With a track record of contributing effectively to a team with a strong focus on team collaboration, adapting to change, and a thorough awareness of both customer and organizational demands to achieve results. Knowledge of maintaining data integrity and confidentiality while supporting team objectives.
I am seeking a position where I can use my many years of experience in customer service, banking, mutual funds, and/or mail operations to perform the job with a passion for an industry.
Overview
36
36
years of professional experience
Work History
Document Imaging Clerk
Raytheon
12.2024 - Current
Remove files from boxes and binders
Remove staples and paperclips
Scan physical documents into a digital library
Transfer digital files into the ICMS processing system
Review documents for scanning accuracy
Maintained accurate records of scanned documents, enabling easy tracking and retrieval when necessary.
Reduced errors in document storage by meticulously verifying scanned images against original hard copies.
Associate Operations Processor
Wells Fargo
08.2024 - 11.2024
Perform general clerical operations tasks that are routine in nature receiving
Receive, log, batch, and distributing work
Batching currency and deposits, moving coin and retaining procedures
Prepare and distribute incoming and outgoing mail
Regularly receive direction from supervisor and escalate questions and issues to more experienced roles
Work under close supervision following established procedures
Cash handling and reporting
Mail Clerk
Aerotek/Burns & McDonnell
10.2020 - 06.2024
Company Overview: Kansas City, MO
Provide excellent customer service and attention by email, face-to-face, or phone
Improve operations by working with team members and customers to find workable solutions
Record all incoming mail, parcels, and data entered into the company database
Perform an inventory of mailroom supplies and record counts
Assist the marketing department by packing promotional items for mailing
Sort mail and parcels for delivery to various departments, placing mail into appropriate mail slots with high levels of accuracy
Weigh letters and packages and calculate costs based on classification, weight, and destination
Kansas City, MO
General Clerk I Contractor- Part-time
Brillient Corporation/Contractor Division of Homeland Security
03.2022 - 10.2022
Company Overview: Lee's Summit, MO
Converted paper documents into digital image files using document scanning software
Assisted with record management system implementation and maintenance to streamline operations
Destroyed records in line with retention schedules to protect confidential information and comply with regulations
Utilized document imaging software to index, store, and retrieve records
Maintained records' accuracy by verifying the accuracy of data in records by identifying and resolving discrepancies
Generated reports from database systems to track records
Archived and disposed of documents according to established policies
Followed security protocols to protect sensitive and proprietary information
Compiled, sorted, and filed a high volume of documents
Classified files based on source, type, or other details
Followed up with staff regarding missing or needed information and compiled retrieved information into files
Daily multi-screen processing
Met monthly stats for an incentive program
Lee's Summit, MO
Mail Carrier I
University of Missouri
10.2019 - 03.2020
Company Overview: Kansas City, MO
Collected mail from various postal services
Sorted, delivered, and collected mail from departments throughout the campus and departments located off campus
Obtained signatures for certified, priority mail and mail delivered by UPS
Provided excellent service and attention to customers face-to-face, via email, or through phone conversations
Improved operations by working with team members, faculty, and customers to find solutions for process improvements
Updated department changes to help train new employees
Worked closely with team members to deliver project requirements and develop solutions to meet deadlines
Kansas City, MO
Remittance Processor II – Wholesale Lockbox
Commerce Bank
08.2015 - 10.2019
Company Overview: Kansas City, MO
Daily processing of account receivables while maintaining high standards for production and quality
Checked the accuracy and integrity of files and resolved errors
Assisted with opening mail for data entry processing
Apply customer rules to perform desk-related duties, including credit card processing, pulling rejected work, labeling processed work, responding to emails, etc
Apply extraction, packaging, capture, and customer rules while processing items
Assisted the Project Team with improving daily processes with the new Open-Text processing system
Researched and resolved customer issues within deadlines
Customer service with fraud detection
Assisted in training of new employees
Met monthly stats with a focus on no errors
Multi-screen processing
Kansas City, MO
Processor
Adecco Staffing/AIG
08.2014 - 04.2015
Company Overview: Overland Park, KS
Prepared workmen's compensation files for Attorneys
Copied, logged, redacted, and scanned supporting documentation
Verified data integrity and accuracy
Researched and updated all required materials needed for clients
Analyzed departmental documents for appropriate distribution and filing
Overland Park, KS
Transaction Team Senior Processor I
American Century Investments/JPMorgan Chase Retirement Plan Services
08.1989 - 08.2014
Company Overview: Kansas City, MO
Assisted with updating manuals and required material for process improvement and offered actionable solutions to correct recurring issues
Responded to participants' requests via telephone, fax, email, and scanned documentation
Worked with various departments while facilitating transactions
Subject Matter Expert in coaching and mentoring less tenured team members
Answered clients' questions about the purposes and details of financial plans and documented the types of transactions that should be processed for clients
I demonstrated strong customer service skills, multitasking ability, and an excellent working knowledge of the company's software
Quality control operations include reviewing mutual fund transactions such as new accounts, redemptions, purchases, exchange of shares between funds, and transfers to different custodians and accounts
Trained new team members on applying due diligence procedures and regulatory mandates
Always maintained friendly and professional client interactions
Developed and maintained positive customer relations and coordinated with team members to handle requests and questions appropriately
Researched relevant resources to assist members, identified member representation needs, and troubleshot the following steps to provide optimal support for members
Kansas City, MO
Education
High school Diploma -
Lincoln College Preparatory Academy
Kansas City, MO
01.1985
Skills
Customer Service
Multi-tasking
Outlook
Word
Excel
Attention to detail
Effective written communication
Effective verbal communication
Data Entry
Mentoring
Remote Access
Deadline oriented
Scanner operation
File management
Timeline
Document Imaging Clerk
Raytheon
12.2024 - Current
Associate Operations Processor
Wells Fargo
08.2024 - 11.2024
General Clerk I Contractor- Part-time
Brillient Corporation/Contractor Division of Homeland Security
03.2022 - 10.2022
Mail Clerk
Aerotek/Burns & McDonnell
10.2020 - 06.2024
Mail Carrier I
University of Missouri
10.2019 - 03.2020
Remittance Processor II – Wholesale Lockbox
Commerce Bank
08.2015 - 10.2019
Processor
Adecco Staffing/AIG
08.2014 - 04.2015
Transaction Team Senior Processor I
American Century Investments/JPMorgan Chase Retirement Plan Services
08.1989 - 08.2014
High school Diploma -
Lincoln College Preparatory Academy
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