Customer Service Assistant

Dana M. Johnson

***** ***** **** **.,

Spring, Texas 77389

Cell: 281-***-****

*****.******@*****.***

SUMMARY OF EXPERIENCE:

New Accounts Coordinator/Analyst, Commissions Specialist, Document Management Assistant, Support

Operations Conversion Analyst, Administrative Assistant/Deed Clerk, Insurance Claims/Death

Certificate Clerk, Mortgage Broker Assistant

Key Skills: Office Management, Records Management, Database Administration, Spreadsheets/Reports,

Calendaring, HR, Account Research, Front-Desk Reception, Executive Support, Contract

negotiation/review/drafting, Project Management, File/records maintenance, and Quality Control.

Office programs: MS Word, Excel, Power Point, Microsoft Office, and Microsoft Outlook.

EMPLOYMENT HISTORY

NEXT FINANCIAL GROUP, Inc. - Houston, TX Oct. 2011 to Oct. 2012

New Accounts Coordinator/Analyst

• Performs ACAT and Non-ACAT processing

• Reviews incoming ACAT and non-ACAT statutes, reviews outgoing transfers, processes new

ACATs and non-ACATs, advises field representatives on all transfers, copies and verifies

transfer completion.

• Supports new account requests.

• Opens new Pershing accounts, reviews new account forms and supporting documents,

processes Pro Cash and Resource Checking applications, reviews all work for accuracy, and

retains copies of new account information.

• Performs telephone customer service functions

• Answers transfer related inquiries, advises field representatives of procedures and

documentation requirements, and researches problems.

• Performs ancillary projects and duties as assigned

Commissions Specialist July 2011 to Oct. 2011

• Utilizes the Win-Ops back office system to key critical commission details in preparation for

payout to representatives

• Conducts research of missing vendor information and responds to management and/or

internal and external customers.

• Conducts research of pertinent client information causing commission payments to be held in

Suspense preventing payout to representatives.

• Performs ancillary projects and duties as assigned

BJ SERVICES CO. TPI STAFFING, Inc. - Houston, TX Jan. 2008 to Jan. 2009

Document Management Assistant

• Managed multifaceted document control tasks (e.g. scanning, validating, records

management and quality control)

• Ensured client accounts were properly stored into the document management system.

• Conducted daily research on human resource accounts

AIG VENTURI STAFFING PARTNERS, Inc. - Houston, TX Jan. 2006 to Jan. 2008

Support Operations Conversion Analyst

• Served as a valuable assistant in conducting daily operations for the Support Operations

team

• Maintained, updated and corrected data files for over 25,000 groups consisting of 2 million

plan participants using AWD and Caesar data bank systems.

• Established strong relationships to gain support and effectively achieve results in verifying

and updating client accounts.

SERVICE CORPORATION Int'l - Houston, TX Jan. 2005 to Jan. 2006

Administrative Assistant/Deed Clerk

• Conducted comprehensive clerical tasks to include processing property deeds, issuance of At-

need insurance and pre-need trusted funeral and property insurance.

• Managed the opening and closing of contracts presented to family service counselors and

coordinator.

• Prepared daily deposits and end-of-month closing reports for 3 major departments

WINFIELD HOLDING Corp - Baton Rouge, LA Jan. 1999 to Jan. 2005

Insurance Claims/Death Certificate Clerk

• Communicated effectively with multiple departments to ensure all necessary documentation

was in compliance with state regulations

• Entrusted to manage office in the supervisor's absence Provided timely, courteous and

knowledgeable response when obtaining personal information of decedents, processing

requests, and executing follow-up procedures with coroners, physicians and vital statistics

personnel

• Maintained client files and reports pertinent to insurance claims

• Quickly became a trusted assistant known for "can-do" attitude, flexibility and high-quality

work.

BELLE OF BATON ROUGE CASINO - Baton Rouge, LA Jan. 1998 to Jan. 1999

Main Banker

• Responsibly managed a cash window while receiving and distributing large sums of money

from/to proper destinations

• Provided excellent customer service while assisting patrons and redeeming casino currency.

HOME FOUNDATION MORTGAGE Corp - Winter Park, FL Jan. 1997 to Jan. 1998

Mortgage Broker Assistant

• Provided high-level administrative support to executive loan officers.

• Effectively served as a liaison between mortgage lenders and clients.

• Coordinated title orders, insurance policies and appraisals.

EDUCATION

Bachelor of Science, Structural Family Therapy Counseling, JTS, Baton Rouge, LA 3.8 GPA

Associate of Applied Science: Paralegal, Cy Fair Lone Star - Houston, Texas

Professional Affiliations:

Member, Small Business Association (2008 - present) Member, Alumni Association for Christian Growth

Family Ministries

References provided upon request

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