Looking for a job

Katelyn Treece

@katelyntreece

Message

I maintain accurate confidential records and support clients across financial and administrative operations.

United States

Message

What I'm looking for

I'm seeking a growth-oriented role where I can apply my problem-solving, communication, administrative, and record-management skills, make a positive impact, and continue expanding my knowledge across industries.

I'm currently pursuing an Associate Degree in Medical Reimbursement and Coding at Bryant & Stratton College, where I earned Dean's List recognition during my freshman year.

At Randstad, I process and maintain high volumes of sensitive data, verify information, identify discrepancies, and meet strict quality and productivity standards. Previously, I supported banking and investment clients at Merrill Lynch and Bank of America Merrill Lynch through accurate recordkeeping, financial documentation, and responsive client service.

Across customer service, financial services, caregiving, and data entry roles, I've handled confidential information with care while keeping records organized and accurate. I'm motivated to apply my administrative, communication, and problem-solving skills while continuing to grow in medical reimbursement, coding, and healthcare documentation.

Experience

Work history, roles, and key accomplishments

Current

Data Entry Specialist

Current

Randstad

Jan 2024 - Present (2 years 8 months)

Process and maintain large volumes of sensitive data with high accuracy, verify information, and ensure data integrity while maintaining confidentiality.

Data Entry Data Management Confidentiality Attention To Detail Quality Assurance

Wealth Management Client Associate

Merrill Lynch

Feb 2022 - Oct 2023 (1 year 8 months)

Delivered professional client support for banking and investment services, maintained accurate account records, and resolved client concerns through effective communication.

Client Relations Financial Services Account Management Communication Skills Problem Solving Privacy Compliance

Financial Services Representative

Randstad

Feb 2021 - Feb 2022 (1 year)

Supported financial operations through record review, documentation, and customer assistance while managing confidential client information.

Financial Services Data Accuracy Customer Service Administrative Support Compliance

Sales Representative

TTEC

Apr 2020 - Feb 2021 (10 months)

Consulted with customers to identify needs and recommend solutions, maintained detailed records, and consistently met performance goals.

Sales Customer Service Communication Skills Record keeping Relationship Building

Call Center Agent

iQor

Oct 2018 - Apr 2020 (1 year 6 months)

Managed high-volume inbound and outbound customer interactions, processed applications and account updates, and resolved concerns while maintaining a positive experience.

Call Center Customer Service Data Entry Communication Skills Problem Solving

Caregiver

A Helping Hand Home Care

Aug 2015 - Oct 2018 (3 years 2 months)

Assisted clients with daily living activities and medication reminders, maintained accurate care documentation, and protected patient privacy.

Caregiving Documentation Confidentiality Interpersonal Skills Independence

Education

Degrees, certifications, and relevant coursework

Bryant & Stratton College

Associate Degree, Medical Reimbursement and Coding

Activities and societies: Dean's List – Freshman Year

Pursuing an Associate Degree in Medical Reimbursement and Coding with an expected graduation in April 2027. Recognized on the Dean's List during freshman year.