Clerk/Backup Receptionist

Posted on: 2011-07-19

 EXPERIENCE:

February 2008 

to Present

ELLS CPA\'s                                                                                                                               Santa Ana, CA

File Clerk/Backup Receptionist

File Clerk: scan documents, file back client files, create files, set up tax interviews, call clients to set up tax appointments, assist all staff members in locating files

Receptionist: answer multi-line phone, daily deposit, greet all walk-ins, dictation, distribute mail, and assist all 5 partners with formatting letters.

August 2005

to March 2007

Consumer Portfolio Services                                                                                                       Irvine, CA

Underwriter

As an underwriter I would help customers get their auto loans approved. I had to calculate paychecks, speak to auto dealerships, insurance agents, landlords, and interview the customers over the phone. I had to learn how to spot falsified documents. I also had to have great people skills since I dealt with so many different dealers. Most of my clients, and

dealers where in the Midwest.

November 2004

to March 2005

Mitsubishi Motors                                                                                                          Huntington Beach, CA

Title Clerk

With this job all I really did was stamp the titles as they came in, and went out.

January 2003

to September 2004

Triad Financial Services                                                                                     

Huntington Beach, CA

Title Clerk

I had to assist outside representatives with collecting auto titles. I had to speak with dealerships, and DMV\'s to find out what was wrong with the titles. I had to run Carfax, and a title tracker program.

October 2001

to November 2002

Onyx Acceptance Corp                                                                                                

Foothill Ranch, CA

Customer Service Rep

I answered a multi-line phone, and worked on a program called Daybreak. I had to assist customers with any questions regarding their auto loan. I had to have knowledge of

pre-calculated and simple interest loans.

EDUCATION:

 1997                   

San Dimas High School                                                                                                      

San Dimas, CA

Diploma General Ed GPA: 3.2

SKILLS:

Phone Etiquette              Microsoft Word                          ProSystem Fx Practice

Multi-line phones             Microsoft Excel                         Project Management

Customer service            ProSystem FX Engagement     Outlook

Dictation                          ProSystem Fx Document