Organized and proactive administrative professional with a strong background in document management and multi-line communication. Committed to optimizing processes and delivering exceptional customer service to drive business success.
Overview
16
16
years of professional experience
Work History
JR LOAN REVIEW ANAYLIST
PEOPLES TRUST COMPANY
ST ALBANS, VT
08.2024 - Current
Executed daily responsibilities with high accuracy and efficiency to support loan review operations.
Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
Utilized software and tools to streamline loan review processes and improve overall performance.
Collaborated effectively with diverse teams to meet objectives and resolve product-related issues.
Organized and prioritized tasks to meet service goals and enhance workflow efficiency.
Maintained updated knowledge through continuing education and advanced training.
Enhanced customer satisfaction through prompt problem resolution and friendly service.
RECEPTIONIST/Administrator
ABBA FUELS
Fairfax, Vermont
11.2020 - 06.2024
Managed front desk operations and greeted visitors at ABBA FUELS.
Answered multi-line phone system and directed calls to appropriate departments.
Answered incoming phone calls, routing to appropriate parties throughout office.
Welcomed visitors and customers by greeting and answering or directing inquiries.
Addressed various client needs by providing tailored assistance in-person and through multiple communication channels. for clients in-person, by phone or through email.
Responded promptly to emails from customers and other departments within the organization.
Scheduled appointments and coordinated meetings for staff members.
Coordinated appointment calendar and balanced schedules to promote optimal productivity.
Organized filing system for confidential documents and records to ensure easy access and compliance.
Processed incoming and outgoing mail and packages efficiently.
Managed the distribution of incoming mail, faxes, and packages.
Received parcels, routed mail and opened packages for staff.
Maintained office supply inventory and placed orders to meet demand.
Obtained and processed payments from clients for products and services.
Assisted multiple departments with administrative tasks and coordination.
Ensured office cleanliness and professionalism in shared spaces daily.
Performed data entry and other administrative tasks to support departments.
Calculated account balances and totals to support accurate financial reporting for accounting team, totals or commissions to support accounting team.
RECEPTIONIST
MED ASSOCIATES
Fairfax, VT
10.2019 - 06.2020
Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
Delivered exceptional customer service while assisting internal and external customers, ensuring satisfaction and effective communication.
Managed multi-line phone system to efficiently direct calls to appropriate departments.
Informed callers with office address, directions, and employee contact information, facilitating efficient communication.
Supported team members with administrative tasks, enhancing collaboration and workflow.
OFFICE MANAGER
L&B ASSOCIATES INC
ST ALBANS, VERMONT
06.2010 - 10.2019
Coordinated executive staff schedules to enhance time management and streamline meeting arrangements.
Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
Managed office supplies and inventory for daily operations.
Maintained filing systems and ensured document accuracy.
Tracked invoices and payments to maintain accurate accounts receivable and payable records.
Monitored payments due from clients and promptly contacted clients with past due payments.
Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
Managed office budget for inventory, postage, and vendor services to ensure financial accountability.
Provided administrative support to management team including preparing reports and presentations.
Answered phone calls, responded to emails, routed mail and coordinated courier services.
Organized company events including holiday parties, team building activities.
Education
High School Diploma -
BELLOWS FALLS UNION HIGH SCHOOL
Bellows Falls, VT
06-1996
Some College (No Degree) - ACCOUNT/BUSINESS MANAGEMENT
JOHNSON STATE COLLEGE
Vermont, IL
Skills
Loan review
Loan documentation
Loan processing
Data analysis
Software utilization
Customer service
Multi-line communication
Timeline
JR LOAN REVIEW ANAYLIST
PEOPLES TRUST COMPANY
08.2024 - Current
RECEPTIONIST/Administrator
ABBA FUELS
11.2020 - 06.2024
RECEPTIONIST
MED ASSOCIATES
10.2019 - 06.2020
OFFICE MANAGER
L&B ASSOCIATES INC
06.2010 - 10.2019
High School Diploma -
BELLOWS FALLS UNION HIGH SCHOOL
Some College (No Degree) - ACCOUNT/BUSINESS MANAGEMENT
Loan Review Specialist / Records Administrator II at CHOICEOne Bank / The State BankLoan Review Specialist / Records Administrator II at CHOICEOne Bank / The State Bank