Summary
Overview
Work History
Education
Skills
School Treasurer for 4 years.
Timeline
Generic
Kelly Duncan

Kelly Duncan

Naperville,IL

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.

Overview

15
15
years of professional experience

Work History

Executive Assistant

CIBC-US
01.2012 - Current
  • Answered high volume of phone calls and email inquiries
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data
  • Perform administrative tasks, including filing, reporting, and daily coordination with IT support when necessary.
  • Handled confidential and sensitive information with discretion and tact

Account Executive

Sierra Pacific Mortgage
01.2017 - 01.2018
  • Built and strengthened relationships with new and existing accounts to drive revenue growth
  • Qualified leads, built relationships and executed sales strategies to drive new business
  • Train and educate wholesalers with seminars and one-on-one sessions to improve quality of wholesale production
  • Assist in the resolution of pricing, documentation, compliance, and servicing issues with wholesale account as the representative of Sierra Pacific.
  • Executed successful sales strategies to convert leads into customers
  • Resolved issues promptly to drive satisfaction and enhance customer service
  • Attended networking events to build relationships and identify sales opportunities
  • Gained understanding of goals, objectives and processes to meet client business needs
  • Leveraged CRM to collect, organize and manage sales data and customer information

Account Executive

ICON Residential
01.2009 - 01.2010
  • Responsible for overall relationship management of clients, including several dominant retail/wholesale banks in the Chicago area
  • Grew market share by strengthening relationships with new and existing accounts
  • Grew sales by promoting wholesale lending products (Conventional, FHA, and VA) to residential lending institutions throughout assigned territories
  • Developed Illinois TPO interest through lending channels
  • Provided software training to clients that enabled interaction with lending platform.
  • Executed successful sales strategies to convert leads into customers
  • Resolved issues promptly to drive satisfaction and enhance customer service
  • Collaborated with internal teams to develop account strategy
  • Managed sales cycle to maintain solid customer base

Education

B.A., Communication Studies -

UNIVERSITY OF NEBRASKA
LINCOLN, NEBRASKA
05.1998

Skills

  • Excellent oral and written communication skills
  • Proficient in MS Office Suite
  • Presentation Development
  • Invoice Processing
  • General understanding of CRM Systems
  • Scheduling
  • Office Management
  • Administrative Support
  • QuickBooks Expert

School Treasurer for 4 years.

I was responsible for accurate financial reports and record, for policy guidance, the maintenance of sound financial practices within home and school and ensuring District policies were appropriately implemented.  

Timeline

Account Executive

Sierra Pacific Mortgage
01.2017 - 01.2018

Executive Assistant

CIBC-US
01.2012 - Current

Account Executive

ICON Residential
01.2009 - 01.2010

B.A., Communication Studies -

UNIVERSITY OF NEBRASKA

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