Charlene Sandoval

Responsible to collaborate and partner with departments and the executive team. Working with direct supervision to support the Executive Administrative Assistant, the Board of Directors, the Leadership Team and the Cooperative.

• Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
• Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
• Ensured accurate record-keeping with diligent data entry and database management for vital company information.
• Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
• Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
• Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
• Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
• Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
• Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
• Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
• Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
• Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
• Developed strategies to streamline and improve office procedures.
• Facilitated collaboration within team by organizing regular meetings and tracking project progress.
• Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
• Drafted correspondence and other documents for CEO and department heads in company's voice.
• Negotiated contracts with vendors and suppliers for office supplies, equipment and services.
• Maintained inventory of office supplies and placed orders.
• Managed filing system, entered data and completed other clerical tasks.
• Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
• Assisted coworkers and staff members with special tasks on daily basis.
• Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
• Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
• Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
• Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
• Opened and properly distributed incoming mail to promote quicker response to client inquiries.
• Volunteered to help with special projects of varying degrees of complexity.
• Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
• Increased office participation in special events by creating newsletter with detailed calendars and other office updates.

• Improved customer satisfaction by efficiently managing teller transactions and addressing customer inquiries.
• Enhanced branch operations through effective management of daily bank teller activities and workflow prioritization.
• Counted cash drawers and made bank deposits.
• Managed risk effectively by monitoring teller activities, ensuring compliance with banking regulations and policies.

• Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
• Maintained accounting records utilizing in-house and client systems.
• Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
• Generated comprehensive reports for senior management, covering key financial metrics.
• Analyzed and verified employee expense reports for accuracy.
• Supported management by processing invoices and documents with consistent on-time delivery.

• Built strong relationships with clients through consistent communication and excellent customer service.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
• Maintained high standards of customer service by building relationships with clients.
• Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
• Cross-sold insurance products to existing clients to reach sales targets.
• Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
• Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
• Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
• Educated clients on insurance policies and procedures.

• Ensured timely payments to vendors by developing a robust payment schedule and maintaining clear communication regarding due dates.
• Maintained compliance with federal and state regulations by staying updated on tax laws and ensuring accurate deductions from employee paychecks.
• Assisted in the preparation of year-end financial statements, reconciling accounts payable and payroll-related balances.
• Prepared monthly journal entries for accruals related to payroll expenses, ensuring accurate financial reporting.
• Streamlined communication between the accounting department and other teams by implementing a centralized system for submitting invoices and expense reports.
• Managed cash flow effectively by coordinating payments with receivables, allowing for optimal allocation of company resources.
• Reduced manual entry errors by automating data input processes, resulting in greater efficiency and fewer discrepancies.
• Managed invoices for new materials and parts.
• Used accounting software to issue tax returns and prepare consolidated reports.