Summary
Overview
Work History
Education
Skills
Timeline
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Ashton Van Patten

San Antonio,TX

Summary

Experienced Administrator with thirteen years experience in financial services, collections and customer care management across diverse industries. Proven to improve workflow efficiencies while maintaining high standards in customer service. In-depth software knowledge of Microsoft Office, Freshbooks, Microsoft Teams, Adobe, and PandaDocs. Manages over fifty accounts weekly. Talented researcher and problem-solver with excellent multitasking and prioritization skills.

Overview

15
15
years of professional experience

Work History

Administrative Specialist

Island Pet Movers
Honolulu, HI
04.2013 - Current
  • Created and revised systems and procedures by analyzing operating practices, recordkeeping systems, and budgetary requirements. Prepares a wide variety of recurring and non-recurring correspondence, reports, and other documents.
  • Compiled and produced presentations and reports as directed by the leadership team.
  • Automated office operations by managing internal and external customer correspondence, record tracking, and data communications.
  • Scheduled and coordinated meetings, appointments, and travel for the company. Receives telephone calls, greets visitors, and ascertains the nature of the calls or visits.
  • Arranged domestic and international travel for pets.
  • Manages daily calendar of clients. Coordinates meeting arrangements and/or schedules meetings.
  • Liaised between employees and upper-level management, and resolved issues. Develops and maintains office procedures and records/files.
  • Managed administrative processes, prepared key reports, and documentation. Advanced functions of word processing software to create and edit a variety of letters, reports, memos, and other textual documents.
  • Daily reconciliation of invoices and collections.

Administrator

Brickmans Group
Castle Rock, CO
01.2012 - 08.2012
  • Answered telephones to take messages or redirect calls to appropriate colleagues.
  • Prepared accounting transactions and documents and updated procedures for management.
  • Improved office organization by developing filing system and customer database protocols.
  • Checked office stock to determine supply levels and maintain inventory.
  • Monitored payroll, credit card purchases and invoicing to prevent financial errors.
  • Followed up with customer accounts to resolve unpaid or past due accounts.
  • Identified needs of customers promptly and efficiently.
  • Helped managed payroll for Brickman's employees.

Assistant Teller Manager

Wells Fargo
Castle Rock, CO
08.2011 - 08.2012
  • Helped tellers and relationship managers by resolving customer concerns and securely handling large transactions.
  • Established new checking, savings, lines of credit and loans for customer accounts.
  • Supplied tellers with currency and coin.
  • Mentored and trained newly hired tellers to familiarize each with job responsibilities and organizational procedures.
  • Supervised teller team by enforcing policies and procedures related to teller operations, security and compliance.
  • Controlled cash and carried out cash use forecasting to maximize availability while minimizing risk.
  • Oversaw daily actions of tellers, responded to escalated customer inquiries and assigned tasks to meet operational needs.
  • Created teller team schedules to maintain adequate staffing.
  • Reviewed and approved transactions above limits and authority levels of teller staff.
  • Set and reinforced consistent and compliant control and operational policies for accounts tracking, reconciliation and reporting.
  • Led banking tasks, business administration and financial decision-making to ensure first-class client services.

Receptionist

NSA Veterinary Clinic
Naples, Italy
01.2010 - 06.2011
  • Scheduled and confirmed appointments.
  • Maintained daily calendars, set appointments with clients and planned daily office events.
  • Processed payments and updated accounts to reflect balance changes.
  • Oversaw office inventory by restocking supplies and submitting purchase orders.
  • Greeted incoming patients and verified paperwork to manage smooth intake processes.
  • Provided administrative support to coworkers, taking on additional tasks during high-volume periods.

Education

Bachelor of Science - Social Sciences

University of Maryland Global Campus
Adelphi, MD
05.2013

Associate of Arts -

University of Maryland Global Campus
Adelphi, MD
05.2011

GED -

Community College of Denver
Denver, CO
05.2007

Skills

  • Payroll and Benefits Administration
  • Order Processing
  • Prepares correspondence, reports, and other documents from the staff, files, and other sources
  • Office Record Management
  • Database and Client Management Systems
  • Customer Relations with all clients
  • Invoice and Incoming Mail Processing
  • Coordinates meeting arrangements and/or schedules meetings
  • Travel Coordination for staff or clients
  • Payment Distribution
  • Updates and maintains office procedures and records/files
  • Payroll Administration
  • Problem Solving
  • Proficient in Pandadocs, Freshbooks, and Microsoft Office, Adobe, and Microsoft Teams
  • Data Entry
  • Accounting and Bookkeeping
  • Staff Orientation and Training
  • Strong Organizational Skills

Timeline

Administrative Specialist

Island Pet Movers
04.2013 - Current

Administrator

Brickmans Group
01.2012 - 08.2012

Assistant Teller Manager

Wells Fargo
08.2011 - 08.2012

Receptionist

NSA Veterinary Clinic
01.2010 - 06.2011

Bachelor of Science - Social Sciences

University of Maryland Global Campus

Associate of Arts -

University of Maryland Global Campus

GED -

Community College of Denver

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Ashton Van Patten