Customer service and office support professional with a background in notarization, insurance, and administrative operations. Known for handling client needs accurately, maintaining records in CRM systems and Excel, and supporting compliance, scheduling, billing, and document processing across fast-paced settings.
Work History
Notary Public
22 Years 9 Months
Self-Employment | Louisville, KY | 01.2004 - Current
Specialized in fingerprinting and signing of loan documentation, ensuring compliance with industry standards. Achieved American Title Company loan-document certification, demonstrating expertise in loan processes. Executed over 900 notary actions, facilitating timely and accurate document processing for clients. Assisted title companies, lawyers, hospitals, banks, and residential estates.
Reviewed documents for completeness, accuracy, and proper notarization wording.
Confirmed identities of signers through thorough verification processes. and witnessed signatures for self-employed notary services.
Conducted oaths for individuals to affirm the truthfulness of their statements. and affirmations for affidavits and sworn statements.
Insurance Life and Health Agent
4 Years 1 Month
Everise WAH | Twin Falls, ID | 01.2020 - 02.2024
Identified customers' needs, recommended policies, and utilized sales systems to deliver excellent customer service while selling various Medicare and Medicaid plans from a remote setting. Supported new hire agents by answering questions, resolving account issues, and facilitating ongoing sales of company products and services.
Responded to inbound health plan calls from members while working remotely at Everise.
Explained benefits, eligibility, and enrollment options to members.
Reviewed member accounts and updated records in CRM systems.
Managed daily office operations for a CPA firm administrative workflows.
Scheduled client appointments and coordinated partner calendars.
Processed billing, invoicing, and payment records for accounting services.
Dual-Certified in 2012 as Tax Preparer & Financial Advisor. Supported Certified Public Accountants in delivering individual, business, and tax services. Prepared and filed yearly client taxes, ensuring compliance and accuracy. Managed accounting and customer bookkeeping tasks to maintain financial organization.
Apartment Office Manager
11 Months
I Community Reinvestment Foundation | New Albany, IN | 01.2018 - 12.2018
Oversaw daily operations of an apartment complex, ensuring tenant satisfaction by addressing complaints and coordinating timely maintenance. Completed court filings to support legal processes.
Oversaw daily office functions at community reinvestment foundation
Organized logistics for board meetings and managed internal communications
Updated and organized records for donors, vendors, and programs
Hotel Front Desk Receptionist
2 Years 11 Months
Radisson Hotel | Clarksville, IN | 01.2016 - 12.2018
Welcomed guests at Radisson hotel and completed check-in and check-out procedures.
Managed reservations, room changes, and special requests for arriving guests.
Responded to incoming calls and routed inquiries using Radisson front desk systems.
Coordinated maintenance, scheduling, and dining service requirements, earning certifications for exceptional customer acquisition performance and recognition for excellent customer feedback.
Assisted management in transition from Clarion ownership, enforcing guest needs according to strict Radisson brand standards.
Education
Some College (No Degree) - Business Data Analytics
Liberty University | Lynchburg, VA | 05-2026
Dean's List 2026
Some College (No Degree) - Business Administration and Management
Jefferson County Technical College | Louisville, KY
Skills
Document review
Document verification
Client documentation
Process optimization
Microsoft Excel
CRM systems
Customer service
Certification
Life and health insurance license
Notary public
Timeline
Insurance Life and Health Agent
Everise WAH
01.2020 - 02.2024Read More
Apartment Office Manager
I Community Reinvestment Foundation
01.2018 - 12.2018Read More
Hotel Front Desk Receptionist
Radisson Hotel
01.2016 - 12.2018Read More
Office Manager
Asamoa & Associates CPAs
01.2012 - 04.2022Read More
Notary Public
Self-Employment
01.2004 - CurrentRead More
Liberty University
Some College (No Degree) from Business Data Analytics
Read More
Jefferson County Technical College
Some College (No Degree) from Business Administration and Management