Kathlene K. Email & Phone Number

Bethesda, Md

Bookkeeper. Reconciled bank accounts.

Arlington, Va

Worked remotely 20%. Confirmed and approved purchased published orders for legal, tax & accounting, environment, health & safety, and HR & Payroll firms. Sent employee field communications. Updated Sharepoint collateral resources. Assisted with on & off boarding of sales representatives. Ordered business cards. Assisted with special projects. Managed multiple Excel spread sheets to organize data. Researched and updated accounts in Salesforce. Calculated sales credit.

Bethesda Maryland

Confirmed and approved purchased published orders for legal, accounting, tax & accounting, environment, health & safety, and HR & Payroll firms. firms. Sent employee field communications. Updated share point resources. Assisted with special projects

Washington D.C. Metro Area

Testing different operating systems, i.e. Linux, Samsung Tablet, Windows, Mac, iPad, Chromebook, for functional and compatibility purposes for statewide test for students.

Baltimore, Maryland Area

Completed online healthcare applications. Provided customer service over the phone to ensure people were enrolled in correct health plan.

Linthicum, Md

Worked remotely 40%. Reviewed Summary & Benefit Coverages to meet health care reform. Quoted new business for illustrative, final & alternative rates (small group & middle market segments). Trained coworkers daily process. Transitioned market segment change with different database to keep flow of business smooth. Tracked billing & collection agreements. Maintained premium spreadsheet & researched cases so that sales reps. would be paid compensations. Wellness ambassador. Coordinated events with… Show more Worked remotely 40%. Reviewed Summary & Benefit Coverages to meet health care reform. Quoted new business for illustrative, final & alternative rates (small group & middle market segments). Trained coworkers daily process. Transitioned market segment change with different database to keep flow of business smooth. Tracked billing & collection agreements. Maintained premium spreadsheet & researched cases so that sales reps. would be paid compensations. Wellness ambassador. Coordinated events with American Heart Association. Coordinate with Anne Arundel County Social Services Department to help needy families in the community. Mentored students at local elementary school. Show less

Columbia, Md

Responsible for active night time team leader duties. Monitor phone calls for team coordinators. Fee overrides. Cancellation orders. Coordinate appraisal appointments & receive appraisal reports between lenders & appraisers. Had 145+ orders at time. Coordinate property inspections. Reassign appraisal orders. Negotiate appraiser fees. Update appraiser profiles.

Columbia, Md

Disburse and cut checks for Citicorp Trust Bank and CitiFinancial mortgage refinance loans. Research and balance client invoices. Assist within the department and the service centers as needed.

Greenbelt, Md

Bachelor Of Science (Bs), Mass Communication/Media Studies

Activities and Societies: CAB-Campus Activity Board

Minor, Public Relations

General Studies