Summary
Overview
Work History
Skills
Timeline
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Lucinda Garrett

Lucinda Garrett

Orange,CA

Summary

Organized and dedicated Administrative Support with a proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.

Overview

22
22
years of professional experience

Work History

Quality Control Auditor

TEKsystems/HORNE
05.2023 - Current
  • Responsible for quality control test of applicant eligibility determinations based on program requirements
  • Ensure process and policy standards are followed to meet program compliance requirements
  • Validate program pathway eligibility in accordance with program policy and procedures
  • Identify and discuss issues and proposed solutions with leadership
  • Monitor and maintain applicant electronic files through progression of file life-cycle
  • Effectively communicate compliance issues and corrective actions.
  • Executed time management

Covid 19 Case Representative

WorkSite Labs/Contact Tracer
09.2021 - 04.2023
  • Customer service, data entry, analysis, contacted parents & staff members to educate on Covid 19 protocol, investigated positive cases, answered phones, followed up via email, chat & phone
  • Train new hires on different programs such as Juvare, Google meets, Slack, Amazon Connect
  • HIPPA and Covid 19 Certified
  • Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
  • Generated reports detailing findings and recommendations.
  • Developed and updated tracking spreadsheets for process monitoring and reporting.
  • Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.

Loan Analyst

FlexPoint Mortgage
09.2020 - 06.2021
  • Submit refi's, HELOC’s, VA IRRL files through LQB, QL/Rocket Pro, UWM, DocUSign, run AUS, DO/DU
  • Audit documents for compliance and accuracy
  • Run credit reports, order VOE’s, order payoffs, order HOA, HOI,
  • Cross-check monthly income,
  • Ordered liens and subordinations, ran LP & DU, ordered title, opened escrow
  • Proficient in Google Teams, Outlook, WordDoc, Excel
  • Assessed loan portfolios for compliance with underwriting policies.
  • Developed and maintained relationships with customers, lenders, and other third parties.

HR Advisor

St. Joseph's Health/APEX
07.2019 - 02.2020
  • Process all onboarding paperwork for new hires, employee changes & transfers
  • Conducted I-9 verification
  • Process information for contractors
  • Work with third-party Vendors to coordinate background checks, TB tests and drug testing
  • Knowledge of HireRight, Taleo, Workday, Salesforce, SNOW, OHM, Excel ServiceNow, Webex, and Skype for business systems
  • Ensured contractors were in compliance with client regulations
  • Provide customer service functions for both internal and external parties regarding onboarding procedures
  • Conducted data entry, filing, and other administrative duties.

Onboarding Administrator

PDS Tech, Inc./An AKKA Group
03.2018 - 04.2019
  • Process all onboarding paperwork for new hires, employee changes & terminations
  • Created offer letters in Lawson
  • Set up W-2s, Direct Deposits, and audited timecards for accuracy in processing payroll
  • Conducted new hire orientations and set up new hire packages
  • Print and distribute employee checks
  • Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
  • Maintained personnel records and updated internal databases to support document management.
  • Conducted I-9 verification and ordered PAN tests
  • Process information for contractors
  • Work with third-party vendors to coordinate background checks and drug testing
  • Knowledge of Lawson and Salesforce, Excel, WordDoc, HireRight, and Sterling One systems
  • Ensured contractors were in compliance with client regulations
  • Conducted data entry, filing, monthly employee and client reports, and other administrative duties as assigned by the manager.

Receptionist

Experian Consumer Services/Allied Universa
09.2017 - 03.2018
  • Proficient in CenterStone & Cherwell Programs
  • Assign and maintain Cherwell tickets for facilities and employees
  • Conducted morning and afternoon badge audits as well as weekly, monthly, and annual production reports,
  • Assigned employee and guest badges
  • Provide new hire packets and process new hires and terminated employees
  • Distributed mail and deliveries for USPS, Fed-Ex, UPS
  • Distributed payroll checks
  • Implemented order ticket validations
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Kept reception area clean and neat to give visitors a positive first impression.
  • Answered phones promptly and directed incoming calls to the correct offices.
  • Maintained confidentiality of information regarding clients and company.
  • Restocked supplies and submitted purchase orders to maintain stock levels.
  • Assisted with onboarding new clients and securing paperwork completion.
  • Maintained visitor log for entering and leaving facility for security purposes.
  • Organized, maintained and updated information in computer databases.

