Summary
Work History
Education
Skills
Timeline
Generic

JULIE ELMS

Executive Assisstant
Little Rock,ARKANSAS

Summary

Adept at maintaining confidentiality and streamlining office operations, I significantly enhanced executive efficiency working for Mr. Patterson. My expertise in documentation and customer service, coupled with a proven track record in legal and financial settings, showcases my ability to manage critical tasks and foster client relationships effectively.

Detail-oriented administrative professional with superb people-skills and public relations experience. Business-savvy with excellent decision-making skills.

Work History

Executive Assistant

Richard Patterson, Agent & Financial Advisor
03.2022 - Current
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
  • Managed mail and both incoming and outgoing correspondence, mail, email and faxes.

Legal Secretary

John B. Mayes, Attorney
02.2014 - 03.2022
  • Maintained strict confidentiality of sensitive information to protect client privacy and uphold professional ethics.
  • Facilitated communication between clients and attorneys, ensuring prompt responses to inquiries.
  • Arranged for delivery of legal correspondence to clients, witnesses, and court officials.
  • Organized files for court proceedings.
  • Provided exceptional customer service when greeting clients and answering phone calls, fostering a welcoming environment.
  • Assisted in drafting legal documents such as pleadings, motions, and briefs, contributing to successful case resolutions.
  • Created, indexed, and maintained client binders.
  • Developed and maintained filing and retrieval systems.
  • Diligently edited legal correspondence for grammar and spelling.
  • Streamlined billing process, ensuring accurate and timely invoicing for firm's services.
  • Supported case preparation by drafting pleadings, motions, and other legal documents under attorney supervision.

Loan Processor, Loan Closer

Logan Finance Corporation
04.1977 - 01.2014
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
  • Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Set up and completed loan submission packages.
  • Prepared documents for underwriting by verifying client income, credit reports, and other information.
  • Facilitated successful loan closings by coordinating with underwriters, title companies, and attorneys throughout the process.
  • Coordinated with real estate agents and attorneys to ensure accurate and timely closing of loans.

Education

High School Diploma -

Blytheville High School
Blytheville, AR
05.1975

No Degree - Business Administration

ANC Community College
Blytheville, AR

Skills

  • Executive Support
  • Office Management
  • Information confidentiality
  • Documentation and Recordkeeping
  • Customer Service-Oriented
  • Document Preparation
  • File Organization
  • Filing and data archiving
  • Software Knowledge
  • Business Correspondence
  • Financial Services
  • Reliable and Responsible

Timeline

Executive Assistant

Richard Patterson, Agent & Financial Advisor
03.2022 - Current

Legal Secretary

John B. Mayes, Attorney
02.2014 - 03.2022

Loan Processor, Loan Closer

Logan Finance Corporation
04.1977 - 01.2014

High School Diploma -

Blytheville High School

No Degree - Business Administration

ANC Community College
JULIE ELMSExecutive Assisstant