Experience

Pentagon Federal Credit Union

• Processor

  • Jul 2020 - Present

  Process refinance applications for review by the underwriter. Conduct the initial review of documents and instruct the borrower on what is needed to finalize and close their loan application. Follow the application through to closing collecting the necessary documents needed in a refinance mortgage loan. Process refinance applications for review by the underwriter. Conduct the initial review of documents and instruct the borrower on what is needed to finalize and close their loan application. Follow the application through to closing collecting the necessary documents needed in a refinance mortgage loan.



H&R Block

• Associate Team Leader

  • Dec 2019 - Apr 2020

  Lead daily activities to ensure that all tax office associates are scheduled, and work is completed according to deadlines, with attention to quality standards, priorities and overall goals • Balanced the cash register and received cash, check and credit card payments • Support the Team Leader serving as onsite point of contact for tax office associates and clients • Improved filing systems for clients so the information was easily accessible by office staff • Promoted from Client Service Professional Show less



PNC

• Spread Analyst

  • Sep 2011 - May 2019

  Reviewing company’s financial statement information and entering the data into PNC's statement spreading format. Entering the data according to standardized policies and procedures to produce reports and ratios that will help determine a company's credit worthiness. Completing each work request in a timely manner and organize the incoming requests to meet all deadlines. Coordinate the community involvement committee to engage team mates in on site and off site events. Reviewing company’s financial statement information and entering the data into PNC's statement spreading format. Entering the data according to standardized policies and procedures to produce reports and ratios that will help determine a company's credit worthiness. Completing each work request in a timely manner and organize the incoming requests to meet all deadlines. Coordinate the community involvement committee to engage team mates in on site and off site events.



HR Block

• Customer Service Professional

  • Dec 2011 - Apr 2015

  Responsible for welcoming clients, identifying and addressing the clients needs. Routinely balance cash register and received cash, check, credit card payments Schedule and confirm appointments, check in clients and manage client flow in office. Responsible for welcoming clients, identifying and addressing the clients needs. Routinely balance cash register and received cash, check, credit card payments Schedule and confirm appointments, check in clients and manage client flow in office.



Reliance Standard

• Claims Technician

  • Apr 2007 - Aug 2011

  Enter new claims into the system based on the line of business Create daily work reports on volume of documents for imaging Assist claim examiners with diaries and generating letters to claimants and policyholders Complete knowledge of all claim forms and know how to process them based on the line of business Enter new claims into the system based on the line of business Create daily work reports on volume of documents for imaging Assist claim examiners with diaries and generating letters to claimants and policyholders Complete knowledge of all claim forms and know how to process them based on the line of business



Graduate Hospital

• Radioliogy Receptionist

  • Nov 2006 - Apr 2007

  Coordinate the scheduling activities and follow up visits for patients, nurses and radiologist Cooperate with other member of the staff in providing charts, films and other materials to meet the patient needs Coordinate the files needed from the offsite file system as needed for patients Coordinate the scheduling activities and follow up visits for patients, nurses and radiologist Cooperate with other member of the staff in providing charts, films and other materials to meet the patient needs Coordinate the files needed from the offsite file system as needed for patients