Versatile and dedicated professional offering significant experience in both corporate and non-profit environments. Attentive to detail with experience coordinating programs and improvements. Proven interpersonal, organizational, leadership, computer, and problem resolution skills.
Overview
33
33
years of professional experience
Work History
Residential Life Enrichment Program Manager
Homestead Village Retirement Community
06.2021 - Current
Plan and publish monthly calendar of activities, newsletter, and events serving more than 380 residents
Make group reservations for day trips, museum tours, restaurants, performances, and cultural events
Prepare, plan and adhere to budget for Life Enrichment department
Secure and coordinate outside programs to provide a variety of activities for residents
Accommodate diverse interests by regularly seeking resident feedback on preferred activities and incorporating suggestions into future planning efforts
Correlate physical arrangements and food service for scheduled programs
Recruit, interview, train and schedule volunteers for residential programs
Arrange and coordinate special events such as theme dinners, veterans' events, volunteer recognition, and educational seminars
Supervise, hire, and oversee exercise, fitness and wellness providers and programs
Coordinate the development of residential community service projects
Oversee Life Enrichment Assistant and Aid
Plan, chaperone and facilitate day trips and multi-day overnight trips
Residential Life Enrichment Assistant
Homestead Village Retirement Community
06.2010 - 06.2021
Prepared monthly newsletter, calendar, correspondence
Created flyers, invitations, posters, signs, programs
Maintained database for auxiliary members and published auxiliary membership booklet annually
Communicated with residents, board members, employees, family members, and outside community
Conducted group and individual volunteer orientations, kept volunteer records current, evaluated, and assigned volunteers to different tasks
Facilitated library committee and activities meetings as staff liaison and tracked budget for committee funds
Assisted in resident activities to improve or enhance physical, psychological, social, and recreational needs
Maintained and updated veteran and volunteer records and mailing lists
Receptionist
Homestead Village Retirement Community
06.2002 - 07.2013
Provided support for a 700-plus diversified continuing care retirement community
Performed administrative functions including creating and maintaining documents, copying, typing, faxing, sorting and delivery of mail, scheduling appointments, receiving deliveries, completing various projects, greeting prospective residents and family members, providing facility information, directing phone inquiries and addressing external and resident inquiries and issues
Well-versed in safety and policy knowledge with demonstrated ability to handle emergencies
Effective business writing and communication skills
Able to apply tact, discretion and sound judgement
Dedicated team player
Commercial Credit Analyst, Officer
Wells Fargo Bank (previously Corestates Bank)
06.1992 - 12.1998
Provided financial analysis and reporting of commercial and individual customers including retail, wholesale, manufacturing, service, agricultural, private banking, and equity investment
Credit analysis using company and accountant prepared statements, tax returns, and personal financial statements
Assessed industry and business risk; assisted in developing appropriate lending structures to minimize identified risks
Conducted customer contact meetings with corporate and individual borrowers, prospective customers, and other institutions
Managerial/team leader functions included: planning tasks, organizing departmental work flow, leading weekly work-in-process meetings, training interns and credit analysts
Education
Business/Accounting Coursework
Millersville University
Millersville, PA
Business/Accounting Coursework
Lebanon Valley College
Lancaster, PA
Diploma - Business/Administrative
Lancaster Business School
Lancaster, PA
Credit Analysis
Corestates Bank
Philadelphia, PA
Corporate Cash Management Training
Corestates Bank
CPR and First Aid Training Certification
Red Cross
Skills
Proficient in Microsoft Office (WORD, Excel, Outlook, Publisher)