Microsoft Excel
KATIE MATTHEWS
Virtual Assistant
Charleston,SC
Summary
Executive Assistant skilled at offering high-level administrative support to senior-level staff. Expert in travel management, expense tracking and schedule coordination. Expertly assists executive team using exceptional communication and organizational skills.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
21
21
years of professional experience
2
2
Certifications
Work History
Owner
Sweet Escape Vacations
08.2022 - Current
- A full service property management company for vacation rentals
- Services offered include management of all aspects of investment or vacation rental property
- Services offered include managing the day to day operations of maintaining a vacation property along with managing the reservations and cleaning the home for the next incoming guests
- We also offer concierge services for the guests to ensure that their reviews reflect their stay as one to remember and will keep guests coming back from year to year.
Senior Relationship Banker
Synovus Bank
06.2018 - 08.2022
- Develop referral resources and follow up on sales opportunities
- Account Opening - Open DDA and time deposit accounts
- Fraud - Handle account disputes, involve Fraud Investigator
- Wires - Process incoming and outgoing wires
- Loan Processing - New loans, process and close loans
- Credit Cards - Sales, submit applications, travel alerts
- Notary services.
Mortgage Banker
Northpointe Bank
10.2017 - 05.2018
- Originate Conforming, FHA, VA, Portfolio, Construction Perm, and Lot Loans
- Generate business by building and maintaining professional relationships through networking and referrals
- Keep current with updates and changes in a constantly changing industry
- Advise borrowers as to what options are available to them for real estate purchases and refinances.
Loan Consultant
Caliber Home Loans
05.2017 - 10.2017
- Originate Conforming, FHA, VA, Portfolio, Construction Perm, and Lot Loans
- Generate business by building and maintaining professional relationships through networking and referrals
- Keep current with updates and changes in a constantly changing industry
- Advise borrowers as to what options are available to them for real estate purchases and refinances.
Mortgage Loan Officer
CresCom Bank
09.2015 - 05.2017
- Originate Conforming, FHA, VA, Portfolio, Construction Perm, and Lot Loans
- Generate business by building and maintaining professional relationships through networking and referrals
- Keep current with updates and changes in a constantly changing industry
- Advise borrowers as to what options are available to them for real estate purchases and refinances.
Client Service Specialist
SunTrust Bank
04.2012 - 09.2015
- 2014 Platinum Performance Excellence Award Winner 2013 Gold Performance Excellence Award Winner
- Uncover sales opportunities through client conversations and SLS Lead calls
- Have a strong working knowledge of all banking and loan products and make clients aware of all options available to them based on their individual needs
- Meet and exceed monthly sales goals
- Support role to management, commercial bankers, and mortgage loan officers.
Teller
Wells Fargo Bank
07.2011 - 04.2012
- Process customer transactions
- Meet monthly sales and customer satisfaction goals
- Provide excellent customer service and find solutions to customer needs
- Recommend products that benefit the customers’ financial needs
- Due diligence in preventing fraud and potential loss to the bank and customers.
Lead Retail Communications Consultant
Sprint
05.2002 - 06.2007
- Met and exceeded monthly sales goals
- Troubleshot technical issues with wireless phones and data products
- Provided solutions to customer needs
- Ordered brochures and posters for merchandising
- Created sales contests designed to motivate representatives and drive sales
- Educated staff on all current procedures, changes, and updates with regard to the merge with
- Nextel.
Education
Bachelor of Arts - Communications, Media Studies
College of Charleston
Skills
Energetic and self motivated
Detail oriented and able to multi task
Skilled at Microsoft Office System (including Microsoft Word, Microsoft Excel, MicrosoftPowerPoint, Microsoft Outlook) and the MAC OSExperienced in working with the Adobe Creative SuiteBudget development
Business launch
Marketing
Verbal and written communication
Business Development
Financial Management
Relationship building
Client Service
Staff Management
Budgeting
Negotiation
Accomplishments
- Created detailed expense reports including currency exchanges.
- Awarded a bonus in recognition of exceeding sales goals and loan volume productivity.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Software
Power Point
Microsoft Word
FreshBooks
Wave
WordPess
PayPal
Stripe
MailChimp
ConstantContact
Evernote
Office 365
DropBox
Google Drive
Canva
Skype
OneNote
Microsoft Teams
Certification
Licensed Property Manager in Charge #132283
Timeline
Licensed Property Manager in Charge #132283
01-2023
Owner
Sweet Escape Vacations
08.2022 - Current
Senior Relationship Banker
Synovus Bank
06.2018 - 08.2022
Mortgage Banker
Northpointe Bank
10.2017 - 05.2018
Loan Consultant
Caliber Home Loans
05.2017 - 10.2017
Licensed NMLS #1419031
09-2015
Mortgage Loan Officer
CresCom Bank
09.2015 - 05.2017
Client Service Specialist
SunTrust Bank
04.2012 - 09.2015
Teller
Wells Fargo Bank
07.2011 - 04.2012
Lead Retail Communications Consultant
Sprint
05.2002 - 06.2007
Bachelor of Arts - Communications, Media Studies
College of Charleston