Summary
Overview
Work History
Education
Skills
Interests
Timeline
Hi, I’m

Mary Lopez

Office Administrator
Grover Beach,CA
Mary Lopez

Summary

Seasoned Branch Office Administrator well-versed in supporting marketing and customer service objectives while maintaining smooth and efficient business operations. Decisive leader with good organizational and multitasking skills developed over 10+ years of experience.

Overview

19
years of professional experience

Work History

EDWARD JONES

Branch Office Administrator
10.2017 - Current

Job overview

  • Managed branch office for investment firm including building and maintaining client relationships and promptly responding to their needs and concerns
  • Maintained office supplies and equipment to support team productivity.
  • Processed insurance and annuity applications and prepared reports for clients and prospects.
  • Composed professional business correspondence, emails, meetings notes and other documents.
  • Maintained scheduling calendar for financial advisor.
  • Executed extensive variety of customer transactions according to institutional policy and procedures.
  • Daily reviewed and managed clients accounts.
  • Planned and hosted branch events including holiday open houses, educational seminars and trade shows.
  • Created and implemented standard operating procedures.


SAN LUIS FINANCIAL

Servicing Processor/Bookkeeper
06.2016 - 10.2017

Job overview

  • Developed and implemented efficient accounting, financial and operational systems.
  • Accounts Receivable, Accounts Payable, bank reconciliations.
  • Proficient in Quickbooks and Applied Business software.
  • Managed all loan files, including setting up new loans and processing payoffs.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Received and reviewed incoming documents and materials.
  • Reconciled and corrected issues with financial records.
  • Maintained account accuracy by reviewing and reconciling checks monthly.

CUESTA COLLEGE

Full Time Math Tutor
01.2016 - 06.2016

Job overview

  • Provided academic support to student in the EOPS office.
  • Specialized in all Mathematics levels up to Calculus I.
  • Achieved a high success rate with student performance.
  • Supported students with helpful study habits and exam strategies.
  • Collaborated with students to complete homework assignments, identify lagging skills, and correct weaknesses.
  • Motivated students towards learning and studying to build self-confidence and reduce fear of failure.

COASTAL DEMO, INC.

Accounting/Project Assistant
09.2014 - 12.2015

Job overview

  • Introduced new accounting procedures which reduced time and cost.
  • Managed contracts, change orders, and generated invoices.
  • Covered dispatch duties when dispatcher was off work.
  • Worked with senior leadership to complete complex projects on time and under-budget.
  • Handled administrative duties, filing, and errands.
  • Completed multiple tasks simultaneously to optimize project completion.
  • Tracked and recorded open and closed orders and change requests to prevent errors, keeping all team members aligned with current demands.

ABRAHAM STEEL FABRICATION, INC.

Office Manager
05.2007 - 04.2013

Job overview

  • Managed payroll, time sheets, wage computation and payroll taxes
  • Managed accounts payable using American Contractor software for vendor payments.
  • Implemented and improved accounting procedures.
  • Calculated material takeoffs.
  • Completed bi-weekly payroll for 14 employees.

Education

Arroyo Grande High School
Arroyo Grande

High School Diploma
06-1994

University Overview

Skills

  • Operations management
  • Customer engagement
  • Document scanning
  • Telephone reception
  • Preparing correspondence
  • Preparing reports
  • Updating client data
  • Document preparation
  • Office management
  • Client relationship building
  • Setting up appointments

Interests

  • Passionate about balancing physical health with mental and emotional wellness
  • Cooking
  • Hiking
  • Stand-up Paddleboarding (SUP)

Timeline

Branch Office Administrator
EDWARD JONES
10.2017 - Current
Servicing Processor/Bookkeeper
SAN LUIS FINANCIAL
06.2016 - 10.2017
Full Time Math Tutor
CUESTA COLLEGE
01.2016 - 06.2016
Accounting/Project Assistant
COASTAL DEMO, INC.
09.2014 - 12.2015
Office Manager
ABRAHAM STEEL FABRICATION, INC.
05.2007 - 04.2013
Arroyo Grande High School
High School Diploma

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