Experienced executive assistant with over 19 years of experience in quality customer service. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
15
15
years of professional experience
Work History
Executive Assistant
National Bank Of Arizona
Phoenix, AZ
07.2020 - Current
Screened calls and emails and initiated actions to respond or direct messages for managers.
Prepared reports for executives using advanced software proficiencies.
Created expense reports for our management team.
Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
Organized and coordinated conferences and monthly meetings.
Processed travel expenses and reimbursements for executive team and senior management group.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Handled incoming and outgoing mail and email.
Answered high volume of phone calls and email inquiries.
Administrative Assistant
Hobbs + Black Architects
Scottsdale, AZ
04.2016 - 06.2020
Restocked supplies and placed purchase orders to maintain adequate stock levels.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
Monitored supervisor's work calendar and scheduled appointments, meetings and travel.
Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes.
Handled client correspondence and tracked records to foster office efficiency.
Scheduled office meetings and client appointments for staff teams.
Organized weekly staff meetings and logged minutes for corporate records.
Sorted and distributed office mail and recorded incoming shipments for corporate records.
First Mortgage Underwriter
Wells Fargo
Tempe, AZ
02.2013 - 04.2013
Applied grades to each loan application based on established criteria to keep institutional risk low.
Made careful determinations based on skilled analyses of submitted documentation covering credit histories, employment records and current financial status.
Verified integrity of applicants' information to minimize fraud.
Worked with processing team members to communicate errors and obtain missing information for current applications.
Checked personal and team calculations to validate information and underwriting decisions.
Senior Member Service Representative
Pentagon Federal Credit Union
Omaha, NE
07.2003 - 02.2012
Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
Researched and rapidly resolved client conflicts to maintain key accounts.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Trained and directed new employees in call script use, conflict resolution and data entry practices to boost customer satisfaction ratings.
Assisted members with correcting account, service and system issues by educating on required forms and technical processes.
Resolved concerns with products or services to help with retention and drive sales.
Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
Followed up with customers regularly via phone and email to obtain payments and schedule services.
Followed up with customers about resolved issues to maintain high standards of customer service.
Followed-through on all critical inter-departmental escalations to increase customer retention rates.
Trained staff on operating procedures and company services.