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Data Entry Document Imaging

Location:
Philadelphia, PA
Posted:
March 23, 2025

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Resume:

Lorraine C. Holbrook ******************@*****.***

215-***-****

**** ****** **., ************, ** 19132

**** - **** ********** ****/**** BANK, Philadelphia, PA

Assets totaled $5B at Acquisition 2019

Unit Coordinator: Document Imaging/Indexing

Member of six-person team responsible for digitizing financial documents and Signature cards, trust documents

Processed loan/credit applications, certificates of deposit, Home Equity Lines of Credit (HELOC), estate reports, Individual Retirement Accounts (IRAs)

ACH wires, wills, W-9s, mortgages

Handled fraud claims and adjustments

Conducted research on records and statements

2005 - 2007 ACCOUNT TEMPS

Administrative clerical assistant

1989 - 2004 WACHOVIA BANK < FIRST UNION < CORESTATES

Document Processor: Bill payments - Court accounting - Document imaging and Indexing

SUMMARY AND SKILLS:

Detail-oriented Financial Specialist in research informational systems

Works well under pressure and meets deadlines

Data entry, Document imaging and System indexing

Storage of customer information Files (CIF), Bill payment, Card services and Claims processing

PROFICIENCIES AND SYSTEMS:

Customer Service

Strong Organization Skills

Data Entry

Research

Scanning/Document Imaging and Indexing

Card Services

Synergy

Bank-way

Cen-trix

Education:

John Bartram High School, Philadelphia, PA H. S. Diploma

Automation Academy, Philadelphia, PA Certificate of course completion Volunteer Service:

Boy Scouts of America March Of Dimes Blue-Gooders, Banking philanthropy

OG-Summary

Detail-oriented Business and Financial Specialist who excels in providing research and information. Deep and wide background in financial functions including data entry, document imaging and indexing, updating Customer Information Files (CIF), research, bill payment, card services, and claims processing with leading backing institution. Recognized for being committed and steady in meeting obligations. Delivers responsive customer service, works well under pressure, and meets deadlines.

Skills & Proficiencies

Customer Service Strong Organization Skills Research Scanning Card Services Data Entry Document Imaging & Indexing Synergy Bankway Centrix Image Center

Professional Experience

BENEFICIAL BANK, Philadelphia, PA

Beneficial Bank is the oldest and largest bank headquartered in Philadelphia. Assets totaled $5B+ when acquired by WSFS in 2019.

Document Imaging/Indexing Coordinator

Member of six-person team responsible for digitizing financial documents for $5B banking institution, including loan applications and approvals, signature cards, certificates of deposit, credit applications, cash management, ACH wires, wills, W-9s, mortgages, Home Equity Lines of Credit (HELOC), trust documents, estate reports, and Individual Retirement Accounts (IRAs)

Scanned and indexed hundreds of thousands of bank documents

Updated Customer Information Files

Conducted research on records and statements

Processed credit and debit card requests

Handled fraud claims and adjustments

Education

Certificate, Data Entry, Automation Academy, Philadelphia, PA

Diploma, John Bartram High School, Philadelphia, PA

Community Involvement

Volunteer, Boy Scouts of America



Contact this candidate