Summary
Overview
Work History
Education
Skills
Timeline
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Karen CARTER

Dayton,Ohio

Summary

Detail-oriented professional with excellent communication, interpersonal and creative thinking skills. Aiming to leverage my abilities to effectively contribute to your organization’s objectives. Frequently praised as being persistent by my peers and supervisors, I can be relied upon to support your Company to achieve its goals.

Overview

24
24
years of professional experience

Work History

Temporary Contract

PNC Mortgage Acquisition Dept.
11.2022 - 03.2024
  • Data Entry for backlog of previously acquired mortgages
  • Make files and complete data entry for newly acquired client mortgages

Office Manager

Shannon & Company CPA
Dayton, Ohio
10.2020 - 04.2022
  • Excelled in customer service to our clients
  • Supported the Owner/CPA through scheduling appointments, spreadsheets, client Quickbook entries, bank reconciliations, filing and assembling client tax returns
  • Optimized office policies, meeting internal needs while upholding organizational standards
  • Managed office flow by providing direct support to clients and visitors
  • Implemented office procedures, creating streamlined processes
  • Leveraged multi-line phone system to answer and transfer calls to appropriate personnel

Office Manager & HR Generalist

First Command Financial Planning
10.2011 - 06.2020
  • Supported and assisted District Advisor with leading and licensing a team of Financial Advisors
  • Performed hiring and onboarding of administrative staff, as well as payroll submission
  • Managed marketing, marketing events and expenses, conference management, assist with recruiting operations, and promote a world-class client experience
  • Supervised overall physical facility, maintenance, vendors, supplies and coordinate all equipment and system upgrades
  • Ensured all aspects of office Compliance related to the SEC and FINRA are current and received high marks in all audits
  • Fostered relationships with vendors to expedite orders, repairs, and maintenance
  • Oversaw travel arrangements for business meetings and conferences

Sr. Administrative Assistant

Azimuth Corporation
Dayton, Ohio
07.2009 - 10.2011
  • Supported the needs of the facility and personnel by way of maintenance, purchasing, customer service and HR Assistant
  • Purchased supplies and equipment as well as contract purchasing for WPAFB and commercial customers
  • Leveraged CRM system to update contact lists and perform data entry
  • Coordinated travel arrangements and reconciliation of expense reports
  • Served as primary point of contact for facilitating operational and administrative inquiries
  • Used Microsoft Office Suite to create and revise documents and presentations
  • Maintained files and filing, keeping sensitive information confidential

Office Manager & Sales Administrative Assistant

APG Office Furnishings
Dayton, Ohio
01.2006 - 06.2009
  • Sales Administrative Assistant to Dayton Sales Manager and Vice President of Sales
  • Assist clients to the appropriate salesperson and prepare vendor requisitions
  • Set up Vendor education luncheons
  • Office facility management

Personal Executive Assistant to Company President

Ernie Green Industries, Inc.
09.2000 - 12.2005
  • Corporate Administrator to 850 + Employee Organization
  • Arrange and coordinate Corporate in-office and out of office meetings and all executive travel
  • Assist President with correspondence, appointment scheduling and conference calls
  • Execute the processing of Company 401(K) Plan with new enrollments, loans, and disbursements

Education

Skills

  • Office Management
  • Organizational Skills
  • Customer Service
  • Self-Motivated
  • Event Planning
  • Executive Travel
  • MS Office Suite
  • Intuit Quickbooks
  • HR Generalist

Timeline

Temporary Contract

PNC Mortgage Acquisition Dept.
11.2022 - 03.2024

Office Manager

Shannon & Company CPA
10.2020 - 04.2022

Office Manager & HR Generalist

First Command Financial Planning
10.2011 - 06.2020

Sr. Administrative Assistant

Azimuth Corporation
07.2009 - 10.2011

Office Manager & Sales Administrative Assistant

APG Office Furnishings
01.2006 - 06.2009

Personal Executive Assistant to Company President

Ernie Green Industries, Inc.
09.2000 - 12.2005

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Karen CARTER