Adaptable and motivated professional with over 10 years of success supporting leadership and managing day-to-day operations. Skilled at working independently or as part of a team. Brings a strong work ethic and readiness to take on a new challenge.
Overview
21
21
years of professional experience
Work History
NDE Training Fund Administrative Assistant
I.U.O.E. Local 112 NDE Training Fund
Anderson, Indiana
10.2013 - 06.2024
Managed financial operations, including bookkeeping, invoice processing, credit card reconciliation, and monthly account balancing in QuickBooks.
Processed payroll and employee benefits.
Ensured timely and accurate completion of insurance audits.
Oversaw scheduling and coordination of training, on and off-site, for various courses offered to union members.
Maintained records of student attendance and training progress.
Prepared accurate and timely monthly reports.
Direct point of contact regarding training via phone and email for union members and contractors.
Calculated class and certification reimbursement checks.
Entered data into spreadsheets using Microsoft Excel.
Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
Maintained office and training supplies inventory.
Transcribed meeting minutes.
Reviewed and maintained annual agreements.
Prepared and tracked purchase orders.
Handled incoming calls and directed callers to appropriate department or employee.
Sorted mail and prepared packages for shipment.
Administrative Support
GVC Mortgage
Pendleton, Indiana
03.2003 - 03.2008
Provided administrative support in a fast-paced mortgage office, ensuring smooth daily operations. Collected, reviewed, and organized client documentation. Entered and managed data in the system while tracking the progress of loans to meet deadlines. Maintained constant communication with the lenders and clients.
<ul>
<li>Assigned and reviewed daily net asset value calculations performed by Senior Fund Accountant.</li>
<li>Maintained accurate records of employee performance, attendance, leave requests, and disciplinary actions.</li>
<li>Tracked progress on projects and provided timely feedback to staff members.</li>
<li>Participated in recruitment efforts by interviewing prospective candidates for open positions.</li>
<li>Ensured timely and accurate responses to client inquiries, managing quality of deliverables.</li>
<li>Created staff allocation plans based on activity SLAs, assisting with internal and external queries.</li>
<li>Facilitated successful completion of new client onboarding and fund launches.</li>
<li>Reviewed administrative and accounting procedures, recommending solutions for efficient NAV production.</li>
<li>Provided leadership through training, coaching, and supervision of staff members.</li>
<li>Performed end-of-day reports and signed off on net asset valuations.</li>
<li>Monitored employee productivity levels on a regular basis to identify areas of improvement.</li>
<li>Directed and supervised team of 15 employees in daily operations.</li>
<li>Monitored employee productivity to provide constructive feedback and coaching.</li>
<li>Identified opportunities for process improvements, leading to cost reductions and increased productivity.</li>
<li>Resolved customer complaints and issues promptly, ensuring customer satisfaction and loyalty.</li>
</ul> at CIBC Mellon Global Securities Inc<ul>
<li>Assigned and reviewed daily net asset value calculations performed by Senior Fund Accountant.</li>
<li>Maintained accurate records of employee performance, attendance, leave requests, and disciplinary actions.</li>
<li>Tracked progress on projects and provided timely feedback to staff members.</li>
<li>Participated in recruitment efforts by interviewing prospective candidates for open positions.</li>
<li>Ensured timely and accurate responses to client inquiries, managing quality of deliverables.</li>
<li>Created staff allocation plans based on activity SLAs, assisting with internal and external queries.</li>
<li>Facilitated successful completion of new client onboarding and fund launches.</li>
<li>Reviewed administrative and accounting procedures, recommending solutions for efficient NAV production.</li>
<li>Provided leadership through training, coaching, and supervision of staff members.</li>
<li>Performed end-of-day reports and signed off on net asset valuations.</li>
<li>Monitored employee productivity levels on a regular basis to identify areas of improvement.</li>
<li>Directed and supervised team of 15 employees in daily operations.</li>
<li>Monitored employee productivity to provide constructive feedback and coaching.</li>
<li>Identified opportunities for process improvements, leading to cost reductions and increased productivity.</li>
<li>Resolved customer complaints and issues promptly, ensuring customer satisfaction and loyalty.</li>
</ul> at CIBC Mellon Global Securities Inc