CASSANDRA MILSTEAD

ad2hpc@r.postjobfree.com 903-***-**** Caddo Mills, TX 75135

Summary

Adaptable Office Manager with distinguished skills in budgeting, data entry and communications. Offers expert abilities in streamlining offices for improved functionality and productivity. Quick to support visitors and staff with diverse needs.

Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued.

Skills

Operations Management

Employee Supervision

Staff Management

Inventory Control

Data Entry

Supply Management

Administrative Support

Office Management

Expense Reporting

Customer Service

Billing

Bookkeeping

Team Supervision

Organizational Skills

Customer Relations

Business Administration

Banking Operations

Mail Handling

Scheduling

Office Administration

Human Resources

Account Reconciliation

Scheduling and Calendar Management

Clerical Support

Credit and Collections

Payroll and Budgeting

Experience

Renshaw & Ferguson, LLP Greenville, TX

Legal Asst/Office Manager

08/2014 - 01/2024

Used judgment and initiative in handling confidential matters and requests.

Elevated customer satisfaction ratings by promptly resolving client and case issues.

Maintained filing system for records, correspondence and other documents.

Planned and led team meetings to review business results and communicate new and ongoing priorities.

Ordered supplies and equipment to maintain adequate inventory levels.

Organized company events including holiday parties, team building activities .

Completed thorough opening, closing and shift change functions to maintain operational standards each day.

Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.

Sustained office efficiency by implementing and planning office systems, equipment procurement and layouts.

Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.

Monitored payments due from clients and promptly contacted clients with past due payments.

Answered phone calls, responded to emails, routed mail and coordinated courier services.

Supreme Lending Dallas, TX

Mortgage Loan Processor

01/2012 - 07/2014

Maintained accurate records in accordance with company policy and procedures.

Processed loan documents and ensured compliance with federal regulations.

Assessed credit reports to determine eligibility for mortgage loans.

Discussed loan needs and financial histories with clients and conveyed information regarding application processes.

Managed conditions sent from underwriting departments.

Provided customer service by responding to inquiries regarding loan status.

Created and completed loan submission packages.

Prepared and delivered loan documents to title and escrow teams.

Worked with third-party vendors to address and clear loan closing requirements.

Organized files electronically according to document type and date received.

Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.

Submitted completed loan packages to underwriting department for approval or denial decisions.

Communicated regularly with customers throughout the entire process from origination through closing.

Prepared and typed loan applications, closing documents or legal documents using computers.

Examined and verified information in loan application and closing documents.

Updated clients about changes in state and federal laws governing mortgage lending practices.

Ordered appraisals and title services on behalf of borrowers when necessary.

Reviewed customer accounts to determine on-time payments and loan terms compliance.

Maintained complete confidentiality of submitted information according to release guidelines.

Analyzed financial data such as income, assets, liabilities, and credit history to determine risk factors associated with each loan application.

Education and Training

South Garland High School Garland, TX

High School Diploma

06/1989

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