Derek Glenn Lutes
Mesa,AZ
Summary
Experienced with data entry and administrative tasks, ensuring high levels of accuracy and efficiency. Utilizes data processing and database management skills to maintain data integrity and streamline workflows. Track record of reliability and adaptability in dynamic work environments.
Overview
28
28
years of professional experience
Work History
Data Entry Specialist
J.P. Morgan Chase Bank
12.2023 - Current
- Processes thousands of financial transactions weekly in a fast paced environment assisting clientele in Louisville, Kentucky and Charlotte, North Carolina regions by interpreting financial data and records
- Ensures data entry and processing adhere to IRS regulations and company policies, maintaining strict compliance, safeguarding confidentiality and sensitive information corresponding with federal regulations
- Accurately analyzes and accesses information, updates account records, processing 150 payments per hour
- Maintains a strong focus on precision and attention to detail in all tasks to ensure optimal results
- Performs balancing on records to ensure financial data is reconciled in the proper manner
- Works closely with trust accounts, business accounts, individual accounts, 1040 and 1040 EZ forms along with 940 and 941 tax forms
- Completes projects for the bank in a timely manner and exceeds metrics goals
- Obtains knowledge of banking and accounting regulations
- Present (contract position)
Unemployment Insurance Adjudicator – Program Service Evaluator 2
State of Arizona, Department of Economic Security
09.2019 - 04.2022
- Company Overview: Division of Employment and Rehabilitation Services (DERS), Department of Benefits and Medical Eligibility (DBME) and Arizona @ Work Program
- Guided and educated clients about state aid programs' benefits and provided support by processing clients' application for multiple programs while analyzing and assessing various systems and databases to make decisions on unemployment cases
- Recognized for strong work ethic and performance during the 1st month of employment, resulting in expanding responsibilities
- Trained employees throughout the Southwest region via online seminars enhancing employees’ knowledge on unemployment labor law and regulations
- Gathered required information to produce legal documents and detailed reports
- Organized and managed various workshops and reached out to the community to identify and recruit clients for the program
- Validated provided information by interviewing claimants and employers as well as chaired daily team meetings to discuss work progress, impeding issues, and action plans
- Revised and updated training policies and created a 100-page training manual as well as conducted training seminars for new and existing employees to develop a better understanding related to functions
- Utilized excellent communication skills while negotiating annual contracts for employment services
International Tour Representative
Cruise America
05.2016 - 09.2016
- Executed and managed front desk operations, welcomed and greeted customers, and provided relevant information about various rentals
- Demonstrated efficiency and professionalism while booking and coordinating travel reservations from international tour operators
- Prepared and implemented training manual focusing on how to be successful in the current position
- Temp position
Administrative Assistant
Argosy University
05.2011 - 12.2015
- Company Overview: Office of Admissions
- Offered expert advice and recommendations to undergraduate and graduate students about academic programs
- Collated required information to produce reports and submit to the dean of students for review
- Delivered active support to the program coordinator in revising and updating university undergraduate manual
- Defined, devised, and executed operational policies and procedures, assuring smooth running of functions
- Updated calendar for the dean of students and scheduled appointments for student advisement
Accountant/Program Coordinator
J.P. Morgan Chase Bank
11.2010 - 04.2011
- Prepared daily financial reports and wrote departmental status reports
- Acted as a liaison between the bank president, vice president and the bank lenders
- Conducted bids on real-estate property with large investments
- Prepared bank organizational charts for the vice president of the bank
- Temp position
Credentials Evaluator / Office Specialist / Lead Office Assistant
Arizona State University
07.1997 - 09.2009
- Company Overview: Office of the Registrar, Commuter Options Program and Student Financial Assistance Office
- Formulated admissions decisions for all undergraduate students by evaluating credentials
- Directed, managed, monitored, and delegated activities for student workers as requested
- Prepared and processed university registrar's reports, assisted with a variety of reports
- Responded to all requests for admissions information regarding undergraduate programs
- Advised and counseled undergraduate students regarding program procedures, policies, transferability of credits, and admissions requirements
- Helped students with the financial aid process and requirements to obtain financial aid
- Supported the readmissions and graduation office ensuring students met the requirements for graduation
Education
Master of Science - Professional Counseling
Grand Canyon University
02.2018
Bachelor of Arts - Studies Secondary Education English
Ottawa University
02.2011
Master of Science - Recreation
Arizona State University
12.2003
Bachelor of Science - Management
Arizona State University
12.2001
Skills
- Microsoft Office, MS Word, Excel, PowerPoint, Access, Internet Applications, Research Programs, DARS, PeopleSoft, TMS Financial Software, Tax Form/Accounting Programs
Areas of Expertise Include
- Project/Program Coordination
- Office Administration
- Unemployment Labor Law & Regulations
- Medical Programs
- Policy Implementation
- Credentials Evaluator
- Staff Training
- Academic Advising
- Customer Service
- Team Leadership
Timeline
Data Entry Specialist
J.P. Morgan Chase Bank
12.2023 - Current
Unemployment Insurance Adjudicator – Program Service Evaluator 2
State of Arizona, Department of Economic Security
09.2019 - 04.2022
International Tour Representative
Cruise America
05.2016 - 09.2016
Administrative Assistant
Argosy University
05.2011 - 12.2015
Accountant/Program Coordinator
J.P. Morgan Chase Bank
11.2010 - 04.2011
Credentials Evaluator / Office Specialist / Lead Office Assistant
Arizona State University
07.1997 - 09.2009
Bachelor of Arts - Studies Secondary Education English
Ottawa University
Master of Science - Recreation
Arizona State University
Bachelor of Science - Management
Arizona State University
Master of Science - Professional Counseling
Grand Canyon University
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