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
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