Cindy Lor
Lawrenceville,GA
Summary
Professional with comprehensive background in processing, prepared to bring high standards to new role. Known for improving operational efficiency and ensuring accuracy in documentation. Team-oriented with strong focus on achieving results and adapting to changing needs. Proficient in data management and regulatory compliance. Processor with extensive experience in client coordination and team collaboration within financial services. Expertise in data verification and process control, facilitating smooth transactions and enhancing operational efficiency to support organizational goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Operation Processor 1
Primerica
08.2016 - Current
- The Processor performs research to complete certain tasks, correct deficient files, mail and sort departmental letters, and perform basic accounting as needed.
- The Processor must ensure the accuracy of signatures, dates, and other vital information for state compliance requirements. All agent information must be validated as being correct, and that appropriate licenses are active within the compliance guidelines.
- An internal support role responsible for administrative tasks, like verifying and processing documents, such as life insurance applications and policy changes.
- Managed documentation for financial services and insurance products.
- Coordinated with agents to facilitate smooth client transactions.
- Maintained compliance with industry regulations and company policies.
- Documented transaction details in company systems for record-keeping.
- Processed documents to maintain records and files.
- Ensured that proper security measures were taken when handling sensitive customer data.
- Reviewed documentation from third parties to ensure accuracy before submitting it to underwriters.
- Coordinated with applicants to gather missing information or documents.
- Participated in training sessions to stay updated on industry regulations and technology.
- Assessed data and information to check entries, calculations, and billing codes for accuracy.
- Verified the accuracy of invoices received from vendors prior to payment processing.
- Verified and posted account transactions to prepare checks, and maintain accounting ledgers.
- Processed client applications for financial services efficiently and accurately.
- Checked figures and postings for correct entry and proper codes.
- Streamlined transactions using automation systems to process payments and invoices.
- Maintained accurate financial records and documentation in compliance with company policies.
Office Associate
ConstructConnect
01.2015 - 08.2016
- Managed daily office operations to support project teams effectively.
- Coordinated communications between departments to facilitate workflow.
- Processed and maintained documentation for construction project bids.
- Assisted in the implementation of software tools for project tracking.
- Developed filing systems to ensure easy access to project information.
- Collaborated with vendors to ensure timely delivery of office supplies.
- Trained new staff on office procedures and company policies.
- Inputted data into computer systems in an accurate and timely manner.
- Performed general office duties such as photocopying, faxing, scanning documents.
- Prepared correspondence using Microsoft Word and Outlook.
- Organized filing system for documents such as invoices, contracts, and reports.
- Updated financial, customer, and business records in company databases.
Distribution Administrator
AdvancePierre Foods
03.2009 - 11.2014
- Processed returns and exchanges in a timely manner according to company policy.
- Coordinated inventory management to ensure accurate stock levels and timely distribution.
- Processed orders using warehouse management systems for efficient fulfillment.
- Assisted in resolving any discrepancies between invoices and received items.
- Performed data entry tasks such as entering purchase orders into the system.
- Managed day-to-day logistics operations, monitoring incoming deliveries and overseeing personnel tasks.
- Processed invoices using accounting software for timely payment.
- Collaborated with vendors to resolve billing issues and inquiries promptly.
- Processed invoices and payments in accordance with company policies and procedures.
- Prepared checks for payment of vendor invoices on a timely basis.
- Researched and responded to inquiries from vendors regarding invoice status or payment issues.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
Education
Associate of Applied Science - Accounting And Finance
Gwinnett Technical College
Lawrenceville, GASkills
- Accounting skills
- Accounting software
- Computers
- Inventory control
- Accounts receivable management
- Compliance monitoring
- Attention to detail
- Team collaboration
- Discrepancy research and resolution
- Microsoft Excel
- Information protection
- Proficient in Microsoft Outlook
- MS Office
- Transaction processing
- Office administration
- Inventory management
- Vendor communication
- QuickBooks software proficiency
- Teamwork and collaboration
- Customer service
- Data entry experience
Accomplishments
ACCT 1100 - Financial Accounting I
Awarded on
12/19/2024
MATH 1012 - Foundations of Mathematics
Awarded on
01/03/2025
ACCT 1115 - Computerized Accounting
Awarded on
05/29/2025
Certification
- Office Accounting Specialist May 2025
- Computerized Accounting Specialist July 2025
- Payroll Accounting Specialist July 2025
- Tax Preparation Specialist
- CNA June 2014
Languages
Hmong
Native or Bilingual
Timeline
Operation Processor 1
Primerica
08.2016 - Current
Office Associate
ConstructConnect
01.2015 - 08.2016
Distribution Administrator
AdvancePierre Foods
03.2009 - 11.2014
Associate of Applied Science - Accounting And Finance
Gwinnett Technical College