Toni K. Koecher

***** ***** ***** **

Blaine, MN 55434

952-***-****

ac0gdi@r.postjobfree.com

QUALIFICATIONS:

Compile information and prepare moderate to complex reports using various forms of software.

Quality Assurance, Productivity and Data Integrity.

Balance expense accounts.

Answer questions regarding business unit policies and procedures.

Strong analytical and organizational skills.

File review and audits.

Excellent written and verbal communication skills.

Ability to work effectively and independently.

Ability to manage multiple projects from beginning to end.

Ability to prioritize workload and effective multi-tasking.

Microsoft Office Suite, Word, Excel, Outlook, Publisher, Adobe. (Macros, Pivot Tables)

Appointment scheduling, Arrange Meetings, Event Planning, Catering arrangements.

Calendar Maintenance and Creation.

Phone Screening.

Manage Confidential Information.

New Employee onboarding, systems requests and access.

EDUCATION: General Education Diploma

EMPLOYMENT HISTORY:

Admin. Asst. / LDS 4, Wells Fargo Home Mortgage April 15’ – 2017

(Assumptions Department)

Assign and monitor work flow for closers.

Compile information and prepare moderately complex reports using various forms of software.

Create & Maintain Macros, Pivot Tables, Templates and other shortcuts to make reporting more efficient.

Calendar, Reporting and Process Manual Creation, Maintenance and Distribution.

Data Integrity and Closer Compliance Review / Audits.

Answer questions regarding business unit policies and procedures.

Use internal request systems to order various supplies, systems access, badges, etc… (SMS, SR, TIM, E-Procurement, WOW, CPG, Request Center).

Shop for incentives, awards and recognition materials or items.

Assist Closing team, Lending Managers, Processors and other various staff members.

Handle multiple tasks, duties and special projects on a high volume with varying priority levels.

Part of the internal Monitoring and Recording Audit Team.

oMember of the Fun Committee

Admin. Asst. / Loan Doc Specialist 4, Wells Fargo Home Mortgage March 13’ – April 15’

(Business Services Group)

Create and Update Daily / Weekly Phone Schedules.

Create and Distribute Daily / Weekly / Monthly Adherence Reports.

Retrieve, Forward and Log Phone Calls / PTO Calls / Absentee Calls.

Create new and more efficient ways of tracking calls and other reporting information.

Manage multiple projects from beginning to end.

Prioritize and manage workload and workflow for the group.

Admin. Asst. (Loan Doc Specialist 4), Wells Fargo Home Mortgage Oct. 11’ – March 13’

(Joint Venture – Edward Jones)

Handle multiple tasks, duties and special projects on a high volume with varying priority levels.

Assign and monitor work flow for underwriters.

Facilitate File Audit process.

Compile information and prepare moderately complex reports using various forms of software.

Balance routine general expense accounts.

Answer questions regarding business unit policies and procedures.

Report Creation, Maintenance and Distribution.

Microsoft Office Suite, Word, Excel, Outlook, Publisher, Adobe.

Appointment scheduling software, Arrange Meetings, Event Planning, Catering.

Use internal request systems to order various supplies, systems access, badges, etc… (SMS, SR, TIM, E-Procurement).

Coordinate / Co-Coordinate Leadership & Team meetings including arranging and preparing of meeting agenda, materials and meals.

Calendar Creation and Maintenance.

First point of contact for underwriters before escalating issues to management.

Create new and more efficient ways of assigning work to Underwriters.

Help management with productivity, quality, and incentives.

Shop for incentives, awards and recognition materials or items such as; goodie bags for the holidays, edible arrangements for anniversaries, flowers for funerals or births of children, special lunches for recognition.

Assist Underwriting team, Lending Managers, Processors, Sales and other various staff members.

Administrative Assistant, DaSerte (Wells Fargo Home Mortgage) Jan. 11’ – Oct. 11’

Perform a variety of Loan documentation duties.

Assign new loans to team members.

Facilitate File Audit process.

Create and Distribute Reporting.

Perform special projects.

Create new and more efficient ways of assigning work to Underwriters.

Responsible for providing support to all lines of business.

Microsoft Office Suite, Word, Excel, Outlook, Publisher, Adobe.

Appointment scheduling software / Arrange Meetings / Even Planning.

Continually finding new tasks and projects to make the workflow more efficient.

Help management with productivity, quality, and incentives.

Assist Underwriting team, Lending Managers and other various staff members.

Facilities / Receptionist, H.E.L.P. (Medtronic) July 10’ – Jan. 11’

Direct incoming visitors and guests.

Receive and distribute incoming mail and packages.

Provide security access and daily records of incoming visitors.

Ship packages via UPS & FedEx Online.

Records Clerk, Everhart Law Sept. 09’ – July 10’

Sort & File all incoming mail, faxes and delivered correspondence.

Answer phones, direct calls, help clients and creditors with various questions.

Upload Credit Counseling information into Startfreshtoday.com website.

Set up conference and complete conference calls between clients, credit counselors and myself.

Upload Pre-Lim into the Chapter 7 & 13 program.

Update data, files, and case information for clients.

Create billing ledgers and Apply payments to accounts.

Support Attorneys, Legal Assistants, Director & various staff members.

Complete special projects as assigned by director.

Contact this candidate