HEATHER KARENE TRACEY
Unit #507
Fort Myers, Fl. 33907
Mobile: 239-***-****
Email: *********@*******.***
Objective Statement
Seeking full time employment in a growth oriented Organization that values integrity and respect for both customers and staff alike.
Skills
• Microsoft Office (Word, Excel, Outlook & PowerPoint)
• Excellent Oral & Written Communication
• Responsible and Committed
• Teamwork
• Adapt to Change
• Good Time Management
Experiences
Lake Michigan Credit Union: Original Date Employed: September 2018, Full Time Hire Date: April 2019 to present
Loan Operations Specialist
Duties in the form of, but not limited to:
• Insurance Monitoring & Tracking
• Prepare Payoff Letters
• Processing of Payoff Remittances & other Loan Payments
• Loan Booking
• Auto Debit Set Up (Internal & External)
• Commercial Loan Inquiries
• Review Documentation for Paid Loans and arrange Collateral Release
• E-Recording of Mortgage, Satisfaction of Mortgages
• Scanning of Documents Database Storage
•Perform Routine and Non Routine Loan Operation duties
• Tax Service Set-Up
Abt Associates (Part-Time): August 2018-Present
Senior Research Interviewer
Duty:
• Conduct research by telephone (Health & Political Surveys) Express Employment Professionals (Staffing Agency): June 2018-April 2019 Office/Clerical Assistant
Duties in the form of but not limited to:
• Filing
• Special project for a bulk of new Employees
• Background Screening Exercise (E-Verify)
• Prepared Training Binders for Job Fair
• Prepared Orientation Packages for New Hires
• Scan & Upload documents into staff database
Office Team, A Robert Half Company (Staffing Agency): August 2017 - April 2019 Office/Clerical Assistant
Duties in the form of but not limited to:
• Criminal Records Research (Pre-Employment Screening)
• Answering multiple telephone lines
• Scheduling Appointments.
• Data Entry
• Scanning
• Filing
Loyal Source Government Services (Staffing Agency): Jan. 2018-Jan. 2018 Receptionist/Clerical Assistant
Duties in the form of, but not limited to:
• Answering the telephone.
• Meet & Greet customers.
• Report binding
• Editing Reports
• Ordering Stationery
Bank of Nova Scotia Jamaica Limited: Sep.1994-Aug. 2017 Senior Support Clerk
Duties in the form of but not limited to (Centralized Unit):
• Review of documents and data entered for proposed loans
• Prepared lien and release documents for new and paid loans
• Custodian for recorded documentation for all Consumer Loans
• Actioned daily & weekly reports for outstanding acknowledgements, payoff or fees for Release of Liens from all branches)
• Document Preparation for Loan Closing
• Data Entry
• Imaging & Filing
• Photocopying
• Inquiries by Telephone and Email
• Training of Float Officers
Duties in the form of but not limited to (In Branch):
• Answering multiple telephone lines
• Processing incoming & outgoing mails
• Maintain stationery inventory for Department.
• Scheduling Loan Appointments
• Document Preparation for loan closing
• Prepared checks for disbursements
• Customer Care for both delinquent & current customers
• Created and maintained customer files
• Supported Sales & Marketing Events
• Data Entry
• Photocopying
• Prepared Payoff Letters
• Any other duties assigned
Education
• Northern Caribbean University - BSc. in Management Studies (Human Resource major & Marketing minor) - 2013
• Merl Grove High School -1994
• St. Hilda’s High School
• Brown’s Town Primary School -1988
Activities & Honors
• Registered Volunteer - Bank of Nova Scotia Jamaica Limited
• Member of Committee who arranged fire drills for Unit
• Customer Service Awardee
• Recognized twice as Star Action Performer within work team