Driven and resourceful administrative professional with 15 + years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Executive Assistant & Board Liaison
Toledo Alliance for the Performing Arts
Toledo, OH
05.2021 - Current
Provides direct administrative support to President & CEO and Music Director
Managing schedules, setting appointments, and making reservations as needed
Act as gatekeeper to internal and external constituencies
Create and submit expense reports and coordinate reimbursements
Coordinate travel, lodging and/or transportation as needed
Coordinate Board and sub-committee meetings and prepare subsequent documents
Guest artist travel coordination
Office management
Organized and coordinated conferences and monthly meetings.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Processed travel expenses and reimbursements for executive team and senior management group.
Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team productivity.
Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
Transcribed minutes of meetings and executed meetings and events for company to support sales, business development and senior management teams.
Researched, proposed and implemented vendor agreements to decrease costs and improve services.
Upheld strict timetables by maintaining accurate, balanced calendars.
Accounts Payable/Accounts Receivable Specialist
Ransom & Randolph
Maumee, OH
01.2021 - 04.2021
Assisted with month and year end close
Supplier statement reconciliation
Processed daily lockbox deposits and credit card receipts
Matched invoices with purchase orders
Entered invoices for payment to include in check runs
Performed collection activities on delinquent accounts
Applied cash to customer accounts and processed credit card payments
Verified vendor accounts by reconciling monthly statements and related transactions.
Paid vendors by monitoring discount opportunities and paid employees by receiving and verifying expense reports.
Reviewed each invoice and requisitions for payment approval.
Invoicing Specialist
Schindler Elevator Corporation
Holland, OH
05.2019 - 10.2020
Responsible for billing for new construction and modification elevator projects for 11 districts
Manual billing on Excel worksheets for special handled jobs
Reconciliation of billing between internal and external billing systems
Examination of contract terms to ensure accurate billing
Monthly district calls to ensure billing is up to date versus work performed on job
Fulfill any special request by local office and/or customer to ensure payment
Work closely with DAS(District Account Specialist) to make sure payments are collected and applied correctly.
Responded to customer concerns and questions on daily basis.
Developed rapport with clients and vendors to cultivate loyalty and satisfaction.
Claims Specialist
Union Home Mortgage
Sylvania, OH
08.2017 - 04.2019
Responsible for submission of claims for reimbursement to Freddie Mac, Fannie Mae, HUD and
Mortgage Insurance companies for delinquent loans and disposed properties
Run daily Claims Payment Report and update payment data to individual spreadsheets for each loan
Loan reconciliation after any event
Reinstatement, modification, payoff or disposition)
Remit funds back to investors after loan reconciliation, if applicable
Review all incoming invoices related to delinquencies and dispositions from attorneys and vendors to ensure accuracy before submitting for payment
Help with collection calls, when needed
Take borrower payments over the phone, when needed.
Conducted full claim investigations and reported updates and legal actions.
Customer Service Representative
Jones-Hamilton Co
Walbridge, OH
02.2015 - 10.2016
Handle emergency after hours (evenings and weekends) calls or orders received by the plant or through direct contact with the customer or supplier by rotating responsibility for carrying an after-hour’s sales phone
Maintain accurate and thorough documentation of customer problems and complaints
Provide customers with shipment weights and proof of delivery as requested
Maintains customer information files and ship-to pricing documents supplied by sales both by paper and for electronic filing and is responsible for appropriate entries into MAPICS computer system 2
E
Gordon 419-466-1576
Responsible for compliance with customers request for SPC, certificate of analysis and other requested data
Process all necessary paperwork for customer and supplier specifications for each scheduled shipment
Maintains customer and warehouse telemetry reading/inventory logs and places orders as indicated by agreements and guidelines
Schedule daily outbound shipments with carriers and supply locations
Prepare paperwork for shipments including but not limited to; Bill of Lading, loading order, certificates of analysis or compliance, packing list, and customs documentation as required
Communicates promptly with Transportation & Logistics personnel all service issues relating to carriers and loading facilities
Perform daily invoicing audit for accuracy prior to release of invoices to customers
Provide Accounting Department with all documents necessary for preparing monthly reports
Prepares weekly/monthly statement billings for appropriate customers
Assist in writing or editing of ISO and training documents.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Answered customer telephone calls promptly to avoid on-hold wait times.
Client Services Manager
Fifth Third Bank
Toledo, OH
05.2012 - 12.2014
Oversee and own day-to-day client service Charitable Management Services, Escrows and/or other Global
Security Services clients
Administering Defined Benefit and Defined Contribution Plans along with
Escrows, Foundations, Endowments and Custody
Client interaction via, phone email and in person
Account openings, conversions and administration
Accounts Payable - GEAC
Administrative Reviews
Cash disbursements to participants via wire implementation or transfers
Attain and maintain up to date documentation
Maintain certification in compliance and training
Scheduled and attended meetings with clients and prospective clients as requested.
Partnered with business leaders to deliver services that support company objectives and consistent with corporate values.
Education
Business Administration & Management
Aquinas College
Grand Rapids, MI
2004
Skills
Travel Arrangement Coordination
Calendar and Scheduling Software
Visitor Greeting
Invoice Preparation
Video Conferencing Software
Meeting Agenda Preparation
Executive Schedule Management
Office Supplies and Inventory
Meeting Agendas and Minutes
Goal Minded
Reservation Coordination
Confidentiality and Discretion
Certification
Ohio Licensed Life Insurance Agent - March 2022
Michigan Licensed Life Insurance Agent - April 2022
Wisconsin Licensed Life Insurance Agent - April 2022
Florida Licensed Life Insurance Agent - April 2022
Timeline
Executive Assistant & Board Liaison
Toledo Alliance for the Performing Arts
05.2021 - Current
Accounts Payable/Accounts Receivable Specialist
Ransom & Randolph
01.2021 - 04.2021
Invoicing Specialist
Schindler Elevator Corporation
05.2019 - 10.2020
Claims Specialist
Union Home Mortgage
08.2017 - 04.2019
Customer Service Representative
Jones-Hamilton Co
02.2015 - 10.2016
Client Services Manager
Fifth Third Bank
05.2012 - 12.2014
Business Administration & Management
Aquinas College
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