Jadé Charles
Manchester
Summary
Talented Financial Administrative Assistant with proven track record of providing various financial services to clients while managing complex data and sensitive information. Possesses valuable understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills with a willingness to meet and exceed team goals using efficient computer literacy skills.
Overview
13
13
years of professional experience
Work History
Loan Processing/Office Support
Right Direction Financial Services
04.2023 - 05.2024
- Collect and prepare all necessary documentation for the loan package
- Research applicant credit status and current financial position
- Underwrite and approve or deny over 1/3rd of applications based on company policy and guidelines
- Prepare and maintain over half of all paperwork for existing and new loans
- Maintain sensitive financial data in spreadsheets
- Complete over 50% loan contracts and ensure clients are kept informed of the rules and requirements
- Work with clients to establish their needs
- Submit necessary files to various entities (Title office, HQ, DMV, Outside Dealerships)
- Comply with the established regulations and law requirements
- Meet and exceed monthly and quarterly goals by 60%
- Complete all other clerical duties as assigned in a timely, satisfactory manner
Pharmacy Technician/Data Entry Clerk
Pharmerica
01.2021 - 12.2022
- Triage, interpret, and input orders into the computerized medication order system while meeting the accuracy and productivity standards of the pharmacy
- Audits input versus documentation and makes corrections as needed
- Perform drug calculations including basic mathematical calculations (e.g., converting milligrams)
- Stocked, labeled, and inventoried medication to keep accurate records.
- Answered incoming phone calls and addressed questions from customers and healthcare providers.
- Enhanced pharmacy workflow by assisting pharmacists with medication dispensing, labeling, and packaging.
Quality Assurance Specialist
Inception Technologies
01.2020 - 12.2021
- Filed, Prepped, Scanned, indexed, and refurbished various types of sensitive data for digitized cloud application
- Utilized various computer programs; responsible for the company’s final processes in order to meet established quality standards
- Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies.
- Identifying and resolving workflow and production problems
- Recorded findings of inspection process, collaborating with quality team to implement corrective actions.
Call Center Agent
Insurance Express
01.2011 - 12.2012
- Follow various communication scripts when speaking to a lead
- Improved customer satisfaction ratings by efficiently addressing and resolving inquiries, complaints, and requests.
- Build service knowledge
- Simultaneously completed data entry questionnaire during warm lead interview calls
- Enhanced call center efficiency by effectively managing high call volumes and multitasking in a fast-paced environment.
- Demonstrated empathy and understanding when dealing with difficult situations, ultimately diffusing tension while finding satisfactory resolutions.
Education
Pharmacy Tehnologies
Westover Job Corp
05.2015
Bachelor of Science - Business Administration with Marketing
Southern New Hampshire University
Manchester06.2028
Manchester Community College
01.2016
Skills
- Analytical
- Service oriented
- Excellent Data Entry abilities
- Loan Underwriting/Processing
- Self-Motivation and Initiative
- Excellent Written and Verbal Communication Skills
- Proficient Computer Skills
- Fierce Attention to Detail
- Title Filing and Status Review
- Strong Phone Etiquette
References
Letter of recommendation and professional references available upon request
Timeline
Loan Processing/Office Support
Right Direction Financial Services
04.2023 - 05.2024
Pharmacy Technician/Data Entry Clerk
Pharmerica
01.2021 - 12.2022
Quality Assurance Specialist
Inception Technologies
01.2020 - 12.2021
Call Center Agent
Insurance Express
01.2011 - 12.2012
Pharmacy Tehnologies
Westover Job Corp
Bachelor of Science - Business Administration with Marketing
Southern New Hampshire University
Manchester Community College
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