Tracy, California, United States
Engaging Administrative Assistant/Treasurer /Banking with extensive experience managing data, controlling recordkeeping, and working with the public. Expert at optimizing processes to improve efficiency and reduce unfulfilled office needs. Skilled at researching and resolving discrepancies.
To find Transportion for our clients to the doctors office, dentist office, grocery store, etc...
Maintained complete records of all income and disbursements monthly. Provided monthly financial reports to Session and congregation. Maintain employee salary records and process W-2s. Prepared quarterly payroll reports to State and Federal Governments. Prepared annual financial reports to Session and congregation. Prepared annual State and Federal payroll reports. Served as a member of the Stewardship/Finance Committee. Submitted the books and records for an annual review/audit as described in the Book of Order and the Church
Executed record filing system to improve document organization and management. Updated spreadsheets to databases to track, analyze and report on confidential documents. Provided support for the Office Administration Department. Provided administrative and project management support to the company and employees. Completed administrative assignments, tasks, functions, and projects independently and proactively meeting all deadlines.
Reviewed file documentation according to parameters as outlined by The Bank. Ensured all necessary documentation as requested per stipulation screen is requested to support final loan decisions. Updated the Loss Payee information. Requested payoff demands before loan files are approved. Conducted review of signed loan documents to assure meeting necessary conditions. Research and follow-up on outbound calls to banks and third parties as needed. Cross trained on various channels in Retail, Consumer, and Wholesale Lending business lines