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Customer Service Administrative Assistant

Orlando, Florida, United States
June 23, 2019

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C 347-***-****


CSRA/GDIT (formally Computer Science Corporation, CSC) Orlando, FL

Procurement Analyst September 2010 – April 2019

Process Maximo purchase requisitions based on quotes received with supporting documents.

Approve purchase orders in Maximo when assigned and ensure proper charge accounts are assigned.

Match invoices with Purchase Orders to be sent to APWorkflow for payment.

Assist with the implementation and creation of local application P-Rex for workflow approvals of purchase requests.

Route purchase requisitions in P-Rex for approvals.

Process transportation and fuel requisitions in a timely manner.

Verify materials quantities, part numbers, and descriptions to receive materials into Costpoint when needed.

Reconcile American Express credit card orders for multiple buyers and maintain records for audits.

Contact vendors and transportation to ensure that materials, supplies, and equipment are shipped and delivered on promised dates.

Contact vendors and determine when deliveries may be delayed and pressure for better delivery dates.

Facilitate coordination with purchasing, manufacturing, engineering, and other users to expedite material requirements.

Maintain records and follow-up files of purchases, shipments, returns of damaged items, and related matters.

Liaison between engineering and procurement for their requirements based from bill of materials and design plans.

Expedite material and service orders for assurance of completion on or before the required delivery times.

Analysis of purchase order documentation and PO files for compliance of CPSR Audits.

AJILON - Assignment with Houghton Mifflin Harcourt Orlando, FL

Data Entry/ Accounts Payable/APresearch /Customer Service August 2008 - January 2009

Prepared source data for computer entry by compiling and sorting information.

Processed customer and account source documents by reviewing data for deficiencies.

Entered customer and account data into SAP or PeopleSoft system for payment by inputting alphabetic and numeric information on keyboard.

Answered vendors questions regarding payment.

Maintained operations by following policies and procedures; reporting needed changes.

Researched missing invoices and payments for vendors.

KFORCE Professional Staffing - Assignment with Charles Schwab Orlando, FL

Operations Specialist/Data Entry/Cashiering/Customer Service January 2007 - October 2007

Received all incoming customer orders and payments via internal computer program.

Verified all information via computer; signatures, amounts, instructions, authenticity.

Scanned and entered all of the client's data into the numerous electronic forms for processing.

Validated all applications and correspondence received from clients.

Serviced client transactions, handled cashiering exception items and

communicated with internal and external clients.

The servicing aspect encompassed tasks such as posting incoming wires, foreign

check collections/deposits and verification of deposits.


Senior Actuarial Systems Analyst February 1981 – June 2005

Maintained all staffing and expense related worksheets to reflect the latest Group Profit Center requirements and captured data on a cost center by cost center basis.

Performed monthly staff and expense analysis and identified large variances in accordance with the guidelines established by the department.

Distributed monthly Pillar file and acted as the Group Processing’s Pillar user during the annual budget process. This entailed performing all budget data input including the consolidation of files, producing accurate Pillar Reports for management’s review, assisting other Pillar users within Group Processing on report writing and the consolidation process, communicating all budget process information to other Pillar users.

Reinsurance Technical Specialist

Responsible for administration of assigned monthly excess share treaties.

Reviewed Reinsurance Administration System (RAS) transaction reports for accuracy making needed adjustments.

Reconciled account reports to policy exhibit and management reports.

Prepared Annual Statement Schedules and supporting exhibits for both Guardian and GIAC. This includes Schedule S, reinsurance items in Exhibit 8, support for the Analysis of Valuation and New York State Insurance Department submission.

Programmed reinsurance valuation reports and supporting exhibits for New York State Regulation compliance.

Reinsurance Analyst

Prepared reinsurance journal report for Corporate Accounting.

Accountable for reinsurance new business for outside Reinsurance Companies.

Responsible for administration of Special Quota Share Indeterminate YRT treaties.

Performed miscellaneous reinsurance transactions for monthly accounts including recapture and mortality change adjustments.

Administered monthly Death Report.

Administrative Assistant

Answered telephones and transferred to appropriate party.

Met and greeted clients and visitors.

Created and modified documents using MicroSoft Office.

Performed general clerical duties to include but not limited to: photocopying, faxing, mailing and filing.

Researched, priced and purchased office supplies.

Setup and coordinate meetings and conferences.

Prepared certain backup exhibits supporting Annual Statement reports.

Prepared manual reports using LCS data and factors.

Assisted Reinsurance System Support and Valuation personnel with special reports.

Performed miscellaneous Valuation and Reinsurance calculations.

Agency Finance/ Account Analyst/ Senior Account Reviewer

Handled selected agencies and assured that agents had proper licensing.

Assigned ID codes for agents. Answered phones for routine agency related questions.

Converted Self-Administered plans to Home Office Billing.

Processed manual premium payments.

Reviewed all amendments and approvals received from Group Issue for accuracy.

Met deadlines for monthly, quarterly, semi-annual and annual reports.

Handled and maintained 400 group insurance files.

Assisted policyholders, Sales, and Claims Department with questions.

Input changes received from policyholders into system.

Mailed monthly statements reflecting policy changes.


Brooklyn College Brooklyn, NY

Business Management and Finance

New York City Community College Brooklyn, NY

Liberal Arts


Microsoft Office (Excel, Word, Power Point) Citrix, Maximo, P-Rex, Costpoint, Cognos, Basic SAP, PeopleSoft, Bilingual - Spanish

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