Patrick Ferro Email & Phone Number

Record, scan, and index documents using document image archival software. Heavy data entry with priority on accuracy and strict processing deadlinesMaintain a working knowledge of the credit union’s document guideline, structure and the document archival software to be able to provide the maximum level of support to credit union staff. Utilize control logs to monitor own work to ensure accuracy, completeness and quality of all imaged archival processing. Research ways to improve and promote qualityMaintains and cleans all item processing and document scanning equipment.Provide support to branches, MSC and Spectrum departments with eDocument Management related questions/issues.

Review documents received for new direct business and brokerage accounts for completion and accuracyHeavy data entry with priority on accuracy and strict processing deadlinesProcess new accounts and transaction requests while following internal processes for review or escalationHandle Not in Good Order (NIGO) issues directly with branch office timely and effectively Back up processing of brokerage and advisory accounts oPershing platformn

San Diego County, California, United States

Organizes and maintains a database for lab specimens for accuracy when testing and reporting efficiently in a timely manner. Transfer information from specimen labels into computer spreadsheets to keep accurate account of information for high level clientele.

Poway, California, United States

Performed daily opening procedures and accommodated requests for patrons.Fulfilled deposits, withdrawals, transfers and account management with a friendly attitude and personal attention to the client themselves.Utilized sales techniques to uncover customer needs and match to the banks products and servicesMaintained operational excellence and superior customer service by accurately and efficiently processing routine banking transactions at a banker work station and servicing customer requests

Rancho Bernardo

Procuring AP invoices domestic and international for clientsAuditing invoices for errorsCorrecting errors on behalf of clientsDaily communication via phone with several hundred hotelsUploading of invoices to website once correct

Remote

Greater San Diego Area

Greater San Diego Area

Ocala, Florida Area

Office Management of Staff/ ResourcesClient Acquisition/ RetentionTenant screening/ Lease signingsMarketing of Available UnitsPayroll and SchedulingHandled tenant payments and records in systemGenerated Late Notices and Evictions

Ocala, Florida Area

Collected and verified ER patient informationVerified Insurance coverage for ER visitFacilitated exchange between medical staff and patients/families Collected payments dueData entry of patient infoVoluntarily assisted with morning surgery appointments at end of shift