Experience

Reserve Advisors, LLC (Reserve Studies, Insurance Appraisals)

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Operations Support

  • Jul 2022 - Present

  My duties are as follows: Provide administrative and tactical support and drives excellence through its involvement in production, sales support and office operations Contract Processing Create client job folders within Google Drive File Stream (DFS) storage for engineer job processing Archive client contracts data Activate client contracts in Salesforce Send information request & retainer invoice to client Upload requested client supplied information to job folders in DFS and Salesforce Interact with corporate insurance agency to fulfill all client requests for Certificates of Insurance and W-9 forms, and provide support for annual insurance contract renewals Answer phones Pack & ship company materials Provide support to projects and seasonal deliverables Human Resources Support Support the onboarding and recruiting process Partner with HR Consultant to create bi-monthly newsletter Assist with personnel file management Print and ship Hard Copy reports Print report from list Create invoice as needed Package and ship report Print Insurance Appraisals, PMRs and Letter Reports Scan advisor notes Fulfill client request for old reports when requested PDF report/spreadsheets from Lotus; troubleshoot as necessary Email report/excel link/file Produce subpoenaed electronic files Additional service contracts (adding, completing) Double checking revenues Simple ForeSite Inquiries (invoicing, password resets, invites) Checking for office supplies to order Ship final reports (since these require much less proofreading) Ship Preliminary Reserve studies Proposals preparation support Show less



Herzing University

• United States
• Higher Education
• 700 & Above Employee

• Senior Admissions Support Specialist

  • Sep 2018 - Jul 2022



Sendik's Food Market

• United States
• Retail
• 300 - 400 Employee

• Customer Service Associate

  • Feb 2017 - Sep 2018