Administrative Assistant Admin

Jamie Orlando

Mesa AZ *****

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Experience Charles Shwab / Operations Admin Assistant

**/**** ** **/**** (contract assignment)

Work closely with operations and communicate changes with projects. Process and submit invoice documents via clients preferred method. Able to prioritize meetings and concerns effectively. Coordinate and schedule meetings, events, and appointments. Take memos, maintain, and update files, create/maintain a file system for all documents.

Flodraulic Group / Administrative Assistant

08/2022 to 11/2022 (contract assignment)

Provides product, pricing and delivery information as requested Provide quotes to customers; enter all orders for specific sales territory; expedite customer orders as necessary; and order non-stock items as directed by the Purchasing Department

Update existing customer account information; complete New Account Form for all new customers and forward to the Credit Department Review Open Order Report on weekly basis to determine all past due orders and expedite as necessary

Communicate frequently with Outside Sales to advice of activity in the territory and/or special needs that may require their attention Investigate discrepancies regarding payment of invoices and advise the Credit and Collections Department of the finding

Maintain up-to-date product catalogs and pricing information Other responsibilities may include printing daily packing lists; picking, packing and shipping parts as needed

Wells Fargo

04/2005 to 11/2019

Payoff Department (2017-2019)

● Received payoff checks

● Review account for payoff accountability and process payoff

● Created overpayment checks and mail to customer ● Scan checks received

● Helped with return mail that came in

● File away title in appropriate state and booking number

● Pull titles needed for release to payoff party

Collateral Release/Central Title Team (2015-2017)

● Processed fax requests for lien releases so that the duplicate title could be obtained by customer, dealer or third party

● Worked collection requests to verify if Wells Fargo is the current lien holder on collection accounts

● Review of all state vehicle title work to see what is needed to submit title work to the state DMV

● Reviewing documents received from bankers and decide what kind of transaction is being requested

● Review multiple systems to verify that we have documents needed to process with DMV

● Receiving inbound calls from customers and bankers Credit Services (2010-2014)

● Business Banking Service Group

● Reporting and researching requests - making sure the loan package is created properly, per credit policy

● Receiving financials via email from Relationship Manager; deciding based on the document whether or not documents received are Trailing or Renewal items

● Scanning documents received via mail/UPS; noting jobs and scan documents according to type of documents, Trailing or Renewal

● Shred Financials; going through old documents and properly disposing them

ATM/Debit Card Fraud (2008 to 2010)

● Receive emails in DCO Manual Claims mailbox from processors. Research requests to make sure information is correct and create manual claims.

● Work the DCO mailbox, receiving emails from customers and notating DAT claims. Also send emails to customers with Claim forms attached.

● Work the mail room, sorting letters and running the mail machine.

● Download and send out the Foxtrot report daily. Also with receiving a report back and notating DAT. Along with working on other reports, SD-119 and IDT Report. Recent training on the R-170 Report. Home Mortgage (2005 to 2008)

● Responsible for collecting and delivering co-workers prints, from printer

● Picking up account files and delivering to correct team or underwriter

● Run morning reports, copied, sorted and delivered to managers and team leads

● Received applications and created file for new accounts: organizing papers, make sure required documents in file, request missing documents from loan officers and processors, changing status, printing trailing docs, and notating account.

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Awards Multiple Wells Fargo Service Excellence Award Recipient Wells Fargo Team Member Recognition Award

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