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
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Professional History
Aecom Technology CorporationDocumentation Specialist | Albany , NY | 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 | City , STATE | 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 | City , STATE | 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 | City , STATE | 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 CollegeCity, State
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
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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