Versatile loan processing professional specializing in customer service and bank standards. Excellent communicator and decision maker with a strong eye for detail and a proactive nature. Experienced Personal Assistant successful at minimizing hassles and alleviating client concerns by effectively coordinating schedules, planning events, running errands and and household tasks.
Skills
Filing and data archiving
Errands
Advanced MS Office Suite
Invoice Processing
Financial document review
Application preparation
Credit
Loan Processing
Remote desktop support
Technical Support
Care Plan Assessment
Work History
Executive Personal Assistant, 06/2018 - 09/2020 Centrum Medical Ventures – Plano, TX,
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Provided multifaceted services to career professionals by running errands, managing mail, scheduling appointments and arranging transportation.
Maintained appropriate filing of personal and professional documentation.
Managed large range of services including pet care, phone screening, shopping and bill paying to provide clients with premium family time.
Handled incoming mail, bills and invoices and completed appropriate actions.
Entrusted to handle confidential and sensitive situations in professional matter.
Identified needs and coordinated plans for travel and out-of-town functions.
Arranged domestic and international travel plans and itineraries, including flight, car service and restaurant reservations.
Picked up and dropped off clients at airport.
Took notes and dictation at meetings.
Handled incoming and outgoing correspondence, including mail, email and faxes.
Filed paperwork and organized computer-based information.
Personal Care Assistant, 08/2016 - 09/2020 Five Star Quality Care, Inc. – Columbia, SC,
Helped family members plan healthy meals, purchase ingredients and cook meals to provide adequate nutrition for client wellbeing.
Assisted clients with daily living needs, including bathing and personal grooming, to maintain self-esteem and general wellness.
Helped patients care for themselves by teaching proper, safe use of ambulation assistive devices such as canes or walkers.
Offered social support by transporting individuals to events and activities, in addition to medical appointments and shopping trips.
Helped clients maintain optimal health by overseeing medication administration and all doctor's appointments.
Determined specific needs and provided most appropriate level of services for patient well-being.
Remained alert to problems or health issues of clients and competently responded.
Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
Documented residents' behavior in terms of mental status, sleeping and eating patterns in medical record books.
Monitored and assisted residents through individual service plans.
Scheduled and accompanied clients to medical appointments.
Performed household tasks such as laundry, dusting, washing dishes and vacuuming.
Monitored clients' overall health and well-being and noted any significant changes.
Provided assistance in daily living activities by dressing, grooming, bathing and toileting patients.
Transported clients to and from medical appointments with safety and efficiency.
Shopped for groceries regularly in order to keep house stocked with necessities.
Established nutritious meal plans and prepared daily offerings to meet patient dietary needs.
Kept household areas clean and well-stocked, ran errands, managed laundry and completed weekly grocery shopping.
Recognized and reported abnormalities and/or changes in patients' health status to case manager.
Planned, prepared and served meals and snacks according to prescribed diets.
Assisted patients with personal requirements, including keeping spaces clean and helping with grooming.
Completed regular check-ins and progress report for each client.
Ran errands for customers, including shopping, and picking up other necessities.
Intermediate Remote Technical Support , 10/2007 - 08/2016 United Parcel Service – City, STATE,
Loaded software, granted permissions and configured hardware for new employees as part of onboarding process.
Performed tests of functionality, security and performance of different workstations and devices.
Assisted customers in identifying issues and explained solutions to restore service and functionality.
Trained end-users of UPS Worldship on use, functionality and application to business problems.
Submitted service tickets for equipment maintenance requests.
Evaluated and responded to incoming sales leads and requests for technical support assistance.
Patched software and installed new versions to eliminate security problems and protect data.
Identified and solved technical issues using variety of diagnostic tools and tactics.
Provided documentation on start-up, shut down and first-level troubleshooting of technical processes to support desk staff.
Provided Tier 2 IT support to non-technical internal users through desk side support services.
Trained and supported end-users with software, hardware and network standards and use processes.
Installed, modified and repaired software and hardware to resolve technical issues.
Built and provided basic end-user troubleshooting and desktop support on Windows.
Documented all transactions and support interactions in system for future reference and addition to knowledge base.
Managed customers' expectations of support and technology functionality in order to provide positive user experience.
Removed malware, ransomware and other threats from laptops and desktop systems.
Loan Processor/Mortgage Loan Officer, 01/2004 - 06/2009 SM Mortgage Corp. – City, STATE,
Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
Originated, reviewed, processed, closed and administered customer loan proposals.
Recommended loan approvals and denials based on customer loan application reviews.
Assisted senior-level credit officers with complex loan applications.
Developed and maintained relationships with local real estate agents.
Reviewed and edited loan agreements to promote efficiency and accuracy.
Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
Maintained excellent attendance record, consistently arriving to work on time.
Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
Education
Certificate : Business Administration And Management, Expected in - Education Dynamics Institute - Las Vegas NV, GPA:
Associate of Arts: General Studies, Expected in - College of Southern Nevada - Las Vegas, NV GPA:
No Degree: , Expected in - National University - Las Vegas, NV, GPA:
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