Dedicated experienced professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
11
11
years of professional experience
Work History
Cyber Incident Document Review Analyst
Epiq Global Systems
Remote, Remote
2022.03 - Current
Identifies documents that contain protected information, such as Social Security numbers, extracting that information from digital document
Recording it in data review platform and Excel spreadsheet
Using Relativity database to look at documents.
Validated results and performed quality assurance to assess accuracy of data.
Collected, arranged, and inputted information into database system.
Gathered, organized, and input information into digital database.
Carried out day-to-day duties accurately and efficiently 25 documents in a batch every hour
Learned new skills and applied daily tasks to improve efficiency and productivity
Loan Analyst/ Document Specialist
Wells Fargo, WFH
Charlotte, NC
2021.01 - 2021.05
Reviewed and understood various tax documents, entity types, and payroll reports
Different application systems Lexisnexis, ORT and BDC, and Payroll Calculating software
CIP/KYC/BSA
Utilized multiple systems to confirm and analyze client details to produce appropriate outcomes for customers.
Analyzed documents to determine eligibility following SBA and bank protocols
Worked From Home position using dual monitors
Ability to communicate via Skype and Microsoft Teams through team meetings and chat with other team members
Excellent typing skills 35-40 WPM
Experienced with DocuSign and Sharepoint
Uploaded confidential documents into customer's accounts
Verified customer accounts and updated them with detailed notes.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans
General Administrative Assistant/ Cash Handler
Pepsi Bottling Ventures LLC
Saint Paul's, NC
2014.01 - 2021.01
Verify all incoming Checks and Money Orders from delivery drivers daily basis
Maintaining correct all cash balances with minimal errors
Performing safe count is correct and not over or short at all times
Answering incoming calls on multi-line phones pertaining to route deliveries, providing levels of great customer services
Using company handheld to correct invoices
Manages to order office supplies from vendors and supplies for different departments
Coordinated domestic and international travel arrangements, including booking airfare, hotel, and transportation
Pay all incoming invoices for facilities monthly
Interacted with vendors, contractors, and professional services personnel to receive orders, direct activities, and communicate instructions
Answered questions and addressed, resolved, or escalated issues to management personnel to satisfy customers
Generates financial statements and reports detailing accounts receivable status
Entered figures using 10-key calculator to compute data quickly
Reconciled account information and reported figures in general ledger by comparing them to bank account statements each month
Routed incoming mail and messages to relevant personnel without delay
Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity
Facilitated timely delivery of special projects to meet organizational and departmental objectives
Managed paper and electronic filing systems by routing various documents, taking messages, and managing incoming and outgoing
Currently working remotely
Excellent typing skills 35-40 WPM
Ability to navigate between two computer monitors
Ability to communicate via Skype and Microsoft Teams through team meetings and chat with other team members
Assisted with Workday Support, resetting passwords, changing direct deposits and opening enrollment for health benefits.
Financial Service Representative
Pioneer Services Military Loans
Fayetteville, NC
2012.06 - 2013.10
Managed office supplies, vendors, organizations, and upkeep
Answered and managed incoming and outgoing calls while recording accurate messages on multi- line phone system
Greeted numerous visitors, including VIPs, vendors, and interview candidates
Helped distribute employee notices and mail around office
Discussed consumer loan products, rates, payments, and terms
Conduct loan interviews process, input, and fund consumer loan requests
Maintained contact with Service Member regarding loan status
Assisted in uploading loan funds to money cards and printing loan checks
Made sure all loan documents are signed and dated correctly verifying all information is provided to
Service Member
Worked with clients to provide competitive commercial banking solutions and retail financing plans
Acted as liaison between customers and funders to increase overall funding by 100% and remove financial roadblocks
Liaised with customers and funding sources to identify and remove roadblocks to business funding
Offered competitive commercial banking solutions and retail financing options
Worked remotely for 5 months
Excellent typing skills 35-40 WPM
Ability to communicate via Skype and Microsoft Teams through team meetings and chat with other team members.
Senior Loan Assistant
Patriot Loan Co
Fayetteville, NC
2009.09 - 2011.10
United States Dedicated Team Player Recommended loan approvals and denials based on customer loan application reviews
Originated, reviewed, processed, closed, and administered customer loan proposals
Maintained current loans and pricing information
Submitted loan applications to underwriter for verification and recommendations
Developed prospects for new loans by conducting 100 cold calls weekly
Successfully closed average of 75 loans per month
Reviewed and edited loan agreements to ensure accuracy
Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC,
USA Patriot Act, Privacy Act, and Community Reinvestment Act
Received "Big Dog" service award
Prepared and handled all cash till deposits and maintained receipt book accuracy
Performed collection of customer's payments daily Skip Traced delinquent customers, collection calls, and fieldwork
Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately
Managed quality assurance program, including on-site evaluations, internal audits, and customer surveys
Worked remotely, Debt collecting for 7months
Excellent typing skills 35-40 WPM
Education
High school diploma -
Marlboro County High School
Bennettsville, SC
05.1999
Skills
Bookkeeping
Customer and client relations
AP/AR proficiency
Administrative support
Accounts Receivable (5 years)
Document Management
General Ledger Accounting and Reconciliation
Internal Audits
Office Management
Accounts Payable (5 years)
Bank Reconciliation (5 years)
Microsoft Office
Financial Statement Preparation (5 years)
Analysis Skills
Financial Analysis
Loan processing (9 years)
Bank Secrecy Act
Pricing
Financial Services (8 years)
Information Security (8 years)
Windows
Documentation review
SAP
Quality Assurance
Customer support (call center)
Live chat
DocuSign
Workday
Banking
Health Care / Medicare (Less than 1 year)
10 key calculator (4 years)
Data entry (4 years)
Attention to detail (6 years)
Typing
Accounts payable
Communication skills
Microsoft Excel
Organizational skills
HIPAA
Fraud
Research
Google Docs
Databases
Data management and Collection
Ethernet
Siebel (1 year)
Giact Systems (1 year)
Verint Touchpoint (1 year)
Lexis-Nexis (2 years)
Verint 15 (1 year)
Timeline
Cyber Incident Document Review Analyst
Epiq Global Systems
2022.03 - Current
Loan Analyst/ Document Specialist
Wells Fargo, WFH
2021.01 - 2021.05
General Administrative Assistant/ Cash Handler
Pepsi Bottling Ventures LLC
2014.01 - 2021.01
Financial Service Representative
Pioneer Services Military Loans
2012.06 - 2013.10
Senior Loan Assistant
Patriot Loan Co
2009.09 - 2011.10
High school diploma -
Marlboro County High School
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