Paul Ortiz

Open, Review, Sort and Batch Application and Renewal Coupons. Review Documents for Compliance, Determine if Support Documents are acceptable to meet Requirements. Review and Process Online Request Queues. Use Remittance Scanner to process Complete Renewal Coupons, Balance the money taken in and clean/maintain Scanner.

Diagnose hardware failure. Exercise independent judgment on how to solve the issue; install drivers/replace the non-function hardware if necessary. Diagnose network or telephony issues; check cat cables, the ethernet outlet, or the VoIP Handset. Setting up a workstation in a vacant cubicle or re-configuration for a workstation for a new employee; installing monitor(s), monitor arm(s), keyboard and mouse, printer, ethernet cable, and if needed a VoIP phone and a wireless headset (if requested). .

Process and Organize Incoming Mail from Field Offices. Evaluate Contents and Determine Proper Routing. Prepare Payments and Registration Documents that can be imaged with the scanning equipment. Identify Documents that cannot be completed as received and determine how to correct the information.

Endorsing Checks and Applying Proper Fees to Transactions, Reviewing Documents for Completeness and Accuracy, Comparing Data on Application with Supporting Documents. Verify Customer Information - registration number, VIN, Year, Make and Model are correct.

I created all training material - and refined the content of the training after I trained some of the least technically savvy coworkers. I then included more screenshots and simplified the language. Customization of Win 10 and their Desktop. Setup Outlook - Sorting Inbox based upon content of the email, make out-of-office messages, outlook calendar. How to navigate the File Server, map the hard drives, locate the nearest network printer and the printer to their workstation.

Maintain and Update Customer Record Database. Verify Customer - Name, Date of Birth, and Address. Determine if all data for the Customer Matches the information on the Title Documents. If unable to locate a customer - create a record in the database