Clerical and Operations Support Expert

ANDREW HERRICK / OPERATIONS ASSOCIATE & DATA ENTRY SPECIALIST / CHARLOTTE, NC

Phone: 702-***-**** E-mail: ***********@***.*** LinkedIn Profile: www.linkedin.com/in/andrew-herrick-b0b554

SUMMARY

I have a diverse professional background in a variety of industries, working within a clerical/data entry capacity, and each with unique responsibilities and valuable experience: This includes experience working with legal documents and contracts, ensuring data accuracy, compliance, and proper documentation across finance, tax, HR, and logistics environments.

•Ticket Broker – Database Administration, Updating Sales and Payments, Credit Card Reconciliation, Operations Support

•Freight Brokerage Sales Support at Soren Transport

•Operations Support and Document Review at Wells Fargo

•People Solutions Specialist (HR) at Walmart

•Tax Return Clerical Duties at JP Morgan

•Property Tax Depreciation Clerical Work for Tax Management Associates

•Data Coordinator for MAU Workforce Solutions managing a DEI/Supplier Diversity project

•Anti-Money Laundering Analyst, Risk Management and Compliance, KYC, and Enterprise Financial Crimes Compliance

SKILLS

●SOFTWARE EXPERIENCE: ServiceNow, Workday, Transportation Management Systems, FileMaker Pro, Microsoft 365, Teams, Zoom, Zoominfo, Google Docs, Point of Sale Software, Adobe Pro DC, Salesforce, Oracle, Trello, Quip, Domo, SharePoint

●OTHER SKILLS AND KNOWLEDGE: Medical Terminology, Healthcare Finance, Healthcare Law, Human Resource Development (HC), Health Care Financial Administration, Health Data Management, Quality & Revenue Cycle Integrity, Diagnosis and Procedure Coding, HIPAA, Document Review, Business Property Tax Depreciation Schedules, Macintosh and Windows Literate

●SOFT SKILLS: Flexibility in scheduling (weekends/holidays/night shift), detail-oriented, adaptability, work flow, team player, problem-solver, voracious researcher, reliability, seeks critique, “perpetual student” mentality, legitimate passion for consistency and accuracy of all tasks (complacency doesn’t exist my DNA), learning how responsibilities fit within the full scope of company objectives, communication and being proactive, experience with unique challenges remote work presents: accounting for time zone differences between teammates, actively engaged in work chats, alerts for team meetings, treating home office with equal professionalism as working onsite.

WORK EXPERIENCE

ANALYST E-COMM REVIEW – NORTHWESTERN MUTUAL (GENESIS10) – May 2024 – June 2025

●Supporting supervision with compliance and supervision services to the field and Home Office

●Ability to make appropriate decisions quickly and efficiently with a high level of reading comprehension to think critically and make logical decisions

●Prior experience with and the ability to learn industry products including Microsoft 365, SharePoint, along with multiple programs specific to the finance industry

●Compliance-centered work including email review to determine flagged words or phrases were simply flagged without any contextual issues, or if there was any number of non-compliant matters that were out of compliance and escalated to supervision.

●Ensuring that shared addresses between a client and their financial rep were appropriately disclosed.

INCOME TAX PROCESSOR – JP MORGAN (MANPOWER) - Charlotte, NC – March 2020 to January 2025

●Organizing incoming mail into correct files for federal income tax payments by year, payment accuracy, or return without payment

●Ensuring accuracy of income tax payments made with information from 1040s

●Producing above minimum daily targets for sorting and processing a variety of income tax receipts and matching payments

●Candling opened and processed mail – manual inspection of processed mail and ensure checks or other pertinent documentation was not inadvertently discarded

ADMINISTRATIVE ASSISTANT – TIAA (PRIDE ONE) - Charlotte, NC – October 2023 to March 2024

•General support for the Private Asset and Wealth Management teams; related duties as assigned

•Scheduling, updating, and managing assigned Portfolio Managers’ calendars for twice yearly account reviews with each client

•Scheduling and coordinating calendars of multiple team members for meetings

•Assisted in preparation and review of reports and documentation related to client portfolios, ensuring they met regulatory and contractual standards.

