Office Manager and Data Entry Specialist
Resume:
Kathleen Martino
************@*****.***
Education:
• High School Diploma - Dallas College Eastfield Campus – Mesquite TX - Dec- 1981 Area of Expertise:
• 10+ years of experience in processing documents and heavy data entry.
• Adept at using automated systems for data entry and retrieval.
• Ability to sort data and develop reports.
• Excellent knowledge of office equipment and computer hardware, word processing tools, and spreadsheets
(MS Office Word, Excel)
• Proficient in Encompass and Calyx, Excel,
• Proficient in MS Office suite, SharePoint, DU, Encompass
• Excellent communication and interpersonal skills. Professional Experience:
Aerus: Richardson, Texas 11/23 - Current
Office Manager / Customer Service / Sales
• Overseeing daily operations.
• Communicated with department heads and relayed important information from upper management.
• Implementing corporate incentives to enhance employee productivity.
• Coordinating meetings and arranging for office supplies.
• Managing administrative tasks such as paperwork.
• Contacting clients for payment denials
• Submitting fiancé application for credit
• Supervising office staff and organizing administrative procedures.
• Customer service and all aspects that pertain to clients
• Responsible for all office procedures
• Collecting payments
• Processing orders
• Customer contact, cold calling, and in-person
• Scheduling salespersons' appointments
• Ordering supplies
• Manage incoming and outgoing shipments
• Purchasing and shipping operations
• Scheduling and preparing FedEx and UPS shipments locally and out of state
• Hands-on experience with office machines and equipment
• Inventory control for salespeople
• Accepting deliveries and inventory control
• Inputting all sales in the system
• Preparing Quarterly reports regarding sales and inventory
• Controlling the withdrawal of supplies and accountability
• Running credit cards and deposits for checks received
• Scanning and emailing receipts of sales to corporate
• Scanning documents and inputting them into the system
• Looking up parts for clients and salesmen for resale and pricing
• Contacting and responding to all inquiries in Outlook
• Preparing Excel spreadsheets
• Contacting clients and responding to client requests
• Responding to complaints and satisfying customer inquiries
• Organizational and time-management skills
• Analytical abilities
• Exceptional attention to detail
• Advanced computer skills, with an aptitude to learn new systems and procedures DMP Secretarial and Tax Service
Customer Service / Data Entry / Misc. Duties December-2022 – Current Part Time
• Answering client's phone calls, emails, and questions
• Ordering supplies
• Fed Ex and UPS scheduling
• Preparing documents
• Inputting information in Excel spreadsheets
• Creating letters for clients
• Mailing documents to clients or their CPAs
• Processing, recording, checking, and maintaining records
• Filing and invoicing
• Self-motivated, self-starter; ability to work independently and as a part of a team
• Preparing and reviewing general office correspondences
• Inbound and outbound correspondence with clients regarding their files or missing documents
• Coordinating calendars, meetings, events, and conference calls
• Assisting in the workflow of various activities for client clerical support
• Process, record, check, and maintain records, files, and invoices
• Prepare and review general office correspondences Rate Genius
Automobile Refinancing and Data Processor June 2022-Nov 2022 Laid Off
• Contacted Client via email, text, by phone and processed all files.
• Performed analysis and comparisons of large data sets in MS Excel and spreadsheets.
• Data update on multiple systems and data discrepancy review and resolution.
• Sold client on additional products GAP and extended warranties.
• Explained the benefits features and advantages of all products.
• Contacted clients regarding their refinancing.
• Reviewed source documents to locate and enter data in specific data fields.
• Compared data with source documents and re-entered in verification format to detect errors.
• Inputted the application and data information from the client.
• Collected all stipulations needed for the file to be completed.
• Closing the sale
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Mr. Cooper – Coppell TX
Documents Processor / Data Entry Clerk – February 2022 June 2022 Laid Off
• Received requests for mortgage notary signings for Mr. Copper and several other institutions.
• Requested via email for availability and location to accommodate closing.
• Compiled documents for lender files and entered intakes into the Data Management System for processing and assessment.
