Data Entry and Document Scanning Clerk

Norma Ortiz-Velez

Levittown, PA

************@*****.*** - 215-***-****

Scan Center Clerk/Data Entry

Metasource, LLC

September 2023 to March 2026

•Sort and process mail from large companies

•Data entry and QC of all documents

•Preparing mortgage paperwork for digital scanning and quality control

•Prepare and process all checks from incoming mail for digital scanning and quality control

Inventory Manager

Presidio Components- San Diego, CA

October 2016 to July 2018

• Check stock availablity as Requests for Parts come to Sales Dept

• Manage inventory as new product comes available

•Assist with purging and organizing inventory as needed

Member Service Representative III

North Island Credit Union - San Diego, CA

February 2011 to March 2016

• Member service transactions and cash handling

• Account maintenance

• Daily and monthly branch reports and audits

• Branch trainer of new hires; implemented new policies and procedures training for all employees

• Branch supply orders

• Opening of new accounts

• Teller audits

• Data entry and proofreading of loan documents

• Designated purchasing representative for branch

• Safety liason for branch

Safe Deposit Box Clerk

City National Bank - Lawton, OK

2010 to 2011

• Customer service

• Allow access to safe deposit boxes

• Receive payments, open new accounts, report reconciliation

• Verifications of Deposit

• Purchasing and supply representative for main branch

Break in Employment Period: 2009-2010

Spouse deployed to Iraq and subsequent orders to change duty stations upon

return

Teller Floater

America's Credit Union - Lakewood, WA

2008 to 2008

• Customer Service

• Teller duties to include check and cash deposits, withdrawals for members

• Floated to other branches when needed

Lead Teller

Armed Forces Bank - Fort Lewis, WA

2005 to 2008

• Customer Service

• Teller duties to include check and cash deposits, withdrawals etc.

• All account maintenance for new and existing customers to include data entry of all customer information

• Reconciliation of all branch reports

• Designated trainer of all new employees for two branches

• Assisted Spanish speaking customers via phone and in person

• Assisted soldiers with financial planning and issues about bank accounts

Break in Employment Period: 2004-2005

• Moved to Ohio while husband was deployed to Iraq

Assistant Manager

The Children's Place - Olympia, WA

2001 to 2004

• Customer Service

• Cashier duties to include transactions, returns and credit card application processing

• Opening and closing of business day paperwork

• Bank deposit preparation

• Implementing of new floor sets/merchandising

• Ordering and shipping of merchandise

• Training of all new employees in our region

Assistant Manager

Charlotte Russe - Escondido, CA

1999 to 2001

• Customer Service/selling

• Cashier duties to include transactions and merchandise returns

• Opening and closing of business day paperwork

• Bank deposit preparation

• Implementing of new floor sets/merchandising

• Assisting with schedules, ordering and shipping of merchandise

• Training of new employees

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