Summary
Overview
Work History
Education
Skills
Timeline
AccountManager
ALISHA KELLER

ALISHA KELLER

Executive Assistant
Charlotte,NC

Summary

Assistant bringing over 10 years of experience in high-pressure corporate environments. Adept at managing schedules, coordinating travel, and effectively handling top-priority tasks with efficiency and precision. Proven track record in providing exceptional support to high-level executives, showcasing robust communication skills, positive energy, and unwavering commitment to excellence. Technically savvy, proactive, and detail-driven professional with a focus on solution- oriented results.

Overview

15
15
years of professional experience

Work History

Executive Assistant

Trane Technologies, Thermo King
Charlotte, NC
02.2022 - Current
  • Orchestrated schedules and calendars of three Vice Presidents, significantly enhancing time efficiency
  • Streamlined complex domestic and international travel logistics via Concur, ensuring seamless business trips for executives
  • Demonstrated excellence in leveraging tech solutions to streamline operations, with proficiency in Windchill/Coupa for invoicing and supplier setup, Concur for travel and expense management, and Workforce Analytics for team reports
  • Prepared and coordinated impactful presentations and meetings, ensuring smooth logistics and effective participant briefings
  • Fostered a positive work environment by planning and assisting in employee birthday, anniversary, and special recognition events.
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments, and coordinating travel arrangements to optimize time.
  • Processed travel expenses and reimbursements for the executive team and senior management group.
  • Organized and coordinated conferences and monthly meetings.

Digital Marketing Strategist/Virtual Assistant

Alisha Keller LLC
09.2020 - 02.2022
  • Collaborated with several female entrepreneurs to craft digital marketing strategies, resulting in enhanced lead generation.
  • Developed questionnaires and facilitated focus group discussions.
  • Managed campaigns for various clients that consistently exceeded sales goals.
  • Utilized specialized software to capture and process data.
  • Tracked key performance indicators to measure success of campaigns.
  • Created compelling content materials for product launches, courses, and social media, increasing brand visibility and engagement.
  • Engineered foolproof automated email marketing techniques to foster customer relationships
    and enhance client engagement.
  • Measured and evaluated brand digital performance to present weekly findings to management.
  • Maintained in-depth understanding of industry practices and trends to best promote products.
  • Created customized marketing materials to increase product awareness.
  • Wrote engaging and successful marketing, advertising, and website copy.
  • Generated reports to support development and implementation of marketing plans.

Administrative Team Lead

Wells Fargo
Charlotte, NC
03.2019 - 05.2021
  • Led a dynamic team of 18 administrative assistants, fostering an environment of productivity and growth
  • Managed daily operations and staff recruitment, ensuring a high-performing administrative team
  • Spearheaded centralized administrative support for senior management and executives, enhancing operational efficiency
  • Instrumental in driving company morale and team cohesion by organizing and overseeing regular special recognition events and celebrations.
  • Functioned as key resource within the department on administrative matters and independently resolved issues and questions.
  • Monitored work performance to satisfy requirements.
  • Maintained interdepartmental relations with other services to accomplish goals.
  • Assisted coworkers and staff members with special tasks on a daily basis.
  • Built and maintained excellent customer relationships through timely responses to inquiries and going above and beyond to accommodate unusual requests.
  • Managed and motivated employees to be productive and engaged in work.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Cross-trained existing employees to maximize team agility and performance.
  • Onboarded new employees with training and new hire documentation.
  • Communicated clearly with employees, suppliers, and stakeholders to keep everyone on the same page and working toward established business goals.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Recruited, interviewed, and hired employees and implemented a mentoring program to promote positive feedback and engagement.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Used industry expertise, customer service skills, and analytical nature to resolve customer concerns and promote loyalty.
  • Defined clear targets and objectives and communicated to other team members.
  • Established performance goals for employees and provided feedback on methods for reaching those milestones.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.

Executive Assistant

Wells Fargo
Charlotte, NC
01.2015 - 03.2019
  • Delivered high-level support to three Executive Audit Directors, ensuring top-tier performance in their roles
  • Collaborated in the development of an annual meeting and event strategy, enhancing corporate communication and synergy
  • Optimized travel and expense management using Concur, promoting financial stewardship for Executives
  • Efficiently juggled multiple email inboxes, maintaining clear and prompt communication channels for the executives
  • Developed a streamlined organizational work list application for a department team of 30+ administrative workers, enhancing pipeline visibility and workload efficiency
  • Managed the seamless integration of new employees in partnership with the Human Resources team, ensuring a smooth onboarding process and readiness upon arrival.
  • Coordinated travel expenses and reimbursements for the executive team and senior management group.
  • Updated spreadsheets and created presentations to support executives and boost team productivity.
  • Worked with senior management to initiate new projects and assist in various processes.
  • Handled logistics, catering, agendas, and travel arrangements for meetings and event planning for the board of directors, president, and executive vice president.
  • Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
  • Coordinated events and worked on ad hoc projects.
  • Upheld strict timetables by maintaining accurate, balanced calendars.
  • Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.