Receptionist

Massage Green Spa
02.2016 - 08.2017


  • Confirmed appointments, communicated with clients, and updated client records.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Responded to inquiries from callers seeking information.
  • Resolved customer problems and complaints.
  • Handled cash transactions, bank deposits, and payment records accurately.
  • Restocked supplies and submitted purchase orders to maintain stock levels.
  • Proficient in Zenoti, Mind & Body Programs
  • Conducted insurance verification

Escrow Processor

West Coast Escrow/A Team Staffing
06.2016 - 11.2016
  • Open escrow for sales, refinances, short sales
  • Ran FINRA’s, BRE’s and pulled tax roll, legal and vesting, full chain of title, plat maps and liens
  • Opened title for sales and refinances
  • Audit agreement docs for accuracy
  • Order payoff demands and verification of insurance
  • Data entry in ResWare program
  • Verified legal documents for correct acknowledgments and legal and lien information.
  • Collaborated with title department to resolve title issues such as legal descriptions, easements, lot splits, vesting and bankruptcies.

Administrative Assistant

Lincoln Institute Of Body Therapy
03.2014 - 02.2016
  • Conducted sales, and marketing, screened and interviewed students
  • Completed forms, reports, logs and records to quickly handle all documentation for human resources.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Executed record filing system to improve document organization and management.
  • Scheduled student and client appointments
  • Received and sorted incoming mail and packages.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Created and maintained databases to track and record customer data.
  • Handled cash, check and credit card payments along with bank deposits

Case Manager/Communications Coordinator

IMS Associates, Inc.
12.2006 - 11.2013
  • Managed cases for Term, ROP, UL, IUL, LTC, Accident and Annuities (SPIA SPDA)
  • Entered and processed applications via Drop Ticket, eApps, LQRs and Tele-Apps
  • Ordered exams and medical records
  • Uploaded and sent docs via Paperclip and Agency Works programs
  • Created and updated spreadsheets as well as agent and client letters
  • Ran monthly and weekly production reports, handled mail and postage meter, Fed-Ex, UPS & USPS Priority Mail w/scan tracking
  • Created and sent POS letters, commission checks
  • Conducted data entry, filing, and other administrative duties as assigned by the manager.
  • Developed and implemented comprehensive case management plans to address client needs and goals.

Jr. Escrow Officer

Trustmark Escrow, Inc.
01.2005 - 10.2005
  • Opened title and escrow in Streamline
  • Ran title searches and property profiles,
  • Ordered payoff demands, judgments, liens, abstract preliminary reports
  • Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
  • Prepared documents for closing and handled complete disbursement and followed up on escrow transactions.
  • Returned executed loan packages to the lender for review and approval in accordance with lender instructions.
  • Followed up on the status of releases, policies, and return of recorded documents.
  • Opened incoming orders and set up escrow files within the same day of receiving the application.
  • Conducted data entry, filing, and other administrative duties as assigned by the escrow officer.
  • Maintained confidentiality and security of personal information to protect customer privacy and prevent identity theft.

Title Coordinator/Assistant Escrow Assistant

First American Title
11.2001 - 12.2004
  • Ordered and opened title in FAST system, ran property profile searches, and chain of title
  • Opened escrow and entered escrow information in FAST system
  • Ordered payoff demands, judgments, liens, abstract preliminary reports
  • Set up escrow transactions, processed deposits and mailed out forms and preliminary title reports for review.
  • Prepared documents for closing and handled complete disbursement and followed up on escrow transactions.
  • Returned executed loan packages to the lender for review and approval in accordance with lender instructions.
  • Followed up on the status of releases, policies, and return of recorded documents.
  • Opened incoming orders and set up escrow files within the same day of receiving the application.
  • Conducted data entry, filing, and other administrative duties as assigned by the escrow officer.
  • Maintained confidentiality and security of personal information to protect customer privacy and prevent identity theft.

Skills

  • Audit Process Management
  • Time Management Skills
  • Proficient in Microsoft Office, Word & Excel Spreadsheets
  • Personable and confident on phones
  • Administrative Support
  • Remote Conferencing and Communication
  • Data Entry
  • New Hire Onboarding and Orientation
  • Human Resources Support
  • Customer Relationship Management (CRM)

Timeline

Quality Control Auditor

TEKsystems/HORNE
05.2023 - Current

Covid 19 Case Representative

WorkSite Labs/Contact Tracer
09.2021 - 04.2023

Loan Analyst

FlexPoint Mortgage
09.2020 - 06.2021

HR Advisor

St. Joseph's Health/APEX
07.2019 - 02.2020

Onboarding Administrator

PDS Tech, Inc./An AKKA Group
03.2018 - 04.2019

Receptionist

Experian Consumer Services/Allied Universa
09.2017 - 03.2018

Escrow Processor

West Coast Escrow/A Team Staffing
06.2016 - 11.2016

Receptionist

Massage Green Spa
02.2016 - 08.2017

Administrative Assistant

Lincoln Institute Of Body Therapy
03.2014 - 02.2016

Case Manager/Communications Coordinator

IMS Associates, Inc.
12.2006 - 11.2013

Jr. Escrow Officer

Trustmark Escrow, Inc.
01.2005 - 10.2005

Title Coordinator/Assistant Escrow Assistant

First American Title
11.2001 - 12.2004

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Lucinda Garrett