Lori Sullivan
Crofton,MD
Overview
37
37
years of professional experience
Work History
Regional Coordinator to multiple Regional Managers
PNC Bank
01.2023 - Current
- Performs diverse, tactical, and confidential administrative support functions for managers at the management hierarchy level 5 or below to facilitate the efficient operation of the organization
- Provides administrative support by using supplied office equipment and/or software; routing or responding to routine correspondence not requiring supervisor's attention; preparing routine letters and memoranda for the supervisor's review; scheduling appointments; coordinating meetings and travel arrangements
- Prepares required/requested reports by gathering and summarizing data using office equipment and software to manipulate the data, producing graphics and spreadsheets, as required
- Contributes to the efficiency of the area by organizing and expediting the flow of work to appropriate staff members
- Provides support by screening and routing mail, visitors, and telephone calls, responding to requests for information and furnishing the information when possible or referring to appropriate area/person and other clerical duties, including photocopying and faxing
- Maintains inventory for the area by monitoring supplies and anticipating needs, taking/placing orders and verifying receipt and coordinating maintenance of office equipment
- Contributes to the efficiency of the operation by performing other related duties as assigned
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
- Managing Risk - Assessing and effectively managing all the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
- Competencies: Branch Banking Services, Decision Making and Critical Thinking, Digital Awareness, Effective Communications, Managing Multiple Priorities, Sales Management, Accuracy and Attention to Detail, Confidentiality, Desktop Tools, Flexibility and Adaptability, Office Administration
Entrepreneur
Self Employed Photographer
01.2001 - Current
- Successfully launched and grew my own Professional Photography business specializing in Family Portraits, events, wedding, and all recreational sports within multiple organization in MD as well as my own woodworking furniture I make.
- Great customer service with servicing many sports organizations monitor inventory that comes in and out to my customers .
- Promoted superior experience by addressing any customer concerns, demonstrating empathy and resolved any problems there may have been with photo issues in an ample time
- Money handling abilities, taking orders, calculating charges, and processing billing and payments.
- Proficient in Advanced Computer software programs such as Adobe Photoshop and MGI photo suite that Are used to digital enhance images.
Executive Administrate Assistant to multiple Area Sales Managers
PNC Bank
11.2010 - 01.2023
- Performs diverse, tactical, and confidential administrative support functions for the Regional Managers to facilitate the efficient operation of all line of business activity within the region
- Supports the execution of client and community relations activities as needed
- Performs and coordinates special projects which involve visible and sensitive public contact which might otherwise require more personal attention by the regional sales manager; communicates and coordinates instructions of the regional managers with various individuals and/or departments; furnishes and obtains information from other managers or external sources
- Facilitates the regional managers work by organizing and maintaining files of correspondence, records and related materials; follows up on pending matters with very limited direction
- Supports the LP office in executing business strategies to help drive revenue across all lines of business, including approving time and attendance and monitoring overtime
- Drafts correspondence for regional managers signature/approval; schedules appointments; coordinates meetings, conferences and travel arrangements; transcribes dictation and types a variety of correspondence of a highly confidential nature
- Ensures the efficiency of department operations by directing the activities of secretaries and clerical staff
- Provides support by screening and routing mail, visitors, and telephone calls; responding to questions; obtaining and furnishing information to save the manager's time
- Prepares complex management reports/documents by gathering and summarizing data (or overseeing such functions); organizing and analyzing data
- Controls expenses by monitoring expenditures and researching operating budget variance, balancing regional managers expense account, authorizing bills for payment, and recommending equipment purchases
- Resolved technical issues reported by staff members, including troubleshooting software and hardware problems, diagnosing network issues, and providing alternative solutions in a timely matter
- Managed IT support ticketing system, ensuring all requests were addressed promptly and efficiently
- Provided technical assistance to employees through phone, email, or in-person communication demonstrating patience and effective communication
- Implemented proactive measures to prevent recurring technical issues, such as system updates and regular maintenance checks
- Collaborated with IT team members to identify and resolve complex technical challenges, contributing to a smooth and reliable IT infrastructure
- Trane all new employees on systems and software programs to perform their job duties
- Maintaining all offices, office locations, and restroom at end of day
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
- Managing Risk - Assessing and effectively managing all the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
- Competencies: Decision Making and Critical Thinking, Digital Awareness, Effective Communications, Managing Multiple Priorities, Sales Management
Teller Operations Specialist/Assistant Manager
Bank of America
08.2009 - 10.2010
- Accountable for the operational soundness of the branch and team, specifically the maintenance of security procedures, ensuring audit controls are followed and the support and adherence to compliance and regulatory guidelines
- Manages service and operational aspects of a Branch & Business Center branch
- Builds a high performing team through the attraction, on-boarding, coaching and development of branch team members
- Leads through influence and impacts a broad range of eco-system partners in an omni channel environment
- Drives revenue and loyalty through proactive interactions with clients
- Influences a range of eco-system partners in an omni channel environment
- Manages, coaches and executes a proactive client experience within an omni channel environment
- Provides solutions and advice to improve client financial well-being
- Leads effective problem resolution
- Fosters a positive working environment that facilitates exceptional service and expanding profitable customer relationships
- Grows branch revenue through acquisition and share-of-wallet growth of consumer and business households
- Consistently inspects, supports and coaches the branded sales process to proactively achieve sales targets and customer loyalty
- Drives the employee engagement experience
- Responsible for acquiring and retaining talent through the training, coaching and development of employees with a focus on bank protocol, operational processes, policies and procedures
- Coaches' employees to achieve performance and activity expectations
- Leads the performance management process for direct reports
- Responsible for the Branch & Business Center risk process through proper oversight and adherence to regulatory, security and audit requirements
- Trains and coaches team members with operational/risk activities and monitors adherence to policies and procedures
- Exercises sound decision making to identify and mitigate potential risk
- Manages operational, human capital, reputational and business risk through adherence to established policies and procedures.
