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Data Entry Records Management

Location:
Dallas, TX
Posted:
December 12, 2024

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Resume:

Andrew Kellogg

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

469-***-****

Work Experience

September 2021-Current

Mercedes-Benz Financial: Fort Worth, TX

Records Management.

Process file requests from every department.

Prepare boxes of files for return to storage.

Preparation includes verifying the amount of files that are suppose to be in a carton as well as the making sure the correct account numbers are attached to the right names. If there are any discrepancies, I am responsible for collaborating with the appropriate team to find a solution.

Revise or create procedures for new and/or unique responsibilities.

Research, process, scan, index, and mail out completed contracts to customers.

Prepared batches of documents for scanning and indexing.

Scan and index batches of documents.

Perform quality checks on scanned documents.

Research invalid account numbers.

Occasionally sort and deliver mail.

Train new employees.

Resolve technical problems for office equipment.

May 2016-May 2021

Fidelity Investments: Grapevine, TX and Albuquerque, NM

Transaction Processing Representative III Learning Specialist Trainer.

Accurately recorded alphanumeric data from over 1,000 digital images per day.

Identified, classified, reviewed a variety of financial documents.

Answered questions from management and staff as well as collaborating with numerous departments on procedures related to specific documents.

Researched the accuracy of information regarding a large variety of new account and account maintenance forms.

Utilized a wide range of applications for information research.

Trained new employees.

Trained other Learning Specialists.

Trained and nurtured entirely novice staff including management when the department moved to Albuquerque, NM.

Developed and maintained a training and procedures manual.

Resolved minor hardware, software, and connection related complications.

Lead meetings.

Was a member of the employee engagement committee.

Worked remotely 100% of the time during the pandemic.

December 2012-May 2016

Fidelity Investments: Grapevine, TX

Transaction Processing Representative I

Accurately recorded information from a digital image.

Ensured data entry accuracy by implementing meticulous checks and validations to enhance overall data integrity.

Verified transactions promptly to maintain compliance with regulatory standards and prevent discrepancies.

Detected fraudulent activities through diligent analysis and monitoring, leading to improved security measures

Improved processes by identifying inefficiencies and recommending solutions that enhanced operational productivity.

Delivered timely reporting to leadership by streamlining data collection and analysis methods for informed decision-making.

February 2012-October 2012

Doc2 E-file: Houston, TX

Data Entry Tech

Prepared, scanned, indexed, and verified service documents for various organizations.

Created daily reports on spreadsheet.

Occasionally traveled out of state to pick up and/or return service documents.

March 2008-March 2011

Bank of America: Fort Worth, TX

Records Management 1

Managed a small group of individuals in the preparation, scanning, and reassembly of the collateral portion of a mortgage loan file.

Prepared loan documents for scanning.

Scanned loan documents.

Maintained workflow.

Resolved problems with scanning equipment and software.

Researched missing documents.

Trained new employees.

Managed workflow.

Education

1997-2001: Duncanville High School

Duncanville, Tx.

2020-Present: Eastern Gateway Community College.



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