Highly organized and detail-oriented professional with strong work ethic and dedication to achieving goals. Skilled at developing and maintaining documentation systems, managing calendars and preparing reports. Knowledgeable in project management principles, business processes and customer service best practices.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Program Support Specialist
National Real Estate Insurance Group
04.2023 - Current
Support EVP with project and administrative assignments.
Developed and implemented strategies to streamline office operations.
Created documents, reports and spreadsheets detailing program information.
Investigated issues and provided knowledgeable responses to resolve customer concerns.
Checked account information for eligibility with program plans and guidelines.
Assisted in gathering of program data to compose thorough monthly reports.
Communicated clearly with program staff and participants through written and digital correspondence.
Analyzed program information to present innovative solutions to program supervisors.
Remained solutions-oriented in face of complex problems to assist management and overall business direction.
Realtor
Juncture
08.2020 - Current
Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
Wrote contracts to outline sales and purchases of properties.
Completed property walk-throughs before completing deals to uphold accuracy in listings and appraisals.
Resolved client concerns related to home purchases to maintain high satisfaction ratings.
Advised and informed prospective clients on current market activities and conditions.
Educated clients on changing or updating properties, buying, and selling techniques and processes to maintain curb appeal.
Executive Assistant (CEO&COO)
National Real Estate Insurance Group
11.2022 - 04.2023
Handled confidential and sensitive information with discretion and tact.
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Organized and coordinated conferences and monthly meetings.
Processed travel expenses and reimbursements for executive team and senior management group.
Screened calls and emails and responded accordingly to support executive correspondence.
Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Supported business and hospitality needs of corporate partners and staff during meetings and company events.
Created and managed office systems to efficiently deal with documentation.
Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
CLE & Licensure Coordinator
Polsinelli
04.2018 - 07.2020
Assist in renewing attorney licenses.
Developed and maintained filing and retrieval systems.
Developed education programming events and other activities designed to increase and improve educational outcomes.
Liaised between faculty, staff and administrators to coordinate educational program delivery.
Tracked records, filed documents and maintained communication between clients to manage CLE activities and credits.
Stayed up-to-date on CLE requirements to complete accurate and efficient reviews.
Identified issues, analyzed information and provided solutions to problems.
Administration Coordinator
Bank of Labor
01.2017 - 04.2018
Assist in preparation for audits
Assisted management with special projects to complete all tasks by deadlines.
Coordinated and scheduled meetings and appointments to keep organization running smoothly.
Answered phone calls and responded to inquiries from customers, vendors and other external contacts.
Implemented project management techniques to overcome obstacles and increase team productivity.
Greeted visitors with professionalism and enthusiasm to provide support and direct guests to appropriate department.
Universal Banker
Bank of Labor
06.2016 - 01.2017
Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
Balanced teller drawers and ATM cash.
Evaluated client financial positions and identified most appropriate banking products.
Education
Liberty High School
Skills
Research Abilities
Project Organization
Project Support
Analytical and Critical Thinking
Excellent Communication
Quality Control
Project Management
Team Coordination
Strategic Planning
Detailed Skillset
Executive and administrative experience
Outstanding ability to work quickly and efficiently under tight deadlines
Independent and multi-task oriented; proficient problem solver
Skilled at prioritizing multiple tasks properly, getting things done, and solving tangible problems in the most efficient and cost-effective manner possible
Proficient with a variety of software programs including banking software, Word, Excel, and Outlook
Insurance knowledge and training. Property and Casualty licensed.
Licensed and experienced Real Estate agent
Career Overview
04/01/23, Present, National Real Estate Insurance Group, Program Support Specialist, Assist with organizational objectives as it relates to the NREIG real estate investor program., Assist as necessary with audit of coverages sold based on Company assignment procedures., Coordinate with internal and external partners to manage project plan details for timely and accurate completion/rollout., Create and maintain comprehensive project documentation, plans and reports., Support EVP with project and administrative assignments.
11/01/22, 04/01/23, National Real Estate Insurance Group, Executive Assistant (CEO&COO), Act as the point of contact among executives, employees, clients, and other external partners, Manage information flows in a timely and accurate manner., Manage executives’ calendars, Make travel and accommodation arrangements., Rack daily expenses and prepare weekly, monthly, or quarterly reports., Manage events and meetings – on and offsite, Format information for internal and external communication – memos, emails, presentations, reports, Take minutes during meetings., Screen and direct phone calls and distribute correspondence.
08/01/20, Present, Juncture, Realtor, Prepare listings for clients, Analyze home values, Present offers to agents, Schedule and present showings to clients, Maintain communication with clients throughout the home buying/selling process
04/01/18, 07/01/20, Polsinelli, CLE & Licensure Coordinator, Manage continuing education for over 800 attorneys, Submit applications to state jurisdictions to obtain attorney credits, Coordinate accredited programs, Work with LAA’s to submit attorney credits to each jurisdiction, Assist in renewing attorney licenses
01/01/17, 04/01/18, Bank of Labor, Administration Coordinator (Promoted from Universal Banker), Prepare documents for board meetings, Research and compile data for reports, Open union, business, and personal accounts, Assist in preparation for audits, Assist customers over the phone and through email with any credit card, bank account, or merchant services questions.
06/01/16, 01/01/17, Bank of Labor, Universal Banker, Efficiently work with lobby customers and drive-thru customers to complete transactions and answer questions, Open new customer accounts, Travel to all locations of Brotherhood Bank as a roving universal banker, Answer the phone and any questions the customer may have, Well trained on all the software required for day-to-day duties
10/01/15, 06/01/16, BankLiberty, Bank Teller, Efficiently work with lobby customers and drive-thru customers to complete transactions and answer questions, Well trained on all the software required for day-to-day duties
Certification
Licensed Real Estate Agent - 3 years
Property and Casualty License - 6 months
Project Manager Certificate - Coursera - Currently enrolled
Timeline
Program Support Specialist
National Real Estate Insurance Group
04.2023 - Current
Executive Assistant (CEO&COO)
National Real Estate Insurance Group
11.2022 - 04.2023
Realtor
Juncture
08.2020 - Current
CLE & Licensure Coordinator
Polsinelli
04.2018 - 07.2020
Administration Coordinator
Bank of Labor
01.2017 - 04.2018
Universal Banker
Bank of Labor
06.2016 - 01.2017
Liberty High School
Licensed Real Estate Agent - 3 years
Property and Casualty License - 6 months
Project Manager Certificate - Coursera - Currently enrolled
Similar Profiles
Denise LaakmannDenise Laakmann
Sales Advisor at National Real Estate Insurance GroupSales Advisor at National Real Estate Insurance Group