Operations & Records Professional with Compliance Focus

Jocelyn Santos

*** ****** *** ********, ** *****

Phone:929-617–0805

Email:**********@*****.***

PROFESSIONAL SUMMARY

Detail-oriented operations and records professional with experience in compliance documentation, data validation, confidential file handling, and structured workflow execution. Skilled in reviewing documentation for accuracy, maintaining organized digital records, and supporting back-office administrative processes in remote environments. Seeking remote operations, document processing,loan servicing, or claims processing roles with structured training and growth opportunities.

PROFESSIONAL EXPERIENCE

Operations & Records Specialist

Josee On The Books LLC 2025–Present

• Designed structured document review checklists to ensure record completeness and accuracy

• Conducted data validation and reconciled financial transaction records

• Maintained organized digital documentation systems

• Identified discrepancies and corrected file inconsistencies

• Managed confidential records in compliance-sensitive environments

SKILLS

Core Competencies Skills

Document Review & Validation

Data Entry & Accuracy

Records Management

Compliance Documentation

Accounts Reconciliation Support

Claims Processing Support

Loan Servicing Support

Quality Control Assistance

Confidential File Handling

Process Documentation

Workflow Coordination

Spreadsheet Tracking

Operational Strengths

Structured file processing within

defined turnaround times

Independent remote workflow

execution

High-volume document review

capability

Accuracy-focused data entry and

verification

Organized digital file management

Ability to follow standardized operating

procedures (SOPs)

Deadline-driven task completion

Personal Care Assistant

Public Partnership 2018–2025

• Maintained detailed compliance documentation and daily activity records

• Followed strict procedural guidelines and client-specific requirements

• Handled confidential information in accordance with regulatory standards

• Worked independently while meeting reporting deadlines

• Assisted clients with appointment coordination,care plan adherence, and service documentation

Independent Contractor

Handy / Angi 2015–2025

• Managed scheduling, documentation, and task tracking independently

• Demonstrated reliability, deadline adherence, and accuracy

• Maintained clear written communication and service documentation

EDUCATION & TRAINING

Certifications

Intuit Bookkeeping Certification (2025)

Quickbooks Online Pro- Advisor Level 1& 2 Certification (2025) TOOLS & TECHNICAL SKILL

Microsoft Excel (Basic–Intermediate)

Microsoft Word

Google Docs & Sheets

PDF Review & Annotation Tools

Data Entry Systems

Document Management Platforms

CRM Platforms (General Exposure)

Cloud-Based Workflow Tools

Professional Skills

Strong attention to detail and accuracy

Deadline-driven workflow management

Clear written documentation and

record-keeping

Ability to execute research procedures

independently and consistently

Confidential information handling.

Language

Spanish-Professionally working

proficiency read,write, speak

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