Customer Service Office Manager

Ingrid Shugart

Mineral Ridge, OH ***** • 234-***-**** • *************@*****.*** • WWW: Bold Profile

Professional Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Skills

• Adaptable • Leadership

• Team Work • Operational Efficiency

• Problem Solving • Professionalism and strong work ethic

• Customer Service • Process Documentation

• Attention to Detail • Multitasking

Work History

Operation Specialist, 08/2021 to Current

Portage Community Bank – Ravenna, OH

Managed daily deposit operations tasks, ensuring accurate and timely completion of all transactions.

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• Processed account maintenance requests and checked for alignment with bank policy. Implemented risk management strategies within deposit operations to minimize potential losses due to fraud or errors.

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• Handled PIN reorders, new cards and maintenance for debit cards. Participated in internal and external audits conducted by the bank''s audit department or external regulators, providing necessary documentation.

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• Executed wire transfers, stop payments, and account transfers. Facilitated the completion of loan applications, prepared, collected and organized documents, provided customer service from approval through closing of mortgage loans.

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Administrative/Office Manager, 12/2005 to 10/2018

Titan Pools and Spas, Inc – Winter Springs, FL

• Variety of administration/secretarial duties.

• Updated reports, managed accounts, and generated reports for company database. Managed payroll and benefits administration to ensure accuracy and compliance with company policies.

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Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.

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• Created documents and processed invoices.

• Created contracts to be approved by City or County from start to completion for each job.

• Completed weekly payroll for employees.

Bankruptcy Paralegal, 10/2009 to 03/2013

Shugart Law Firm – Hubbard, OH

• Facilitated client education on bankruptcy procedures.

• Handled confidential documentation

• Performed and guided debtors from interview to discharge.

• Preparation of court documents for bankruptcy and probate.

• Was responsible for all secretarial, bookkeeping, and filing. Compiled comprehensive financial analyses for clients'' assets and liabilities, providing accurate data for decision-making purposes.

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Education

License: Insurance, 04/2020

XCEL - Online

License: Real Estate, 02/2017

Watson School of Real Estate - Longwood, FL

Associate of Science: Legal Studies, 05/2009

FMU - Orlando, FL

• Dean's List

• Honor Roll

• Awarded President List

License: Cosmetology, 04/1997

CTI - Apopka, FL

Certificate: Accounting/Bookkeeping, 12/1992

ICS - Orlando, FL

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