JAKE BORDELEAU
San Francisco,CA
Summary
Personable and energetic Executive Assistant with years of experience providing dynamic and results-oriented support. Well-rounded and skilled at juggling multiple priorities with efficiency and grace. Works well both independently and within an executive team bringing professionalism, organization and dedication to the workplace. Motivated self-starter with a reputation for being proficient, hardworking, and reliable.
Overview
16
16
years of professional experience
Work History
Senior Executive Assistant
Citi
06.2023 - Current
- Process heavy travel expenses and reimbursements for executive and two bankers.
- Manage complex calendar scheduling with focus on proper allocation of executive availability.
- Accurately and quickly process subscription and market invoices.
- Manage schedules, events and travel plans for conferences, meetings and seminars, as well as domestic and international trips for executive.
- Book conference rooms and coordinate catering for client meetings and staff development forum.
- Develop and maintain automated alert systems for important deadlines.
- Maintain confidential, administrative support to executive and his directs.
- Manage executive's complex and frequently changing travel arrangements and coordinate pre-planning of trips.
- Contribute to smooth business operations by planning and organizing meetings and conferences.
- Travel Management: Bookings, Visa and applications, transfers and agenda preparation.
- Meeting Room Management: Internal and external client bookings.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices and escalating, managing and reporting control issues with transparency.
Associate Executive Specialist
Wells Fargo Bank
08.2020 - 05.2023
- Provided support to Executive Vice President and Lending Transformation leader and direct reports
- Responsible for supporting team spread across footprint by consistently delivering reliable and timely virtual and in-person support all while maintaining high level of output and productivity
- Performed high-volume calendar scheduling and maintenance
- Leader preparation includes weekly meeting to ensure that calendar is up to date and resolve calendar conflicts as needed
- Experience in supporting virtual meetings via several platforms: Zoom, Skype for Business and Microsoft Teams
- Reviewed and researched general ledger issues: GL31; process invoices; assisted with budgetary planning; handled sensitive inquiries
- Information source on departmental/business unit policies and procedures
- Facilitated new hire on-boarding/off-boarding of team members and managed resources within Commercial Banking Lending Transformation team
- Managed and maintained SharePoint site and kept abreast of policy changes for implementation and adherence
- Managed monthly team member recognition program
- Kept track of compliance training to ensure team completion prior to deadline
- Maintained corporate properties/space allocation tracking for team
- Coordinated and managed all logistics for group and individual team member moves in multiple locations
- Processed detailed expense reports for manager and directs
- Composed complex and/or confidential correspondence.
- Followed all company policies and procedures to deliver quality work
- Helped meet changing demands by recommending improvements to business systems or procedures
- Collected, arranged, and input information into database system
- Attended training programs to deepen professional skillset and assisted in training fellow associates on existing and new processes.
Executive Assistant
Wells Fargo & Company
05.2016 - 08.2020
- Direct support to Executive Vice President and Head of Business Enablement, Data & Insights and leadership team of five
- Managed executive calendar and scheduled business travel and expense processing, new hire onboarding and office management
- Managed offsite meetings and creative team building events including research, site visit, planning and budget.
- Screened calls and emails and initiated actions to respond or direct messages for managers
- Organized and coordinated conferences and monthly meetings
- Processed travel expenses and reimbursements for executive team and senior management group
- Supported business and hospitality needs of corporate partners and staff during meetings and company events
- Handled confidential and sensitive information with discretion and tact
- Transcribed meeting minutes to support sales, business development and senior management teams
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes
- Volunteered to help with special projects of varying degrees of complexity
- Took notes and dictation at meetings
- Updated and maintained confidential databases and records
Project Coordinator
Wells Fargo & Company
05.2016 - 01.2017
- Directly supported Executive Vice President and Head of Sales for Middle Market Banking in addition to five leaders across footprint.
- Maintained executive calendar, travel arrangements, monthly expenses, invoices, and office supplies.
- Extensive knowledge of conference and seminar planning; group travel arrangement, venue procurement, event catering, offsite dinner.
- Managed competing demands and professionally adapted to frequent change, delays and unexpected events.
- Photocopied, distributed and emailed documents to project managers.
- Prepared meeting agendas and minutes for distribution and record keeping.
Administrative Assistant IV
Wells Fargo & Company
06.2010 - 03.2013
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Executed record filing system to improve document organization and management.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Assisted development and implementation of new administrative procedures.
- Assisted coworkers and staff members with special tasks on daily basis.
- Increased office participation in special events by creating newsletter with detailed calendars and other office updates.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Volunteered to help with special projects of varying degrees of complexity.
Home Mortgage Consultant
Wells Fargo & Company
04.2008 - 06.2010
- Assessed clients' financial data to determine loan suitability.
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
- Reviewed loan files and updated to match current standards.
- Worked with underwriters to fix application problems and resolve issues.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Checked loan documents for accuracy prior to closing.
- Developed and implemented marketing campaigns to generate new business opportunities.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Proactively identified solutions for customers experiencing credit issues.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Monitored pipelines to track and log status of loans.
- Processed loan applications and monitored progress from start to finish.
- Explained very technical financial information to applicants in easy to understand language.
- Assisted customers with completing loan applications and other paperwork.
Education
B.S - International Business
San Jose State University
San Jose, CA2003
Associate of Arts - Area Studies
Bath Spa University
Bath, England03.2001
Skills
- Microsoft Office Suite Zoom, Skype for Business, MS Teams Adobe Acrobat Pro, Adobe Connect Pro, Visio Concur, Workday, SIMBA, Guardian, SharePoint, Salesforce, JIRA
- Mentor to junior administrative assistants
- Fluent in Tagalog (Philippines)
- Executive Support
- Excellent interpersonal abilities
- Professional and mature
- Invoice Processing Expense Reporting
- Office Management
- Schedule & calendar planning
- Information confidentiality
- Travel Arrangements and coordination
- Customer Service-Oriented
Additional Information
- Recipient of Wells Fargo Pinnacle Award, 2019; Wholesale banking's most prestigious annual achievement award, honoring the top three percent of Wholesale's highest performing team members.
- Winner of Wells Fargo Volunteer of the Year Award, 2015
- Awardee of Asian Connection Bay Area Volunteer Grant, 2014
- Recipient of Volunteer Service Award (2013 and 2014)
Timeline
Senior Executive Assistant
Citi
06.2023 - Current
Associate Executive Specialist
Wells Fargo Bank
08.2020 - 05.2023
Executive Assistant
Wells Fargo & Company
05.2016 - 08.2020
Project Coordinator
Wells Fargo & Company
05.2016 - 01.2017
Administrative Assistant IV
Wells Fargo & Company
06.2010 - 03.2013
Home Mortgage Consultant
Wells Fargo & Company
04.2008 - 06.2010
B.S - International Business
San Jose State University
Associate of Arts - Area Studies
Bath Spa University