Julie J Ponce
Amarillo,TX
Overview
9
9
years of professional experience
1
1
Language
Work History
Records Imaging Associate
WNL
10.2015 - Current
- I have experience with Accurint, Notesource, AWD, CCIV, Agilenet, Sunview, Navisys, Attachmate
- I have experience with Kofax Citrix, I am able to process the documents in L&R, IR, Agency items, Death claims, Withdrawals, New business items, and any other legal documents that would go into document review
- I am able to assist in DTCC feed
- I am able to make spread sheets in excel for different projects
- Primary function was to lay out and prepare incoming mail with the barcodes that distinguish the document type
- Scan incoming mail once it was properly prepped and had its barcodes that would distinguish the document type
- Help with researching the client’s policy number if client did not provide one
- Mail Captain I would help in the mail room to separate all of the mail, including the UPS, FED EX and certified mail
- Identify what policy or product name went to the lines of business
- Helped with Wells Fargo look up policy number and prep to be scanned
- I am trained to do IRMB: the function of that is to see all incoming emails label them to the appropriate department
- If any client had complain or any legal department we would forward to CSU that handles those specific cases
- I would record the emails that are for out team with names, social security numbers, document type, as well as the time the email was received
- If any additional notes required I would put them on the spreadsheet as well
- Had to check the system to make sure they were processed, if not I would have to go into the specific folders to look: print them and get them scanned in to the system
- AGL
- Primary function was to lay out and prepare incoming mail with barcodes that distinguish the document type
- Scan incoming mail or checks once it was properly prepped
- Mail captain I would help in the mail room to separate policy numbers to the correct department.
Cashier/Lead
Pinkies
Amarillo, Tx
02.2015 - 10.2015
- Go around the store make sure bottles where stocked and shelf’s were clean
- Greet, recommend bottles and cash out customers
- Make sure registers and safe were counted at the end of the day
- Inform total sales for the end of the day to Main office.
Processing Clerk
Fulfillment
- Would sort VALIC, USL, AND AGL letter
- Worked in Microsoft Excel for a daily error report
- Would help put postage and insert letter in the mail room
- Would help with Mail Carrier when needed.
Processing Clerk
ATA
- Worked on Sunview to update address form customers
- Helped sorting and prepping mail to be scanned.
Education
High school diploma -
Amarillo College
Skills
- Customer service
- Experienced in
- Microsoft word
- Multitask
- Cash handling
- Microsoft Excel
- Strong organization and problem solving skills
- Communication and presentation skill
- Positive attitude and creativity
- Strong data entry skills
- Experience working in a fast paced environment
Timeline
Records Imaging Associate
WNL
10.2015 - Current
Cashier/Lead
Pinkies
02.2015 - 10.2015
Processing Clerk
Fulfillment
Processing Clerk
ATA
High school diploma -
Amarillo College
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