Donna Ball

Administrative Assistant

Malaga Bank

Torrance, CA

10.2022 - Current

Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
Entered insurance, demographics and history into borrower's database.
Answered telephones and directed calls to appropriate staff.
Completed relevant insurance and other claim forms.
Answered multi-line phone system and directed callers to requested personnel and departments.
Photocopied identification cards, documented details and verified borrower for upcoming appointment.
Delivered high-quality administrative and customer service to sustain work flows.
Ordered and maintained supply inventory for office.
Scheduled closing times, notary appointments and office meetings.
Retrieved faxes and uploaded documents to client's files
Prepared reports, invoices, letters, or documents using word processing, spreadsheet, or other software applications.
Straightened up reception room to maintain neat and organized space.
Called clients to confirm scheduled appointments and obtain additional details.
Scheduled client's appointments, verifying accuracy of appointment times.
Carried out daily tasks by professionally communicating with office staff and clients.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Completed day-to-day duties accurately and efficiently.
Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Exceeded customer satisfaction by finding creative solutions to problems.