Catherine Crane
Beaumont,TX
Summary
Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
45
45
years of professional experience
Work History
Office Administrative Assistant
City Of Bevil Oaks & Water Department - Temporary
06.2023 - 10.2023
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Responded to inquiries from callers seeking information.
- Maintained a clean and welcoming office environment, fostering positive impressions among clients and visitors alike.
- Processed water bills through scanning and balancing monthly.
- Ensured timely completion of projects with diligent task prioritization, delegation, and followup.
- Expedited invoice processing, ensuring accurate recording of financial transactions in the accounting system.
Oil and Gas Administrator Trust Dept.
Hancock Whitney Bank
08.2018 - 08.2019
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Received oil & gas checks depositing to landowners Trust account.
Administrative Retirement Specialist
Capital One Bank N.A
08.2005 - 08.2018
- Provided exceptional customer service by addressing client inquiries promptly and professionally.
- Streamlined the retirement application process for clients, ensuring timely and accurate submissions.
- Helped clients transition into retirement smoothly by creating detailed income distribution plans and withdrawal strategies.
- Increased client retention rates through delivering exceptional service, ensuring satisfaction with personalized retirement planning strategies designed specifically for them.
- Coordinated with other financial professionals such as accountants or estate planners to provide holistic service to clients in retirement planning matters.
- Set up pensions and paid out accordingly to participants.
- Developed customized financial plans for clients, addressing their specific needs and goals for a comfortable retirement.
- Conducted comprehensive reviews of client portfolios to ensure optimal asset allocation for risk tolerance and growth potential.
- Consistently exceeded performance targets related to new business development, client retention, and overall profitability within the firm''s retirement specialist division.
Commercial Loan Assistant
Chase
08.1991 - 08.2005
- Communicated with customers daily to request information and complete paperwork.
- Assessed loan compliance to meet mortgage lending laws and regulations.
- Assembled important paperwork and disclosures for borrower.
- Monitored key dates to obtain information by deadlines.
- Acted as a trusted liaison between clients and loan officers during the application process, providing reliable support for both parties to reach successful outcomes.
- Offered administrative support to assist with loan origination, approval, and underwriting.
- Assisted loan officers in procuring and verifying applicant data.
- Supported loan officers with administrative assistance.
Fraud Operations Specialist Visa & MasterCard
Texas Commerce Bank
04.1979 - 08.1991
- Participated in regular meetings with senior management to discuss key performance metrics, challenges, and recommendations for improvement.
- Contributed to a positive work environment by fostering teamwork, open communication, and professional development opportunities among team members.
- Mitigated financial loss through prompt identification and resolution of unauthorized transactions.
- Optimized resource allocation by prioritizing high-risk cases for immediate attention and action.
- Enhanced customer satisfaction with proactive communication and timely resolution of fraud cases.
Education
Word, Excel, Windows
Business Technology Classroom 30hrs Certifications
Beaumont, TXTexas All Lines Adjuster Pre-License Course
Atwood Bell Licensing Company
Houston, TX06.2022
40 Hrs. Trust School
Wealth Management & Trust School
Dallas, TX06.2011
High School Diploma -
French High School
Beaumont, TX05.1978
Skills
- Verbal Communication
- Schedule Management
- Document Preparation
- Scheduling appointments
- Billing and Invoicing
- Database entry
- Document Scanning
- Confidentiality handling
- File Organization
- Customer Engagement
- Telephone reception
- Word Processing
- Spreadsheet development
- Event Planning
- Leadership and supervision
- Billing and coding
- Spreadsheet Management
- Travel Coordination
- Travel Arrangements
- Administrative Support
- Customer Service
- Expense Tracking
- Computer Skills
- Accounting Support
- Meeting planning
- Microsoft Office Suite
- Data Entry
- Microsoft Word
- Computer Proficiency
- Office Administration
- Filing
- Dedicated Team Player
- Client Relations
- Document Control
- Excel spreadsheets
- Customer and client relations
- Documentation and Recordkeeping
- Customer Relations
- Scheduling
- Office Equipment Maintenance
- Appointment Scheduling
- Invoice Processing
- Microsoft Outlook
- Microsoft Excel
- Strong Problem Solver
- Spreadsheets
- Staff Motivation
- Time Management
- Recordkeeping
- Confidential Document Control
- Clerical Support
- Data organization
- Multi-line phone proficiency
- Bookkeeping
- Mail Management
- Purchase orders organization
- Mail handling
- Relationship Building
- Coordination
- Credit and collections
- Filing and data archiving
- Records administration
- Data Management
- Professional and mature
- Internal Communications
- Mail distribution
- Legal administrative support
- Performance Improvement
- Quality Assurance
- Records Management Systems
- Training and coaching
Additional Information
Volunteered two years as a Council Member as treasurer for the City of
Bevil Oaks. Paid employees, recorded all information on Quick Books and
paid all City bills. Paid quarterly taxes and deposited franchise fees. Made important
decisions regarding our City.
References:
Ellen Reynard
Ellen.Reynard@bmtwealth.com
409-454-8347
Thomas Kelley
Oil & Gas Manager
T.Kelley@farmersnational.com
409-920-3800
Hancock Whitney HR
1-800-996-7566
Bud Merendino
Louis.Merendino@yahoo.com
409-466-3193
Timeline
Office Administrative Assistant
City Of Bevil Oaks & Water Department - Temporary
06.2023 - 10.2023
Oil and Gas Administrator Trust Dept.
Hancock Whitney Bank
08.2018 - 08.2019
Administrative Retirement Specialist
Capital One Bank N.A
08.2005 - 08.2018
Commercial Loan Assistant
Chase
08.1991 - 08.2005
Fraud Operations Specialist Visa & MasterCard
Texas Commerce Bank
04.1979 - 08.1991
Word, Excel, Windows
Business Technology Classroom 30hrs Certifications
Texas All Lines Adjuster Pre-License Course
Atwood Bell Licensing Company
40 Hrs. Trust School
Wealth Management & Trust School
High School Diploma -
French High School
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