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
