Robert Carter

Provide support for the daily operations of the Community Association Management (CAM) Office for twin high-rise beachfront condominium towers by:

• Receiving, processing, and filing numerous documents, including owner contracts, tenant leases, and vacation rental agreements.
• Greeting condo owners, tenants, guests, and rental agents when they enter the office.
• Responding promptly via email, phone, text, and face-to-face communication to inquiries and requests for assistance from residents, guests, and vacation rental companies and addressing concerns effectively.
• Utilizing e-mail blasts, flyers, signs, and announcements posted on the premises to facilitate effective communication between the CAM Office Manager, Board of Directors, residents, and guests.
• Ensuring that advanced notification is provided to residents and guests regarding upcoming meetings, social events, maintenance schedules, and construction projects.
• Interacting with vendors and contractors to obtain proposals and bids for services, schedule projects and repairs, and ensure that maintenance and inspection requirements are fulfilled.
• Processing invoices for the timely payment of vendors and contractors.
• Providing accurate record-keeping via data entry and database management.
• Restocking supplies and placing purchase orders to maintain adequate stock levels.

Provided a wide range of customer service and office assistance via the following:

• Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
• Responded to customer requests for products, services and company information.
• Wrote policies for existing and new customers and assisting the Office Manager and the Agent Owner with the completion and servicing of policies.
• Reviewed and adjusted customer coverage levels to to meet customers' evolving needs.
• Processed premium payments and addressed customers' questions and concerns about rates and increases.

Filled temporary positions throughout the metro Denver area ranging from several days to a week in length for a variety of temporary jobs, including:

• Registration assistant and room monitor for professional conferences at the Colorado Convention Center and other locations.
• Concessions and parking operations at professional sports events.
• Additional work assignments based on need and availability.

Served customers and co-workers by performing the following:

• Helped customers complete purchases, locate items, and join reward programs.
• Replenished sales floor merchandise and organized shelves, racks, and bins for optimal appearance.
• Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.
• Answered questions about store policies and addressed customer concerns.
• Assisted customers and co-workers with projects in the Copy and Print Department as needed.

Worked in an inbound call center and provided the following assistance to businesses with their Point-of-Sale (POS) payment terminals so that merchants could process payments via credit cards and debit cards:

• Built and downloaded the software files that are required for the POS
  payment terminals to function.
• Resolved a wide range of issues that can cause technical malfunctions and processing errors when using POS payment terminals.
• Researched questions that merchants had about payments that they had processed, or attempted to process, and advised merchants regarding the details of their monthly billing statements for the payment processing services that they receive from TransFirst.

Assisted with daily operations of the library by performing the following tasks:

• Facilitated the circulation of materials by making certain that books, magazines, DVDs, and CDs that had been returned were immediately checked in and reshelved neatly, accurately, and in a timely manner.
  
• Organized and set materials aside that had been placed on hold by customers and routed materials to other branches of the library system when transfer requests were received.
  
• Organized and arranged temporary displays of materials by content area and for educational purposes.

Assisted borrowers who were past due on their student loans by:

• Making outbound calls to borrowers to seek resolution of delinquent student loan payments.
• Counseling delinquent borrowers about repayment options as well as potential eligibility for deferments and forbearances.
• Receiving inbound calls from borrowers seeking to resolve their delinquent student loan payments.
• Processing payments submitted by student loan borrowers and updated borrowers’ accounts to reflect changes made to payment
  plans.

With a focus on processing Default Claims on student loans, responsibilities included:

• Reviewing all payments, deferments, and forbearances to account for any outstanding interest and to verify that paid principle and interest had been accurately calculated.
  
• Entering changes and updates into the system as necessary to ensure that claims were processed with correct information.
  
• Compiling and assembling documents required by guarantors for death, disability, and default claims.
  
• Reviewing and certifying promissory notes for accuracy and completeness.

Customer Service Inbound Call Center Representative with the following duties:

• Answered borrowers’ questions concerning the balances and statuses of their student loans.
• Advised borrowers regarding repayment options, deferments, and forbearances.
• Processed payments on outstanding loan balances.

Fulfilled the requirements for a Paralegal Studies Certificate through performing the duties shown below:

• Conducted research relevant to the discovery phase of an active case.
• Assisted with the preparation of pleadings and responses for the case that was under litigation.
• Coded case-related documents using Concordance software.
• Compiled and organized pleadings, responses, and information obtained through discovery into multi-volume notebook collections to be used by attorneys and other legal staff.
• Attended staff meetings and took notes concerning subject matter and items covered in the meetings.

Carried out the duties of a Correspondence Representative by responding in writing to inquiries received from investors and financial representatives concerning:

• Objectives, composition, and performance histories of different types of mutual funds.
• Requirements for starting, maintaining, redeeming, and liquidating mutual fund accounts.
• Processes and regulations for negotiating on and distributing the proceeds from mutual fund accounts due to death and divorce.

Additional responsibilities included writing, editing, reviewing, and updating departmental guidelines and procedures for the Correspondence Department as well as for other departments upon request.

Full-time position that included:

• Providing account information and product information to inbound callers.
• Researching account-related issues for investors and financial advisors and providing follow-up assistance via outbound calls.
• Processing purchases, exchanges, redemptions, and liquidations.