Angela L Williams
Surprise,AZ
Summary
Offering a dynamic blend of client service, analysis, and problem solving. This includes hands-on experience in executive level administrative support for high level management, small business owners, teams and individuals. Bringing several years of experience in administrative functions, underwriting, collection/recovery, instruction and management. Highly organized and detail oriented. Coachable, a quick learner and can easily adapt. Have the drive to perform and excel.
- Dedicated administrative professional adept at providing administrative and logistical support for various projects, programs and initiatives.
- Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
- Offering excellent communication, planning and prioritization skills. Skilled at drafting reports and business correspondence, managing mail and updating tracking spreadsheets. Exceptional leadership skills with expertise in streamlining workflow to optimize personnel strengths.
- Dedicated with proven track record of providing exceptional customer service in fast-paced environments. Showing 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
21
21
years of professional experience
Work History
Administrative Support Specialist
List My Rental Home
Phoenix, AZ
11.2022 - Current
- Complete administrative duties required for daily business operations
- Check email and maintain paperless filing system
- Manage corporate credit card accounts
- Accept deliveries and route appropriately
- Ensure office supplies are maintained at appropriate levels
- Accounts receivable and accounts payable completion
- Prepare invoices in accordance with documentation received from property work orders
- Work with clients to ensure they have copies of invoices needed to reconcile payouts
- Collect and process client credit card data for investment property management
- Responsible for purchasing and procurement for properties
- Document transactions in appropriate software in accordance with written documentation
- Coordinate with team to track and verify courier deliveries.
- Interact with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions. Provide proof of payment or initiate collection of payment as needed
- Complete forms, reports, logs and records to quickly handle all documentation for human resources
Volunteer
JW.org
Maricopa, AZ
09.2020 - 11.2022
- Spoke to community by means of door to door visits, letter writing and telephone calls about bible based solutions to problems, loss of loved ones, chronic medical conditions and world events
- Use of maps to locate local territories
- Made follow up visits where interest was shown
- Tracked service activities and outcomes against outlined goals
- Used strong interpersonal communication skills to convey information to others
- Represented organization positively while providing community with much-needed information
Portfolio Management Assistant
Wells Fargo Asset Management
Menomonee Falls, WI
06.2015 - 07.2020
- Performed executive level administrative support for four portfolio managers, five analysts and three product specialists
- Form I-9 and E-Verify completion.. Oversaw onboarding process for new team members
- Coordinated broker events, including in person meetings, video conference calls, teleconferencing services, national and international travel, event logistics (location, food, equipment), and scribing meeting minutes as requested
- Prepared and balanced routine general ledger lines and/or expense accounts
- Managed 10+ Outlook calendars daily
- Maintained office inventory for sales team, investment analysts and portfolio managers, placing orders when necessary
- Managed correspondence to secure private company financial data across complex landscapes to prepare for public offerings
- Answered and managed incoming and outgoing calls while recording accurate details for distribution to the investment team
- Created and updated records, files and documents to maintain team's compliance. Drafted common document templates for ease of use and time saving. Automated office procedures such as correspondence management, recordkeeping and online communications.
- Remained solutions-oriented and calm in the face of complex problems that arose to assist management and overall business direction
- Streamlined office operations by effectively monitoring and addressing client correspondence and data communications
- Proofread and edited sales pitches and business presentations for accuracy and grammar
Underwriter/Credit Analyst
Wells Fargo Dealer Services
Brookfield, WI
03.2011 - 06.2015
- Responsibilities included reviewing, analyzing, declining and approving moderate individual consumer requests within company and industry guidelines
- Evaluated and ensured loan documents were accurate, complete, and compliant
- Reviewed financial statements, credit reports, applicable debt ratios, loan-to-value, ability to perform in new loan and past proven performance with previous credit using an automated scoring system along with traditional, ability to pay rules to to determine ability to underwrite moderate requests for credit
- Contacted customers and business partners to gather information to both make appropriate decisions and explain rationale behind credit outcomes
- Performed executive level administrative support for Collection, Operations and Credit managers
- Completed monthly quality assurance
- Stayed abreast of any changes in underwriting provisions; working with production to resolve issues
Lending Services Collections and Support Lead
Wells Fargo Dealer Services
Brookfield, WI
01.2008 - 03.2011
