Microsoft Office Suite
Lori Page
Silver Lake,OH
Summary
Accomplished Director of Administration with a proven track record at American Financial Network, enhancing operational efficiency and workforce productivity through expert workflow planning and staff development. Spearheaded targeted marketing campaigns and SOP documentation, demonstrating exceptional organizational leadership and policy implementation skills. Achieved significant improvements in CRM data accuracy and employee performance metrics.
Overview
16
16
years of professional experience
Work History
Director of Administration
American Financial Network
03.2024 - Current
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Drafted informative reports regarding upcoming projects and required resources.
- Developed and documented Standard Operating Procedures (SOPs).
- Identified and resolved operations challenges to promote alignment with business strategy.
- Ensure accuracy and consistency of CRM data through meticulous data management and quality control practices.
- Developed and executed targeted marketing campaigns utilizing CRM tools to drive engagement and sales.
- Identified and resolved operations challenges to promote alignment with business strategy
- Promoted collaborative and coordinated planning to achieve goals and objectives
- Supported timely and accurate administrative task completion
- Implemented and monitored organizational plans and developed goals and strategies to address prioritized issues
- Evaluated organizational performance by gathering, analyzing and interpreting data and metrics
Director of Fund Administration
American Endowment Foundation
03.2008 - 03.2024
- Led implementation of new processes and technology to streamline and enhance efficiency in complex workflows.
- Reduced operational risks while organizing data to forecast performance trends.
- Implemented strategies to enhance employee loyalty and reduce turnover.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Managed team of 7 employees, maintaining 14,000 investment accounts while adding on average 1,000 accounts annually.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Trained and guided team members to maintain high productivity and performance metrics.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Trained and guided team members to maintain high productivity and performance metrics
- Developed and documented Standard Operating Procedures (SOPs).
Education
High School Diploma -
Ellet High School
Akron, OH05.1992
Skills
- Document Management
- Workflow Planning
- Office Management
- Staff Development
- Meeting facilitation
- Policy Implementation
- Customer Relations
- Organizational Leadership
- Operations Management
Self Learner
I proactively pursue continuous learning and self improvement through various channels, including online courses, industry publications, and hands-on projects, to stay updated with the latest trends and technologies.
Software
Salesforce
Microsoft Teams
Mailchimp
Adobe
DocuSign
Timeline
Director of Administration
American Financial Network
03.2024 - Current
Director of Fund Administration
American Endowment Foundation
03.2008 - 03.2024
High School Diploma -
Ellet High School
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