Responsible for preparing reports as needed for both clients and for internal use. Translation of incoming data in all forms and loading into internal system.Provide internal reports on productivity.Creation of data models.Provide information weekly to assist in filing legal documents.Responsible for daily balance reports to specific clients.Provide monthly and quarterly financial reports to clients.Programs UsedExtensive use of Excel, internal DOS based system, Monarch. Use of Access, and IMacro.Use of Visual Basic, SQL, IMacros.

Responsible for preparing reports as needed for both clients and for internal useTranslation of incoming data in all forms, transferring to Excel.Preparing and loading into internal system all incoming dataCreation of models as neededProvide information weekly to assist in filing legal documentsResponsible for daily balance report to specific clientAssist Financial Services department when neededPrograms UsedExtensive use of Excel, internal DOS based system, Monarch. Use of Access, and IMacro.Use of Visual Basic, SQL, IMacros

Posted large number of checks dailyReconciled daily postingsResponsible for preparing statements for specific clients showing balances owed for third parties. Handled large number of incoming calls from third parties requesting information on properties. Assisted data analyst group in preparation of reports parameters specifically definedBegan to prepare reports not specifically definedResponsible for daily balance report to specific clientCreated macros to pull information needed from websitesCreated models using Monarch to translate data into usable databasesResponsible for maintaining check back-upTrained in how to maintain check back-upPrograms Used: Extensive use of Excel, internal DOS based system, use of Monarch, Access, and IMacro.

Posted large number of checks dailyReconciled daily postingsResponsible for preparing statements for specific clients showing balances owed for third parties. Turnaround time by law, 5 business days.Handled large number of incoming calls from third parties requesting information on properties. Programs Used: Microsoft Word, Microsoft Excel, internal DOS based system

Posted large number of checks dailyReconciled daily postingsResponsible for preparing statements for specific clients showing balances owed for third parties. Turnaround time by law, 5 business days.Handled large number of incoming calls from third parties requesting information on properties. Programs Used: Microsoft Word, Microsoft Excel, internal DOS based system

Assisted policy holdersWorked extensively with internal systemsSales of State Farm products

Maintained database of potential clientsHandled large volume of callsResponsible for ordering office suppliesAssisted CEO directlyPrograms Used: Microsoft Word, Microsoft Excel