Customer Service Administrative Assistant
Resume:
Courtney J. Beathard
Mckinney, TX 75071
Education:
Collin County Community College- Mckinney, Texas
August 2009 – Present
In pursuit of a Business Degree
Experience:
NexBank- Dallas, TX- Loan Operations Administrator
August 2009- Present
• Book all Warehouse Tier 2, Mini correspondent and TPO loans in Jack Henry (this includes setting up
the customer information-social, address, phone numbers, date of birth & DL) and distinguishing the
difference between loan types.
• Enter all General Ledger entries and transfers between GL accounts and DDA accounts.
• Assign loan numbers from spread sheet, followed by booking the loan.
• Ensure all GL entries for each loan and payoffs are complete and balanced.
• Payoff all loans in Jack Henry, send PA, worksheet and journal entry to galleria for scanning.
• Request and send cashier’s checks to investors or insurance companies upon request.
• Pull totals from JH for end of day report for warehouse and wholesale/retail and send in an email.
• Pull report from Jack Henry for all transactions completed and ensure everything balances.
• Answer calls from customers on questions regarding their loan payment.
• Complete entries for all Warehouse fundings though out the day.
• Post settlements and disbursements daily.
• Ensure all loans and funding account balance at the end of every day
• Provide support to Warehouse department as needed.
Care Giver- Dallas, TX
January 2009-August 2009
• Provide medical care and assistance for a quadriplegic individual including but not limited to feeding,
dressing, movement from bed to wheelchair, personal hygiene care, wound care, and transportation to
and from doctors appointments and/or meetings.
TriNet Employer Group- Dallas, TX (temporary)- Sales Administrative Assistant
August 2008-December 2008
• Assemble proposal materials to meet deadlines and departmental requirements
• Submit request for proposals via online website
• Filing, sending faxes, making copies; Microsoft word processing, excel, outlook emails, PDF creator
and other document creation;
• Sending and distributing mail internally and externally daily
• Ensure all FedEx packages are sent in a timely manner
• Maintain stock of office supplies and purchase for associates as needed; ensure supply and break
room are clean at all times
• Order/re-order and distribute business cards and name plates for new/existing employees
• Maintain schedule of the conference room/projector
• Coordinate lunch for meeting as necessary
• Answer customer phone calls and distribute to appropriate associate
• Place help desk tickets
• New Hire set ups, badges, parking forms
• Arrange travel/pick up for out of town TriNet employees/candidates
• Call building management for maintenance as needed
Martin Harris Construction- Las Vegas, NV- Business Development Assistant
August 2007-February 2008 (relocated back to TX)
• Assist directors and Vice President with scheduling meeting and resources for those meetings, i.e.,
conference rooms, catering and other set-up
• In charge of VP’s expense report and coding all charges to appropriate GL
• Maintaining individual calendars for Vice President, directors and administrator
• Maintain Business Development (BD) Calendar and event report
• Code and process all invoices for the department
• Assign job numbers for MHC and Special projects; update job number lists
• Assist administrator as assigned with assembling brochures and other proposal materials to meet
deadlines and departmental requirements
• Assist administrator complete all monthly/quarterly/yearly public, private and job specific Pre-
Qualification applications as assigned
• Screening phone calls; taking and delivering messages
• Filing, sending faxes, making copies; word processing, power point, emails, and other document
creation; processing overnight mail for the BD Department
• RSVP’ing and ensuring payment for BD Associates to attend
• Maintain stock of office supplies and purchase for associates as needed
• Order/re-order and distribute business cards and name plates for new/existing employees
• Dispense promotional items to associates as needed/maintain stock of all items
• Convert associate resumes to MHC format; maintain accuracy and distribute when needed
• Maintain schedule of the Accounting/Bus Dev conference room
• Process and file check requests; mail/distribute checks
• Maintain ACT database
• Maintain copies of all MHC business licenses
• Maintain organization of marketing room and storage closet; receive, unpack and stock promotional
items
• Assist administrator with MHC functions and events and assigned
• Assist administrator with the associate store orders and distribution
Turnberry- Las Vegas, NV- Residential Services Representative
June 2006- Aug 2007
• Create punch list and prep all units daily and have ready for owner walk through
• Perform multiple walk troughs for owners on a daily basis
• Generate work orders for issues in units and give to appropriate subcontractors
• Sign and verify all invoices from subcontractors
• Assure all subcontractors are on task and complete work orders in a timely manner
• Communicate with subcontractors and owners on a daily basis
• Maintain copies and organization of all paperwork in binders and excel
• Follow up on all issues in units to assure completion in a timely manner
• Maintain up to date excel spreadsheets on all data
• Keep track of all daily information and e-mail to multiple recipients
• File correspondence, invoices, receipts, and other records in alphabetical/
• numerical order/ Locate and remove material from file when requested
• Order and maintain inventory of office
Fritz Industries- Mesquite, TX- Customer Service Representative
August 2004-June 2006
• Answered, screened and transferred calls
• Compile data, compute fees and charges, and prepare invoices for billing purposes
• Sorted and distributed incoming mail
• Maintained up to date excel spreadsheets on all inventory/data
• Ordered and maintained inventory of office supplies
• Maintained directories for company wide use
• Interacted with customers or vendors when necessary to resolve problems
• Perform special projects/duties as instructed by supervisor
• Used computer or typewriter to type letters, reports, forms, or other material
• File correspondence, invoices, receipts, and other records in alphabetical/ numerical order/ Locate
and remove material from file when requested
Receive and process incoming orders for materials; duties include informing customers of receipt, prices,
shipping dates, and delays
Skills:
• Proficient in Microsoft Office-Word, Excel, PowerPoint, Outlook and Photoshop
• Over 8 years of dedicated experience in Customer Service
• Able to thrive in a fast-paced environment that involves managing multiple tasks simultaneously
• Professional commitment to customer satisfaction and ability to follow through
• Strong organizational skills, team work and attention to detail
Accomplishments:
• Currently paying for 100% of college expenses while working full time
• References:
Eric Crouthers- FedEx
Jon Allmon
Business Analyst- JC Penney
Contact this candidate