LISA VALENCIA
Phoenix,AZ
Summary
Detail-oriented Administrative Professional with over 20 years of experience in administrative support, policy implementation, and fraud investigations. Proven ability to make independent decisions in a fast-paced corporate environment while managing multiple priorities with accuracy. Recognized for exceptional interpersonal and communication skills, consistently maintaining corporate confidentiality. Committed to enhancing operational efficiency and fostering strong team collaboration.
Overview
28
28
years of professional experience
Work History
Administrative Assistant to Superintendent
Fowler Elementary School District
Phoenix, AZ
01.2019 - 01.2023
- Provided secretarial and administrative support to the Superintendent for daily district operations.
- Assisted with school and district-wide procedures and documentation.
- Supported Governing Board Members and coordinated Board meetings.
- Maintained professional, positive relationships with staff, students, parents, and the community.
- Ensured compliance with district policies, procedures, and regulations.
- Reported issues requiring the Superintendent's attention or immediate action.
- Created and submitted purchase requisitions, and maintained workroom supply inventory.
- Reviewed and approved financial items in the ePar board queue system.
- Screened and routed calls and correspondence based on priority.
- Provided administrative support to all departments, five elementary schools, two middle schools, a childcare center, and a virtual academy.
- Managed and reconciled school addendums, and monthly discipline/referral reports.
- Handled escalated parent calls and general inquiries.
- Maintained confidential and general filing systems.
- Ensured confidentiality with sensitive personnel, student, and family information.
- Posted board meeting notices and agendas, per legal requirements.
- I attended board meetings, recorded, and typed official minutes.
- Prepared agenda items and board packets, including those for executive sessions.
- Uploaded board meeting materials to the district website using webmasters.
- Maintained the superintendent's copy of the district policy manual.
- Fostered collaboration among the Governing Board, Superintendent, staff, and community.
- Coordinated board member registrations, travel arrangements, and processed reimbursements.
Administrative Assistant – Corporate Headquarters
TPI Composites, Inc
Scottsdale, AZ
01.2016 - 01.2019
- Supported the Office Manager, Administrative Assistant, and Travel Expense Manager.
- Managed FedEx accounts, Stamps.com, and maintained copy and break room supplies.
- Ensured the Envoy visitor system was operational and stocked.
- Submitted building maintenance service requests.
- Created monthly guest Wi-Fi cards for conference rooms.
- Handled daily incoming USPS mail and packages.
- Posted office holiday closure signage, and updated TPI phone directories monthly.
- Coordinated vendor visits and scheduled window and floor cleanings.
- Back-up for Travel & Expense Manager; managed T&E inbox, and created Chrome River/Egencia profiles.
- Responded to travel-related inquiries and sent Emerald Club information to new hires.
- Downloaded and distributed weekly, Egencia travel reports.
- Administered Rental Car Certificate Program.
- Disabled travel accounts for separating associates.
Client Service Coordinator, GlaxoSmithKline Programs
McKesson
Scottsdale, AZ
01.2013 - 01.2014
- Provided medication support to patients in qualifying for various programs, and proactively followed up with programs in department initiatives and priorities.
- Patient Eligibility: Review documentation for eligibility requirements for GSK programs.
- Enroll new advocates in programs and qualify new patient medications.
- Meeting Planning: Arranged and managed various department meetings, including logistics and agendas.
- Partnered with the Employee Engagement Committee to organize events, including happy hours, lunches, breakfasts, and off-site fun events.
Online Banking Manager – Credit Card Center
Bank of America
Phoenix, AZ
01.1995 - 01.2010
- Managed a team of 18 customer service agents in a high-volume call center.
- Met monthly call volume, company goals, and MIS performance metrics.
- Supported departmental initiatives and priorities.
- Conducted quality reviews of recorded and live customer calls.
- Reviewed MIS metrics with staff and leadership; provided monthly coaching.
- Created and maintained org charts, managed multiple projects, and priorities.
- Handled escalated customer calls.
- Led business continuity planning and recovery solution testing.
- Installed system applications, and performed process mapping to improve efficiency.
- Conducted interviews and onboarding for new hires.
- Partnered with managers to ensure a positive, successful new hire experience.
Accounting Manager – Fraud Department
Bank of America
Phoenix
01.1995 - 01.2010
- Prepare and balance liability, asset and general ledger accounts.
- Compile and analyze entries and reporting.
- Validate records for accuracy payment processing.
Education
Associate - Applied Science
Estrella Mountain Community College
Avondale, AZ01.2005
Skills
- Client relations and service optimization
- Leadership
- Organized and adaptable
- Meeting and Event Coordination
- Records and Data Management
- Multitasking and prioritization
- Accuracy and attention to detail
- Cross-departmental collaboration
- Customer/Parent Relations and Support
- Policy and Procedure Compliance
- Team Support and Staff Onboarding
- Vendor coordination and facilities management
- Process Improvement and Workflow Optimization
Computer Competencies
- Google Docs
- PowerSchool
- EPar
- ASBA School Board Policy Website
- Webmasters
- Concur
- Egencia
- Chrome River
- Microsoft Word
- Excel
- PowerPoint
- Outlook
- One Note
- Office 365 & One Drive
- Mac
- Fedex Administration
- SharePoint
- Stamps.com
- Travel & Expense Processing
References
References available upon request.
Timeline
Administrative Assistant to Superintendent
Fowler Elementary School District
01.2019 - 01.2023
Administrative Assistant – Corporate Headquarters
TPI Composites, Inc
01.2016 - 01.2019
Client Service Coordinator, GlaxoSmithKline Programs
McKesson
01.2013 - 01.2014
Online Banking Manager – Credit Card Center
Bank of America
01.1995 - 01.2010
Accounting Manager – Fraud Department
Bank of America
01.1995 - 01.2010
Associate - Applied Science
Estrella Mountain Community College
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