Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
MEGHAN CHAPA

MEGHAN CHAPA

Summary

Strategic and results-driven Senior Executive Assistant with over 14 years of experience supporting C-suite executives and senior leadership in fast-paced, high-demand environments. Proven expertise in managing executive calendars, streamlining administrative workflows, and facilitating internal communication across departments. Adept at handling confidential information, coordinating executive-level meetings, and developing impactful reports and presentations. Recognized for superior organizational skills, financial acumen, and the ability to anticipate and solve problems proactively.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Operations Executive Assistant

Primeway Federal Credit Union
02.2022 - Current
  • Provide comprehensive administrative support to the SVP, of Retail Operations and Branch Managers team, ensuring smooth daily operations
  • Manage complex calendars and schedule meetings
  • Prepare, edit, and distribute executive-level communications, reports, and presentations
  • Track Benchmarks, Audit Offenses, Incentive Pay, and various reporting
  • Work with IT/BI Departments for Tableau and Report Dashboard creations.
  • Organize and facilitate company events, including Branch Council meetings, Senior Leadership meetings, and front-line staff training sessions
  • Handle confidential information with the highest level of discretion and professionalism
  • Implement and update operation procedures to improve efficiency and streamline workflow
  • Analyzed data from completed projects to identify areas for improvement in future initiatives
  • Organized and maintained records of project activities, progress, and outcomes
  • Collaborated with other departments to ensure data accuracy and integrity


Software and CRM: Tableau, Keystone, Origins, Eltropy, HubSpot, Paycom.

Onboarding Specialist

Medix
01.2022 - 05.2022


  • Managed the onboarding process for multiple offices in Houston, Texas and Chicago
  • Coordinated and managed background check processes, including criminal history, employment verification, education verification, drug screening, and other required checks.
  • Monitored and tracked onboarding tasks for new hires, ensuring timely completion and compliance with internal policies.
  • Reviewed and evaluated background check results, escalated any discrepancies or red flags, and supported adjudication decisions.
  • Maintained accurate documentation of all background and compliance records.
  • Served as the point of contact for candidates regarding pre-employment screening questions and onboarding support.
  • Partnered with hiring managers, recruiters, and external vendors to ensure a seamless onboarding experience.
  • Knowledge of FCRA, EEOC, and other relevant hiring laws and regulations.
  • Experience with HRIS and background check systems
  • Knowledge of I-9 compliance and E-Verify

Data Operations Analyst

JD Fine & Company
02.2021 - 02.2022
  • Input order information into system and updated customer accounts to document and track customer orders.
  • Maintained a high level of accuracy while entering orders into the system, ensuring proper billing and shipping information.
  • Coordinated with sales teams to resolve discrepancies, resulting in fewer errors and delays.


Software and CRM: Shopify

Executive Assistant to CCRO & CFO

Texas Dow Employees Credit Union
07.2019 - 09.2021
  • Managed and coordinated executive calendars, meetings, and travel arrangements; demonstrated excellent organizational skills
  • Interim provided support to Chief People Officer and Chief Digital Officer
  • Coordinated Executive team meetings, agendas, and minutes
  • Attended all Board and Committee meetings, and prepared agendas and minutes
  • Prepared expense reports for management review in accordance with company policy; revealed financial acuity
  • Designed all presentations for speaking arrangements
  • Designed a monthly overview for the executive team, including financial analysis, KPIs, and organizational metrics
  • Worked closely with Risk, Legal Department, and CCRO on updating policies
  • Main administrative on Procurement and invoice inputs
  • Tracked departmental expenses against budgetary constraints in various categories
  • Generated reports in an expense tracking system
  • Managed and coordinated the 2020-2021 Scholarship Program

Executive Assistant to Managing Director

Union Bank, MUFG
08.2017 - 04.2021

Executive Assistant to CIO & SVP

ArchMI
11.2015 - 06.2017

Executive Assistant to Senior Partners

Kurt Salmon
06.2014 - 11.2015

Executive Assistant to CEO

MK Think, Inc.
09.2013 - 05.2014

Executive Assistant to CEO

Five9, Inc
02.2011 - 05.2014

Executive Assistant to President

Pandigital
01.2010 - 06.2013

Education

MBA - Business Management

Columbia Southern University
02-2026

Bachelor of Science - Business Management

Penn Foster University
01.2006

Skills

  • Strategic Planner
  • Self-Starter
  • Initiative
  • Financial Analysis
  • Meticulous attention to detail
  • C-Level/ Board of Director Liaison
  • Project Management
  • Team leadership
  • Operations management

Certification

CNP - Certified Notary Public, 2021-01 - Present

Timeline

Operations Executive Assistant

Primeway Federal Credit Union
02.2022 - Current

Onboarding Specialist

Medix
01.2022 - 05.2022

Data Operations Analyst

JD Fine & Company
02.2021 - 02.2022

Executive Assistant to CCRO & CFO

Texas Dow Employees Credit Union
07.2019 - 09.2021

Executive Assistant to Managing Director

Union Bank, MUFG
08.2017 - 04.2021

Executive Assistant to CIO & SVP

ArchMI
11.2015 - 06.2017

Executive Assistant to Senior Partners

Kurt Salmon
06.2014 - 11.2015

Executive Assistant to CEO

MK Think, Inc.
09.2013 - 05.2014

Executive Assistant to CEO

Five9, Inc
02.2011 - 05.2014

Executive Assistant to President

Pandigital
01.2010 - 06.2013

Bachelor of Science - Business Management

Penn Foster University

MBA - Business Management

Columbia Southern University