TRACY LEWIS
***************@***.***
SUMMARY
Throughout my career I've worked in many capacities. Most of my experience revolves around processing and providing support to business owners and fellow employees. I’ve worked as a loan processor, executive assistant, office/operations manager, with some basic accounting as well.
I’m looking to secure a position with your company where I can utilize all my past experiences and skills to become a valued asset to the team. Please see my experience and work history below. I look forward to taking the next step in the hiring process.
EXPERIENCE
Customer Service Coordinator Chromatic Technologies Inc. – Colorado Springs 08/14/2019 to 7/2024
I provided support for several departments. My main support was for the sales team and customer order entry. I also coordinated between QA, R&D, production and shipping. Please find below a list of my skills and capabilities used in this position:
Placing Customer Orders
Answering Phones
Answering customer inquiries via email and phone
Sales team support
Sales, shipping and inventory reports
Monthly surveys
Experience with the following systems:
oSalesForce
oZoho
oProphet
oPlex
oSAP
oCoupa
oSurvey Monkey
Coordination between production and shipping
Admin, accounting, and meeting support
Conducted internal audits to stay ISO compliant
Administrative Assistant/Data Entry 07/2019 to 8/13/2019 Robert Half Staffing - Assignment Completed: RTA Architects – Colorado Springs, CO
Please find below a list of my skills and capabilities used in this position:
Greeting customers
Answering phones
Maintaining office equipment support
Copied, scanned, and filed completed projects
Maintained a clean presentable office
Administrative Assistant/Data Entry 04/2019 to 06/28/2019 HB Staffing - Assignment Completed: Teacher Created Materials Publishing – Huntington Beach, CA
Please find below a list of my skills and capabilities used in this position:
Verified and proofread publishers materials and books to confirm continuity with online versions and sent to the library of congress for final approval
Data searches for authors, book dimensions for printing purposes and code numbers to ensure accuracy
Confirming book titles correspond with correct code numbers
Administrative Assistant/Data Entry 02/2019 to 04/2019 HB Staffing - Assignment Completed: American Environmental Services – Huntington Beach, CA
Please find below a list of my skills and capabilities used in this position:
Greeting customers
Answering phones
Maintained office equipment and office
Copied, scanned, and filed completed projects
Prepared final reports and proposals for environmental techs based off tech notes, inspections, and lab results
Input jobs into QuickBooks
Insured billing information was accurate
Documented procedures
Office Manager/Sr. Loan Processor 06/2015 to 02/2019 Core Financial Inc. Orange, CA
I provided support to the CEO and sales team. Please find below a list of my skills and capabilities used in this position:
Greeted customers
Answered phones
Employee onboarding
New lender contracts
Ongoing product development from existing lenders
Processed loan files
Placed loans with appropriate lenders
Coordinated with lenders, investors, and title companies to ensure a smooth process
Followed up on all offers and kept customers informed
Payroll through QuickBooks
Maintained office equipment and supplies
Supported CEO and sales team
Trained new sales reps on internal systems, submission procedures and guidelines
Insurance Agent
Mariners Insurance Newport Beach, CA 04/2014 to 06/2015
I provided support for the CEO and in-house customers. Please find below a list of my skills and capabilities used in this position:
Greeted customers
Answered phones
Assisted with billing and payments
Established and maintained licensing in other states
Assisted with boat shows
Executive Administrative Assistant
Supplier Excellence Alliance Irvine, CA 01/2010 to 04/2014
I provided support for the CEO, sales team and company conferences and events. Please find below a list of my skills and capabilities used in this position:
Greeted customers
Answered phones
Assisted CEO
Assisted sales team
Confirmed appointments
Event, conference and meeting support
Entering client information into database
Award presenter
Loan Processor EquiCredit Las Vegas, NV 03/1997 – 6/2000
I provided support for the branch manager and all new and existing customers. Please find below a list of my skills and capabilities used in this position:
Greeted customers
Answered phones
Processed loans and obtained approvals
Preformed basic underwriting
Loan doc signing
Direct contact with title companies, brokers, and appraisers
EDUCATION AND TRAINING
High School Diploma South High School Bakersfield, CA 1988
Irvine Valley College – Irvine, CA 1989
CRE License – CA 2006 – 2008
Property & Casualty Insurance License – CA 2014 – 2015
Colorado Notary 2021 ex. 2025
SKILLS
Client-focused
Results-oriented
Account Management File/records maintenance
Quick learner
Customer Service
Problem Solving
Data Entry
Processing