To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Account Associate
McGowan, Donnelly & Oberheu, LLC
Austin Tx
10.2019 - Current
Work with and update shared excel reports
Run and pull loss runs reports
Keep agent accounts updated for account manger use
Request, process and issue policy endorsements
Receive, process and issue policies to agents
Set up, update and closed customer accounts in computer system.
Assist account managers on miscellaneous tasks
Enter client details and notes into system for interdepartmental access and review.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Carrry out day-day-day duties accurately and efficiently.
Execute record filing system to improve document organization and management.
Sort and distribute office mail and recorded incoming shipments for corporate records.
Respond to inquiries from agents seeking information.
Maintain office supplies inventory by checking stock and ordering new supplies.
Compliance Specialist
Texas Auto Center
02.2016 - 10.2019
Investigated and responded to credit disputes through Eoscar and the mail
Reviewed sales folders
Dealt with customer Red Flags in our audit system
Conducted daily reports on Excel
Posted and made checks on Quickbooks
Filled out vehicle title work for The State of Texas
Copied and scanned documents into our software
Made sales reports
Managed quality programs to reduce overdue compliance activities.
Tracked customers' loan status to update appropriate teams and facilitate subsequent steps, leading to timely closings.
Wrote reports outlining findings and recommendations from compliance audits.
Handled miscellaneous admin, accounting and compliance duties.
On call receptionist
Cashier (take payments, post payments, and count out cash at the end of shift)
Sales Associate
Everything But Water
05.2015 - 01.2016
Greeted customers, helped locate merchandise and suggested suitable options.
Stocked merchandise, clearly labeling items, and arranging according to size or color.
Prepared merchandise for sales floor by pricing or tagging.
Achieved perfect attendance and on-time record.
Recommended, selected, and helped locate merchandise based on customer needs and desires
Answered customer questions regarding sizing, accessories and proper care for merchandise.
Maintained knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices
Helped customers locate products and checked store system for merchandise at other sites.
Received payment by cash, check, and credit cards.
Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.