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Skills

  • Customer Escalation Management
  • Managing laboratory operations
  • Budgets
  • Team management
  • Customer service
  • Operational improvement
  • Team building
  • Deadline adherence
  • Customer relationship management
  • Internal audit preparation

Work Experiences

  • Authored internal training materials on SAP use.
  • Assisted in reducing processing time.
  • Collaborated with cross-functional teams to resolve QuickBooks discrepancies, reducing case resolutions from 14 days to 18 days.
  • Reduced financial discrepancies by accurately analyzing report data and devising appropriate solutions.
  • Consistently achieved Outstanding Service Award while maintaining daily processing volumes for document verification and submission.
  • Accomplished Employee of the Year for driving compliance audits.
  • Collaborated with cross-functional teams.
  • Addressed quality issues effectively.
  • Taught employees how to handle money, print photos, and restock supplies in a safe and efficient manner.
  • Achieved quicker turnaround times for verification approvals.

Summaries

  • A knowledgeable expert with a friendly demeanor and a desire to help customers.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Analytical Junior Processor skilled at transcribing financial data from multiple sources, significantly reducing errors and enhancing data integrity.
  • Consistently improved document accuracy.
  • Achieved a 19% faster turnaround time.
  • Proven track record of accomplishment in detail-oriented work and a forward-thinking mindset.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Clear understanding of team leadership and client relations as well as project management training.
  • Collaborative Junior Processor.
  • Collaborated with cross-functional teams.

Accomplishments

  • Created cross-team workflows that reduced error rates in SAP processing by 58%, enhancing overall efficiency.
  • Identified and corrected discrepancies in system records, preventing 6% potential order delays.
  • Optimized task logging and scheduling practices, leading to a 58% increase in overall team productivity and on-time completion of assignments.
  • Improved efficiency of order processing by 30%, leading to metric for sales.
  • Implemented a task tracking system in Asana, significantly reducing team overtime by 38% during high workload peaks.
  • Processed over 12 loan applications weekly, increasing processing efficiency by 48% during peak periods.
  • Trained new recruits in Power BI, achieving full department adoption of the platform in less than 6 months.
  • Ensured all HubSpot orders met both quality and timeline targets, reducing order errors by 42% and increasing on-time delivery.
  • Collaborated with team of 11 in the development of procedure.
  • Reduced document errors on Jira orders by implementing detailed verification steps, cutting rework by 28%.

Affiliations

  • Association of Mortgage Professionals (AMP)
  • Credit Union National Association (CUNA)
  • National Association for Business Economics (NABE)
  • Jaycees
  • American Institute of Banking (AIB) - Loan Processing Focus
  • American Medical Informatics Association
  • Project Management Institute (PMI) - Special Interest Group on Financial Services
  • International Association of Credit Portfolio Management (IACPM)
  • Loan Processors Network (LPN)
  • Toastmasters

Certifications

  • HubSpot Inbound Marketing Certification
  • Certified Information Systems Auditor (CISA)
  • Certified Banking and Credit Analyst (CBCA) by the Corporate Finance Institute
  • Certified Public Accountant (CPA)
  • Certified Information Privacy Professional (CIPP/US)
  • Salesforce
  • Certified Public Accountant
  • First Aid/CPR Certified
  • Certified Auditing Certifications (CAE or CISA)
  • Certified Document Imaging Architect (CDIA+)

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