Summary
Overview
Work History
Education
Skills
Certification
Timeline
BusinessAnalyst
Chelsie Garza

Chelsie Garza

Mill Creek,WA

Summary

Dedicated and detail-oriented Executive Assistant with a proven track record of providing senior-level leadership support. Seeking an opportunity to leverage my extensive experience in managing complex calendars, planning and executing events, and collaborating with cross-functional teams. Committed to maintaining confidentiality, professionalism, and fostering a positive team environment.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Client Service Coordinator

Sound Planning Group
Kirkland, WA
06.2023 - Current

•Leveraged strong project management skills to set up and maintain a client management system, ensuring accurate client appointment information.
• Demonstrated proficiency in executive calendar management by scheduling and confirming appointments based on client availability.
• Resolved client concerns and issues with professionalism, ensuring customer satisfaction and loyalty.
• Collaborated with staff and executives to optimize long-term business success through scheduled meetings and updates.
• Maintained accurate and confidential client account information, contributing to operational efficiency.

Executive Assistant/Mortgage Loan Officer

Barrett Financial Group
Gilbert, AZ
10.2022 - 10.2023
  • Safeguarded sensitive information and maintained business confidence.
  • Coordinated multiple schedules using an online calendaring system.
  • Demonstrated strong problem-solving skills in addressing high-priority issues.
  • Leveraged word processing software for effective communication.

Executive Assistant

Fairway Independent Mortgage
Bellevue, WA
08.2019 - 10.2022
  • Demonstrated proficiency in executive calendar management.
  • Managed daily invoices, reports, and proposals.
  • Tackled high-priority issues with professional administrative discretion.
  • Oversaw executive and management calendars for operational efficiency.

Operation Manager

Prestige Notaries
Everett, WA
07.2017 - 08.2019
  • Delegated work to staff, set priorities and goals, and enhanced operational workflow.
  • Collaborated with staff members to assess performance and maintain operational standards.
  • Demonstrated excellent verbal skills in engaging customers and determining their needs.

Escrow Assistant

CW Title & Escrow
Bellevue, WA
05.2015 - 07.2017

• Utilized strong planning and organizational skills to create spreadsheets for record-keeping and reporting in Microsoft Excel.
• Managed master calendar of signings and organized related paperwork, ensuring efficient communication between all parties involved.

Education

Associate of Arts -

Bellevue College, Bellevue, WA
01.2013

High School Diploma -

West Valley High School, Yakima WA
01.2011

Skills

  • Customer Success Management
  • Cross- Functional Collaboration
  • Relationship Building & Retention
  • Senior Level Leadership Support
  • Microsoft Office Products
  • Process Improvement
  • Executive Calendar Management
  • Administrative Support
  • Travel Arrangement Coordination
  • Strong Problem Solver
  • Critical Thinking
  • Social Media Knowledge
  • Video Conferencing Software
  • Reports and Financial Statements
  • Meeting Agenda Preparation

Certification

  • Project Management Certification- 2023

Timeline

Client Service Coordinator

Sound Planning Group
06.2023 - Current

Executive Assistant/Mortgage Loan Officer

Barrett Financial Group
10.2022 - 10.2023

Executive Assistant

Fairway Independent Mortgage
08.2019 - 10.2022

Operation Manager

Prestige Notaries
07.2017 - 08.2019

Escrow Assistant

CW Title & Escrow
05.2015 - 07.2017

Associate of Arts -

Bellevue College, Bellevue, WA

High School Diploma -

West Valley High School, Yakima WA
Chelsie Garza