Experienced with managing and organizing comprehensive documentation systems. Utilizes advanced software tools to ensure accuracy and consistency in all documents. Knowledge of collaborative techniques to support team efficiency and project success.
Overview
10
10
years of professional experience
Work History
Wealth Management-Bill Pay Associate
Commerce Trust
03.2025 - Current
Process payments timely and accurately manner.
Communicated with vendors and administrative staff on payment inquiries and issues, enhancing satisfaction and resolution efficiency.
Identified and investigated billing discrepancies, collaborating with teams to resolve issues promptly.
Created and compiled monthly financial reports, ensuring accurate and up-to-date billing information for stakeholders.
Imaging Clerk
Imaging Clerk
09.2023 - 03.2025
Scanned, organized, maintained documents into digital formats to meet client specifications
Indexed, audited, and ensured quality control of images and documents
Creating and maintaining records using records management software
Entered data into designated database and forms
Maintaining company and client archives
Completed special projects and duties
Document Imaging Representative
TruHome Solutions
12.2020 - 09.2023
Opened, counted, and sorted incoming mail for the insurance loan department.
Index, audit, and provide quality control of images or documents in a timely and accurate manner
Scanned and uploaded servicing-related documents into servicing system archive, ensuring accurate coding and adherence to naming conventions.
Scan and upload documents for other departments within TruHome as requested
Backed up and performed various duties for departments including lien release and document custodian as assigned.
Answered and screened phone calls, stocked and ordered supplies, and served vendors and customers that came into the office.
Receive and sort returned mail daily, categorizing by reason codes such as undeliverable, forwarding expired, vacant, or insufficient address.
Researched and updated customer accounts in internal systems to correct addresses, verify identities, and document return reasons.
Document Specialist/Litigation Support
Complete Legal Services
06.2017 - 12.2020
Assembled trial notebooks, briefs, and folder files for multiple client cases to ensure comprehensive case preparation
Scanned, copied, and printed high volumes of documents to meet client-specific requirements efficiently
Assembly of trial notebooks, briefs, and folder files for multiple client cases
Duplicated media according to client specifications
Duplicate media per client’s needs
Document/Imaging Specialist
Access Records Management
06.2016 - 06.2017
Scanned and organized documents into digital formats, ensuring accessibility and compliance with client requirements
Indexed and audited documents, ensuring quality control and accuracy of digital images
Created and maintained records using O’Neil’s records management software
Entered data into designated database and forms
Maintained organized company and client archives to ensure easy access and retrieval.
Answered and screened phone calls, stocked and ordered supplies, and served vendors and customers in the office.
Education
Associates of Applied Science - Interactive Media & Web Design
Johnson County Community College
Overland Park
05-2010
Career Diploma - Administrative Assistant
Penn Foster
Chandler, AZ-Online
09-2013
Skills
Detail oriented, quick learner, highly organized and proactive, can work independently or on a team, Able to work in a fast pace environment, and highly driven to be accurate with any task
Microsoft Office, Cannon and Ricoh scanners and printers, Adobe creative suite, LAW software, Data Entry, Oversize Scanning Equipment, OCR, Load Files, O’Neil records management system, E-Discovery Software KC Trust Desk, Metavante, OnBase, OnDemand, Content Manager, and Ephesoft
Customer service
Time management
Attention to detail
Payment processing
Timeline
Wealth Management-Bill Pay Associate
Commerce Trust
03.2025 - Current
Imaging Clerk
Imaging Clerk
09.2023 - 03.2025
Document Imaging Representative
TruHome Solutions
12.2020 - 09.2023
Document Specialist/Litigation Support
Complete Legal Services
06.2017 - 12.2020
Document/Imaging Specialist
Access Records Management
06.2016 - 06.2017
Career Diploma - Administrative Assistant
Penn Foster
Associates of Applied Science - Interactive Media & Web Design