Customer Service Specialist / Admin Assistant

Prepared reports, correspondence, and basic data entries to support daily administrative and operational requirements. Also, ensured office operations ran smoothly by supporting administrative tasks, filing, record keeping, and document monitoring.

Assisted in document processing, record keeping, and organizing company files for easy retrieval.

Prepared, organized, and maintained confidential documents, loan records, and client files for accurate tracking and reporting. • Processed customer applications, verified documents, and ensured completeness before submission for approval. • Coordinated with internal departments to follow up on requests, loan processing updates, and client concerns. • Prepared reports, correspondence, and basic data entries to support daily administrative and operational requirements. • Provided customer assistance by resolving concerns, answering product or service inquiries, and maintaining positive client relationships. • Ensured office operations ran smoothly by supporting administrative tasks, filing, record keeping, and document monitoring.

Skilled in data entry, records management, document verification, and maintaining accurate financial information.

Prepared and maintained spreadsheets for customer records, loan tracking, and administrative reports. • Performed data entry, validation, and organization to ensure accuracy and completeness of information. • Used formulas such as SUM, AVERAGE, IF, and basic functions to generate reports and monitor data. • Created tables, simple charts, and summaries to support reporting and presentation requirements. • Assisted in tracking daily transactions, monitoring records, and updating status reports using Excel files.

Maintained and updated customer information, loan records, and client profiles in the CRM system ensuring data accuracy and completeness.