Summary
Overview
Work History
Education
Skills
Timeline
Generic

Dana Drake

Monroe,LA

Summary

Detail-oriented Document Specialist adept at coordinating digital and physical records for company purposes. Highly organized and hardworking with a clear focus on maintaining efficient and accurate operations. Prepared to offer 15 years of experience and take on a challenging new role with a new company. Organized and dedicated with a proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision making skills to manage multiple, concurrent tasks in a timely manner. Self-motivated work ethic with ability to work well independently or in team environments. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

25
25
years of professional experience

Work History

Loan Operations Clerk

Marion State Bank
Marion, LA
10.2021 - Current
  • Verified accuracy of customer information on loan documents.
  • Reviewed loan documents for completeness and accuracy prior to submission.
  • Maintained accurate records of all loan activity in the system database.
  • Assisted customers with inquiries regarding their mortgage or loan status.
  • Handled incoming calls from customers regarding questions about their mortgage or other related matters.
  • Generated various reports as needed by management staff.
  • Processed payments received from customers and applied them to appropriate accounts.
  • Updated account information as necessary in accordance with company guidelines.
  • Attended training sessions as required by the company's policies and procedures.
  • Scanned and uploaded loan and related documents into system.
  • Answered questions and advised customers regarding loans and transactions.
  • Filed and maintained loan records.

Accounting Specialist III

CenturyLink
Monroe, LA
11.2019 - 02.2021
  • Post Purchase Order payments to SAP
  • Verified accuracy of invoices received from vendors prior to payment processing.
  • Coded invoices and other records to maintain organized and accurate records.

Accounting Specialist II

CenturyLink
Monroe, LA
11.2009 - 11.2019
  • Open and sort Accounts Payable invoices, Prepare documents to be scanned into Kofax application for Document Imaging, Validates documents for APAY invoices and data picked up by Kofax OCR software, Quality Control before and after validations on invoices, Do rush invoice processing for internal customers, Monitor open barcode tables in SAP for errors and make necessary corrections, Maintain daily scan logs via Microsoft Excel, Also scan document for internal customers in other departments such as Taxes

Document Imaging

American Horizon Bank
Monroe, LA
01.2003 - 01.2005
  • Opened mail and filed in correct Loan package, Broke down loan and collateral documents to scan, Scanned loan and collateral documents in system
  • Put packages back together to file hardcopy into paper filing system, Validated loan and collateral documents in system, Quality Control check

Operator

State Farm Insurance
Monroe, LA
10.1999 - 01.2003
  • Open mail and sort different types of insurance documents, Scanned insurance documents into system, Also converted faxed and email insurance forms into processing systems, Research insurance documents via Microfiche Confirmed insurance documents

Education

Ouachita High School
04.1994

Skills

  • Data Collection
  • Loan Modification
  • Deposit and Payment Collection
  • Microsoft Office
  • Problem-Solving
  • Accounting Software
  • Verbal and Written Communication
  • Decision-Making
  • Customer Service
  • Loan Records Filing and Maintenance
  • Data Entry

Timeline

Loan Operations Clerk

Marion State Bank
10.2021 - Current

Accounting Specialist III

CenturyLink
11.2019 - 02.2021

Accounting Specialist II

CenturyLink
11.2009 - 11.2019

Document Imaging

American Horizon Bank
01.2003 - 01.2005

Operator

State Farm Insurance
10.1999 - 01.2003

Ouachita High School
Dana Drake