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
Davidson, 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
Charlotte, NC
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, NC11.2025
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
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