Assistant Customer Service
Resume:
Kari A. Beltzer
***** ******* *********, **** ****, Ohio 44012
********@*****.***
ADMINISTRATIVE PROFESSIONAL
SKILLS AND STRENGTHS
Microsoft Word
Excel
Access
Publisher
PowerPoint
SoftPro
RamQuest
Title Express
QuickBooks Pro 2018
Ecompass
Detail Oriented
Customer Focused
PROFESSIONAL EXPERIENCE
Lender Recording Services (LRS) 08/2019 – 03/2020
Document Review Specialist
* Prepare and review all documentation incoming from several (over 200) agencies.
* Review documents to ensure the completeness and validation for recording.
* Review for completeness of Borrower’s name(s), property address, Permanent Parcel Number, Client ID Number, Notary name, written and signed, validity of notary expiration along with acknowledgement; including but not limited to state/county/city requirements.
* Reject any/all that don’t meet certain requirements (state/county/city specific).
* Review marital status and witness per state/county/city requirements.
* Calculate state/county/city fees, if applicable.
Datech, Inc. DBA Great Lakes Machine and Tool Company 06/2018 – 02/2019
Office Manager
* Oversee office operations including managing office equipment, process mail, maintaining and ordering supplies.
* Create and maintain vendor records, including contact information, payment terms, and manage bills received from them.
* Maintain customer records including contact, delivery and payment information.
* Keep employee information including contact information, salary or hourly rate information, related employment data such as W-4’s and new hire paperwork, and prepare payroll.
* Invoice customers and send invoices via email/mail/or fax.
* Download and record bank transactions into QuickBooks, making bank deposits, ordering checks, verifying bank drafts and charges and resolving bank errors.
* Track the cash balance with regular cash flow reports.
* Customize reports for the owner, outside accounting experts, government agencies, and other interested parties. These reports include account balances, profit and loss figures, and transactional reports.
* Reconcile bank accounts and perform account analysis on assets and liability accounts.
* Prepare 1099’s for vendors and contractors as needed.
* Make payroll tax deposits, create and file payroll and sales tax reports, working with CPA.
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PROFESSIONAL EXPERIENCE (continued)
American Midwest Mortgage Corporation 02/2015 – 03/2016
Loan Officer Assistant
* Worked alongside designated Loan Officers in the loan origination process as well as performing daily administrative tasks.
* Tasks always completed within a deadline and with proficiency.
* Ensured files moved through processing and closing in a timely manner.
* Established appointments with clients and met with them to complete necessary documents. * Promptly responded to client questions and concerns, kept clients informed of the loan process and accurately obtained and reviewed applicant’s credit history and bank statements.
Bryant & Stratton College 10/2014 – 02/2015
Administrative Assistant / Reception
* Welcomed visitors and provided information in person and on the telephone.
* Maintained employee and department directories.
* Maintained security by following procedures; monitored logbook and issued visitor badges.
* Maintained telecommunication system by following manufacturer’s instructions for house phone and console operation.
* Accepted and recorded tuition payments.
PREVIOUS EXPERIENCE
Title and Escrow industry (1993-2015)
*Handled all incoming calls.
*Typed all commitments and policies.
*Executed closings, prepared HUDs, obtained payoffs, contacted customers to schedule closing.
*Put together lender packages after signing, prepared filings, reviewed documents for accuracy, reviewed exams and solved title issues.
*Day to day contact with attorneys and realtors along with lending institutions via email and telephone conversations.
CERTIFICATIONS
Notary Public
EDUCATION
Bryant & Stratton College
Pursuing Associate of Applied Science Degree: Expected Date of Graduation May 2021
Overall GPA 3.75
Multiple Dean’s List recognitions
Avon Lake High School, Avon Lake, Ohio
High School Diploma
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