Review of legal documents and update. Process commercial real estate tenant checks, answer phones, gather marketing materials for properties. File, copy and print leases and upkeep abstracts and entity information.

Office System Technology Specialist

Exemplary Customer Service of inbound calls from medical professionals, member's and their family. Processing authorizations, NOMNCS, clinicals, appeals, denials and continued stays. One hundred percent review for my processed documents and above average call intake.

Excellent Customer Service, pricing thousands of maintenance items and support of these customers. Multi-line phone to assist clients in choosing the right maintenance products for their needs. Production of sales and product reports. Implementation of a large NEX-TMS product distribution within the US and international NEXCOM Warehouse to include contacts at warehouse, manufacturing and accounting for each distribution.

In charge of a busy government contract reception area through an office expansion and many company transitions. Consistent review of the safety of the facility via vigilant upkeep of Industrial Security and Internet safety precautions: visitor logbook online filing, badge’s being accounted for daily system, proper procedures for fire drills and security system upkeep. Scanning and digital upkeep of security logbook and vehicle registration, repair and recall information on Fleetio Website. Screening calls for an international government contractor and assisting with employment verifications, transportation of bids and proposal’s and general communication from corporate to the many sites that Alutiiq was primary or support for.

Assisted families in exercising and taking care of their pets. Supporting client's while they are at work or out of town. Feeding, training and loving animals so they can help their owner's.

Entered client orders and updated information as needed. Entered orders from clients via phone, in person and from brokers. Assisted other brokers and administrative assistants with clerical issues regarding clients and bank deposits and check disbursement to clients. Updating of client account information, office mailings and bank deposits.

Customer Service for the twenty-five to fifty brokerage offices regarding their client’s IRA Accounts to include, Roth, Rollover and Traditional IRA’s. Tax reporting of 5498 and 1099R’s throughout the year. Updating IRA Accounts information, deposits and withdrawals from accounts.

As a New Accounts Specialist, I assisted offices in the opening of hundreds of accounts and including the addition of another company First Union. After the merger of Wheat First Butcher Singer and First Union Securities I was required to provide many hours of overtime to set-up new accounts from all over the United States mainland and other territories.

Assisted with thousands of transfers including a company that we merged with Butcher & Singer. Contacting Mutual Funds, Limited Partnerships and other brokerage firms to complete the transfers. Supported all of the Wheat First Securities locations in the MidAtlantic.