Summary
Overview
Work History
Education
Skills
Timeline
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CAROL CLARK

Summary

Positive Senior Administrative Assistant with 20+ years in executive, director and team support. Focused Administrative professional offering excellent verbal and written communication, to include the planning and organizing of company events.

Overview

18
18
years of professional experience

Work History

SR. ADMINISTRATIVE ASSISTANT CARD & BANK EXPERIENCE DESIGN

CAPITAL ONE
09.2022 - Current
  • Manage heavy calendaring for multiple levels of directors, with a high level being focused on prioritizing
  • Demonstrate flexibility and problem-solving abilities, prioritize schedules based on last-minute changes
  • Organize, reserve conference rooms, catering, audio/video and other essential services as needed per meeting
    • Works hands-on with managers to resolve scheduling conflicts within their calendars
    • Provide solutions and assistance to team morale, projects and other essential services as needed
  • Coordinate travel arrangements and create expense reports in a timely manner using COF travel systems
    • Drives key team projects, activities and events (such as all-hands meetings, team meetings, order supplies)
    • Prepare professional business communication documents including memos, letters, and emails.
    • Builds and maintain good business relationships with Executive's and administrative assistants across LOB's
    • Responsible for general administrative duties including copying, faxing, distributing mail, ad-hoc projects
    • Promote a fun and team-oriented work environment

LEAD ADMINISTRATIVE ASSISTANT CYBER

CAPITAL ONE
02.2019 - 09.2022
  • As Lead Administrative Assistant I worked closely with other Cyber Executive Assistants
    • My primary responsibility as the Lead administrative assistant was onboarding and training new AA's
    • Served as POC regarding work processes were followed by all administrative assistants within Cyber
    • Set up and facilitated team meetings, reviewed and updated policy and procedures, discussed team events
    • Oversaw a diverse level of projects and activities planned throughout the year, with RVA Committee
    • As the Administrative Lead I worked with a diverse group of associates, and members of management to
    improve and coordinate team engaging events, to promote strong team morale
    • Used independent judgment to plan, prioritize, and organize a diversified workload for other assistants
    • Provided effective oral and written communication (via telephone, email, slack, and hangout)
    • Supervised, maintenance of office equipment, computers, copier, fax machine, etc. worked with Work Place Solutions
    • Responsible for equipment ordering and employee access

ADMINISTRATIVE ASSISTANT CYBER

CAPITAL ONE
06.2017 - 02.2019
  • Executed record filing system to improve document organization and management.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Created and maintained databases to track and record employee data.
  • Developed and updated spreadsheets and databases to track, analyze, and report on performance data.
  • Scheduled team meetings and offsite events.
  • Assisted development and implementation of new administrative procedures.
  • Coordinated and scheduled meetings and conference calls to optimize scheduling of senior staff.
  • Negotiated contracts with vendors and suppliers for services.
  • Drafted correspondence and other documents for CEO and department heads in company's newsletter.

ADMINISTRATIVE ASSISTANT IV MUTUAL FUND OPERATIONS

WELLS FARGO ADVISORS
01.2015 - 06.2017
  • Administrative assistant to the Senior Vice President of Mutual Fund Operations and Directs
    • Researched and resolve general ledger issues for monthly department expenditures
    • Managed the department budget, ordered supplies for both locations Richmond and St. Louis office
    • Proxy for Sr. Vice President in meetings, online approval and site retrieval of data for reporting
    • Successful user of Concur for business travel arrangements, and monthly expenses
    • Builder of relationships within different LOB to successfully meet the needs of the teams
    • Retrieved data from the learning center for compliance reporting of team member's completions
    • Originator of travel logistics, setup team member access for both internal and external locations
    • Meeting scheduling and planning, reserving space, creator of meeting agendas and presentations
    • Client, vendor and customer communication follow-ups after visits, conference calls, or invoices
    • Coordinated and plan on-site and offsite special events for groups of four to six hundred TM's
    • Ordered equipment through online access request from Procurement, Staples, and approved resources
    • Security access, badge request owner, delegate for both locations, and I-9 paperwork reviewer
    • Maintain strict confidentiality of all sensitive information with the highest discretion
    • Assisted with the onboarding of new hires, and the offboarding of existing team member

PROGRAM ADMINISTRATIVE SUPPORT INVESTOR SERVICES

WELLS FARGO HOME MORTGAGE
01.2014 - 01.2015
  • Program administrative assistant to the VP of Investor Services Default Reporting
    • Logistics originator for meetings, calls, creator of travel arrangements for VP, and 10 directs
    • Researched and resolve general ledger issues, submitter of staff and vendor expense invoices
    • Managed the department budget, approval of planned yearly activities and the ordering of supplies
    • Serves as delegated proxy for VP, maintains manager calendar and serves as VOTT communicator
    • Proficient user of Concur for travel arrangements and expense processing per company policy
    • Validated that all team members had completed all required departmental course training annually
    • Records coordinator, events planner, SharePoint administrator, and Organizational chart manager
    • Ordered IT equipment, computer access provisions for new hires and internal employees transitioning
    • Troubleshoot equipment used by staff and team members needed to perform their job duties
    • Coordinated with management to build vibrant presentations, attend staff meetings and record notes
    • Organized department meetings, internal and external events, team projects and training material

