Alicia Harvey
Wichita
Summary
Accomplished Executive Assistant at LIF, Inc, adept in office management and maintaining confidentiality, showcased through effective executive support and administrative excellence. Leveraged interpersonal communication to enhance team productivity and customer service, contributing significantly to operational efficiency. Proven track record in streamlining processes, with a keen eye for detail and a commitment to professional growth.
Overview
11
11
years of professional experience
Work History
Executive Assistant
LIF, Inc
11.2023 - Current
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Filed paperwork and organized computer-based information.
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Updated and maintained confidential databases and records.
- Organized and coordinated conferences and monthly meetings.
- Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
- Answered high volume of phone calls and email inquiries.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Aided in the recruitment process by screening resumes, scheduling interviews, and assisting with candidate selection.
- Promoted team productivity by keeping supplies organized and well-stocked.
- Supported HR activities, facilitating hiring process by scheduling interviews and liaising with candidates.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Paid attention to detail while completing assignments.
Financial Services Representative
Credit Union of America
04.2022 - 11.2023
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Built and established relationships with clientele to improve future business opportunities.
- Delivered guidance on financial regulations and requirements.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
Financial Services Representative
Oklahoma Central Credit Union
06.2018 - 03.2022
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Built and established relationships with clientele to improve future business opportunities.
- Delivered guidance on financial regulations and requirements.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Member Service Representative
Box Butte Public Employees Fcu
02.2014 - 03.2018
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
- Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Built rapport with members by engaging in genuine conversations and demonstrating a commitment to their financial wellbeing.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Verified customer identification and documentation for compliant transactions.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
- Assisted members with account management, including updating personal information and setting up automated payments.
- Served as a mentor for new hires sharing best practices contributing towards increased productivity among team members.
- Promoted a positive work environment by fostering open communication between colleagues and supervisors.
- Developed comprehensive knowledge of credit union products, staying current on updates for informed recommendations to members.
- Educated customers about billing, payment processing and support policies and procedures.
- Delivered prompt service to prioritize customer needs.
- Educated and engaged customers with new bank products and services.
Education
Education
Western Nebraska Community College
Scottsbluff, NEGeneral Studies
Butler Community College
El Dorado, KSSkills
- Executive support
- Administrative support
- Office management
- Strong problem solver
- Schedule & calendar planning
- Office administration
- Meticulous attention to detail
- Information confidentiality
- Customer Service-oriented
- Customer service
- Calendar management
- Interpersonal communication
- Professional and mature
- Meeting planning
- Document preparation
- Proofreading
Timeline
Executive Assistant
LIF, Inc
11.2023 - Current
Financial Services Representative
Credit Union of America
04.2022 - 11.2023
Financial Services Representative
Oklahoma Central Credit Union
06.2018 - 03.2022
Member Service Representative
Box Butte Public Employees Fcu
02.2014 - 03.2018
Education
Western Nebraska Community College
General Studies
Butler Community College