Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Charline Sergent

Cincinnati,OH

Summary

Dynamic Executive Assistant with a proven track record at Dodd's Heating and Cooling, excelling in customer service and meticulous invoice processing. Adept at managing confidential information and fostering strong professional relationships, I leverage my problem-solving skills to enhance team efficiency and ensure timely financial operations. Reliable and detail-oriented, I thrive in high-pressure environments.

Professional with strong background in executive support, adept at managing complex schedules, coordinating meetings, and handling confidential information. Highly skilled in communication, organization, and problem-solving, ensuring seamless office operations. Focused on team collaboration and achieving results, adapting flexibly to changing needs and priorities. Dependable and resourceful, consistently delivering high-quality outcomes.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Executive Assistant

Dodds Heating and Cooling D/b/a Aire Serv
03.2023 - Current
  • Handled confidential and sensitive information with discretion and tact.
  • Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
  • Answered high volume of phone calls and email inquiries. Depending on the day we could get up to 50 calls a day.
  • Handled payroll processing tasks accurately while maintaining strict adherence to deadlines for timely payments.
  • Fostered positive work environment, organizing team-building activities and events.
  • Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
  • Used QuickBooks to produce monthly invoices, reports, and other deliverables.
  • Managed high-stress situations calmly and effectively, ensuring timely assistance to those in need.
  • Managed conflict resolutions with customers, drivers and other personnel to encourage professional relationships and promote respect.
  • Provided exceptional customer service to callers, remaining empathetic and patient during emergencies.
  • Processed invoices and payments for dispatched orders to provide proof of transaction.
  • Prepared vendor invoices and processed incoming payments.
  • Maintained good working relationships with vendors and resolved disputes.
  • Maintained accurate financial records, contributing to successful audits by organizing and filing all accounts payable documents.
  • Submitted cash and check deposits and generated cash receipts to record money received.
  • Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
  • Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.
  • Used accounting software to reconcile accounts, track income, and generate invoices.
  • Reconciled accounts receivable ledger to verify payments and resolve variances.
  • Reduced outstanding account balances through diligent follow-up on overdue invoices and negotiating payment arrangements with clients.
  • Responded to inbound inquiries regarding accounts and payments.

Office Administrator

Titan Mechanical Solutions D/b/a Aire Serv
07.2016 - 03.2023
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors. Up to 50 calls a day.
  • Maintained electronic and paper filing systems for easy retrieval of information.
  • Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
  • Tracked office supplies and restocked low items to keep team members on-task and productive.
  • Demonstrated exceptional multitasking abilities while juggling diverse responsibilities, including reception duties and administrative tasks.

Escrow Assistant

Lawyers Title
08.2011 - 07.2016
  • Developed strong relationships with clients through excellent customer service, fostering trust and loyalty.
  • Assisted with the successful closing of numerous escrow transactions, ensuring all parties were informed and satisfied.
  • Maintained open communication with lenders, brokers and borrowers.
  • Followed-up on status of releases, policies, and return of recorded documents.
  • Examined purchase and sale agreement for potential items of concern and addressed immediately.
  • Effectively managed deadlines for inspections, appraisals, loan contingencies which ultimately contributed to timelier transaction completions.
  • Fostered strong professional relationships with title companies, lenders, realtors, and other key players within industry to improve collaboration and client satisfaction.
  • Expedited process completion by proactively addressing potential issues and promptly resolving any discrepancies.
  • Increased team efficiency by collaborating effectively with Escrow Officers and support staff on multiple tasks.
  • Ensured accuracy of legal documents such as deed transfers, tax certificates, insurance binders, along with thorough review before submission.

Education

High School Diploma -

Northwest High School
Cincinnati, Ohio
06-1999

Skills

  • Meticulous attention to detail
  • Customer Service-oriented
  • Time management
  • Honest and dependable
  • Work prioritization

Certification

  • Certified Notary Public Expires January 2030

Timeline

Executive Assistant

Dodds Heating and Cooling D/b/a Aire Serv
03.2023 - Current

Office Administrator

Titan Mechanical Solutions D/b/a Aire Serv
07.2016 - 03.2023

Escrow Assistant

Lawyers Title
08.2011 - 07.2016

High School Diploma -

Northwest High School