• Communicated with borrowers, organized documents, data entry, conflict management, and submitted files for processing.
• Sent copies via email or phone call of set appointments to vendor.
• Entered personal customer information into databases as collected upon forms or spreadsheets.
• Inputted all data information in a close program in the computer system of location, signings, and notes.
• Imputed mortgage signing dates and if changed updated information on the computer.
• Emailed documentation and verification to notaries for onboarding.
• Received phone calls from notaries and clients regarding their files and verified file information. Small Business Administration - Dallas TX
Customer Service /Document Processor June 2021 – December 2021 Contract Ended
• Processed Applications and documents for a business loan during these times of uncertainty.
• Pulling credit to verify credit score and verifying account information with the client.
• Reviewed tax statements and profit and loss statements.
• Called client and verified all application information and no fraud on applications.
• Scheduled follow-up calls on accounts that have shown interest but require additional information.
• Requested documents required based on guidelines via email and personal contact.
• Followed up with clients to their timeline seven (7) days on documents requested.
• Followed up on request to the client to verify information received and that they applied and no fraud.
• Organize existing data in a spreadsheet.
• Prioritized, organized, copied files, and input data into the computer daily.
• Loaded all documents received from clients into their files.
• Updated file with notes as far as the findings on the file and requirements needed.
• Filled out government documentation on fraud applications and submitted it to the proper departments.
• Prepared approval letters and timelines for closing and amounts regarding qualifications forwarding the file to the underwriter to prepare documents for closing and funding. We Buy Houses - Irving TX
Document Processor Mar 2016 - May 2021
• Reviewing files for the sale and purchase of Short Sales
• Updated document files with payments and down payments and or changes.
• Adding client information to the database
• Managed and oversaw client files and questions.
• Received documents from real estate agent contracts for listings and input information
• Created contract documents for the sale and agreed on the price.
• Entering several systems with new lead sources, and information, threw varied lead source sites.
• Reviewed data for discrepancies and errors and ensured timely resolution.
• Verified entered data by reviewing, correcting, deleting, or re-entering data as needed and frequently combining data from multiple systems or Excel spreadsheets.
• Contacted clients as their processor for their files and my contact information.
• Contacted leads for database input on the sale or requests with notes of the conversation. Ally Financial, Lewisville, TX
Administration / Processor Dec 2015 – Feb 2016
• Reviewed files for accuracy in several programs.
• Processed the files for approval and on loans.
• Managed reports on Excel spreadsheets
• Handled incoming calls and walk-in customers and initiated outgoing calls to customers
• Processed mail; document scanning, electronic filing, and emailing
• Processed files for extension requests.
• Verified signature and dates, income, and address locations.
• Prepared contracts and documents per customer request for an extension on loan.
• Offered extensions to clients in the threat of repossession.
• Updated client’s files when the file is processed, and documents received.
• Sent documentation via Fed Express for signings and agreements on extensions.
• Updated client’s file and noted all necessary information that pertains to extension. DSM Supply - Dallas TX
Customer Service Representative Dec 2015 – Part-Time Work
• Contacted cold-calling chiropractors to send samples of our company’s electrodes.
• Followed up on sample electrodes delivered and feedback on the said product.
• Contacted clients for the submission of Google Plus submission reviews after order and use of the product.
• Updating the system with information on conversations and supplies ordered.
• Prepared documents for submission of sales order
• Prepared orders for shipping with FedEx or UPS
• Sold products to clients employing cold calling and established accounts Wells Fargo, Dallas, TX
Mortgage Loan Processor/ Loan Officer Jun 2014 – Nov 2015
• Processed all files for documentation and verify all information on the application.
• Made calls to verify information on the application was correct.
• Solicited new business using cold calling and in person.
• Prepared approval letters
• Took applications over the phone in person, email, or online applications
• Followed up with customers on results to their timeline on documents requested.
• Entered data in the system to get a pre-qualification letter for realtors’ builders and clients.
• Verified insurance policies were in place.
• Maintained accurate updates in the system per follow-up call.
• Documented receipt of file in the system from beginning to completion of file
• Scanned all updated documents in the system and sent them to processing.
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