General Secretaral and Customer Service

Rachael M. Douglas-Holzer

Cell: 863-***-****

E-Mail: *************@*****.***

HIGHLIGHTS OF QUALIFICATIONS:

** ***** ** ********** ** the areas of Real Estate, Law, and Finance

• Experienced Manager with expertise in Finance, Payroll management and the Generally Accepted Accounting Principles.

• Detail oriented supervisor with strong organization and project management skills.

EXPERIENCE:

Office Manager

• Supervised the workflow of office personnel; insured all work met internal and external deadlines.

• Managed Office Payroll for an office, consisting of fifteen personnel.

• Processed rent rolls for 2,500 residential and commercial renters on the company’s property.

Legal Secretary

• Billed clients for the attorney’s fees; received and processed payment of it.

• Created and processed papers for conservators of estates of incapacitated persons; including testimonies, orders, affidavits, affidavits of service, etc.

• Drafted wills, living wills, and healthcare proxies for clients.

Treasurer

• Handled a non-profit organization’s funds in accordance with appropriate regulations and policies.

• Managed and deposited all funds generated through various fund-raising events held throughout the course of the year.

• Maintained meticulous records of all financial transactions, providing financial statements to the President, and Board at regular Board meetings.

• Provided regular financial reports and conduct semi-annual audits to the President on the financial status of the Organization’s accounts.

• Dispensed funds in support of organization activities in accordance with the direction and approval of the Board members.

Loan Processor

• Heavy interaction with Builders, Banks, Title Companies, Mortgage Processors, Surveyors, Inspection Firms, and others throughout the entire loan creation and purchasing process.

• Prepared all documents required for the mortgage closing.

• Inputted, managed, and tracked all relevant data using the Calyx Point Mortgage Origination and Processing Software Application.

COMPUTER SKILLS:

Software

Hardware

Windows 11

Outlook

PC

Word

Calyx Point

Scanner

Excel

Adobe Photoshop

General Office

Power Point

Adobe Acrobat

Dictation Equipment

EDUCATION/TRAINING:

DeVry University, Orlando FL

Accounting and Finance

Cumulative GPA: 4.00/4.00

Mortgage Processor Certificate, FL

Military Spouse Fellowship for the Accredited Financial Counselor® Program

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