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Records Clerk Resume

San Francisco, CA


Dedicated, organized and loyal office professional looking to serve an organization that could utilize someone with solid and comprehensive experience in clerical, office, and customer service. I offer 25+ years of office, clerical and customer service experience; phone etiquette; data entry; word processing; records management; supply management; equipment maintenance; strong work ethics;attention to detail; analytical problem solver; document review; experienced with both dedicated and network systems; able to learn new programs.


  • Proficient in MS Word, Excel, Outlook
  • Working knowledge of PowerPoint
  • Word processing
  • Typing 55-65 wpm
  • 10 key by touch
  • Proofread documents
  • Excellent customer service
  • Development, documentation, and implementation of procedures and desk references
  • Disbursements & payments
  • Prepared docs for on-site and off-site storage
  • Work well under pressure
  • Strong analytical skills
  • Problem solving skills
  • Able to multi-task
  • Quick learner
  • Self-starter
  • Excellent organizational skills
  • Team player


  • Project Management / Work Coordinator / Assistant Supervisor
  • Promoted to senior level positions in various companies and departments
  • Designated Safety Monitor
  • Updated and organized all active and inactive cases
  • Created forms for Pleadings, Discovery, File Archive and Off-Site Storage
  • Increased processing efficiency by 30%
  • Saved the department in operating cost by 20%
  • Reduced repetitive processing and supplies by 50%
  • Reduced fire risk by eliminating combustible material
  • Created OCR (Optical Character Recognition) reader forms


Confidential, San Francisco, CA , 2010 2011
Records Clerk

  • Managed Correspondence, Discovery, and Pleadings files by organizing the file room which resulted in a safer and more organized work area
  • Interface with attorneys regarding status of cases to ensure all conditions have been meet to close cases and prepared them for offsite storage resulting in a more organized and spacious file room
  • Audited files for accuracy; created forms for Discovery, Pleadings, File Archive, and Off-Site storage to ensure files are updated properly resulting in reduction of time spent locating cases and increasing productivity for the attorneys
Confidential,CA 1987 2009 Senior Construction Loan Service Representative Commercial Loan Servicing Department (2 Years)
  • Researched and resolved discrepancies in general ledger accounts to ensure GL accounts are in balance for proper reporting of fee to upper management
  • Developed a system to process multiple GL entries by reducing repetition resulting in accuracy and increased in productivity
  • Interfaced with internal customers to resolve issues with payment schedules and maintain customer’s account in good standing to ensure high level of customer satisfaction
  • Audited fellow team members’ work for accuracy and recommended appropriate steps to correct any errors to ensure loans are correct and up to date on both the CLCS and AFS loan systems
  • Created loan portfolio specifications list to keep track of 50-75 loans and special conditions to ensure that the proper information is presented to internal and external customers resulting in customer satisfaction and retention
  • Participated in special projects and conducted research to resolve discrepancies between system codes and report downloads to ensure proper reporting to upper management to optimize decision making
  • Uploaded loan and code information on the Construction Loan Control System by ensuring the accuracy of the information against the documentation requirements for proper reporting so upper management can make more informed decisions
Construction Loan Processing Service Representative Confidential,
  • Entered funding and payment information onto transmittal sheet for processing on the AFS system to expedite processing efficiency resulting in increased productivity
  • Prepared paid loans for reconveyance and offsite storage to reduce the need to store inactive loans on-site resulting in additional space for active loans
  • Prepared documents for offsite storage, uploaded loan and code information on dedicated loan system by ensuring the accuracy of the information against the documentation requirements to ensure proper reporting to upper management resulting in proper decision making by senior management

Senior Construction Loan Processor Commercial Loan Servicing Department(5 years)

  • Reviewed documents and complex outside counsel contracts valued at over $17,000,000.00 for accuracy to ensure loan specifications are met to properly upload information on 8 loans resulting in proper allocation of funds to sub loans
  • Scrutinized divisional product codes for accuracy to ensure proper reporting to upper management resulting in effective decision making by senior management
  • Uploaded loans onto the Commercial Loan System ensuring the accuracy of all codes resulting in proper reporting to upper management resulting in optimized decision making by senior management
  • Developed strong analytical and problem-solving skills by exploring all angles to a problem and developing various solutions and scenarios to report to management for resolution resulting in reduction or errors and increasing productivity
  • Demonstrated ability to thrive in a fast-paced, team-oriented environment working with a staff of sixteen to respond to internal and external customer inquiries in a timely manner resulting in customer satisfaction

Senior Wire Transfer Clerk III Wire Transfer Department(10 years)

  • Coordinated workflow, assignments, and reorganized the work environment for a department of twelve resulting in processing efficiency
  • Processed money transfers and wire transfers on the Fedline II, S.W.I.F.T. and telecommunication systems in an accurate and expedient manner while being aware of various time zones involved resulting in overall customer satisfaction
  • Improved communication and teaching skills while training fellow team members in proper equipment use, departmental safety rules and procedures resulting in a more knowledgeable and confident staff
  • Performed as inventory and file coordinator conducting file maintenance to ensure files are in order and preparing inactive files to offsite storage resulting in a more organized department
Confidential, San Francisco, CA

Work Coordinator/Assistant Supervisor Communications Department(8 years)

  • Assisted in supervising a staff of 4-6 team members monitoring staff schedules, resolving conflicts, and conducting annual reviews
  • Managed a systems upgrade project by analyzing costs and various computer functions/capabilities using comparative research of each system in order to implement changes for the communications department to reduce work space and increased data storage capacity resulting in cost reduction and increase in production by increasing processing speed
  • Upgraded and organized the Communications department to ensure a more efficient work environment resulting in increased productivity
  • Developed, documented, and implemented procedural changes to improve efficiency and reduce redundancies resulting in expedient processing of the work
  • Initiated and participated in special projects, including updating all lists, forms, and procedures for the Communications department keeping the department organized and increasing processing proficiency
  • Processed incoming/outgoing money transfers on the Fedline II system, and wire transfers on the S.W.I.F.T. , telex, and word processing systems
  • Processed mail on a Pitney Bowes postage machine sorting, delivering incoming and outgoing mail

EDUCATION:Business Administration

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