Morgan Stoffey

Executive Administrative Assistant

Green Eco Solutions

09.2019 - Current

Responded to emails and other correspondence to facilitate communication and enhance business processes.
Facilitated training and onboarding for incoming office staff.
Used software to coordinate meetings, appointments, and tasks senior executives.
Handled confidential and sensitive information with discretion and tact.
Handled scheduling for executive's calendar and prepared meeting agenda and materials.
Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Organized and updated schedules for executives.
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Gathered documents, data and formulated analytics to prepare issues for discussion and reports for review.
Answered high volume of phone calls and email inquiries.
Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity.
Documented and distributed meeting notes to identify, analyze, and improve workflows.
Generated advertising brochure for vendor use.
Attended monthly sales meetings and quarterly sales trainings.
Developed and maintained strong working relationships with professionals within assigned territory.
Consulted with businesses to supply accurate product and service information.
Recorded accurate and efficient records in customer database.
Contributed to team objectives in fast-paced environment.
Composed routine correspondence and prepared reports or replies to requests for information within areas of responsibility.
Collaborated with sales and marketing teams to establish accurate representation of products marketed to customers.
Entered, coded and processed vendor invoices and helped track expenses for capitalizations.
Remained calm and poised in high-stress, dynamic environment to promote service to customers and staff.
Gathered and prepared sales materials in preparation for sales meetings.
Stayed current on company offerings and industry trends.
Managed project timelines and resources to complete projects on schedule and budget.
Prepared cost estimates for labor and materials to help with planning.
Obtained building and specialty permits from local jurisdictional agencies.
Conducted critical pre-installation documents for general contractors and subcontractors.
Participated in available trainings to improve software knowledge.
Met with quality assurance, developers and project managers to assess scope and sequence of project.
Reviewed files, records and other documents to obtain information to respond to requests.
Ordered office supplies and kept office stocked with needed resources to operate smoothly.
Maintained and updated customer account records, both digital and physical.
Interacted with customers by phone, email, or in-person to provide information.
Collaborated with various departments to complete assigned tasks.
Managed daily data entry and kept clerical information accurate and up-to-date.
Edited documents to keep company materials free of grammar errors.
Assisted with onboarding of new employees.
Monitored and tracked expenses.
Created paid in full receipts, return receipts, change order forms specific to each customer sent via DocuSign.
Acts as organization's point person for outside vendors to complete customer orders, make necessary changes to orders, determine weekly product delivery dates, discuss price fluctuations to update our retail pricing as well as any product availability changes.
Developed and presented valuable sales presentations to our sales team on how to use mobile application software (LEAP To Digital).
Directed sales support staff in administrative tasks to help sales reps close deals.
Evaluated costs against expected market price points and set structures to achieve profit targets.
Calculated sales commission for sales team of 5 representatives.
Calculated all contractor and sub-contractor total amounts to be paid per installation.
Calculated all sales profits for each individual sale and monthly/yearly reports for Sales Manager.
Review all sales made in detail, update our database and provide our field technician will all appropriate forms and information.
Communicated daily with sales representatives to get input on any errors/open issues in mobile application software.
Created numerous reports for all departments.
Consulted with outside vendors to identify and resolve loan closing issues.
Communicated with customers daily to request information and complete paperwork.
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
Set up, stored and updated customer files, department records and regulatory paperwork.
Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
Analyzed credit reports to assess risk and determine applicants' ability to repay loans.

Summary

Overview

Work History

Executive Administrative Assistant

Education

High School Diploma -

Skills

Websites

Accomplishments

Timeline

Executive Administrative Assistant

High School Diploma -

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