A trustworthy administrative professional with strong customer service skills and work ethic who enjoys providing excellent support to clients and colleagues.
Overview
26
26
years of professional experience
Work History
Administrative Assistant
Accrediting Commission for Schools, WASC
Burlingame, CA
01.2023 - 10.2024
Provided administrative support to the executive team, including scheduling meetings and managing calendars.
Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
Managed incoming calls while providing information or transferring callers to appropriate personnel.
Managed Salesforce database systems containing customer contact information.
Handled incoming calls and directed callers to appropriate department or employee.
Composed reports for the commissioners for them to review and use to base their recommendations on for accrediting schools.
ROI Specialist
CIOX Health
Redwood City, CA
12.2017 - 12.2022
Contracted to work at Stanford Healthcare
Proficient with phone communication and etiquette
Data entered and compiled records with the EMR and paper chart functions with timely accuracy
Followed HIPAA compliant rules and regulations with accuracy
Improved the subpoena medical record release process with higher efficiency by transforming a four-person operation to one person
Helped with patients obtaining their medical records from face-to-face window setup
Sponsored with extra work/overtime if necessary
Have trained multiple coworkers
Obtained recognition from the Ciitizen disability records system program
Branch Service Specialist
Union Bank MUFG N.A
Menlo Park, CA
03.2016 - 12.2017
Assisted in operations with cash handling, preparing, and bookkeeping with accuracy
Organized money, paperwork, and client information securely and properly approved with retention schedules
Completed transactions under government regulations
Completed operational tasks such as ATM and vault transfers
Handled foreign currency/checks exchange
Achieved referral goals matching proper products for clients
Service Representative
UPS Store
Belmont, CA
10.2015 - 03.2016
Established customer relations
Developed techniques with printing, design, and computer/copier programs assisting customer needs
Duties include packing, shipping, notary services, LiveScan fingerprinting services, mailbox management, and balance tills under company guidelines
CVS Teller
Dunbar Armored
Minneapolis, MN
01.2009 - 06.2015
Worked in the cash vault department
Extensive accuracy/precision and cash handling experience
Sustained a high level of performance
Aided in preparation of any Federal Reserve Bank Shipment
Worked under security and proper company guidelines
Tutored all levels of coworkers in all standards of cash transactions
Teller Supervisor
Guaranty Bank
Blaine, MN
01.2005 - 01.2009
Established and maintained successful clientele in retail banking
Processed various lending requests including auto, home, and personal loans (inclusive of closings and disbursements)
Actively participated in extensive sales training to ensure goals have been met
Practiced following and mentoring company's standards and regulations
Performed opening and closing balancing procedures while maintaining standard security measures
Balanced ATM services, teller work, and the cash vault with precision
Regularly participated in numerous Guaranty Bank sponsored charity events and seminars
In 2007, promoted to Teller Supervisor in the same location
Mentored and trained coworkers of Guaranty Bank including management staff, customer service/salesmen, and other teller supervisors of different branches
Contributed to the development of associate base through successful coaching and training, including the facilitation of daily team meetings to maintain a positive work environment
Managed all cash flow operations of the main branch through ordering and shipping, transaction balancing, and discrepancy resolution
Served as a subject-matter expert for all services, including but not limited to mortgage processing and approvals, lending procedures, promotional inquiries, and general bank operations
Conducted regulated audits of transactions and duties on a daily basis
Served as acting Manager of the main branch in the absence of existing leads
Notary of the Public for two years
Assistant Branch Manager
Electronics Boutique/EB Games
Wichita, KS
06.1998 - 01.2005
Served as a customer service representative at start
Provided daily support to customers and management team in a variety of functions, including but not limited to general cashier duties and cash management
In 2003, was promoted to Assistant Branch Manager at the same location
Learned management skills in a high stress environment
Worked with the Branch Manager for sales promotions/ideas, procedures, and activities to stimulate growth in a compact store