Andrea Cullen
Naperville,IL
Summary
Organized and dedicated administrative professional with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
24
24
years of professional experience
Work History
Administrative Assistant
Three Sixty Wealth Management
Naperville, IL
05.2019 - Current
- Managed and maintained Redtail CRM, telephony and all client relationships.
- Preparation and management of customer documentation.
- Coordinated and scheduled meetings and conference calls to optimize scheduling for senior staff.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Established administrative work procedures to track daily tasks.
Realtor/Broker
Various Organizations
Geneva, IL
08.2001 - 05.2019
- Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
- Wrote contracts to outline sales and purchases of properties.
- Advised and informed prospective clients on current market activities and conditions.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Maintained connections with clients to encourage repeat business and referrals.
Loan Processor
BMO Harris Bank
Naperville, IL
06.2017 - 02.2019
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Developed and maintained relationships with customers and loan officers to establish smooth loan process.
- Handled any conditions sent from underwriting departments.
- Coordinated closing process with client, attorneys, title companies, and realtors.
Chiropractic Assistant
Northwestern Medicine
Geneva, IL
01.2013 - 06.2017
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Assisted chiropractor during patient exams to implement treatment plans quickly.
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Input patient data into computer system using Epic and checked information for accuracy.
Co-owner/Manager
Curves
St. Charles, IL
08.2002 - 09.2004
- Managed day-to-day business operations.
- Trained and motivated employees to perform daily business functions.
- Established foundational processes for business operations.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
Chiropractic Assistant
Dr. David Flatt
Geneva, IL
08.2000 - 08.2002
- Roomed patients, set up modalities, managed scheduling, oversaw customer service, and managed office support, including filing, charting, and transcription.
Legal Assistant
Law Offices of James F. Cooke
St. Charles, IL
07.1999 - 08.2000
- Responsible for thorough reviews of all sales contracts.
- Handled office scheduling and made notes for deadlines, closings, and other important dates.
- Coordinated closings between buyers, sellers, title company and attorneys.
- Communicated pertinent information to clients via phone, fax, and mail.
Education
High School Diploma -
South Putnam High School
Greencastle, IN05.1990
Skills
- Customer Service
- Back Office Operations
- Employee Training
- Microsoft Office
- CRM Software
- Medical Terminology
- Excel Spreadsheets
- Administrative Support
Timeline
Administrative Assistant
Three Sixty Wealth Management
05.2019 - Current
Loan Processor
BMO Harris Bank
06.2017 - 02.2019
Chiropractic Assistant
Northwestern Medicine
01.2013 - 06.2017
Co-owner/Manager
Curves
08.2002 - 09.2004
Realtor/Broker
Various Organizations
08.2001 - 05.2019
Chiropractic Assistant
Dr. David Flatt
08.2000 - 08.2002
Legal Assistant
Law Offices of James F. Cooke
07.1999 - 08.2000
High School Diploma -
South Putnam High School