Document Management Specialist Resume Summary

Dhanalakshmi Varma

Document Management Specialist

Mobile: +1-301-***-****

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

Summary:

11+ Months of experience as Post-Closing Document Specialist in document creation and quality control reviews. The Post-Closing Document Specialist will be responsible for the integrity of all loan documents delivered to Document Custody on a post-funding basis, by ensuring that loan files are complete and accurate after a loan is closed, verifying loan documents, preparing loan files for sale, and assembling shipments to Document Custody for closed loans, in accordance with Roc360’s guidelines

5+ Years of experience as Document Management Specialist in document creation, quality assurance, and quality control reviews of documents and deliverables for Section 508 compliance. Formats MS Word documents, PowerPoint presentations, Excel spreadsheets, and PDF documents in accordance with Section 508 specifications. Processing Financial Arrangements and Clinician Engagement (FACE) List. Maintains documents within the Client’s Salesforce application.

1+ years of experience as Document Control specialist in QA, Approve/Review quality documents and records related to USP products, including reference standards labels, bookmarks, batch records, QC/Accepting testing.

Proficient in using Microsoft Windows, Word, Excel, Adobe Pro, Power Point, Outlook and Teams, with working knowledge of SharePoint and Salesforce for effective documentation and collaboration.

Proficient using various PC software packages including spreadsheet, word processing and database applications. Detail oriented and organized, advanced analytical and good problem-solving skills. Strong interpersonal skills to work effectively in a team environment.

Experience with expediting multiple commodities and tasks involved in a fast-paced work environment. Ability to work independently.

VISA Status:

USA CITIZEN.

Education: Bachelor of science (BSc).

Graduation

College

Year of completion

Grade

BSC (Bachelor of Science), with Computer Science, Mathematics and Statistics

SV University, AP, India

2003

A

QA (Quality Assurance) Training

Krishna Training Center,

Germantown MD

2016

PROFESSIONAL WORK HISTORY

COMPANY NAME: ROC CAPITAL HOLDINGS LLC. (ROC 360)

ROLE: POST - CLOSING Document Specialist

Duration: 9+ MONTHS (JUNE 2025 to Present)

The Post-Closing Document Specialist and Operating Internal portal is my responsibility for the integrity of all loan documents delivered to Document Custody on a post-funding basis, by ensuring that loan files are complete and accurate after a loan is closed, verifying loan documents, preparing loan files for sale, and assembling shipments to Document Custody for closed loans, in accordance with Roc360’s guidelines.

Responsibilities:

Provided timely operational support and high-quality client service to industry members, ensuring accurate trade reporting and issue resolution.

Investigated operations inquiries, analyzed data, and applied regulatory guidelines to support member firm compliance.

Collaborated with internal teams to escalate and resolve complex operational and reporting issues.

Maintained detailed documentation of investigations, findings, and resolutions to support audit and regulatory requirements.

Contributed to maintaining market integrity through consistent monitoring and proactive issue identification

Perform post-closing review of closed loan packages to determine completeness and accuracy

Ensure that all required loan documents are present and properly executed

Prepare loan files for sale or audit

Contributed to maintaining market integrity through consistent monitoring and proactive issue identification

Ensure accurate and timely delivery of closing and collateral documents

Address any discrepancies or issues identified during the post-closing review

Provide timely delivery of closing and collateral documents

Report and communicate deficiencies to the appropriate parties for document corrections, as needed

Communicate with other company departments and parties involved in the post-closing process

Communicate with and support other company business units, including Capital Markets Execution and Loan Operations

Scan and send record mortgage documents to custodians

Bookmark for each individual documents for each pdf file such as NOTE, MTG, CG, LA, TITLE etc.

Store and maintain the loan information documents on internal portal.

Update all the walkover loan document information list on excel pivot sheet.

Prepares reports and submits them to manager.

Perform other related duties, as required.

COMPANY NAME: Hendall Inc., Rockville, MD.

