KAYLA JACKSON
Jaffrey
Summary
Highly organized and efficient Executive Assistant with nearly 6 years of administrative experience in a financial setting. Proficient in managing office operations while working closely with Commercial personnel and high level executives. Proven history of successfully planning, organizing, and orchestrating annual company events and gatherings.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Commercial Executive Assistant
NBT Bank
01.2022 - 01.2025
- Organized and coordinated Monthly Leadership and Advisory Board Meetings.
- Prepared documents, reports, and presentations for executives using Salesforce, PPT, and Canva Premium.
- Planned and coordinated logistics and materials for board meetings, committee meetings, and staff events.
- Created & maintained the Charitable Contributions Excel Report for NH and ME.
- Completed expense reports in a timely manner.
- Collaborated with our HR department on onboarding new employees.
- Planned and coordinated regional events from start to finish with ease.
- Maintained confidentiality in handling sensitive information while performing administrative tasks.
- Served as an effective team player, contributing to a positive work atmosphere and enhanced collaboration among staff members.
Commercial Lending Administrator
NBT Bank
11.2020 - 01.2025
- Worked closely with loan officers from start to finish to ensure a smooth and successful loan closing.
- Ordered flood certificates, appraisals, and environmental reports as necessary.
- Improved data accuracy, entering and updating records in database with keen eye for detail.
- Processed loan payments, transfers, and loan disbursements in Signature UI system.
- Worked with legal counsel and our internal attorney pre-review department on attorney closed loans.
- Submitted loan maintenance requests as necessary, in addition to other customer requests.
- Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted.
Customer Service Representative (CSR)
NBT Bank
07.2019 - 11.2022
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Opened accounts for new customers and encouraged customer retention with follow up calls.
Solutions Specialist
Verizon
11.2017 - 07.2019
- Recommended new products and services to customers.
- Assisted customers in troubleshooting issues, enhancing their user experience and satisfaction.
- Participated in ongoing training sessions to enhance knowledge of products, promotions, and industry trends for better customer engagement.
- Organized store displays for optimal visibility, leading to increased customer interest and inquiries.
- Resolved customer complaints professionally, maintaining a positive reputation for the store as well as the brand being represented.
- Met or exceeded monthly sales quotas through consistent follow-up with potential clients and proactive selling strategies.
Education
Bachelor of Science - Marketing
Franklin Pierce University
Rindge, NH05-2027
Associate of Science - Business Management
Motlow State Community College
Lynchburg, TN05.2016
High School Diploma -
Coffee County Central High School
Manchester, TN05.2013
Skills
- Event Planning
- Scheduling and Organization
- Innovative Design
- Problem-Solving
- Detail-Oriented
- Customer Service
- Communication (Verbal & Written)
- Report Management
Certification
- NMLS ID 1879976
- NH Notary
Timeline
Commercial Executive Assistant
NBT Bank
01.2022 - 01.2025
Commercial Lending Administrator
NBT Bank
11.2020 - 01.2025
Customer Service Representative (CSR)
NBT Bank
07.2019 - 11.2022
Solutions Specialist
Verizon
11.2017 - 07.2019
High School Diploma -
Coffee County Central High School
Bachelor of Science - Marketing
Franklin Pierce University
Associate of Science - Business Management
Motlow State Community College
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