Deborah Roach
Executive Assistant
Carrollton,Texas
Summary
Driven and resourceful administrative professional with 5+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.
Overview
14
14
years of professional experience
Work History
Executive Assistant to the Chief Executive Officer
ID-Life
Frisco, TX
08.2016 - Current
- Personally assisted CEO with all aspects of his daily business and personal family activities (including but not limited to: Scheduling Appointments, Coordinate Travel Itinerary, Events, and Distribute Executive Communications etc, etc)
- Organized and managed all corporate events with internal and external staff, all within corporate budget guidelines.
- Assisted President with logistical planning and travel for all off-site corporate events and incentive trips
- Established excellent long-term relationships with outside travel planners and hotel event coordinators.
- Assisted in the planning and execution of the CEO's personal annual non-profit banquet and gala for his select sports club.
Relocation Counselor Associate
Paragon Home Resources - Relocation Division
Coppell, TX
01.2015 - 01.2016
- Managed customer database accounts, performed customer verification information, making sure that authorizations received from clients were accurate and aligned to the HR benefits for relocation services
- Scheduled appointments and verified the information with customers on behalf of the relocations advisors
- Managed and monitored the Service Delivery team caseload
- Worked with team of Relocation counselors with the day-to-day management of their desk.
Mortgage Sale Assistant
Paragon Home Resources - GenEquity Division
Coppell, TX
01.2014 - 01.2015
- Prepared loan application documents to be submitted to the Processing/Underwriting departments
- Utilized DocMagic to audit loan applications, follow up process and insure data integrity
- Managed strong customer service skills through constant internal and external customer interaction
- Managed caseloads for loan officers and processors
- Created and maintained all necessary loan documents, ensuring compliance and confidentiality.
Mortgage Sales Assistant
Nationstar Mortgage
Irving, TX
01.2012 - 01.2014
- Maintained comprehensive correspondence files for every transaction the firm initiated
- Managed all aspects of administrative support for loan officers, which included written and verbal communication with customers
- Communicated with senior executives, middle management and administrative staff
- Documented, recorded, updated and maintained confidential information
- Prepared and distributed various reports
- Prepared loan documents, financial documents, including ordering appraisals
- Coordinated conference calls, management meetings, and special events.
Senior Lead Operations Specialist
JPMorgan Chase
Lewisville, TX
01.2011 - 01.2012
- Main point of contact for escalation to internal and external Customers concerns
- Facilitated communication between all departments
- Greeted visitors, answered telephones, filed, sent facsimiles and other general office duties
- Supported REO and Property Preservation process
- Followed up with vendors, attorney, closing vendors, real estate brokers, and customers
- Trained new hires and provided ongoing partnership with new employees after un-boarding.
Patient Account Manager
Flower Mound Women’s Care
Flower Mound, TX
01.2007 - 01.2011
- Processed medical billing, pre-authorization claims and coding for the medical Practice
- Served as a liaison between insurance companies and patients
- Reviewed confidential information received from patient records and insurance companies
- Calculated patient financial arrangements
- Reduced accounts receivables and collections.
Education
Bachelor of Business Administration -
Stephen F. Austin State University
Skills
Strong interpersonal and communication skills
Results driven problem solver
Strong negotiation skills
A loyal professional
Affiliations
Results oriented event planner with excellent organizational skills.
Recognized for proactively assisting in identifying and securing corporate incentive trip locations.
Dedicated to providing excellent customer service, both internally and externally.
HIPPA Certified
Successfully completed a course designed to train and teach the information needed to become HIPAA certified.
HIPAA certification is a third-party process meant to aid your organization’s HIPAA compliance. It may be an evaluation of your organization’s HIPAA compliance, as per the Security Rule found in section 164 of the Act, or it may be a boot camp training seminar for individuals within your workforce.
Timeline
Executive Assistant to the Chief Executive Officer
ID-Life
08.2016 - Current
Relocation Counselor Associate
Paragon Home Resources - Relocation Division
01.2015 - 01.2016
Mortgage Sale Assistant
Paragon Home Resources - GenEquity Division
01.2014 - 01.2015
Mortgage Sales Assistant
Nationstar Mortgage
01.2012 - 01.2014
Senior Lead Operations Specialist
JPMorgan Chase
01.2011 - 01.2012
Patient Account Manager
Flower Mound Women’s Care
01.2007 - 01.2011
Bachelor of Business Administration -
Stephen F. Austin State University