Sentences with phrase «file retention from»
It also provides a basis for setting client expectations on file retention from the opening of a new engagement through the destruction of the file.
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o To keep costs low, the system must rely primarily on existing data (such as student achievement, grade retention, attendance, graduation, college going and student log files from educational software providers).
It would require them to notify consumers the first time a creditor reports negative information about them, and it would cut the maximum time for retention of adverse information in bureau files to four years instead of seven in most cases and to seven years from 10 years for bankruptcies.
CCDS retention policy provides that files regarding financial counselling only sessions are retained for a maximum of 7 years from the date of the last counselling session, after which time the files are permanently destroyed.
Pre-Petition «Next Step» workflow processing moves your cases quickly from the initial conference to retention, file opening, waiting for payment, document collection, petition preparation and signing, through filing.
Provided assistance for file maintenance in electronic medium utilizing retention database from internal documents.
10/2008 — 03/2010 Metro Corporation — Greenville, TX Document Review Clerk • Scanned materials and coded them numerically, alphabetically or by subject matter • Extracted certain collateral documents from servicing files • Copied and scanned all completed servicing file documents into system for retention and customer service • Denoted servicing files with errors and maintained required collateral documents
Scheduled Board of Directors meetings and assisted with meeting materials and agendas.Maintained and coordinated executive and senior management vacation, day - to - day meeting and travel schedules.Served as a professional representative of the CEO to executive clients, investors and board members.Collaborated with other administrative team members, human resources and the finance department on special projects and events.Developed and managed third - tier resolution process to resolve issues originating from the customer retention team.Provided logistical support to visiting executives in coordination with other Executive Assistants.Handled and distributed all incoming and outgoing mail.Wrote and distributed meeting minutes to appropriate individuals.Open, read, and wrote answers to routine letters.Created and maintained computer - and paper - based filing and organization systems for records, reports and documents.Investigated issues and problems and drafted responses to urgent requests.Served as a liaison between company president and clients regarding client accounts and new business.Approved travel expenses and reimbursement requests.
Summary of Skills q Knowledgeable in [administrative function] q Problem resolution q Meeting deadline q Microsoft Office skills q Meets / exceeds goals q Project Lifecycle Management q Self motivated q Multi-Task Management q Results - oriented q Strong follow - up and organizational Skills Accomplishments Data Entry q Improved client data retention 15 % entering data from paper files into comprehensive database for easier reference.