Claudia Lobato

• Completed clerical tasks such as filing, copying and distributing mail.
• Interacted with customers by phone, email or in-person to provide information.
• Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
• Delivered clerical support by handling range of routine and special requirements.
• Verified accuracy of business records by consistently updating customer information.
• Developed correspondence letters, memos and emails.
• Executed record filing system to improve document organization and management.

Managed files and records for clients and adhered to safety procedures to prevent breaches and data misuse.

• Coached employees through day-to-day work and complex problems.
• Prepared reports to assist business leaders with key decision making and strategic operational planning.
• Maintained current and compliant financial records, monitoring and addressing variances through detailed analyses.
• Monitored front areas so that questions could be promptly addressed.
• Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
• Managed office operations while scheduling appointments for department managers