Front Office Professional Resume Example
Dedicated and focused office clerk who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role of increased responsibility and authority.
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- Dean's list/4.0 Student/Certificate of Commendation March to July 2014.
- Dean's list/4.0 Student/Certificate of Commendation October 2011-March 2012.
- Mortgage University Loan Processor 101 certificate of achievement
- Credit Union Risk Management Award
- Temp position for tax season only.
- Responsible for managing the front office and coordinating appointments for clients.
- Scheduled appointments and coordinated schedules on behalf of the accountants.
- Managed packages, shipping and receiving and distributed mail to eahc accountant.
- Scanned and assembled tax returns for client pick-up, handled cash, check, and credit card payments for provided tax services; and provided clients with completed tax returns.
- Processed e-file forms and extensions to ensure returns are received by the IRS and appropriate states as well as mailing out form to the IRS and state to insure client's forms were received.
- Export data from database to Excel to create reports.
- General administrative duties including but not limited to: filing, answering phones, contacting vendors, maintain copiers by keeping stocked, distributing faxes, replacing toner, basic user maintenance, fixing paper jams, calling technicians when necessary.
Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.Dispersed incoming mail to correct recipients throughout the office.Made copies, sent faxes and handled all incoming and outgoing correspondence.Organized files, developed spreadsheets, faxed reports and scanned documents.
- Researched banking guidelines and statutory requirements to stay updated on new laws and applications.Diligently reviewed the specialty loan portfolio for compliance with all reporting requirements.Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.Investigated red flags for fraud, embezzlement, money laundering, tax evasion, false accounting statements, organized crime, terrorist financing and insider trading.Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.Maintained confidentiality of bank records and client information.
- Responsible for supporting a Processor and two Senior Processors by ordering and coordinating loan documents with borrowers, real estate agents, insurance agents, title companies and attorneys.Maintained confidentiality of bank records and client information.Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- I helped verify borrower's employment, order title reports, appraisals, collect various fees, gather current/updated Homeowners or Flood insurance, credit reports, order payoff/ verification of mortgage payments, open escrows and whatever else the processors may have requested of me.
- Temp position for tax season only.Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
- Administrative Assistant to the manager.
- Organize tax documents in order for the Accountants to prepare clients taxes.
- Scanned taxes into the company data base so that they could be saved and emailed to clients.
- Helped clients with their tax questions, helped the manager with any Administrative work including faxing, emailing, copying and filing information for our clients or the tax preparers.
- Process deposit and withdrawal transactions and check receipts for members.
- Process mail and post transaction items and instructions received from members.
- Provide information regarding new and on-going marketing promotions in order to offer all Credit Union products and services effectively.
- Process mail and post transaction items and instructions received from members.
- Perform internal member services to fellow employees by delivering member files to them directly or by scanning them into DDS.
- Maintained confidentiality of bank records and client information.
- Also responsible for scanning all incoming documents, as well as a back log of current member files into a complex database.
- Pulling and closing out member files, Scanning all new incoming documentation, Filing member files into a complex filing system, delivering file requests to various areas of the credit union as well as our other branches either by hand, fax or scanning them into a secure database.
Major in Human Resource Management
Minor in Management
Advanced coursework in Business Management
Administrative Assistant, Loan Processing, Cash handling, Loan Closing, Interpersonal skills, Photocopying, Credit, Client Services, Customer Service, Access, DDS, Data Entry, Documentation, Memo/Letter Editing, Faxing, Filing, financial, Forms, Front office, Layout, Managing, Marketing, Meetings, Excel, Mail, Speaker, Financial Services, Receiving, Risk Management, Scanning, Self-starter, Shipping, Teamwork, Answering multi-line phones, Problem Solving, Neat, Orderly,
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Resume Overview
School Attended
- Columbia College of Missouri
Job Titles Held:
- Front Office Professional
- Loan Processor
- Junior Loan Processor
- Admin. Assistant
- Teller
- File Clerk
Degrees
- Bachelor of Arts : Business Administration 2014
Associate of Arts : General Studies 2012
Certification : Management 2012
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