Summary
Overview
Work History
Education
Skills
Timeline
Generic

JODI STEVENS

TEHACHAPI,CA - California

Summary

Proficient administrative professional experienced in data entry, document management and file preparation. Top-notch communicator with good time management and problem-resolution skills. Expertise in Microsoft Office.

Overview

19
19
years of professional experience

Work History

Case Records Technician

State Of California Department Of Corrections
10.2007 - 05.2022
  • Completed database queries and generated reports.
  • Scheduled hearings and meetings to facilitate smooth case progress.
  • Maintained inmate Parole, Board of Parole Hearings, Sexually Violent and Mentally Disordered Offender, INS, and CLETS files.
  • Typed up correspondence, letters and permanent records.
  • Located clearances, certificates and approvals from appropriate authorities.
  • Maintained organized filing system to facilitate easy retrieval of documents.
  • Compiled, sorted and filed high volume of documents.
  • Operated office equipment to scan and copy documents.
  • Cleaned up files regularly by removing outdated information for archival or disposal.
  • Retrieved file information and made copies for authorized users.
  • Followed security protocols to protect sensitive and proprietary information.
  • Archived and disposed of documents according to established policies.
  • Followed up with staff and customers by phone and email regarding missing or needed information and compiled retrieved information into files.
  • Tracked file removals and coordinated on-time returns.

Secretary

Tehachapi Unified School District
04.2004 - 10.2007
  • Answered multi-line phone system and enthusiastically greeted callers.
  • Scheduled appointments and conducted follow-up calls to clients.
  • Maintained daily report documents, memos and invoices.
  • Maintained office supplies inventory by checking stock and ordering new supplies.
  • Entered data into system and updated customer contacts with information to keep records current.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Created and updated records and files to maintain document compliance.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Handled daily scheduling tasks and provided administrative support for entire department.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Drafted agendas, recorded minutes and generated documents to facilitate meetings.
  • Maintained electronic filing systems and categorized documents.
  • Recorded and tracked operational expenses to identify and eliminate wasteful spending.
  • Screened visitors and issued badges to maintain safety and security.
  • Managed filing system, entered data and completed other clerical tasks.
  • Composed inter-office correspondence and provided product and service information to customers.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Completed forms, reports, logs and records to quickly handle all documentation for human resources.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.

Accounts Receivable Clerk

Benz Proprane
01.2003 - 04.2004
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Responded to inbound inquiries regarding accounts and payments.
  • Submitted cash and check deposits and generated cash receipts to record money received.
  • Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
  • Reconciled accounts receivable ledger to verify payments and resolve variances.
  • Made outbound calls to vendors and customers to discuss and resolve account needs.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Followed up overdue payments and payment plans from clients to establish good cash flow.
  • Developed and maintained positive relationships with clients to maximize collections.
  • Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.
  • Negotiated payment arrangements with customers to establish timely receipt of payments.
  • Safeguarded documents of accounts receivable and payments to enable tracking history and maintain accurate records.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Matched purchase orders with invoices and recorded necessary information.

Education

Associate of Arts - Business

Southern New Hampshire University
Hooksett, NH
05.2017

Skills

  • External Communications
  • Records Management
  • Forms Completion
  • Client Correspondence
  • Office Support
  • Database Queries
  • Research Abilities
  • Office Supplies and Inventory
  • Administrative Support
  • Correspondence Management
  • Documentation Skills
  • Word Processing and Spreadsheets
  • Investigation Skills
  • Reporting Requirements
  • Customer Service
  • General Office Functions
  • Office Equipment Operation
  • Written Communication
  • Data Entry Software
  • Information Sourcing
  • Scanners and Copiers

Timeline

Case Records Technician

State Of California Department Of Corrections
10.2007 - 05.2022

Secretary

Tehachapi Unified School District
04.2004 - 10.2007

Accounts Receivable Clerk

Benz Proprane
01.2003 - 04.2004

Associate of Arts - Business

Southern New Hampshire University
JODI STEVENS