Data Entry Clerk - Remote Administrative Expert

VANESSA ANN YBANEZ

*** ***** ***** ******* *** Apt 1201 Mathis, TX 78368 ***********@*****.*** Phone: 361-***-**** PROFESSIONAL SUMMARY

Detail-oriented professional with over 15 years of experience in customer service, data-driven administration, and confidential record management across financial services, energy, and small business environments. Proven track record of accurately collecting, recording, and reviewing demographic and financial information through structured interviews, questionnaires, and intake processes. Skilled in high-volume phone communication, appointment scheduling and coordination, and maintaining strict compliance with regulatory protocols and documentation standards. Passionate about contributing to quality outcomes and committed to Thermo Fisher Scientific's mission of enabling customers to make the world healthier, cleaner, and safer. CORE COMPETENCIES

• Customer Service Excellence • Phone Interview & Screening

• Demographic Data Collection • Confidential Record Management

• Appointment Scheduling & Coordination • Regulatory Compliance & Protocols

• Data Accuracy & Quality Control • Administrative Support & Filing

• Spreadsheet Management (Excel) • Documentation & Workflow Optimization

• Medical/Financial History Review • Cross-Functional Communication PROFESSIONAL EXPERIENCE

Full-Charge Bookkeeper & Office Manager Rolling R Services Mathis, TX 2016 – Present

● Conduct structured client intake interviews via phone, collecting and verifying demographic information, financial history, and supporting documentation using standardized questionnaires and checklists to ensure data accuracy and completeness.

● Answer high-volume inbound and outbound calls with professionalism and courtesy, screening inquiries, addressing customer service needs, and routing requests to appropriate parties in alignment with established protocols.

● Accurately record, review, and update confidential client records in spreadsheets and accounting systems, maintaining 99%+ data entry accuracy across financial and demographic data sets.

● Schedule and coordinate client appointments, follow-up calls, and service visits, managing calendars and confirming bookings to ensure seamless workflow and timely service delivery.

● Maintain strict compliance with federal and state regulatory requirements, including IRS filing protocols, by organizing and archiving confidential documentation and performing quality control audits on all submitted records.

● Perform daily administrative duties including copying, filing, organizing records, preparing correspondence, and optimizing office workflows to support efficient operations and documentation integrity.

Billing Specialist Baker Hughes

Corpus Christi, TX 2012 – 2015

● Processed high-volume billing data with precision using SAP enterprise software, entering and reconciling invoices, purchase orders, and financial records while maintaining strict data accuracy standards.

● Reviewed and verified client account records, demographic details, and transactional data for completeness and compliance with corporate protocols and audit requirements.

● Maintained confidentiality of sensitive client and corporate financial information in accordance with company policies and industry regulations, ensuring secure handling of all documentation.

● Coordinated with cross-functional teams including field operations, finance, and management to resolve billing discrepancies, streamline workflows, and ensure timely and accurate invoicing.

● Generated detailed reports and spreadsheets to track billing metrics, identify trends, and support quality control initiatives that reduced processing errors by approximately 15%. Administrative Assistant & Dispatcher South Texas Restaurant Equipment Corpus Christi, TX 2009 – 2011

● Managed high-volume, multi-line phone operations, answering customer calls with professionalism, screening service requests, and providing accurate information on scheduling, availability, and service protocols.

● Coordinated daily scheduling and dispatching of service technicians, optimizing routes and appointment times to maximize efficiency and ensure timely customer service delivery.

● Performed accurate data entry of customer information, service orders, and work tickets, maintaining organized filing systems and confidential records for rapid retrieval and reporting.

● Balanced multiple administrative priorities simultaneously, including managing correspondence, processing invoices, and supporting front-office operations in a fast-paced, customer-facing environment.

Loan Office Manager Colonial Finance

Corpus Christi, TX 2009

● Conducted in-depth financial history interviews with loan applicants via phone and in person, collecting and verifying demographic information, employment details, income data, and medical/financial history using structured application forms and questionnaires.

● Ensured full regulatory compliance with federal and state lending protocols, reviewing all applicant documentation for accuracy, completeness, and adherence to confidentiality requirements before processing.

● Scheduled applicant appointments and follow-up consultations, coordinating with underwriting and compliance teams to ensure timely processing and clear communication of next steps to customers.

● Managed confidential loan files and applicant records, maintaining organized documentation systems and performing quality control reviews to uphold data integrity and audit readiness. EDUCATION & CERTIFICATIONS

● High School Diploma 2002

● PTIN (Preparer Tax Identification Number) – IRS Certified

● Business Management Coursework – Western Governors University & Texas A&M– Corpus Christi 2004-2009 & 2010-2011

● Cybersecurity Coursework – Cambridge College of Healthcare & Technology 2024-2025 TECHNICAL SKILLS

• Microsoft Excel (Advanced – spreadsheets, data tracking, reporting)

• QuickBooks (Accounting & record management)

• SAP (Enterprise data processing)

• Data Entry & Transcription (High accuracy, high volume)

• ESC Software (Advanced)

• Data Labeling & Annotation

• Microsoft Office Suite (Word, Outlook, PowerPoint)

• Phone Systems & Multi-Line Operations

• Remote Work Discipline

• Committed to ongoing professional development in data accuracy, compliance practices, clinical trials awareness, and patient recruitment protocols.

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