Client Services & Operations

Own and manage rental property, and manage family-owned rental properties, in southeastern Oklahoma.

Maintained the order-status and shipping database; managed client artwork/approval communications; located and expedited missing and rush orders to production.

Processed 80–130 loan contracts per day using proprietary software; prepared documents for records-storage shipment.

Created, edited, and renewed service agreements and HIPAA privacy addendums for 450+ client companies; maintained the client database in Microsoft Access.

Created a spreadsheet tracking system, with 24-hour reminders, to help staff meet the office's 48-hour initial-contact policy during the Braam settlement era.

Provided public-facing service, including to clients in crisis, and explained case documentation clearly to clients.

Processed employee timesheets and reviewed new-hire documentation for completeness before submission to corporate HR; coordinated with field management to meet documentation deadlines.

Performed front-office operations (correspondence, filing, certified mail); entered demographic and client data in a custom government database while maintaining strict confidentiality; supported Toys for Tots and Foster Parent Appreciation events.

Examined loan documents for accuracy and resolved discrepancies on behalf of the broker; coordinated between consumer and lender to close loans with agreement among all parties.

Assisted the Admissions and Enrollment Management Department.

Conducted consultation interviews, data collection, and data entry to enroll Spartanburg County employees in new healthcare plans; completed an internet research project compiling a customer mailing list; filled per-diem clerical assignments.