KELLI PALERMO
Katy,TX
Summary
Resourceful administrative and operations professional with over 15 years of experience in executive support and office management. Skilled in prioritizing tasks, maintaining confidentiality, and streamlining workflows in fast-paced environments. Expertise includes payroll administration, employee onboarding, client relations, and financial services.
Overview
21
21
years of professional experience
Work History
Office Coordinator / Assistant to Partners
Mattox, Terrell and Lammert
02.2022 - Current
- - Provide administrative and operational support to company partners while managing high-volume client accounts, deadlines, documentation, and correspondence.
- - Manage calendars and track critical dates associated with property tax appeals, hearings, and filing deadlines.
- - Review board orders and identify time-sensitive litigation filing deadlines, communicating required next steps to clients.
- - Serve as a liaison between clients and appraisal districts to resolve requests and maintain accurate property records.
- - Coordinate onboarding of new clients and properties, including contract setup, account information, documentation, and internal system entry.
- - Create and maintain Excel spreadsheets, reports, correspondence, and supporting documentation for internal operations and client needs.
- - Coordinate annual tax-rate updates and distribution of tax bills while communicating important due dates and account information to clients.
- - Independently prioritize competing responsibilities in a deadline-driven environment while maintaining accuracy and attention to detail.
Member Service Representative III
Navy Federal Credit Union
07.2018 - 02.2022
- - Managed high-volume member transactions while maintaining accuracy, confidentiality, and compliance with financial institution procedures.
- - Provided personalized member service by identifying needs, resolving account questions, and recommending appropriate solutions.
- - Assisted members with mortgage applications and provided guidance throughout the application process.
- - Balanced ATM machines and managed daily vault operations in accordance with established security and financial procedures.
- - Maintained accuracy while handling sensitive financial information and multiple priorities in a fast-paced environment.
Training Coordinator | Promoted from Administrative Assistant
Houston Fire Fighters Federal Credit Union
04.2012 - 06.2017
- - Coordinated employee training and onboarding across multiple departments, helping ensure new hires were prepared to meet performance expectations.
- - Led new-hire orientation and developed training plans based on departmental needs.
- - Supervised and trained employees while providing ongoing guidance and support.
- - Planned and coordinated annual company-wide training events, including scheduling and organizational logistics.
- - Processed payroll for 65+ employees with accuracy, confidentiality, and attention to deadlines.
- - Worked with multiple departments to coordinate training needs and maintain organized employee processes.
Administrative Assistant | Promoted from Teller
Houston Fire Fighters Federal Credit Union
02.2006 - 04.2012
- - Provided direct administrative support to the CEO, including calendar management and scheduling.
- - Prepared and distributed monthly board reports for executive leadership and board members.
- - Processed payroll for 65+ employees while maintaining confidentiality and accuracy.
- - Created and maintained spreadsheets, presentations, reports, correspondence, and other business documents.
- - Assisted with day-to-day administrative operations and provided support to leadership.
Education
High School Diploma -
Deer Park High School
Deer Park, TX05-2001
Skills
- Executive and administrative support
- Office operations management
- Calendar and deadline management
- Client relations and correspondence
- Financial recordkeeping
- Board and executive reporting
- Records and document management
- Process organization
- Payroll processing
- Employee training and onboarding
- Client event planning
- Document preparation
- Spreadsheet and report creation
- Microsoft Office proficiency
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Calendar Management
- Deadline Tracking
- Records Management
- Confidential Information
Personal Information
Title: Administrative Operations | Executive Support | Office Coordination
Timeline
Office Coordinator / Assistant to Partners
Mattox, Terrell and Lammert
02.2022 - Current
Member Service Representative III
Navy Federal Credit Union
07.2018 - 02.2022
Training Coordinator | Promoted from Administrative Assistant
Houston Fire Fighters Federal Credit Union
04.2012 - 06.2017
Administrative Assistant | Promoted from Teller
Houston Fire Fighters Federal Credit Union
02.2006 - 04.2012
High School Diploma -
Deer Park High School