Catherine Mundell
Canal Fulton,OH
Summary
Organized and dedicated Administrative Assistant 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
7
7
years of professional experience
Work History
Administrative Assistant
Business Administration, Inc.
- Manage all incoming and outgoing correspondence, including calls, emails, and mail
- Effectively communicate with clients and assist them with any inquiries or concerns
- Coordinate and schedule meetings, appointments, and travel arrangements for team members
- Create and maintain client files and database
- Process client applications and account documents accurately and efficiently
- Assist with managing and reconciling office expense reports
- Prepare and edit presentations and reports as needed
- Maintain and order office supplies and equipment
- Support team members with any administrative tasks as needed.
CPA Assistant
Carolyn Valentine Co., Inc
08.2022 - 02.2023
- Process and reconcile a wide variety of invoices and identify discrepancies within QuickBooks
- Data entry and checking for inaccuracies
- Maintain physical and digital financial records
- Handling of sensitive and confidential information.
Loan Officer Assistant
Hallmark Home Mortgage
03.2021 - 05.2022
- Execute multiple tasks to assist the Mortgage Loan Originator with preparing the borrower for application along with the borrower during the process to ensure a positive experience
- Evaluate and verify accuracy of documents
- Guided weekly status meetings between Processor and MLO
- Assist MLO with formatting and organizing their contact lists
- Designed marketing material for the MLO.
Relationship Banker
The Huntington National Bank
02.2016 - 02.2021
- Responsible for building customer and business relationships by proactively recommending appropriate deposit, loan and other banking products
- Direct tellers and sales team while in the management training program
- Provide excellent customer service and effectively resolve customer issues
- Increase sales through walk-in customers, customer outreach, and scheduled appointments
- Sourcing referrals from customers, other bank colleagues and partners while educating and referring customers to other areas of the bank to deepen relationships and build strong partnerships
- Adhering to all operational, security, risk, and regulatory policies and procedures.
Education
Marketing -
University of Akron Main Campus
Akron, OH05.2014
Early Education -
Ashland University
Ashland, OH05.2013
High School -
Northwest High School
05.2012
Skills
- Customer Service (10 years)
- Outlook (6 years)
- Banking (5 years)
- Relationship Management (6 years)
- Financial Services (6 years)
- Business Development (6 years)
- Account Management (6 years)
- Customer Relationship Management (6 years)
- Sourcing (6 years)
- Forecasting (5 years)
- Administrative (3 Years)
- QuickBooks
- Mail Handling
- Database Management
- Quality Assurance
- Appointment Scheduling
- Research
- Document Control
- Data Entry
- Calendar Management
- Filing
- Videoconference Preparation
- Workflow Planning
- Time Management
- Filing and Data Archiving
- Documentation and Reporting
- Schedule Management
- Loan Origination
- Cash Handling
- Document Review
- Loan Application Preparation
- Lending Software Systems
- Deposit and Payment Collection
Timeline
CPA Assistant
Carolyn Valentine Co., Inc
08.2022 - 02.2023
Loan Officer Assistant
Hallmark Home Mortgage
03.2021 - 05.2022
Relationship Banker
The Huntington National Bank
02.2016 - 02.2021
Administrative Assistant
Business Administration, Inc.
Marketing -
University of Akron Main Campus
Early Education -
Ashland University
High School -
Northwest High School
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