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
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
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
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
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
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
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
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
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