Full Time Teller/Supervisor
Bank of America
02.2005 - 10.2010
- Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet
- Processes a variety of customer interactions
- Educates customers on alternatives available for their financial interactions
- Identifies banking opportunities during the customer interaction and refers as appropriate
- Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff or BOA ecosystem partners
- Performs lobby engagement activities to connect with customers and position BOA products to meet their needs
- Educates customers on options for managing financial transactions by leveraging technology, tools and resources
- Applies product and procedural knowledge to solve customer's problems
- Adheres to all policies and procedures, demonstrating sound judgment within established limits
- Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
Medical Records
Annapolis OB/GYN
01.2000 - 01.2004
- Including Updating of Patients record with their insurance, Assuring Medical Professional had up to date records for numerous medical decisions
- Including lab work and following up on doctors' notes for the updating of charts.
Accounting professional
Leone Inc
01.1992 - 01.1999
- In charge of accounts payable and accounts receivable
- Maintaining Customer records and billing information.
Legal secretary
State of Maryland Dept. of Housing
01.1989 - 01.1992
- Section 8 housing, retirement living, abandoned property management.
Bookkeeping and Inventory
Johnsons Lumber
01.1987 - 01.1989
Education
Honors -
South River High School
Skills
- Microsoft Windows
- Microsoft Office- Microsoft 365
- WordPerfect 51/61/10
- Strategic Thinking
- Customer Relations
- Brand building
- Business Planning
- Operational planning
- Revenue Generation
- Policy Development
- Risk Mitigation
- Short Hand (80 wpm), Typing ( 75 wpm )
- Customer service skills
- Telephone Skills
- IT
- Manufacturing experience by volunteer work truck and car parts
- Designing woodworking furniture
- Photography, photo editing software, Lightroom Photoshop, and videography
- Office Procedures and professionalism
- Accounting / Business Accounting
- Lotus Notes
- Outlook
- Volunteer with inventory in truck parts warehouse
- Empower and Blend software/processing /Underwriting
- Tableau reporting
- WFM Scheduling
- OneNote
- SharePoint
- SAP Experience
- Human Resource
- ERP Enterprise Resource Planning
- CRM Customer Relationship Management
- Salesforce
- Team Bonding
- Goal Setting
- Entrepreneurial personality
Employment Skills
- Developed ability to work in a fast-paced atmosphere
- Self-motivator, collaborative team player
- Exercise good judgement
- Work well with Senior Executives
- Maintained excellent customer relations and developed customer rapport
- Diplomatically resolved customers complaints on as-needed basis
- Accurately calculated and made daily deposits of up to $200,000.
- Ability to follow instructions well and make decisions with no supervision
- Maintained all record-keeping procedures without error
- Delegated responsibilities to employees to meet company’s expectations
- Effectively developed telephone communication skills and consistently met Quotas.
- Extremely Proficient managing and motivating over 100 employees daily Managing inventory.
- Marketing for photography business
- Experience with travel booking and expense reporting tools (Concur or similar)
- Security compliance requesting and assigning security badges for safety of all employees.
- Maintain and clean all offices and bathrooms at end of day
- Highly analytical in decision making, I can consider alternatives in management or problem resolution to determine the best course of action.
- Perfect Attendance Record, always work scheduled shift
- Extremely proficient with IT Tasks
- Strong proficiency in Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)
- Strong proficiency in (Teams, Zoom, etc.)
- Strong Proficiency of Daily reports -sent to Direct Supervisors and team for Compliance
- Experience planning and executing virtual and on-site events
- Strongly Proficient with Calendar/meeting Management for all Executive levels
- ERP Software to manage various back-office functions such as human resources, finance, and procurement to adhere to the budget forecasted, expense tracking, cost analysis, and identifying cost-saving opportunities.
Timeline
Regional Coordinator to multiple Regional Managers
PNC Bank
01.2023 - Current
Executive Administrate Assistant to multiple Area Sales Managers
PNC Bank
11.2010 - 01.2023
Teller Operations Specialist/Assistant Manager
Bank of America
08.2009 - 10.2010
Full Time Teller/Supervisor
Bank of America
02.2005 - 10.2010
Entrepreneur
Self Employed Photographer
01.2001 - Current
Medical Records
Annapolis OB/GYN
01.2000 - 01.2004
Accounting professional
Leone Inc
01.1992 - 01.1999
Legal secretary
State of Maryland Dept. of Housing
01.1989 - 01.1992
Bookkeeping and Inventory
Johnsons Lumber
01.1987 - 01.1989
Honors -
South River High School