Customer Service Data Entry
Resume:
Carolyn Kowalski
Parlin, NJ *****
************@*****.***
Authorized to work in the US for any employer
Work Experience
Finance and Insurance Specialist
Edison Infiniti - Edison, NJ
November 2022 to Present
• Provide vital support to the finance and insurance team, ensuring smooth operations and efficient workflow.
• Provide various financial and insurance tasks, such as processing invoices, managing documentation, and maintaining accurate records.
• Demonstrate attention to detail and organizational skills, ensuring that all financial and insurance documents were properly filed and easily accessible.
• Communicate closely with clients, recovering any missing documentations, addressing their inquiries and providing exceptional customer service.
• Play a key role in coordinating meetings and appointments, managing calendars, and preparing relevant materials. I utilized various software and tools to streamline administrative tasks and enhance overall productivity.
• Consistently demonstrate a strong work ethic, professionalism, and a commitment to maintaining confidentiality. I am adept at multitasking and thrive in fast-paced environments, always striving to meet deadlines and exceed expectations.
• Uses my professionalism in data entry, maintaining accounting documents, and record-keeping.
• Efficiently entered financial transaction data into the database on a daily basis.
• Proficient in using CDK, Eleads and DealerTrack software, can easily learn new systems Loan Processor
Liberty Mortgage - Manasquan, NJ
November 2015 to Present
●Provides excellent customer service to all clients, applicants, and the general public.
● Performs all duties for Quality Control of all files, both closed and active.
● Performs all opening procedures for loan application data to ensure that it is complete and meets established standards, including type of loan, amount of mortgage, borrower assets, liabilities, length of employment, sending out verification of employment forms, and contacting borrowers for any missing documentation.
●Runs credit and interfaces with DU for results.
● Responsible for ordering Title, Appraisals, FHA Case Numbers, and VA portal functions.
● Advises borrowers and attorneys of loan approval and conditions.
● Condition clearing, reviewing, and submitting to underwriting for final approval and "clear to close".
●Assists borrowers with insurance quotes.
● Maintains pipeline statuses for reporting purposes.
● Communicates with mortgage investors, attorneys, and borrowers, throughout the loan process to ensure that all parties are notified of issues and progressions on all mortgage files. Assistant Manager
Shake a Paw - Green Brook Township, NJ
January 2015 to March 2020
• Open and close the store
• Generating finance applications for financial assistance in making a purchase.
• Making sure the puppy is suitable for the family and vice versa.
• Provide good customer service
• Syringe feeding puppies in need
• Providing necessary vaccines for all puppies.
• Creating and adjusting the weekly schedule for 10+ employees.
• Making sure employees are staying busy and getting tasks done
• Answering phone calls and assisting needs
• Cash register and front desk tasks
Skills
• Microsoft Office
• Word Processing
• Accounts Payable
• Underwriting
• Accounts Receivable
• Credit Analysis
• Assistant Manager Experience
• Administrative Experience
• Financial Report Writing
• Bookkeeping
• Cash register
• Windows
• Cash handling
• Customer service
• Leadership
• Retail sales
• Office management
• Dealership experience
• Upselling
• Order entry
• Front desk
• Sales
Certifications and Licenses
Driver's License
Certified Notary Public
2020 to 2024
Additional Information
Skills
• Word Processing
• Byte pro
• Strong Communication skills
• Adaptability
• Handling Pressure
• Creativity
• Leadership
• Strong Work Ethic
• Time Management
Contact this candidate