•Assist with generating reports related to a client’s meeting and the status of portfolio performance, reports for PMs that ensure they are trending at or above specific percentages according to the events or meetings completed within required time constraints

Responsible for arranging travel schedules, expense reports, ordering office supplies upon request

DATA COORDINATOR – MAU WORKFORCE SOLUTIONS – Augusta, GA (Remote) – June 2022 to October 2022

•Use existing database to identify companies with whom diversity status needs to be updated.

•Maintain accurate and organized database so that data can be leveraged in additional Marketing initiatives related to MAU’s diversity status. Identify and record gaps in information as appropriate

•Working with B2B Marketing team, ensure existing company detail is up to date prior to documenting within portals.

•Enter MAU Diversity Supplier information in company portals to include company profile, diversity supplier certification

DATA ENTRY SPECIALIST – TAX MANAGEMENT ASSOCIATES (ROBERT HALF) - Charlotte, NC – March 2022 to May 2022

Updating/maintaining databases related to annual county business property tax filings with mailing and/or physical addresses and names

Researching accounts to ensure assets and inventory accurately reflect depreciation schedules

Calculating and verifying assessed values

Processing 50-60 listing forms and appeals for local jurisdictions

Deactivating and reactivating accounts

PEOPLE SOLUTIONS SPECIALIST – WALMART (ROBERT HALF) - Charlotte, NC – October 2020 to January 2021

●Creating job templates per management’s request for Sam's Club and Walmart while maintaining established compliance policy

●Completing SLAs for hiring positions in the US and Canada for Sam's Club and Walmart on time within established 48- hour turnaround time

●Ensuring accuracy of all hiring requirements, interview and orientations scheduling, and identifying top candidates for each position

●Providing consistent, responsive, and accurate customer service

CONTRACT ASSIGNMENTS – RANDSTAD - Charlotte, NC – December 2019 to March 2020

●Analyze and correct W2 information for employees nationwide, assisting a large major facilities management company. (Perkins Management)

●Conducted document review and legal data validation for Wells Fargo, ensuring all case-related entries were accurately recorded in compliance databases.

●Updating accounts in wire operations services for Wealth Management clients (Wells Fargo)

CAPACITY ANALYST ASSISTANT– SOREN TRANSPORT – Houston, TX – July 2018 to April 2019

●Initiate and develop relationships with customer contacts and carriers

●Proactively manage freight transactions

●Communication and collaborate with Account Mangers

●Drafted and maintained rate confirmation contracts for freight carriers, ensuring all documentation reflected agreed terms, pricing, and compliance requirements.

TRACK & TRACE ASSOCIATE – XPO LOGISTICS (RANDSTAD) – Charlotte, NC– July 2017 to December 2017

●Monitoring the movement of 75-100 shipments daily, from carrier pickup confirmation through delivery confirmation according to Bill of Lading

●Updating location status and delivery confirmation for each in-transit shipment in TMS database (MercuryGate)

●Investigating shipments that are static, damaged, or lost and resolving issues promptly by keeping the team aware

EDUCATION

•BACHELOR OF ARTS (CUM LAUDE) - GENERAL STUDIES – KENT STATE UNIVERSITY (MAY 2013)

•POST GRADUATE CERTIFICATION - HEALTH INFORMATION MANAGEMENT – WEBER STATE UNIVERSITY (IN-PROGRESS)

•EXCEL 2016 FOR WINDOWS – SKILLSOFT CERTIFICATION (JANUARY 2023)

•KEY ACCOUNTING CONCEPTS AND PRINCIPLES – SKILLSOFT CERTIFICATION (OCTOBER 2023)

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