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Documentation Specialist Resume Example

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DOCUMENTATION SPECIALIST
Professional Summary

Executive-Level Administrative Professional.

Office Management and Business Administration.

Exceptional knowledge of mainstream software programs.

Strong negotiation, presentation, sales and other critical skills.

Highly competent with technology.

Workplace flexibility: On-site and/or remote.

Team-minded Administration and Documentation Manager with 12 years of hands-on experience in Business Administration.

Skills
  • Microsoft Office, Excel, Word, Outlook, 365, PowerPoint,OneNote
  • Quality control, Due Diligence
  • Contracts, Record keeping
  • Research
  • Clients, Sales skills,Relationship development
  • Scheduling
  • Customer services, Problem resolution
  • Document Management, paperless and traditional
  • Data entry
  • Sr. Level Administrative Support
  • Travel arrangements
  • Event Planning
  • Meetings
  • Process improvement
  • Negotiating
Professional History
IC For Various National Signing CompaniesDocumentation Specialist | Baltimore , Maryland | September 2008 - March 2020
  • Ensure security, integrity and confidentiality of data.
  • Review, notarize and complete protocol as assigned within specific assignment(s).
  • Meet with clients and reviews each document in which signature is needed.
  • Remain consistently professional and mindful to answer appropriate questions when asked and to defer other questions to assigning entity.
  • Collect, scan and upload documents following set procedures.
  • Utilize cloud and other tools to virtually store and organize documentation.
  • Ensure all technical documents, such as reports, drawings and blueprints, are collected and registered into client system.
  • Use various Document Management systems for everyday operations, maintenance and quality control.
  • Update document versions to make them compatible with client software.
  • Print and distribute documents as necessary.
  • Establish and monitor procedures for record keeping at benefit of myself and clients.
Chesapeake Financial Planning And Tax Services LLCSr. Administrative Support to CEO | Annapolis , Maryland | February 2016 - February 2018
  • Coordinate, prepare and execute various financial, compliance and administrative projects/reports/activities.
  • Maintain tracking for required minimum distributions.
  • Handle and process new client account paperwork within strict time constraints.
  • Create all advertising, marketing and event materials while staying within compliance parameters.
  • Assist in managing large transition and overhaul antiquated public facing websites and CRM system.
  • Provide coordination, management and troubleshooting for:.
  • Expense report processing
  • Ensure compliance with company policy and reporting regulations and follow-up to ensure accurate processing and timely reimbursement.
  • Calendar and meeting logistics management.
  • Create, format, edit, materials and correspondence from draft to completion; draft responses to general inquiries (e.g., reply on behalf of manager(s), materials requests, etc.).
  • Identify opportunities to improve quality and efficiency of information flow; bring to manager(s) attention only those priority matters in which he/she needs to be informed and require immediate attention.
  • Compile, create and maintain reports, databases and charts using systems and software that requires advanced technical skills and understanding of data and business purpose.
  • Foster successful relationships through direct interaction with peers and other professionals.
  • Perform as surrogate to CEO/Proprietor in many functions including but not limited to taking action to deescalating issues, monitor staff functions, and other functions.
  • Provide leverage to upper management(s) for day-to-day activities, including but not limited to; Outlook calendar/schedule maintenance; scheduling internal and external meeting (coordinates meeting logistics; presentation materials, conference rooms, tracking attendees, catering, etc.) as needed; manage mail and package deliver.
Compass Languages IncorporatedRegional Coordinator/Executive Assistant, VP of Sales Chesapeake Region | Annapolis, Maryland | November 2014 - December 2015
  • Monitor and pursue Government Opportunities by searching through and reviewing GSA postings within various platforms.
  • Assure that all information is prepared correctly in order to present viable proposal.
  • Investigation, research, due diligence, pursue contracts/opportunities.
  • Effectively convey quality attributes and abilities of company to execute assignment.
  • Implements and trains others on several platforms, communication bridges and formats based on needs of each agency.
  • Non-Primary Duties: Assist to coordinate services for several large government projects i.e.: coordinate travel, negotiate terms, reconcile invoices, prepare project sheets, prepare invoices.
  • International and domestic travel arrangements; may involve organizing multi-city travel schedules/itineraries, and processing required travel documents.
  • Process expense reports resulting from travel assignments.
BB&T Bank And Subsidiary, LendmarkRegional Coordinator/Executive Assistant to VP of | Various Cities , Maryland | October 2008 - November 2014
  • Manage calendars and meetings and events.
  • Conduct research for various projects.
  • Act as liaison between Realtors, CPA's, Lawyers, Title Groups and Clients on behalf of Region.
  • Troubleshoot issues and or preempt issues that may occur and act accordingly.
  • Provide support to Chesapeake Region in order to have all files in process that would place each project in within its particular target closing date.
  • Monitor progress of each pending transaction within pipelines.
  • Assist with research for modifications requests.
  • Communicate with mortgage loan officers as to status and other tracking methods including but not limited to running reports and creating spreadsheets and pivot tables for status updates.
  • Review and underwrite files for troubleshooting.
Education
Certificate Fundamentals of Project Management Anne Arundel Community CollegeArnold, MD
Affiliations
  • Volunteer and Outside Affiliations
  • Various notary affiliations.
  • Safe Haven-Howard County BCC/volunteer caretaker for those with disabilities.
  • Community Cupboard-Food Bank
  • Compassion International/various volunteer projects.
Notary Public

Granted by the Governor of Maryland

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Resume Overview

Companies Worked For:

  • IC For Various National Signing Companies
  • Chesapeake Financial Planning And Tax Services LLC
  • Compass Languages Incorporated
  • BB&T Bank And Subsidiary, Lendmark

School Attended

  • Anne Arundel Community College

Job Titles Held:

  • Documentation Specialist
  • Sr. Administrative Support to CEO
  • Regional Coordinator/Executive Assistant, VP of Sales Chesapeake Region
  • Regional Coordinator/Executive Assistant to VP of

Degrees

  • Certificate Fundamentals of Project Management

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