Summary
Overview
Work History
Education
Skills
Personal Information
Timeline

Peggy Ann Rivas

San Antonio,TX

Summary

Dedicated and experienced Researcher/Data Entry/Mailroom Specialist with over 10 years of proven expertise in the banking industry. Adept at conducting detailed research, managing records, and providing exceptional customer service. Seeking to leverage extensive experience to contribute to a dynamic organization's success.

Overview

11
11
years of professional experience

Work History

Records & Research Specialist

RBFCU-Credit Union
09.2015 - 02.2024
  • Conducted comprehensive research on member accounts, retrieving and providing statements and requested documents promptly and accurately.
  • Utilized various applications and systems proficiently to access necessary information, ensuring thorough and precise assistance to members.
  • Managed mailroom operations, efficiently sorting incoming and outgoing mail and ensuring proper labeling and distribution.
  • Collaborated with team members to maintain organized files and streamline document retrieval processes.

Title Clerk

RBFCU-Credit Union
09.2015 - 02.2024
  • Processed funds received via checks and facilitated payments for vehicle loans, maintaining meticulous records of transactions.
  • Liaised with members, insurance companies, dealerships, and the TX-DMV to facilitate title transfers and ensure compliance with regulations.
  • Verified check amounts and documentation accuracy, releasing titles to appropriate parties upon completion of transactions.
  • Coordinated with internal departments to gather required documentation and resolve any discrepancies efficiently.
  • Contributed to mailroom operations by sorting incoming and outgoing mail to facilitate seamless communication across departments.

Title Clerk

Leadingedge (RBFCU-Credit Union)
04.2013 - 09.2015
  • Provided temporary support in title processing, filing, and other administrative tasks at RBFCU-Credit Union.
  • Demonstrated proficiency and dedication, leading to a full-time employment offer as a Title Clerk within the organization.

Education

Paralegal -

Kaplan College
01.2008

Skills

  • Proficient in records management, data entry, and research methodologies
  • Strong attention to detail and accuracy in document processing and transaction handling
  • Excellent organizational and time-management abilities, ensuring efficient task prioritization and completion
  • Effective communication skills, fostering positive relationships with colleagues, members, and external partners
  • Technically adept with various software applications and systems related to banking operations and office administration

Personal Information

Title: Researcher/Data Entry/Mailroom

Timeline

Records & Research Specialist - RBFCU-Credit Union
09.2015 - 02.2024
Title Clerk - RBFCU-Credit Union
09.2015 - 02.2024
Title Clerk - Leadingedge (RBFCU-Credit Union)
04.2013 - 09.2015
Kaplan College - Paralegal,

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Peggy Ann Rivas