TERRI MATTHEWS
Santa Clarita, CA 91351
Areas of Expertise
Customer Service Training Computer Literate
**-*** ** ***** ****** 50 wpm by touch
Data Entry Switchboard
Accounts Receivable Accounts Payable
Sales Marketing Purchasing
WORK EXPERIENCE
Feb. 2009 to Heritage Home Lending – Clerical Assistant
March 2010 Handled answering phones, greeting customers, filing, manage the scheduling.
December 2002 to Home Based Company (Maintenance), Canyon Country, CA
Jan. 2009 Home based Office Management’
Responsible for appointment scheduling, monthly RV space and project invoicing, filing, prepared proposals and correspondence.
December 2000 To Northwestern Mutual Financial Network, Valencia, CA
Dec. 2002 Marketing Assistant
Responsible for all phases of prospect/client contact, including
sales, service and compliance. Process mutual fund transac-
tions. Scheduled appointments for agent who kept 85+
appointments per month Policy Owner Service for 500+
client base. Prepared proposals and materials for client
Meetings. Maintained all office files, prepared personal
Correspondence and managed all aspects of application
submission and delivery.
September 1995 to TAS America, Valencia, CA
Nov. 2000 Export/Import Manager
Handled all paper work for all exporting and Importing of
the equipment for customs. Arranging shipping the equip-
ment to customers worldwide. Made sure paperwork was
in order before shipping equipment. Invoicing of all equipment
parts and supplies. Collection on accounts over 60
days, as well as various receptionist duties.