Charlotte, NC

(2018-01 - 2019-02)

• Handled email escalations regarding customer issues
• Worked for retail companies such as Nike and HR Block
• Acknowledged and resolved customer problems efficiently
• Effectively communicated with other employees and upper management to ensure complete care of customers

Customer Service Agent - Shutterfly Inc - Fort Mill, SC

(2017-11 - 2017-12)

• Educated customers about product options to enhance their experience
• Interacted with customers to determine purchasing needs, directed them to appropriate items, and recommended additional products
• Acknowledged customer issues and resolved their problems efficiently
• Informed customers about current promotions and sales
• Answered inbound calls
• Website troubleshooting with customers

Shift Lead - Walgreens - Indian Land, SC

(2017-04 - 2017-10)

• Implementation of marketing for sales and displays
• Conflict resolution for customer issues
• Trained and managed a staff of 5
• Kept all balances and records reconciled by making sure expenses were recorded
• Prepared financial summaries and reports
• Discovered and resolved discrepancies and variances
• Implemented approval process for invoices in accounts payable
• Cleaning, merchandising, and pricing
• Ensured patient privacy by recording HIPAA paperwork and abiding by regulations
• Monitored inventory control system to ensure stock rotation
• Oversaw proper storage procedures and managed employee record-keeping for refrigerated substances
• Processed shipping/receiving
• Recorded patient information and consulted records to ensure the safety and health of customers

Bookkeeper/Office Manager - King Kullen Grocery - Valley Stream, NY

(2008 - 2017)

• Acted as a cashier when needed
• Addressed questions regarding purchases, policies, and returns
• Diagnosed issues with cash registers, lottery machines, bottle return machines, money counting machines, and computers
• Acted as a shift lead
• Coached customers on how to use self-checkout stations
• Float/deposit counts at the start and end of every shift
• Guided customer disputes toward positive resolution with active listening and diplomacy
• Interacted in a pleasant and friendly way with customers
• Maintained records of purchases and other sales transactions (returns, refunds, etc)
• Verified customers' ages for legal compliance with products such as alcohol and tobacco

Forensics Program - John Jay College of Criminal Justice (2007 - 2010)