ALLIE O'ROURKE
Petaluma,CA
Summary
Highly meticulous, trustworthy, and dependable with a strong administrative background. Driven and resourceful administrative professional with 5+ 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
19
19
years of professional experience
1
1
Certification
Work History
Executive Assistant to the CEO
Lagunitas Brewing Company
Petaluma, CA
09.2019 - Current
- Main support for CEO, but also assists in managing the entire leadership team.
- Handles sensitive, confidential correspondance and conversations with the utmost discretion.
- Organizes, coordinates, and joins meetings on behalf of the CEO.
- Runs and joins the weekly leadership team meeting from agenda to recap, and holds team accountable for action points / follow ups.
- Responds to emails and other correspondence to facilitate communication and enhance business processes.
- Processes travel expenses and reimbursements, as well as settles all monthly expenses for members of the leadership team.
- Handles logistics, catering, agendas and travel arrangements for meeting and event planning.
- Assists in coordinating events and works on ad hoc projects based on the requests of the CEO or other leadership team members.
- Upholds strict timetables by maintaining accurate, balanced calendars. (Heavy calendaring across multiple time zones!)
- Serves as a liaison between all employees and the CEO, and maintains a strict level of confidentiality.
- Aids in new leadership team member onboarding.
- Maintains relationships with colleagues within a large global company.
Sr. Merchandise Coordinator
Athleta
San Francisco, CA
02.2017 - 09.2019
- Managed and tracked samples for all of women’s bottoms (Brand’s largest category)
- Kept samples organized and up to date for use in merchant presentations, visual set ups, and seasonal marketing
- Responsible for maintenance of the databases of the entire bottoms assortment from beginning to end
- Planned and prioritized workload to meet deadlines and increase efficiency
- Performed general administrative duties for merchandising team as needed
- Maintained reports and tools as needed by the merchandising team
- Completed seasonal projects for merchandising team (trend/competitor research)
- Assisted in the development of the bottoms assortment, key item positioning, and ensuring that the collection was compelling, commercially viable, and supported overall business objectives
- Worked effectively as a member of a cross functional team by clearly communicating and focusing on team objectives.
Executive Administrative Assistant
Athleta, Petaluma
San Francisco, CA
05.2015 - 02.2017
- Supported an EVP, two VPs and a Sr. Director
- Processed travel expenses and reimbursements
- Assisted with team building initiatives and overall support for maintenance of organizational culture and employee morale
- Frequently used word processing, spreadsheet, and database software
- Planed and coordinated logistics and materials for meetings
- Ordered and distributed office supplies while adhering to a fixed office budget
- Coordinated domestic and international travel arrangements, including booking airfare, hotel and transportation
- Assessed urgency and priorities before accepting or declining appointments and meetings with VPs.
Senior Operations Specialist
Life Sales, LLC
Novato, CA
01.2008 - 03.2015
- Provided direct administrative support to the Presidents, VPs, Finance Manager, Operations Manager and marketing team
- Managed the expense reports for the President
- Assisted with the coordination, scheduling and arranging of meeting and travel calendars, including business and social events
- Assisted with event planning, including associated travel and logistical arrangements
- Assisted with the coordination domestic and international travel arrangements, including booking airfare, hotel and transportation for the annual top agent incentive trip
- Received, screened, and processed agent contracts and served as the middle woman between the agent and the carriers
- Completed data entry once contracts were screened, tracked their progress on the carrier level and maintained the Customer Relationship Management system
- Compiled and maintained the first policy and procedures manual for the Operations Department
- Organized and maintained the carrier supply fulfillment department and ensured that the materials were all compliant and up-to-date
- Processed agent-ordered carrier materials
- Opened and properly distributed incoming mail.
Rate Lock Coordinator
Homecomings Financial
Petaluma, CA
01.2007 - 12.2008
- Managed customer calls and emails effectively and efficiently in a complex, fast-paced and challenging call center environment
- Managed high call and email volume with tact and professionalism
- Acted professionally and patiently when addressed with a customer in a negative disposition
- Accurately documented, researched and resolved customer service issues.
Loan Originator
Homecomings Financial
Petaluma, CA
06.2004 - 12.2006
- Originated, reviewed, processed, and funded home loans
- Entered all new borrower information into the system and updated as required
- Submitted loan applications to the underwriter for verification and recommendations prior to drawing docs and funding
- Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
- Maintained strict confidentiality of bank records and client information
- Maintained friendly and professional customer interactions.
Education
High School Diploma -
Casa Grande High School
2003
Skills
- Provides excellent support
- Highly Organized
- Types 60 WPM
- Critical thinking
- Excellent communication skills
- Database management
- Articulate and well-spoken
- Customer service-oriented
- Flexible
- Effective team player
- Microsoft Office
- Travel administration
- Administrative support specialist
- Quick learner
- Self-directed
- Event planning
- Dependable
- Works well under pressure
- Pleasant Demeanor
- Accurate and detailed
- Excellent planner and coordinator
- Executive Schedule Management
Certification
- Licensed Notary Public in the State of California.
Timeline
Executive Assistant to the CEO
Lagunitas Brewing Company
09.2019 - Current
Sr. Merchandise Coordinator
Athleta
02.2017 - 09.2019
Executive Administrative Assistant
Athleta, Petaluma
05.2015 - 02.2017
Senior Operations Specialist
Life Sales, LLC
01.2008 - 03.2015
Rate Lock Coordinator
Homecomings Financial
01.2007 - 12.2008
Loan Originator
Homecomings Financial
06.2004 - 12.2006
High School Diploma -
Casa Grande High School
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