Experience

Carolinas Insurance & Investment Group

• United States
• Insurance
• 1 - 100 Employee

• Office Manager

  • Oct 2014 - Present

  Rock Hill, South Carolina, United States Assistant to CEO/President, Office Manager, Business Development, and Corporate Planner. Duties include employee management, system management with internal and external IT, referral tracking, production reports, Agent goals and licensing, company appointments, quality control of commissions, office inventory, event planning, notary services, and most of all "Happiness Distribution" for our great culture within the office.



Wade Door Service

• Administrative Assistant

  • Dec 2009 - Sep 2014

  Rock Hill, South Carolina, United States Human Resources, bank reconciliation, work orders for daily billing, collections, and vendor compliance packets. Entered payroll, created reports for vendors, and assisted the technicians with proper check-in/out procedures along with their completed paperwork. Worked with vendors and customers for parts and services and helped overall office management of the day-to-day operations.



DIT Transcription

• Executive Vice President

  • Oct 2007 - Nov 2009

  Rock Hill, South Carolina, United States Assisted CEO with decisions regarding growth, all financial aspects of business, and second in charge of daily operations. Responsible for overseeing Proofing, Transcription, Technical Support, and Office operations. Set and enforced policies regarding medical transcription, issues, and daily correspondence with our medical transcriptionists working from home internationally.



Bowater Federal Credit Union

• Loan Officer

  • Jun 2001 - Dec 2006

  Rock Hill, South Carolina, United States Loan Officer (October 2002 – December 2006) Assisted members with all financial planning including loan applications and consolidation. Processed auto, personal, mortgage and Visa loans for all members as well as follow up with all necessary paperwork. Fully crossed trained with the Branch Manager to provide back up and assistance when needed and, provided support to CEO and Vice President. Collections Officer (December 2001- October 2002) Contacted members that were… Show more Loan Officer (October 2002 – December 2006) Assisted members with all financial planning including loan applications and consolidation. Processed auto, personal, mortgage and Visa loans for all members as well as follow up with all necessary paperwork. Fully crossed trained with the Branch Manager to provide back up and assistance when needed and, provided support to CEO and Vice President. Collections Officer (December 2001- October 2002) Contacted members that were delinquent on payments, worked with each member to clear up credit. Corresponded with attorneys regarding bankruptcy issues. Assisted members with various programs to help rebuild their credit. Processed reports for life, disability, and Visa and filed with a third-party carrier. Worked with various clients to process claims regarding death benefits, repossessions, and disability claims. Head Teller (June 2001 to December 2001) Supervised and scheduled work for all tellers at the Rock Hill branch. Analyzed cash needs and ensured sufficient cash was available. Supplied members with information on interest rates, savings accounts, certificates, or any other service offered by the Credit Union. Show less