ROLE: Document Management Specialist

Duration: 5+ Years (November 2019 to March 2025)

Perform quality assurance reviews under the Bundled Payments for Care Improvement Advanced (BPCI Advanced) Model of the Centers for Medicare & Medicaid Services (CMS) and the Center for Medicare and Medicaid Innovation Center (CMMI). Interpret contract policies, rules and requirements to confirm program participants meet all proposal requirements to qualify for CMS retrospective bundle payments and assists with financial arrangements and reviewing Financial Arrangements and Clinician Engagement (FACE) Lists.

Responsibilities:

Performs document creation, quality assurance, and quality control reviews of documents and deliverables for Section 508 compliance.

Utilizes a prescribed set of checklists and accessibility checkers to perform document creation, quality assurance, and quality control reviews.

Remediates non-Section 508 compliant aspects of documents and deliverables.

Formats MS Word documents, PowerPoint presentations, Excel spreadsheets, and PDF documents in accordance with Section 508 specifications.

Tracks document submissions, and files them in the correct document repository.

Assists in directing/forwarding submitted documents to the appropriate contractor.

Stores and maintains documents on the team’s SharePoint site.

Stores and maintains documents within the Client’s Salesforce application.

Reviews documents and deliverables for proper formatting and structure, spelling, grammar, and consistency.

Performs research to ensure that the document checklists are up to date with the latest Section 508 requirements.

Run the accessibility tool for Microsoft Word documents to check styles, headings, alt text, reading order, document properties etc.

Run the accessibility tool for PDF documents to check tagging, logical structure, forms, links, color contrast etc.

Review and update the PII/PHI information listed in Masterfile.

Identifies the proper channel to resolve issues and follow up on resolutions.

Assists with Tier 3 e-mail and telephone customer service support using a supplied helpdesk.

Provides follow up outreach to both applicants and participants as required.

Reviews, understands, and applies knowledge of Federal rules and program requirements to provide accurate responses to inquiries.

Analyzed and evaluated contract requests to certify completeness, scope of work, availability of funds, and compliance with laws, regulations and policy.

Processes FACE Lists for first level review.

Determines if FACE Lists were submitted as complete or incomplete and updates tracking database.

Crafts responses for Project Manager approval to e-mail inquiries using standardized and approved language, scripts, frequently asked questions, or program information available on the CMMI web site and/or within Federal rules.

The office of Financial Resources (OFR) leads development and coordination of SAMHSA’s Notice of Funding Opportunities (NOFO’s) to stakeholders, which includes preparing application and related documents to be posted on the website and distributed via email (for internal HENDALL distribution only).

Reviewing and editing NOFOs before they posted to the website and remediating NOFOs for 508 compliance they have been posted to the website.

Manage computer information systems, including configuration, BP inbox monitoring, and maintenance tasks.

Handle additional duties and projects as needed.

Company name: USP (United State Pharmacopeia)

Department: Quality Assurance

Team Role: Document Control Specialist.

Duration: 1+ Years (July 2018 to November 2019)

Responsibilities:

Review/Approve quality documents and records related to USP products, including Reference Standards labels, bookmarks, logs, batch records, QC/Acceptance testing, lab projects, Impurity for Development.

Preparing Scientific Revision Monographs Records and Laboratory notebooks for Digitization.

Supports developing, implementing and evaluating records management systems, policies and practices to support USP initiatives.

Contributes to the formulation and implementation of policies, standards, guidelines, and procedures pertaining to records management, while maintaining confidentiality of information that is contained in all files.

Performs database searches, retrieves reference material, prepares reports for end users, Knowledge of technical requirements for digital preservation including hardware, metadata, and file formats.

Make sure OCR (Optical Character Recognition) of the documents are searchable.

Provides recommendations to improve workflows and creates efficiencies through process automation.

•Participate in all Quality Management and Recordkeeping Systems (i.e. Livelink, MARS, File Trail and other Scanning Software), including Quality training, investigations, Deviations, Laboratory investigations, tracking and trending quality data.

•Manually loading all document pdf’s in USP live link server. Responsible for preparing a quality control report for each project and submitting to supervisor for approval.

•Ensured that all files are maintained with department approved protocols and maintained the integrity of scientist records.

Lead /Support process improvement terms or initiatives.

Performs other duties as assigned.

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