Dedicated professional with proven track record in managing office operations and providing comprehensive administrative support. Demonstrated ability in streamlining office processes and aiding in project coordination. Upbeat individual with friendly demeanor, known for effective communication and multitasking skills.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Ensured efficient operation of office equipment such as printers, copiers, and fax machines.
- Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
- Processed invoices fo payment using accounting software applications.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Handled confidential documents in an organized fashion according to established protocol.
- Ensured compliance with banking regulations and procedures in daily operations.
- Provided a high level of customer service through friendly approach, relationship building, and patience.
- Conducted financial transactions such as deposits, withdrawals, wire transfers, loan payments and cashier's checks/money orders.
- Educated clients about the features and benefits of different types of banking products offered by the bank.
- Monitored accounts and assisted clients with suspicious activities or potential fraud cases.
- Performed data entry tasks into company systems for tracking purposes.
- Assigned files to Closer for further review.
- Reviewed insurance policies to ensure that the coverage and deductibles fit guideline state and federal regulations.
- Collaborated with insurance agents to ensure all information is accurate.
- Worked closely with the closing team to ensure all documents are reviewed promptly and accurately to prevent a delay in approval.
- Served as a primary resource to new hires.