MARIFEL SANTOS

• Developed high-quality images for digital archiving and retrieval processes.
• Trained junior staff on image management software and best practices for quality control.
• Responsible for performing all works steps required for capturing indexing and sorting client documents.
• Preparing documents for scanning and verify quality to digital images,
• Scanning file converting physical documents to digital formats..
• Proofread and validate reports prior to finalization, reducing duplicate entries and inaccuracies.

• Facilitated educational workshops on financial literacy, improving client understanding of investment options and risk management.
• Established strong relationships with clients, fostering trust and ensuring ongoing engagement with financial services.
• Informed clients of policies and procedures.
• Assisted clients in navigating the claims process, ensuring timely resolution of issues and optimal outcomes.
• Educated clients on insurance coverage options and tailored solutions to meet individual needs
• Managed end to end application process, including submission, medical exam and policy delivery.

Administrative Assistant

• Managed office supplies inventory, streamlining procurement processes for cost efficiency.
• Developed and maintained filing systems, enhancing document retrieval and organization.
• Implemented process improvements that decreased turnaround time for administrative tasks.
• Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
• Ensured accurate record-keeping with diligent data entry and database management for vital company information.

• Managed and organized student records in compliance with institutional policies and regulations.
• Developed and implemented efficient record-keeping processes to enhance accessibility and accuracy.
• Trained staff on best practices for maintaining confidential student information securely.
• Utilized electronic record management systems to optimize storage solutions and reduce paper usage.
• Conducted periodic reviews of records retention policies, recommending updates as needed based on regulatory changes or company needs.