Lorena marin
Oklahoma City,OK
Summary
Results-driven Document Specialist with expertise in document accuracy and regulatory compliance. Experienced in optimizing processes and training teams to enhance efficiency and workflow. Strong communication and problem-solving skills contribute to organized documentation and compliance. Committed to delivering exceptional service while adapting to new challenges.
Overview
14
14
years of professional experience
Work History
Sales Associate
Sears
Oklahoma City, Oklahoma
10.2012 - 12.2012
- Assisted customers with product selection and inquiries effectively.
- Maintained organized sales floor and ensured product displays were appealing.
- Collaborated with team members to meet daily sales goals consistently.
- Resolved customer complaints promptly and professionally.
- Processed transactions accurately using point-of-sale systems.
- Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
- Engaged in ongoing product training to improve sales knowledge.
Receptionist
David Stanley Chevrolet
Oklahoma City, Oklahoma
08.2013 - 10.2013
- Managed incoming phone calls and scheduled service appointments efficiently.
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
- Greeted customers warmly and directed them to appropriate departments.
- Welcomed visitors at front desk and provided them with assistance.
- Assisted customers with inquiries about vehicle features and services offered.
- Handled customer complaints professionally, escalating issues when necessary.
- Processed customer paperwork and maintained accurate records in the system.
- Maintained organized front desk area and ensured supplies were stocked.
Childcare Teacher
Kids Campus Learning and Fitness
Oklahoma City, Oklahoma
10.2023 - 07.2024
- Implemented daily lesson plans aligned with educational standards and curriculum goals.
- Planned engaging activities to promote children's cognitive and physical development.
- Supervised children during playtime to ensure safety and encourage social interaction.
- Communicated effectively with parents about child progress and classroom activities.
- Maintained a clean and organized learning environment for optimal child engagement.
File Clerk
Kemper Insurance
Oklahoma City, Oklahoma
09.2014 - 09.2015
- Organized and filed insurance documents in a systematic manner.
- Managed the retrieval and distribution of files for team members.
- Coordinated with staff to ensure timely filing of new documents.
- Reviewed documentation for accuracy before filing to prevent errors.
- Maintained confidentiality of sensitive information in all records.
- Assisted with data entry for client information into management systems.
- Supported audits by providing requested files and documentation promptly.
Durable Medical Equipment Specialist
Majors Medical Service
Oklahoma City, Oklahoma
10.2016 - 03.2017
- Assessed patient needs for durable medical equipment solutions.
- Educated patients on proper usage of medical equipment.
- Coordinated equipment delivery and setup for patient use.
- Collaborated with healthcare professionals to ensure optimal patient care.
- Evaluated patients' insurance coverage requirements prior to providing services or selling products.
- Ensured compliance with applicable laws and regulations governing the sale of durable medical equipment.
- Reviewed purchase orders from suppliers ensuring accuracy with respect to pricing, quantity and quality standards before placing an order.
- Managed accounts receivable activities including invoicing customers, collecting payments due from customers and resolving payment disputes if any arise.
Document Specialist
NewRez
Oklahoma City, Oklahoma
04.2017 - Current
- Reviewed and verified accuracy of legal documents and client information.
- Implemented digital filing systems to enhance document retrieval efficiency.
- Developed templates for standardized documents to improve consistency.
- Reviewed documents for accuracy, completeness, and compliance with applicable regulations.
- Monitored document version control to ensure up-to-date information availability.
- Managed document preparation and organization for loan processing teams.
- Coordinated communication between departments to streamline document flow.
- Facilitated continuous document flow by organizing and prioritizing tasks. in proper flow by applying strong organizational, planning and multitasking abilities.
- Trained new staff on document handling procedures and best practices.
- Assisted in maintaining compliance with regulatory documentation standards.
- Performed quality control checks on scanned images prior to release into document management system.
- Uploaded documents to control sites, tracked transmittals and coordinated revisions.
- Maintained records of all documents scanned and indexed into the system.
- Scanned hardcopy documents using high speed scanner and imaging software applications.
- Resolved discrepancies between physical files and electronic records within the system.
- Transformed documents to meet project specifications.
- Monitored daily operations related to incoming and outgoing mail processing activities.
- Created and edited documents, mail merges and graphics using diverse programs.
- Created templates to standardize document formatting and layouts.
- Processed requests for archiving and retrieval of documents from offsite storage locations.
- Conducted periodic audits of archived documents to ensure accuracy of information stored in the system.
- Completed and archived transmittal logs to maintain accurate records. for permanent records.
- Set up documents for individual projects based on specifications.
- Identified errors and suggested appropriate edits.
- Organized, maintained and safeguarded files and databases.
- Evaluated various forms of documentation and reports for accuracy and completeness, identified deficiencies and advised on appropriate corrective measures to improve information details or processes.
- Provided detailed project management control documents for oversight of key projects.
- Led project team meetings to obtain expected schedule for all pending documents.
- Worked closely with stakeholders to maintain and resolve document and drawing issues.
- Submitted project documentation to management for approval, transmitting approved documents to customer.
- Properly prepared and shipped records for storage at offsite facilities.
- Verified accuracy and integrity of supplied data against established standards.
- Identified process gaps, determined solutions and implemented updates to drive efficiency improvements.
Education
High School Diploma -
U.s Grant
Oklahoma City, OK05-2013
Skills
- Sales techniques
- Customer service
- Order fulfillment
- Inventory management
- Sales compliance
- Quality assurance
- Client relations
- Effective communication
- Organizational skills
- Time management
- Problem solving
- Training and development
- Team collaboration
- Teamwork and collaboration
- Dependable team member
- Verbal/written communication
Timeline
Childcare Teacher
Kids Campus Learning and Fitness
10.2023 - 07.2024
Document Specialist
NewRez
04.2017 - Current
Durable Medical Equipment Specialist
Majors Medical Service
10.2016 - 03.2017
File Clerk
Kemper Insurance
09.2014 - 09.2015
Receptionist
David Stanley Chevrolet
08.2013 - 10.2013
Sales Associate
Sears
10.2012 - 12.2012
High School Diploma -
U.s Grant