Summary
Overview
Work History
Education
Skills
Timeline
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JULIE HEADLEY

Fort Scott,KS

Summary

Dynamic professional with extensive experience at Arvest Mortgage and Thellman Financial, excelling in executive support and office management. Professional with a strong background in executive support, adept at managing complex schedules, coordinating meetings, and handling confidential information. Highly skilled in communication, organization, and problem-solving, ensuring seamless office operations. Focused on team collaboration and achieving results, adapting flexibly to changing needs and priorities. Dependable and resourceful, consistently delivering high-quality outcomes.

Overview

33
33
years of professional experience

Work History

Consumer Direct Executive Assistant

Arvest Mortgage
07.2019 - Current
  • Handle confidential and sensitive information with discretion and tact.
  • Manage executive calendars, scheduling meetings and appointments, and coordinating travel arrangements to optimize time. Create meeting presentations and materials.
  • Maintain confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
  • Process travel expenses and reimbursements for executive manger and supervisors.
  • Oversee and communicate compliance findings with the executive manager and supervisors.
  • Manage office inventory, track supplies, and place orders to ensure smooth daily operations.
  • Prepare and edit presentations on behalf of executives for internal meetings.
  • Used advanced software to prepare documents, reports, and presentations.
  • Support business and hospitality needs of corporate partners and staff during meetings and company events.

Commercial Loan Assistant/Admin to Bank President

Arvest Bank
05.2013 - 07.2019
  • Communicated with customers daily to request information and complete paperwork.
  • Assembled important paperwork and disclosures for the borrower.
  • Monitored key dates to obtain information before deadlines.
  • Cultivated strong relationships with external partners to foster collaboration and maximize resources.
  • Developed strong partnerships with cross-functional teams for improved collaboration and efficiency.

Commercial Loan Assistant and Office Manager

Thellman Financial
11.1992 - 05.2013
  • Moved into the Vice President position.
  • Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
  • Collaborated with senior management to develop strategic initiatives and long-term goals.
  • Transformed customer experience by designing and executing comprehensive service improvement initiatives aimed at enhancing satisfaction levels.
  • Managed financial, operational, and human resources to optimize business performance.

Education

Real Estate License
Overland Park, KS

Excelled in Business And Administrative Courses

Wright Business College
Overland Park, KS
01-1990

General Studies

Fort Scott High School
Fort Scott, KS

Skills

  • Executive support
  • Administrative support
  • Office management
  • Strong problem solver
  • Meeting planning
  • Excel spreadsheets
  • Advanced MS office suite
  • Invoice processing
  • Presentation development
  • Appointment setting
  • Spreadsheet tracking
  • TrendTracker Compliance Solution

Timeline

Consumer Direct Executive Assistant

Arvest Mortgage
07.2019 - Current

Commercial Loan Assistant/Admin to Bank President

Arvest Bank
05.2013 - 07.2019

Commercial Loan Assistant and Office Manager

Thellman Financial
11.1992 - 05.2013

Real Estate License

Excelled in Business And Administrative Courses

Wright Business College

General Studies

Fort Scott High School

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JULIE HEADLEY