Remote Operations Processing & Administration Specialist
Resume:
Jo D Temple
San Tan Valley, AZ 85143
*********@*****.***
Objective
A position where I can work from home and apply my extensive background and years of experience in multiple settings towards enhancing and contributing to the success of my employer.
Skills and Qualifications
Proven leadership, training and workflow management skills
Self-starter, highly organized, 98% annual accuracy metric
Exposure to multiple proprietary processing systems
Experience with leading special projects and improvement initiatives
Proficient with all MS Office applications: MS word, Excel, PowerPoint
Toastmasters
Employment History
Osaic 18700 N Hayden Rd Ste 255, Scottsdale AZ 85255
Operations Processing Specialist May 2018 to September 2026
Responsible for overseeing the systematic intake (paper and digital), organization, routing, retention, and secure destruction of documents based on strict industry mandates.
Scanning, printing and making copies of documents.
Provide a high level of service and support to independent financial advisors nationwide.
Review, process and follow up on various brokerage and non-brokerage account requests.
Act as back-up to co-workers by cross-training on all department functions and demonstrate flexibility to respond to influx of workflow.
Pay close attention to detail, process work accurately and work on repetitive tasks
Update contact management systems with professional grammar and spelling.
Exercise judgment to know when to escalate issues to manager or supervisor.
Flexibility to respond to increases in workflow.
All other duties as assigned.
Full time Remote Worker for 5 years
Branch Administrator March 2016 to December 2017
Graybar Electric Company Phoenix, Arizona
Branch Administrator for tax support in the District office for Arizona, Colorado, New Mexico, Texas, and Utah.
I also assisted with all other states occasionally.
Updated tax exempt certificates for customers
Added new tax exempt certificates for new customers
Corrected customer accounts for tax and other deductions using the SAPS system
Advised our customers regarding tax exemption rules and regulations, correct forms and procedures
Assisted CSR’s with tax related questions for different states
Operations Support Specialist February 2006 to September 2015
Charles Schwab and Co, Inc. Phoenix, Arizona
Senior representative in the Document Control unit, primarily responsible for preparation, indexing and retention of all incoming mail and documents for multiple departments across the organization with an annual intake of approximately 9 million items. Related duties include:
Operation and control of high-speed document scanning and automated check deposit scanning systems
Prioritization of multiple functions to meet quality and service standards
Training and coaching of coworkers and contract staff on various functions
Consistent communication with internal partners via email and direct contact
Adherence to all security parameters to ensure confidentiality and avoid risk to clients and the business.
Created workflow procedures and daily schedules
Provided Quality Assurance checks and feedback to individuals
Assisted with offshore trainees on questions regarding procedures and policies
Employee of the Quarter 2007, 2010, 2013
Customer Service Representative January 1986 to May 2005
Liberty Mutual
(Formerly Prudential Property & Casualty Ins. Co.) Phoenix, Arizona
Address customer service inquiries in a timely and accurate fashion
Give accurate and appropriate information to answer questions, troubleshoot issues, and resolve complaints
Make requested policy and account changes
Member of the Agent Service team, working exclusively with agents for Property and Casualty Insurance calls.
Member of the E-mail team for two years.
Education;
High School diploma
Some college
Various job training classes on Compliance, Security, and customer services.
Interests
Reading
Member of various local car clubs specializing in charities such as Toys for Tots, Child Crisis Center, and local food drives
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