Hardworking and focused Administrative professional offering excellent communication, planning and prioritization skills demonstrated through 20 years of performance. Skilled at drafting reports and business correspondence, managing mail and updating tracking spreadsheets. Exceptional leadership skills with expertise in streamlining workflow to optimize personnel strengths.
Overview
33
33
years of professional experience
Work History
Executive Assistant
Morongo Band of Mission Indians
11.2021 - Current
Plan meetings and take detailed minutes
Write and distribute email, correspondence memos, letters, faxes and forms
Assist in preparation of regularly scheduled reports
Develop and maintains filing system
Update and maintain office policies and procedures
Order office supplies and research new deals and suppliers
Maintain contact lists
Book travel arrangements
Submit and reconcile expense reports
Act as an point of contact for internal and external clients
Liaise with executive and senior administrative assistants to handle requests and queries from senior managers
Screened calls and emails and initiated actions to respond or direct messages for managers.
Organized and coordinated conferences and monthly meetings.
Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Handled confidential and sensitive information with discretion and tact.
Coordinated daily schedules for 14+ staff members, ensuring optimal coverage and productivity.
Processed vendor invoices efficiently, reconciling discrepancies and negotiating favorable payment terms when necessary.
Branch Specialist
Autoclub of Southern California
06.2014 - 10.2021
Provides administrative support to management and staff
Processed vehicle titles with precise accuracy;
and researched vehicle titles and resolved issues in a timely manner.High DMV EXPERIENCE
Process
state registrations, title transfers in state and out of state, issue and assign department of motors vehicle
inventory on a daily basis
Approved Vehicle Inspector.Audit DMV paperwork
Interact with members regarding their membership and other aspects of business needs
Answered all
customer inquires via phone, in person or by mail
Maintain customer satisfaction for success in building
long lasting members for business needs
Book Keeping experience to include bank deposits, auditing
and all cash transactions
Accomplishments
Great customer service
Skills Used
State regulations and department of motor vehicles knowledge
Insurance-Commercial Lines Customer Service Representative
Garcia Insurance Company
06.2012 - 01.2014
Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer
Analyzes and compares current exposures and develops renewal or new business specifications for
marketing
Prepares summaries and/or schedules of coverage for clients
Finalizes proposals and presentations in coordination with Producer
Notifies brokers of pertinent information related to client retention
Review policies for accuracy
Binds insurance coverage and prepares binders and/or delegate
certificates of insurance
Respond to accounting inquiries, process invoices, corrects discrepancies, and contacts client on
receivable
collections
Meets with clients as needed or directed by Producer
Maintain account files in accordance with established procedures.
Customer Service Representative
WELLS FARGO HOME MORTGAGE
10.1999 - 05.2012
12 years of experience providing customer support in busy call center environments for the mortgage industry
An unwavering commitment to customer service, with the ability to build productive relationships, resolve complex issues and win customer loyalty
Strategic-relationship/partnership-building skills listen attentively, solve problems creatively, and use tact and diplomacy to find common ground and achieve win-win outcomes
Managed a high-volume workload within a deadline-driven environment
Resolved an average of 550 inquiries in any given week and consistently met performance benchmarks in all areas (speed, accuracy, volume)
Became the lead "go-to" person for new reps and particularly challenging calls as one of the companies primary mentors/trainers of both new and established employees
Helped company attain the highest customer service ratings (as determined by external auditors) earned 100% marks in all categories including communication skills, listening skills, problem solutions.
Developed and delivered engaging sales presentations to convey product benefits.
Retained excellent client satisfaction ratings through outstanding service delivery.
Developed and implemented sales strategies to increase profits.
Managed customer accounts to secure customer satisfaction and repeat business.
Administrative Assistant
THE BPS GROUP
01.1992 - 10.1999
Managed daily office operations and maintenance of equipment, maintaining accurate records for all business
Supplies
Standardized department filing system so secretarial staff could easily locate information in any filing center
Contacted insurance providers to verify correct insurance information and get authorization for proper billing
Codes.Prepared and drafted all outgoing correspondence in a timely manner.
Education
Some College (No Degree) - Behavioral Sciences
Mt. SAC
San Jacinto, CA
Skills
Social Work
Program Development
Microsoft Outlook
Administrative Experience
Supervising Experience
Advanced MS Office Suite
Financial services
Scheduling
Multi-line phone proficiency
Sales expertise
Exceptional Customer Service
Sales trends
Product and Service Sales
Timeline
Executive Assistant
Morongo Band of Mission Indians
11.2021 - Current
Branch Specialist
Autoclub of Southern California
06.2014 - 10.2021
Insurance-Commercial Lines Customer Service Representative