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Manager Assistant / Secretary / Bookkeeper

Location:
Charlotte, NC
Salary:
$47,000
Posted:
September 04, 2020

Contact this candidate

Resume:

Lorraine Pagan-Tyler

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

704-***-****

Objective/Summary

Seeking a recruiting or recruiting assistant role within a growing and reputable organization. My goal is to produce quality and quantity, no matter what role I’m in, by using the resources, tools, training and experiences I have obtained from previous experience.

Key Strengths

Team Oriented Training Goal Driven

Organized Strategic Planning Detail Oriented

Multitask Analytical Determination

Core Competencies

●Results-driven with exceptional practical judgment

●Known strategist who exceeds goals using resources and organizational skills

●Obtains a proven track record of delivering quality

●Strong leadership skills

●Ability to effectively communicate (verbal & written)

●Resourceful, diplomatic, flexible, energetic and professional

●Excellent customer service skills

●Strong computer skills (Excel, outlook, word, tracking database)

●Bilingual – English/Spanish (fluent in speaking, reading & writing)

Professional Profile

Charlotte Country Day School, Charlotte, NC July 2019 - Present

Secretary / Bookkeeper - Plant Operations Dept

●Record all invoices on excel spreadsheet

●Scan invoices and upload via efolder and submit to accounting/finance department

●Check in contractors/visitors by utilizing Raptor security system

●Create spreadsheets according to manager’s request

●Maintain record of vital OSHA service reports (elevator, boiler, maintenance, etc)

●Responsible for organizing departmental meeting as well planning lunch

●Responsible for assigning key fobs to faculty members, as per work order requests

●Answer phone, open mail, and all clerical duties

●Responsible to order semi annual uniforms for plant operation employees

●Maintain school event calendar for plant operation department

MaxBotix, Inc, Fort Mill, SC November 2015 – March 2019

Bookkeeper / HR - Admin. Asst. / CEO Assistant

●Maintain and respond to emails regarding invoices, receipts, billing, etc.

●Reconcile ALL accounts on a monthly basis (bank statement & receipts against Quickbooks)

●Update & maintain QuickBooks for all accounts pertaining business

●Backup Quickbooks on a monthly basis and prepare file for CPA monthly

●Pay invoices in a timely fashion

●Maintain and organize filing system

●Constant communication with CPA regarding updates, changes, etc.

●Maintain professional discretion and confidentiality

●Answer phone in a professional manner

●Fax, Scan & email important documents to vendors, customers, etc.

●Obtain & deliver mail accordingly

●Maintain office supply inventory for SC office

●Create & implement processes within the accounting/bookkeeping, SALES, order processing dept

●Create spreadsheet for CEO for company financial tracking & KPI purposes

●Organize and Maintain CEO's calendar

●Conduct interviews along with CEO

●Work closely with Temp Hire agency to obtain candidates for the company

●Review resumes, submit Topgrading invites, coordinate Trimetrix assessment for potential candidates

●Conduct quarterly one on one meetings with employees in SC Office to go over HR KPI reports and progress

●Responsible for new hire setup including computer, supplies, HR documentation, passwords, orientation, etc.

MaryKay, Fort Mill, SC January 2015 – June 2015

Office Manager/Personal Assistant to Sales Director– Part-Time

●Provide excellent customer service to clients/customers by calling them to followup with orders

●Create & maintain events calendar in Microsoft

●Create & maintain monthly Excel expense report (sales receipts & monthly statements)

●Complete customer product orders online & at times deliver personally

●Collect payment from customers via phone &online

●Order & Maintain supplies & products as well stock on shelves

●Obtain contracts with venues, complete contracts and followup on event dates

●Run personal errands for Sales Director

●Create labels for monthly postcards to customers & mail postcards

●Update &followup with Facebook company website

Zenta/Accenture, Charlotte, NC October 2010 to February 2014

Fulfillment Team Lead –Nationstar

●Currently leading a team of 12 processors

●Maintained loan load balance for teams on a daily basis

●Provided reports to processors on a daily basis

●Coached & mentored employees

●Managed Escalations on daily basis

●Interacted and acted as the Liaison between other Executive and Manager

●Maintained confidentiality – A must

●Reported & followed up on resolution for escalated complex issues to meet client’s needs as well as employee’s

●Participated in Accenture Job Fairs by Interviewing and hiring potential processors

●Conducted monthly performance feedback on an individual basis

●Implemented workflow processes to improve team results

●Responsible for reviewing, monitoring and updating payroll reports for employees

Fulfillment Team Lead – GMAC/GreenTree

●Currently leading 3 teams with a total of 23 employees (Internal PFA team, Hello Call Team & Processing team)

●Developed a high level Hello Call Team workflow process in order to improve results

