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Document Control Customer Service

Location:
Haddonfield, NJ
Salary:
$18 - $20 per hour
Posted:
August 01, 2020

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Resume:

WENDY M LOMBARDI

**** **** ***** *****, **********, NJ

856-***-****

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

OBJECTIVE

Challenging office position utilizing diverse business experience, planning and organization abilities, and skills to contribute to the success of the company

EXPERIENCE

CSR Representative/Administrative Assistant/Holman Insurance Agency

NOVEMBER 2017-APRIL 2020

Answered all incoming calls to agency and routed them to proper departments

Processed vehicle and property changes from clients, dealerships, mortgage companies

Process client billing changes, payments and cancellations

Maintained and processed daily carrier information from various insurance websites

Updated all client information to AMS360 and Salesforce data system daily

Assisted clients with reporting claims to insurance carriers

Reviewed all prior and current renewal policy

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Document Control/Accounting Clerk Holman Toyota of Mt. Laurel

FEBRUARY 2009 – NOVEMBER 2017

Compliance validation of all vehicle sales

Motor Vehicle processing for tags and titles

Processing of all invoices including parts and rentals

Account reconciliation of cash, checks, across all departments

2 Time Employee of the Month

Successfully ran United Way Campaign 2 years

Receptionist/Cashier Saturn of Mt. Laurel

JULY 2004 – FEBRUARY 2009

Addressed all incoming customer service requests by phone, mail, and in person

Processed all sales, service, and parts transaction across all departments

Prepared temporary tags and customer receipts for sales

Prepared daily reconciliations and balances for completed transactions

Accounts Payable Holman Ford of Mt. Laurel

JULY 1996 – APRIL 2002

Handled electronic and paper-based billing files Pursued timely payments for receivables

Performed monthly reconciliation of all books and vendor accounts

Lead Customer Service Processor Policy Management Systems, Mt. Laurel

JULY 1994 – JUNE 1996

Processed incoming business from insurance companies and inspectors

Handled all aspects of claims, credit checks, and account servicing

Document Control/Reproduction Specialist Formation Inc., Moorestown

JULY 1993 – JUNE 1994 (DETAILS UPON REQUEST)

Bank Teller Commerce Bank, Moorestown

NOVEMBER 1992 – JULY 1993 (DETAILS UPON REQUEST)

File Clerk Ohio Casualty Insurance Company, Moorestown

MAY 1991 – SEPTEMBER 1992 (DETAILS UPON REQUEST)

Night Manager/Cashier Herald Square Party Shop, Mt. Laurel

SEPTEMBER 1986 – MARCH 1991

SKILLS

Microsoft Office

Database skills, AMS360, CDK, ADP, Salesforce

Automotive Industry Experience

Accounts Payable / Receivable

Customer Service

Financial Background

EDUCATION

NJ Property/Causality License /Professional Training Services

VALID THRU AUGUST 20222

Office Automation Certificate The Cittone Institute of Mt. Laurel

SEPTEMBER 1992 – MAY 1993

Business Management Classes Burlington County Community College

SEPTEMBER 1990 – MAY 1991



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