Experience

Holland & Hart LLP

• United States
• Law Practice
• 700 & Above Employee

• Project & Records Specialist Lead

  • Jan 2021 - Present

  • Onboarding and Transfer Oversight • Electronic Data and Information Management • Departmental System Administration Assistance • Project and Task Tracking/Coordination • Invoicing and Contract Administration • Partner Inclusionary Walls • Record Destruction • Miscellaneous Administrative Duties • Onboarding and Transfer Oversight • Electronic Data and Information Management • Departmental System Administration Assistance • Project and Task Tracking/Coordination • Invoicing and Contract Administration • Partner Inclusionary Walls • Record Destruction • Miscellaneous Administrative Duties



Newmont Corporation

• United States
• Mining
• 700 & Above Employee

• Records Clerk

  • Aug 2019 - Dec 2020

   Box processing including responding to client requests in a timely manner, accessioning new boxes into IM Connect, Iron Mountain requests, refiles and supply orders, interactions with account representative  Offsiting responsibilities – preparing and indexing inactive records into FileTrail, repacking/replacing damaged boxes  Legal file room – check-in and refile materials, maintain file room, respond to requests  Disposition/destruction – facilitating and executing as required or as directed by IM Supervisor  Client interactions – responding to inquiries and requests in a timely manner, includes records searches, box retrievals and refiles, and legal file room  Projects as assigned, includes file room audit and clean-up Show less



OppenheimerFunds

• United States
• Investment Management
• 500 - 600 Employee

• Processing Associate

  • Sep 2016 - May 2019

  Seasoned processing professional, the most important traits that have been learned are being a team builder and player, ensuring quality customer service, and being adaptable to change; each of these traits influence the achievement and success of business objectives. • Establishing, with accuracy, new registrations for both voluntary and group plan accounts builds a relationship with the client their information is important and should be taken seriously. • Phone communication with both FINRA registered financial advisers and clients, not only allows a hands on approach with accounts, but allows for assurances that expectations are being met not only by the client but by the firm. • Processing both redemption and purchases with accuracy address the client’s request in a satisfactory manner results in the client’s account being retained. • Side-by-side coaching helps build a supportive structure as a department resulting in better understanding of necessary information for work, team work, leadership skills, and better time management. • Correct information received on reports resulting in accuracy and updates on plans and individual registrations, allowing that assurances that expectations are being met not only by the client but by the firm. • Building a team that is collaborative, constructive, and supportive results in a team that works well together, is productive, and accomplishes goals in support of business objectives. Show less



Advantage Security, Inc

• United States
• Public Safety
• 100 - 200 Employee

• Patrol Officer - Assigned to Oppenheimer Funds Inc

  • Aug 2014 - Sep 2016

  • Worked with visitors, vendors, and employees at the lobby desk to create a secure environment including but not limited to making sure that the correct security accesses have been granted and that the individual understands where they are going. • Organized and maintained records allow for information to be found quickly and efficiently when it is needed. • Worked with visitors, vendors, and employees at the lobby desk to create a secure environment including but not limited to making sure that the correct security accesses have been granted and that the individual understands where they are going. • Organized and maintained records allow for information to be found quickly and efficiently when it is needed.



Mean Street Ministry

• Office Administrator

  • Aug 2014 - Mar 2016

  • Maintained company information in QuickBooks is import for not only taxes and day to day company finances, but for reaching out to new donors for financial and non-financial contributions. • Maintained client records, business records and list of non-profits in related fields allows for the clients to feel supported, the office staff to find information as needed, as well as building relationships with other non-profit organizations. • Collaborated with office leadership to organize events not only promoted the ministry in the community but built a stronger team within the ministry Show less



AMC Theatres

• Entertainment Providers
• 700 & Above Employee

• Film Crew

  • May 2014 - Aug 2014

  •All positions being worked by the film crew is essential to the customer service experience at the theater; the most important goals are to make the customer feel valued and respected. •All positions being worked by the film crew is essential to the customer service experience at the theater; the most important goals are to make the customer feel valued and respected.



MTBC Health

• Wellness and Fitness Services
• 1 - 100 Employee

• Data Entry Specialist

  • Aug 2006 - Mar 2014

  •Researched medical histories and patient information for payment of claims, allows for the patient’s bills to be paid correct and for the doctor to be paid as quickly as possible. •Organized, archived, and researched records allow the transactions between doctors, insurance companies, and patients to move smoothly, resulting in retaining clients for the business. •Researched medical histories and patient information for payment of claims, allows for the patient’s bills to be paid correct and for the doctor to be paid as quickly as possible. •Organized, archived, and researched records allow the transactions between doctors, insurance companies, and patients to move smoothly, resulting in retaining clients for the business.