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Skills

  • Conflict resolution
  • MS Office
  • Data validation
  • Advanced reporting and documentation
  • Supervision
  • Data analysis
  • Compliance documentation preparation
  • Client relationship management
  • Process improvement
  • Time management

Work Experiences

  • Assisted in regulatory audits.
  • Audited financial documents for operations.
  • Safeguarded data by performing database backups.
  • Achieved a client retention rate of 64% by 2019.
  • Achieved satisfaction rate across two years.
  • Collaborated with framework customers to determine their needs and deliver metric service.
  • Advanced the digitization efforts of human resources, organizing and scanning over 11 physical documents that resulted in easier access and storage.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Collaborated with cross-functional teams.
  • Communicated proactively with clients.

Summaries

  • Analytical Assistant Processor.
  • Achieved a 73% decrease in operational delays.
  • Adept at coordinating with department heads.
  • Adept at leveraging data analysis.
  • Assistant Processor focused on regulatory compliance.
  • Assistant Processor proficient in Workday.
  • Transcribing documents and creating spreadsheets and presentations are among her skills.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.
  • Achieved a 64% on-time completion rate.
  • Assistant Processor experienced in full-cycle document management, reducing retrieval times by 38% through system optimization.

Accomplishments

  • Identified workflow inefficiencies leading to a 53% productivity improvement through the implementation of revised document-handling procedures.
  • Reduced client onboarding time by 32% by introducing new document retrieval technologies and optimizing verification processes.
  • Resolved discrepancies in process data across multiple systems, contributing to a clean audit report for 2018 with zero findings.
  • Reconciled discrepancies in procedure documentation for marketing, minimizing the potential for regulatory penalties and ensuring 100% compliance.
  • Collaborated with compliance officers to prevent potential client errors, achieving a 29% error-free rate in submission verification processes.
  • Reduced the application rejection rate by 27% through the review and overhaul of validation protocols for all submitted client paperwork.
  • Led process improvement initiatives in marketing, reducing overall loan application review time by 60% while adhering to compliance rules.
  • Trained and mentored 10 new processors, reducing onboarding time by 35% and increasing team output by 44% in 6 months.
  • Introduced an improved client-facing query resolution process, reducing resolution time by 39% and enhancing overall client satisfaction.
  • Generated detailed statistical reports for the finance department on mortgage processing delays, resolving bottlenecks through actionable insights.

Affiliations

  • American Institute of Professional Bookkeepers (AIPB)
  • Certified Mortgage Bankers (CMB) Program
  • Risk Management Association (RMA)
  • International Association of Administrative Professionals (IAAP)
  • Project Management Institute (PMI), Financial Services Branch
  • Data Protection and Privacy Professionals Association (DPPPA)
  • International Association of Credit and Collection Professionals (ACA International)
  • Association for Supply Chain Management (APICS)
  • Institute of Finance & Management (IOFM)
  • Association of Data and Document Editors

Certifications

  • Certified Customer Experience Professional (CCXP)
  • Microsoft Certified Systems Engineer (MCSE)
  • Project Management Professional (PMP)
  • First Aid/CPR Certified
  • Certified Information Security Manager (CISM)
  • Certified Technology Specialist (CTS)
  • Certified Financial Services Auditor (CFSA)
  • Certified Financial Process Specialist (CFPS)
  • Certified Customer Service Specialist (CCSS)
  • Certified Business Analysis Professional (CBAP)

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