KELLY M. JAMES

***** ****** **., ***** ******, CA 92308

Phone: 562-***-**** text/voicemail

E-mail: ad3278@r.postjobfree.com

Twenty-nine years’ experience in executive office support, making travel arrangements and QuickBooks.

Objective: To utilize previously developed experience and skills providing administrative support in a professional, executive setting.

Skills Summary:

Touch typing: Up to 60 words per minute, depending on grammar, vocabulary, and formatting needs.

Microsoft Office Suite/365: Word1, Excel2, Outlook3,4 (Calendar/Mail), Power Point5, Access, Publisher, Teams6.

Google Suite: Docs1, Sheets2, Calendar3, Mail4, Slides5, Forms, Hangouts6.

Apple: Pages1, Numbers2, Calendar3, Mail4, Keynote5. Apple user since 2012/2015.

The above programs encompass the most commonly used office applications for jobs requiring word processing1, spreadsheets2, calendar management3, e-mail4, presentation5, and office collaboration6 software. Specific skills with Microsoft Outlook Mail: e-mail rules for processing received e-mail and automatic responses, calendar auto-responses and invitation acceptances, declines or tentative reschedules, sharing, publication and subscriptions to other internally or externally published calendars. Experienced working PowerPoint voice-over timing and automated presentations.

Travel Agency administration, management and front-line operation:

Provided Executive Administrative support to company President.

Given responsibility for installation, setup, bookkeeping and data entry with QuickBooks, to meet travel agency specific requirements.

Trained and gained experience in Managerial and Ticketing qualifier and front-line agent roles and responsibilities for operating a full-service travel agency for all types of travel.

Fluent using Worldspan and Apollo Global Reservation Systems’ command line input and experienced with issuance all transaction document types and training office-based agents new to both GRS systems and providing support working reservation update queues.

Accurately audited, made necessary corrections and submit weekly sales reports by deadline.

Bookkeeping: Twenty-nine years’ experience with Generally Accepted Accounting Principles using QuickBooks. Utilized most functions, and installed, setup, customized and updated as necessary. Experience in adding accounts for accounts receivable and designating consistent account numbers for chart of accounts when needing to add new journal accounts. Reconciled three Bank Accounts monthly and ran reports for Income and Expense Summaries, pre- and post-close trial balances, balance sheets and entered month- and year-end expense carryovers and corrections at direction of company president or tax accountant. Learn similar accounting software packages easily.

Web/Video Conferencing, Computer Networking: Experienced in use of Facetime, Facebook Messenger, WhatsApp, Zoom!, FreeConferenceCall.com, GotoWebinar and able to learn other applications quickly. Familiar with TeamViewer, GoToMyPC, Parallels Access, Jump Desktop sharing host and client, local PC peer-to-peer networking, file/directory/access sharing, cloud storage (iCloud, MS-Cloud, Google Drive), and native Screen and File Sharing on Apple Macs. Comfortable using networked environments with non-local-desktop (server-based) storage and printing.

Office Equipment & Associated Skills: Well experienced with a variety of normally used office equipment. Experienced with alphanumeric filing, e-docs, e-signatures, stand-alone dial-direct, computer-based, web-based and e-mail faxing through online services, and shipping using FEDEX, USPS and UPS online labeling or manual forms.

KELLY M. JAMES

11860 Wapato Rd., Apple Valley, CA 92308

Phone: 562-***-**** text/voicemail

E-mail: ad3278@r.postjobfree.com

RESUME

Experience:

TransdevNA / Omnitrans

Paratransit Bus Operator/Bus Driver

San Bernardino, California. October 2023 – January 2024.

Received training in Pre-trip check and operation of a type I bus (Cutaway van/Shuttle bus) and obtained Class B Driver license with passenger endorsement. Received training in use of passenger and wheelchair securing equipment in use on buses.

E Mortgage Capital, Inc.