- Provided inbound and outbound phone support negotiating resolution for delinquent accounts
- Handled escalated calls from front sheet team members
- Performed advanced loss prevention activities (skip tracing, field chasing, and account settlement)
- Verified legal documentation needed to maintain account solvency
- Acted as liaison between loan holders and third parties to conserve legal status of account
- Completed necessary daily and monthly reporting validating RCC productivity
- Provided coverage for other RBC partners as needed to maintain production goals for the Midwest division
Client Services Lead and Theory Instructor
Basali Dermal Institute
Wauwatosa, WI
11.2006 - 12.2007
- Receipted, reviewed and responded to incoming communication from prospective students via phone, email and written correspondence
- Recruitment of new students; completion of admission documentation
- Prepared daily lesson plans, provided theory instruction and completed student evaluations and progress reports
Assistant Manager
American Laser Center
Mequon, WI
04.2006 - 11.2006
- Management of clinic; was responsible for interviewing, hiring, training, scheduling, payroll and daily reconciliation reporting
- Completed advanced medical treatments including laser hair removal, body contouring, skin tightening, light therapy, micro dermabrasion, and spa treatments
- Attended trade shows and outbound marketing events with an increase of clientele for the clinic
- Achieved bonus sales level ($60,000+) every month of employment
Corporate Client Services Representative
Metavante
Brown Deer, WI
01.2002 - 04.2006
- Managed the corporate service side for commercial clients Wachovia, Wells Fargo and Chase banks Bill Pay and E-Banking Solutions
- Identified opportunities to provide additional services, products and other resources and communicated with the management team
- Educated clients on account services and resolved customer inquiries regarding statement information and account balances
- Optimized customer support by establishing collaborative service environments through targeted operational initiatives
- Met customer call guidelines for service levels, handle time and productivity
Education
Degree - Aesthetics Instruction
Basali Dermal Institute
Licensure and Technical Degree - Aesthetics
Institute of Beauty and Wellness
Technical Degree - Massage Therapy
Lakeside School of Massage
Skills
- SKILLS PROFILE:
- Communication:
- Strong and effective communicator, both written and verbal
- High level presentation skills combining sound analytical research and clear verbal explanations to both internal and external customers
- Work well independently and possess strong team player skills developed through work with online group projects, in particular presentation work
- Computer:experience in the operation of both PC and Mac families and peripherals
- Proficient in use of Microsoft Office, Windows and cloud based solutions
- Working knowledge of alphanumeric record-keeping, e-filing and bookkeeping programs
- Experience using multiple database software to track and report data
- Adept at E-Verify ART, ESO, online audio and video conferencing tools, online travel management, accounts payable and e-Procurement systems
- Expert use with Dealer Track and Route One software in credit underwriting space
- Problem Solving:
- Demonstrated ability to analyze complex problems in administrative, credit and collection environments
- Ability to provide problem diagnosis and coordinate resolution across lines of business
- Strong organizational skills including time management and workload management
- Certification in Edward de Bono’s Six Thinking Hats Theory in order to be able to facilitate creative problem solving, team building and training and strategic planning
- Dedicated use of service request process
- Meeting Support
Accomplishments
- Make a Difference Wisconsin
- Make A Difference –Wisconsin, Inc
- Is a 501(c) 3 non-profit agency founded in 2006 with a mission to provide financial literacy programs and resources that empower students to make sound financial decisions
- Make a Difference Wisconsin engages volunteers from the local business and professional community in the delivery of financial education
- The program consists of three seminars per class focused on budgeting and saving, understanding checking accounts, and understanding credit cards, credit history/scores, and credit reports
- The program is typically delivered over the course of six visits to the classroom
- As a volunteer instructor I present the program and engage students by sharing personal and professional experiences related to financial literacy and through the use of several hands-on activities.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
If you get tired, learn to rest not to quit.
Unknown
Timeline
Administrative Support Specialist
List My Rental Home
11.2022 - Current
Volunteer
JW.org
09.2020 - 11.2022
Portfolio Management Assistant
Wells Fargo Asset Management
06.2015 - 07.2020
Underwriter/Credit Analyst
Wells Fargo Dealer Services
03.2011 - 06.2015
Lending Services Collections and Support Lead
Wells Fargo Dealer Services
01.2008 - 03.2011
Client Services Lead and Theory Instructor
Basali Dermal Institute
11.2006 - 12.2007
Assistant Manager
American Laser Center
04.2006 - 11.2006
Corporate Client Services Representative
Metavante
01.2002 - 04.2006
Degree - Aesthetics Instruction
Basali Dermal Institute
Licensure and Technical Degree - Aesthetics
Institute of Beauty and Wellness
Technical Degree - Massage Therapy
Lakeside School of Massage
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