CUSTOMER SERVICE REP III/LOAN PROCESSOR HOME MORTGAGE SALES

WELLS FARGO HOME MORTGAGE
01.2013 - 12.2013
  • Processor of customer's loan into AOW and CORE databases for retrieval by HMC and Officers
    • Perform extensive research to resolve customer inquiries and account issues
    • Assist customers with making a sound decision on products and services
    • Tracked and recorded metrics and trends, incoming complaints and supported in house events
    • Answered a multi-phone 10-line system and referred customers accordingly
    • Prepared documents for file submission to underwriting for processing to loan officers
    • Reviewed and prepared loan correspondence to send to customers for completion and return
    • Conducted standard audits and scanned received loan documents for accuracy.
    • Processed checks, cash, credit card, Title payments, and collected loan processing fees
    • Reviewed HUD, GFE, Note, Deed and Title documents thoroughly before processing

PROGRAM ADMINISTRATIVE SUPPORT III INVESTOR SERVICES

WELLS FARGO HOME MORTGAGE
07.2010 - 12.2012
  • Program administrative assistant to the VP of Investor Services Default Reporting
    • Logistics originator of travel arrangements, meetings, calls and calendar scheduler
    • Research and resolve general ledger issues, submitter of staff and vendor expense invoices
    • Expense approver with an established set of AP/AR accounts to manage yearly all locations
    • Served as delegate proxy for VP, access approver and served as VOTT communicator
    • Validated that all team members completed required company course training annually
    • Records coordinator, events planner, SharePoint, and Organizational chart manager
    • Classified IDs, and request the required computer access be granted to new hires and internal TMs
    • Order IT equipment access provisions for new hires and internal employees transferring internally
    • Troubleshoot equipment used by staff and team members needed to perform their job duties
  • Research customer credit report disputes using E-Oscar, Experian, and company databases
    • Received faxes and letters from customers regarding credit disputes and claims
    • Generated GEM tickets for escalation and research of customer's loan documentation

PROJECT ANALYST/HR. LICENSING COORDINATOR

WACHOVIA SECURITIES, LLC
04.2006 - 06.2010
  • Created welcome logistics for new hires starting with the company via email and written
    • Administered and assisted with the completion of HR I-9 documents prior to the start date
    • Assisted with background checks, and verified ID for new hires requiring licensing
    • Conducted timely touch points with assigned candidates via phone and email communication
    • Provided timely updates to associate and hiring managers pertaining to completed paperwork
    • Organizer of training logistics for Financial Specialists acquiring their Securities Licensing
    • Execution of preparatory compliance material and facilitated mass calls of 500 participants
    • Set up six to 8-week training tracks for up to 500 new associates to learning prerequisite
    • Created logistics for training dates, locations, prioritized and managed sensitive deadlines
    • Facilitated training materials with virtual meetings and calls weekly partnering with Kaplan
    • Updated data entry of personnel information, records maintenance in BETA database

Education

Bachelor of Arts - Psychology

ASHFORD UNIVERSITY
Clinton, IA

AAS Degree Administrative Support Technology -

J SARGEANT REYNOLDS COMMUNITY COLLEGE
Richmond, VA

WELLS FARGO
Fort Mill, SC

Skills

  • Microsoft Suite
  • Outlook
  • Visio
  • Time Tracker
  • Coupa
  • Workday
  • PeopleSoft
  • Travel One
  • Concur
  • SAP
  • T&E
  • Global One
  • Customer Service Management
  • Google Suite
  • Confluence

Timeline

SR. ADMINISTRATIVE ASSISTANT CARD & BANK EXPERIENCE DESIGN

CAPITAL ONE
09.2022 - Current

LEAD ADMINISTRATIVE ASSISTANT CYBER

CAPITAL ONE
02.2019 - 09.2022

ADMINISTRATIVE ASSISTANT CYBER

CAPITAL ONE
06.2017 - 02.2019

ADMINISTRATIVE ASSISTANT IV MUTUAL FUND OPERATIONS

WELLS FARGO ADVISORS
01.2015 - 06.2017

PROGRAM ADMINISTRATIVE SUPPORT INVESTOR SERVICES

WELLS FARGO HOME MORTGAGE
01.2014 - 01.2015

CUSTOMER SERVICE REP III/LOAN PROCESSOR HOME MORTGAGE SALES

WELLS FARGO HOME MORTGAGE
01.2013 - 12.2013

PROGRAM ADMINISTRATIVE SUPPORT III INVESTOR SERVICES

WELLS FARGO HOME MORTGAGE
07.2010 - 12.2012

PROJECT ANALYST/HR. LICENSING COORDINATOR

WACHOVIA SECURITIES, LLC
04.2006 - 06.2010

Bachelor of Arts - Psychology

ASHFORD UNIVERSITY

AAS Degree Administrative Support Technology -

J SARGEANT REYNOLDS COMMUNITY COLLEGE

WELLS FARGO

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CAROL CLARK