●Developed a Hello Call audit checklist and worked with OPEX to obtain final approval

●Implemented “call Barging” for the whole platform with the assistance of Internal IT

●Improved & implemented hello call script & approval email template to better fit business/client’s needs

●Maintained scorecard for Internal PFA agents and identified high & low performers

●Work closely with PFA SME to dispute findings in order for External error rate to meet client’s expectations

●Maintained loan load balance for teams on a daily basis

●Provided reports to processors on a daily basis

●Coached & mentored employees

●Managed Escalations on daily basis and followed up on resolutions

●Interacted and acted as the Liaison between other team and managers,

●Participated in 3Accenture Job Fairs by Interviewing and hiring potential processors

●Responsible for reviewing, monitoring and updating payroll reports for employees

Loss Mitigation Team Lead –JPMChase(Platform clsd in April/13)

●Managed 26 LMR’s (loss mitigation reps), including Internal QC reps

●Maintained loan load balance for team on a daily basis

●Coached & mentored LMR’s

●Responsible for maintaining quality for the platform regarding MIQR corrections, AD statuses, clearing out any duplicates on LQR

●Developed a production & Internal QC scorecard

●Developed & maintained Production/Internal QC summary report for the team on a weekly basis

●Developed an Action Plan for low performers on the team

●Interviewed and hired potential LMR’s – participated in Accenture’s Job Fairs

●First platform to reach OPEX Stable in 2013

●Organized internal classroom training with internal QC reps for NEW hires

●Responsible for reviewing, monitoring and updating payroll reports for employees

Fulfillment Team Lead – GMAC

●Managed 15 retail processors

●Provided reports to processors on a daily basis

●Coached & mentored processors

●Managed Escalations on daily basis

●Interacted and acted as the Liaison between other teams and managers

●Interviewed and hired potential processors

●Responsible for reviewing, monitoring and updating payroll reports for employees

●Managed Escalations on daily basis and followed up on resolutions

Loss Mitigation Team Lead –JPMChase

●Managed 15 – 20 LMR’s (loss mitigation reps)

●Maintained loan load balance for team on a daily basis

●Coached & mentored LMR’s

●Developed 2 SME’s on the team

●Responsible for maintaining quality for the platform regarding MIQR corrections, AD statuses, clearing out any duplicates on LQR

●Developed Pilot Flex Schedule for the platform

●Developed and maintained Production/Internal QC summary report for the team

●Developed an Action Plan for low performers on the team

●Interviewed and hired potential LMR’s

●Participated in a BPO Operational Excellence Project – CITI MLC Productivity

●Managed Escalations on daily basis and followed up on resolutions

●Responsible for reviewing, monitoring and updating payroll report

Fulfillment Team Lead –CITI

●Managed 15 retail processors

●Provided reports to processors on a daily basis

●Coached & mentored processors

●Managed Escalations on daily basis

●Interacted and acted as the Liaison between teams and managers

●Interviewed and hired potential processors

●Responsible for reviewing, monitoring and updating payroll reports

●Managed Escalations on daily basis and followed up on resolutions

Bank of America, N.A., ( AKA Countrywide)Charlotte, NC June 2006 to October 2010

AVP – Fulfillment Team Lead

●Managed 11 retail processors.

●Coached, trained & mentored new associates

●Maintained various reports, ex: ECOA report, rate locks, customer service, etc. on a daily basis

●Led a pilot team of processor for the distributed retail at the Charlotte processing center

●Provided updates of guidelines and report to our partner on a weekly basis

●Provided training to new partners regarding systems, processing flow, etc.

●Attended partner and alliance meetings

●Interviewed and hired potential home loan processors

Countrywide Home Loans, Charlotte, NC (acquired by Bank of America)

Sr. Processor / Jr. Underwriter – Level 1 Credit Authority

●Maintained a pipeline of 50 loans

●Consistently met and/or exceeded set goals

●Delivered quality loans

●Developed and maintained customer/vendor relationships by providing exceptional customer service

●Closed an average of 40 loans per month

●Assisted Team Lead in various projects

Education History

September / 1985 to January /1986 Baruch College, New York, NY

January / 1989 to May /1989 Valley Forge Christian College, Valley Forge, PA

Certificates & Trainings

ACCENTURE Lean Green Belt Certificate – Six Sigma MoreSteam University Online – March 19, 2012

Principles and Qualities of Genuine Leadership CPCC – April 9, 2012

Managing Your PrioritiesCPCC – May 8, 2012

The Case for Career Counseling MyLearning – 4/2013

Effective Career Counseling MyLearning – 10/2013

Interviewing BasicMyLearning – 10/2013

The SDO Role in Mobilization MyLearning – 3/2013

Languages

Fluent in English & Spanish

REFERENCES AVAILABLE UPON REQUEST



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