Mortgage Loan Originator/Loan Officer, individual NMLS ID#: 2342437

Irvine, California. June 2022 — July 2023.

Assigned to a team branch office in Artesia, provided customers with loan origination services, taking credit report and subsequent loan applications and providing the best possible loan options based on customers’ qualifications while complying with all regulations regarding provision of an applications and loan options to clients. Maintain professional communication with clients, answer questions regarding the process and keep up-to-date on the loan progress through underwriting and to the final signing of closing documents and funding of the loan, converting them to a happy homeowner.

Bereavement Leave

Signal Hill, California. February, 2022 — June, 2022.

Filled time completing educational requirements of Department of Financial Protection and Innovation (DFPI) for Mortgage Loan Originator license within State of California and applied for and was issued license after passing secure, online, proctored exam.

Robert M. Schlesinger, A Marriage and Family Therapy Corporation

Currently: Acting President. Start: Corporate Secretary, Secretary, Scheduler, Biller.

Signal Hill, California. January, 2019 — February, 2022.

Filled and filed online corporate articles and subsequent FEIN application in collaboration with the President after determining Board of Behavioral Sciences rules regarding corporations for licensed therapists.

Routinely filed California Statement of Officers form with Secretary of State’s office.

Took live dictation from clinician for client therapy notes in EMR system.

Billed clients for services using EMR system or filed claims on EAP website for direct payments.

Converted old manual client intake paperwork into e-document with e-signature template within practice EMR system for clients to e-sign while logged into their client portal.

Set up client record in EMR system during their initial telephone calls with their first appointments, granting access to their client portal and intake electronic paperwork.

Typed letters from live dictation saving to PDF for upload to client EMR records, scanned and uploaded with clinician signature as necessary.

Responsible for bookkeeping using QuickBooks, reconciliations of claims and payments, credit card reports and bank accounts, and check generation for bill payment.

Established clinician credentialing for National Provider Identifier (NPI) level 1 and level 2—clinician and practice location—and for Council for Affordable Quality Healthcare, Inc. (CAQH) identifier, and kept up-to-date as directed.

Alohi Enterprises, Inc., dba: Alohi Vacations

Currently: President. Start: Corporate Secretary.

Signal Hill, California. April, 1993 — February, 2022.

Corporate Secretary authority extended to:

Co-founded firm in conjunction with the President as Two Brothers Travel, Inc., completing initial incorporation paperwork, and applications for Federal Employer Tax Identification Number, Airlines Reporting Corporation number, and multiple travel industry membership organizations.

When created, ensured compliance with legal requirements by filing paperwork for:

California’s Travel Consumer Restitution Corporation (TCRC) Application, and;

Concurrent registration with the California Department of Justice (DOJ) to comply with the “Seller of Travel” law and registration program.

Maintained annual filings and all renewals meeting state requirements:

California Annual Corporate Minimum Tax with FTB, and;

Statement of Officers (SI-200) with the Secretary of State’s office as required.

Providing W-9 forms to travel vendors as requested, and;

Obtaining W-9 forms from independent contractors and employees, issuing 1099s or W-2s as required.

Completed ARC Change of Ownership Application when purchasing a second agency, and;

ARC Closure paperwork for the first agency, when operations were consolidated, and;

ARC Closure paperwork for Alohi Vacations when ceasing to issue airline tickets.

Travel Agency specific training and responsibilities including management and operational procedures, back-office, front line and sales, and training consistent of a Management Qualifier and Ticketing Qualifier in a full-service travel agency:

Installed, customized and operated QuickBooks accounting system for all agency bookkeeping.

Networked with vendors by attending ASTA Western Regionals in 1995, and 1997, and World Congress, 1996.

Agency Responsibilities included:

Bookkeeping and Back Office:

Making daily Sales Journal entries and General Journal entries for the ARC sales report draft.

Entering bills received, bank deposits, clearing bills to issue checks for payment, making month and year-end journal entries and reconciling all three agency bank accounts monthly.