Executive Assistant/Office Manager

RoundPoint Mortgage Company
Charlotte, NC
07.2013 - 01.2015
  • Oversaw office management and facilities support for the corporate office and all U.S. branches, ensuring a well-organized and functional work environment.
  • Coordinated travel accommodations for executive guests, guaranteeing comfortable and hassle-free visits.
  • Successfully managed facilities for corporate offices and U.S. branches, collaborating with property management companies to ensure compliance with company standards.
  • Maintained computer and physical filing systems.
  • Managed office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Established workflow processes, monitored daily productivity, and implemented modifications to improve the overall performance of personnel.
  • Coached new hires on company processes while managing employees to achieve maximum production.
  • Kept reception area clean and neat to give visitors a positive first impression.
  • Answered phones promptly and directed incoming calls to the correct offices.
  • Interacted with vendors, contractors, and professional services personnel to receive orders, direct activities, and communicate instructions.

Executive Assistant

Aerotek
Charlotte, NC
06.2012 - 07.2013
  • Served as an effective right hand to the Regional Vice President and two other local executives, bolstering their productivity and decision-making.
  • Tracked region-wide sales numbers, growth, and top performers, providing actionable insights for business development.
  • Proven expertise in budgeting and financial tracking demonstrated in roles that required expense management, invoice processing, and sales number analysis.
  • Screened calls and emails and responded accordingly to support executive correspondence.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Supported business and hospitality needs of corporate partners and staff during meetings and company events.
  • Conducted research and analyzed data to provide detailed reports on various business topics.
  • Filed paperwork and organized computer-based information.
  • Maintained confidential databases and records.
  • Volunteered to help with special projects of varying degrees of complexity.

Executive Assistant

Bank of America
Greensboro, NC
05.2011 - 06.2012
  • Executed critical administrative functions, including document management, correspondence, and meeting coordination, for the Bankruptcy head and team, enhancing departmental efficiency.
  • Functioned as a subject matter expert during the department's formation, providing strategic insights and procedural recommendations.
  • Designed and deployed task aids and process guidelines, facilitating knowledge transfer and best practice adherence among new and migrating associates.
  • Managed urgent requests and problem-solving, prioritizing tasks effectively to ensure swift resolution and minimal disruption to business activities.
  • Handled confidential and sensitive information with the utmost discretion, upholding the company's standards for privacy and ethics.
  • Facilitated training and onboarding for incoming office staff.
  • Created and managed office systems to efficiently deal with documentation.
  • Wrote reports, executive summaries, and newsletters.
  • Collaborated with management to identify and prioritize new development concepts.
  • Reviewed processes, identifying areas requiring improvement.
  • Prepared scope of work documentation for use in project planning
  • Developed documentation, diagrams, and specifications to meet project requirements and regulatory standards.

Mortgage Compliance Assistant

Bank of North Carolina
High Point, NC
03.2008 - 05.2011
  • Managed broad office responsibilities, maintaining a professional and well-organized office environment that facilitated efficient operations
  • Created and maintained both computerized and paper-based filing systems for records, reports, and mortgage paperwork, ensuring easy retrieval and compliance with data management standards
  • Proactively identified and tracked patterns in client profiles, effectively mitigating potential deposit kiting and ensuring compliance with financial regulations
  • Streamlined the invoicing process by creating, managing, and paying invoices, enhancing financial accuracy and timeliness
  • Compiled and assembled mortgage closing packages, liaising with appropriate companies to ensure seamless and timely transactions.
  • Maintained facility-related materials and supplies.
  • Conducted periodic compliance audits and reviews to identify areas of improvement.

Education

BBA - Business Administration-Marketing

UNC Pembroke
Pembroke, NC
11.2025

Skills

  • Concur Travel and Expense
  • Special Event Projects
  • Arrange Business Meetings
  • Performance Review Management
  • Schedule Management
  • Executive Support
  • Board of Directors Support
  • Administration Management

Timeline

Executive Assistant

Trane Technologies, Thermo King
02.2022 - Current

Digital Marketing Strategist/Virtual Assistant

Alisha Keller LLC
09.2020 - 02.2022

Administrative Team Lead

Wells Fargo
03.2019 - 05.2021

Executive Assistant

Wells Fargo
01.2015 - 03.2019

Executive Assistant/Office Manager

RoundPoint Mortgage Company
07.2013 - 01.2015

Executive Assistant

Aerotek
06.2012 - 07.2013

Executive Assistant

Bank of America
05.2011 - 06.2012

Mortgage Compliance Assistant

Bank of North Carolina
03.2008 - 05.2011

BBA - Business Administration-Marketing

UNC Pembroke
ALISHA KELLERExecutive Assistant