Customer Service Administrative Assistant
Resume:
Baytown, TX. *****
***************@*****.***
Rita Renee Taylor
Objective: To be a part of a dynamic team where I can learn new and challenging assignments, while adding to my skills and knowledge with the hopes of moving up
within the company.
Experience
Administrative Assistant/Document Control
April 14, 2011 to June 16, 2011 – Chloride Industrial Systems, (placement through Office Team Staffing)
As a member of the Chloride team I had many responsibilities, in my department and others. My main objective was to create the product manuals for our equipment, and products sent to the customer. I would create the manuals using documents saved in our job files and test reports imported from the shop. Each manual required certain documentation pertaining to the unit explaining all details and components of the electrical systems and what type of batteries were being used or housed. Once the manuals was completed and saved as a pdf file to the job folder I would print the required number of copies and mail to the customer through our FEDEX account. Other aspects of my position were making copies when asked, answering the phones and taking messages or transferring calls, opening the mail and distributing properly. I would also open all invoices, stamp with the days date and put them in the accounting inbox. I kept the common area stocked with cups, sugar, coffee, tea, etc., and help out around the office performing general duties.
Loan Officer
March 22, 2010 to October 6, 2010 – Network Funding, LP
Being a Loan Officer is a major responsibility and involves many hours of preparation, on files and with the customers. This position involves heavy customer service, by calling and keeping my customers informed of their loan proceedings and what is needed on the file. I also inform the agents of the progress. I make sure their files are ready for processing and underwriting by gathering the required documents pertaining to what type of loan they are looking for. During the loan program and application process I must explain the guidelines of each different mortgage loan program and determine which program is going to benefit my client the most, from there I start the loan process. After the loan has been approved and the file is given a Clear To Close, I set up the closing with my title company and inform the borrowers of the closing time, and details. I also inform them of the final HUD-1 and TIL findings, from there I get their approval and send to the title and Real Estate companies.
Production Partner
February 22, 2010 to March 22, 2010 – Sente Mortgage
In my position with Sente Mortgage, being a Production Partner meant handling files in order to prepare them for the final Sr. Processor and underwriting. After the Loan Officer would make the first contact and get the application for a mortgage loan I would gather the needed documents from the client in order to determine their approval, as well as funning Fannie Mea DU. I would also enter customer data and information into Encompass which is a program that mortgage companies use to complete the 1003 mortgage application. On a daily basis I would email and fax required documents to the Sr. Processor assigned to the file. If I found an error I would let the Loan Officer and the Sr. Processor know so that the issue got corrected accurately and timely. There are several steps and requirements for a mortgage loan and it was my job to make sure these steps were performed in an accurate and timely manner.
Mortgage Bank Loan Officer
February 10, 2009 to February 22, 2010 – Supreme Lending Mortgage Bank
As a Loan Officer I have many responsibilities to the company, to myself, and to my customers. There is an endless amount of customer service related with this position, such as calling the customer to keep them informed of the process of their loan and what staqe the loan is in. Also calling and emailing my realtors to keep them informed of the progress of their clients loan file. There are several steps to constructing a loan and preparing it for the processor, and underwriter. On a daily basis I deal with several customers, realtors, escrow officers from our title company, and many other business professionals that work with our company to make sure the loan closes and funds without any complications. Also as a team member of Supreme Lending I answer the main phone line and transfer calls as needed, and take messages as needed or asked. One of the most important duties I have is to make sure that I have fully disclosed my customer and that they understand the particulars of their loan, and answer any questions and concerns they have.
Administrative Assistant II
April 23, 2008 to October 31, 2008 – Southwest Stainless & Alloy (placement with Office Team Staffing)
Southwest Stainless & Alloy is a PVF distribution company specializing in the market of stainless steel and alloy products. With this company I was responsible for scanning documents such as: invoices, packing lists, MTRS, proof of delivery slips, and bill of ladings; per the customers’ request, to be emailed, or faxed. With the MTRS I would code the documents using product codes for the material used, and certain details pertaining to the manufacturer, and company the product was being sold to. When there are billing, shipping, or ordering problems it is my responsibility to correct these problems for our customers, then fax or email the corrected documents to the customer and provide the corrections to the sales rep in charge of the file and client. I would also pull documents for the sales department and the managers when needed to help solve issues or resubmit an item. I helped in the accounting department by running all the credit card orders and stapling them to each file for payment. I would scan and email the transaction receipts weekly to the corporate office for payment on purchases. The program we use to create an invoice, check material availability and pricing is our company program; Wintegrate. With this program we are also able to do Branch transfers for material and our products. Another one of my responsibilities was to file all the office files and documents, in alphabetical and numerical order. One of the bigger projects I helped with was the Bechtel Project. I would scan and email the invoices, packing slips, and MTRS per shipment to the corresponding parties, and authorized departments. The help I gave to the accounting department was preparing the expense reports online using Oracle Business, then faxed them to the corporate office. I would also help our office with other administrative duties that were asked of me.
Administrative Assistant/Project Secretary
March 2005 to August 2007 – Vossler Electrical Services
Vossler Electrical Services is an electrical contracting company providing services to many customers and corporations. With this company I had the responsibility of ordering material for the field and maintain the purchase order book, I also ordered office supplies. I handled all the transmittals for material and email correspondence with customers. Interviewing new employees, and controlling employee job site records, along with expense reports was another aspect of my position. Also as a project assistant I filed and maintained all company documentation for contracts and projects. As with any company that produces a service there is accounting and invoices of which I prepared monthly to be signed off on and checks mailed to our distribution companies for material and supplies. After the invoices were copied, signed and mailed, I then filed them according to manufacturer and month ordered, in alphabetical order. Another duty required of me was to lend a helping hand with any and all office details pertaining to the project. When the project manager was out in the field or unavailable I acted as the office manager and handled any issues or concerns.
Personal Interests
My personal interests include home interior design, cooking elaborate meals for family and friends, gardening and designing our family scrap books. I also enjoy supporting my children with their BMX racing. I also love helping with my childrens’ fundraisers at school when I am able.
Typing & Computer Skills
60 – 70 WPM, 10-key by sight and touch
Windows Vista, XP, and Windows 7
Micro Soft Excel, Works, Word, Publisher, Office, Outlook, and Task Launcher
Metal Trace, Oracle Business, Adobe Acrobat Professional 8 and Writer for pdf, Wintegrate, Encompass Mortgage software, Caylex Point Mortgage software, Tax Net USA, Quickbooks, Auto Cad (basic), E2 Accounting software
Office Equipment/Devices Used
Fax machines, copiers, Cisco phone systems, scanner, desk top computer, and laptop computer, Canon 3 in 1 printer; copier, scanner and picture perfect, Fitjitsu scanner, credit card transaction machine, computer installation and hook up material
General Office Skills
Faxing and emailing documents
Making copies and using several different style scanners
Answering phones on a multi line phone and transferring calls
Preparing the mail and collecting the mail, also shipping FEDEX and UPS packages
Filing documents in any order pertaining to company
Making travel and dinner reservations
Preparing conference rooms
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