Generated W2s and 1099-MISCs when required.

Determining and making General Journal entries from payroll service’s reported expenses, liabilities and tax payments and initiating bank transfers guaranteeing funds.

Front-line sales agent:

Booking all forms of travel in various combinations using computer systems or phone calls to vendors.

Using Apollo GRS commands to enroll clients in United Airlines Mileage Plus, if desired.

Claiming supplier created reservations made by phone (mainly air or AMTRAK, some hotel and car rental chains also had this functionality enabled) to create client reservations in GRS.

Gained training, experience and expert fluency in command-line use of airline GRSs Worldspan and Apollo, for all transaction types with or without promotional coupons: Ticket, Exchange (before or after departure, with or without penalty, add-collect or refund); Refund (straight or with penalties); Miscellaneous Charge Order and Tour Order for ancillary sales (such as CityPass or International Cell Phones), and; Same-day Void (in case of errors).

When feature added, ensuring client e-mail or fax number was entered for provision of itinerary to clients at time of issuance of E-tickets.

Booking cruises via telephone, or using both available cruise reservation systems: One Source, (hosted by Princess Cruises, Holland America Cruise Lines and Seabourn Cruises) and Cruising Power (hosted by Royal Caribbean, Celebrity Cruises and Silversea Cruises), including booking client selected excursions, entering client payments when using a credit card, and accepting or declining free upgrades when offered and arranging agency gifts to clients.

Managerial functions:

Utilizing Ticket security table access to request a new block of ticket numbers to issue or to reset current, usable numbers after clearing a printer jam.

Daily review of GDS work queues and categories supporting supervised employees, confirming or re-accommodating itinerary changes due to service or weather changes or providing airlines with needed passenger service information via industry standard messaging codes.

Training other agents on use of GDS command functions and profiles for building reservations, including use of linked systems such as cruise lines, AMTRAK, Eurail, RailEurope and Hotels as need arose.

Self-taught to enter contract airfare rate tables in Worldspan, providing significant time savings when checking airfares and ticketing with contract fares versus regular published fares.

Self-taught to create, edit, store and use of agency default and client profiles within each GDS system.

Verifying travel documents issued or received from tour operators and cruise lines were correctly prepared, ready to deliver, and arranging delivery or hand carry for Independent Contractors.

Arranging “Cruise Nights” for start-up of cruise groups, taking deposits, providing receipts and invoicing clients, setting up accounts receivable with payment schedules ending before final payment due dates.

Verified accuracy of ARC Sales Report weekly, submitting by deadline.

Upon access to ARCs Interactive Agent Reporting (IAR) online, became agency expert with ARC’s IAR system, especially for exchanges with tax changes during its early release; audited and reconciled the sales report once received, issued Sales Summary Adjustment Request (SSAR) if necessary, i.e.: the ARC captured exchange tax data incorrectly.

Robert M. Schlesinger, an individual

Personal Aide/Personal Assistant/Personal Secretary/Driver

Signal Hill, California. August, 1991 — February, 2022.

Personal aide and assistant, secretary and driver for a person who had a physical disability requiring use of crutches or a wheelchair, in the latter years also required assistance being transferred to and from his wheelchair. Provided personal hygiene maintenance and assisted with activities of daily living including all domestic household chores. Responsible for note taking in college while employer obtained a Master’s Degree, typed thesis and unfinished autobiography using live dictation. Performed private secretarial services while employer was gaining hours of experience to qualify for state licensure exams.

Education:

Saddleback Community College

Mission Viejo, California. August, 1980 — May, 1982.

Business Management and Accounting. No degree.

Fairly good grades. Withdrew due to home situation.

References:

Paula Blum

Former Independent Contractor for Alohi Vacations. Phone: 562-***-**** cell/voice-mail.

Thalia Kingsley

Former Independent Contractor for Alohi Vacations. Phone: 818-***-**** cell/voice-mail.

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