Microsoft Excel
Frederick (Erick) Dela Vega
San Diego,California
Summary
Highly motivated and committed Administrative Assistant with proven history of superior performance at individual, team and organizational levels. Multitasks and prioritizes workloads with little or no supervision. Detail-oriented professional looking to bring medical background and team-building skills to deadline-driven environment. Organized and dedicated with 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. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
15
15
years of professional experience
Work History
WELLNESS CLINIC UNIT CLERK + CERTIFIED NURSE’S AIDE
VI AT LA JOLLA VILLAGE
01.2009 - 04.2014
- Prepared patients treatment charts, filed documents, and maintained accuracy and security of confidential patient and personnel health records
- Performed administrative responsibilities such as answering phones, scanning/copying documents, scheduling appointments, maintaining supplies, and coordinating billing and staff payroll
- Trained incoming employees on using software programs including but not limited to, Microsoft Word, Excel, Outlook, and Publisher
- Maintained a strong relationship between the company and other Home Health Care agency representatives; inducting new agencies into the Senior Living community by familiarizing them with the rules and regulations of the clinic, ensuring all necessary paperwork was in order, and maintained a good working relationship with the managers and employees of said agencies.
HOME HEALTH AIDE
CARING HANDS HOMECARE AGENCY
01.2015 - 03.2019
- Manually inputted patient information into the company system such as patient’s vital signs, physical/mental well-being, and daily activities
- Maintained the correct paperwork necessary to submit to the Supervisor at the end of the day.
DOCUMENT CONTROL SPECIALIST
GUILD MORTGAGE COMPANY, LLC
04.2019 - 04.2022
- Ensured files were directly routed to the appropriate department in a timely manner
- Received documents in the mail, scanned into the document retention system, and properly destroyed documents following Guild guidelines
- Reviewed and approved all final documents to meet Guild and Investor standards
- Maintained all investor reports/portals, custodian pools, and correspondent portals
- Forwarded final documents to the appropriate investor or custodian according to department procedures; reported document discrepancies
- Ensured Loan Modifications included processed original and copies of document requests based on workflow
- Requested bank packages from the custodian to complete Loan Modifications
- Managed multiple priorities and projects and track timeline expectations to prevent overdue or delayed tasks and events
- Developed and maintained customer relations with Title, Escrow, Underwriting, & Funding officers.
NOTE TEAM SPECIALIST
GUILD MORTGAGE COMPANY, LLC
04.2022 - 10.2022
- Reviewed, and endorsed as an authorized signer of Guild Mortgage for all government notes funded
- Store Assignments for purchase, review, record and ship to custodian when the process has been completed
- Developed and maintained customer relations with Title, Escrow, Underwriting, & Funding officers
- Collaborated with the Shipping department to complete all Assignments
- Monitored quality of incoming work to identify trends and avoidable upstream errors; provided feedback and suggestions for corrections and improvements
- Responded to requests for documents, mini-file reviews, and main loan files.
FIELD OPERATIONS SUPPORT ASSISTANT/INTERMENT DIRECTOR
EL CAMINO MEMORIAL PARK & MORTUARY
09.2023 - Current
- Responsible for doing Interment Verification prior to interment dates to ensure correct placement of decedent(s)
- Interment Director for families using an external mortuary
- Responsible for ordering office supplies as needed, and ensuring inventory levels are tracked daily as to prevent supply shortages within the family service department
- Communicates regularly with the administrative team, and management on any important information that may need to be addressed
- Tracks daily and pending interments; distributes daily Microsoft Excel spreadsheet to team members
- Assists with other projects such as drafting availability maps, providing updated images of structures within the park, and assisting families with any questions they had during their visit.
Education
NURSING EDUCATION -
SOUTHWESTERN COMMUNITY COLLEGE
SAN DIEGO, CALIFORNIA09.2008
HIGH SCHOOL DIPLOMA -
SAMUEL F.B. MORSE HIGH SCHOOL
SAN DIEGO, CALIFORNIA06.2006
Skills
- Administrative Background
- Strong Communication Skills
- Efficient Multi-Tasker
- Exceptional Customer Service
- Well-Organized Collaborative
- Proficient with Microsoft Program(s) such as Excel, Outlook, Powerpoint, Word, etc
- Empathy and understanding
- Time management
- Adaptability and flexibility
- Attention to detail
- Multitasking capabilities
Timeline
FIELD OPERATIONS SUPPORT ASSISTANT/INTERMENT DIRECTOR
EL CAMINO MEMORIAL PARK & MORTUARY
09.2023 - Current
NOTE TEAM SPECIALIST
GUILD MORTGAGE COMPANY, LLC
04.2022 - 10.2022
DOCUMENT CONTROL SPECIALIST
GUILD MORTGAGE COMPANY, LLC
04.2019 - 04.2022
HOME HEALTH AIDE
CARING HANDS HOMECARE AGENCY
01.2015 - 03.2019
WELLNESS CLINIC UNIT CLERK + CERTIFIED NURSE’S AIDE
VI AT LA JOLLA VILLAGE
01.2009 - 04.2014
NURSING EDUCATION -
SOUTHWESTERN COMMUNITY COLLEGE
HIGH SCHOOL DIPLOMA -
SAMUEL F.B. MORSE HIGH SCHOOL
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software
Microsoft Outlook
Microsoft Word
Microsoft Teams
Google Drive
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