
lan daniels
Bankruptcy Document Support, Data Entry, Financial File Organization Expert
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Financial Document Support Specialist
Independent Bank Group • Freelance
Jan 2025 - Present • 1 yr 4 mos
Provided administrative support for individuals and small business owners requiring help with bankruptcy-related and financial documentation. Responsibilities included organizing financial records, structuring Chapter 7, 11, and 13 document information, handling PDF conversion tasks, and managing data entry for loan, mortgage, and PACER-related files. Focused on maintaining accurate document formatting, clear organization, confidentiality, and timely communication throughout each project. Worked with clients to simplify complex paperwork and create easy-to-review document structures for filing preparation and record management.