NANCY TAGGART
Kaysville,Utah
Summary
Driven and resourceful administrative professional with experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.
Overview
19
19
years of professional experience
Work History
Executive Assistant
HealthyYou Vending
08.2022 - 10.2023
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings, zoom meeting and appointments.
- Organized and coordinated conferences and monthly meetings.
- Served as liaison with Franchise portals to insure accurate advertising.
- Completed multiple projects and tasks as requested by CEO and compiled data to present to the Board of Directors.
- Trained Team members on calendering systems and excel spreadsheets.
Real Estate Appraisal Assistant
PREISSER APPRAISALS
01.2020 - 10.2022
- Maintained high work volume and tight deadlines while working remote.
- Documented condition and special features to provide accurate estimations.
- Maintained current database of completed appraisals and customer information.
- Prepared descriptions of property for use in transactions or official records.
- Wrote detailed appraisal reports for property and submitted to clients or authorities.
Finance Manager
CLUB IMAGE - Beauty and Body
10.2018 - 12.2019
- Posted customer payments by recording cash, checks, and credit card transactions.
- Reconciled daily AR ledger and verified proper posting.
- Verified discrepancies and resolved clients' billing issues
- Processed incoming payments in accordance with established financial policies.
- Updated aging reports based on daily audits.
- Completed daily process adjustments to maintain accuracy.
- Improved overall financial reporting by streamlining control processes and reporting structures.
Agency Producer/Marketing Specialist
FADEL FARMERS INSURANCE AGENCY
09.2017 - 10.2018
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Researched and identified potential new markets.
- Developed and implemented promotional strategies to increase customer base.
- Designed presentations and marketing materials to promote insurance products.
Retail Support Teller/Treasury Management Processing Specialist
ZIONS BANK
07.2016 - 06.2017
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Maintained accurate records of customer transactions in line with bank procedures.
- Monitored and reported suspicious activity in line with bank security policies.
- Handled various accounting transactions.
Certified Birth Doula/Childbirth Educator
SELF EMPLOYED
07.2006 - 08.2016
- Supported patients and family members, actively listening to concerns and offering compassionate care.
- Coordinated with other healthcare professionals to provide patients with comprehensive care.
- Provided education and support through pregnancy, childbirth and postpartum process.
- Helped clients to manage pain and discomfort naturally.
Childbirth Educator
PRESBYTERIAN / ST. LUKE'S HOSPITAL
05.2004 - 01.2009
- Developed curriculum and content to start a childbirth education program at the hospital.
- Provided support and education to families by offering evidence-based learning programs.
- Delivered objective childbirth information and resources for birthing facilities and methods.
- Continually improved knowledge, skills, and performance based on feedback and self-identified professional developmental needs.
- Created pamphlets, videos and other health education materials to promote health awareness and preventive health practices.
- Collaborated with other healthcare professionals to design and deliver health education services to clients.
Education
Associate of Arts - Completed 2 Yrs of General Education Requirements
Utah Valley University
Orem, UTAssociate of Arts - Completed Additional Year of Study
Arapahoe Community College
Littleton, COHigh School Diploma -
Heritage High School
Littleton, CO05.1997
Skills
- Microsoft Word/Excel/Powerpoint
- Google Docs/Sheets
- Business Writing
- Invoice Processing
- Report Writing
- Project Oversight
- Administrative Support
- Scheduling
- Expense Reporting
- Schedule & Calendar Planning
- AR/AP
- Meticulous Attention to Detail
- Database Management
- Staff training
Education Certifications
- Utah Licensed Property and Casualty Insurance Certification
- Utah Valley University
- Certified Birth Doula CD(DONA)
- Certified Childbirth Educator AAHCC
Professional References
Jeff Marsh, Founder and CEO
Healthy YOU Vending
801-444-0727
jeffm@healthyyouvending.com
Jill Navidomskis, Vice President
Healthy YOU Vending
801-444-0727
jilln@healthyyouvending.com
Kris Harrop, Office Manager
Healthy YOU Vending
801-444-0727
krish@healthyyouvending.com
Timeline
Executive Assistant
HealthyYou Vending
08.2022 - 10.2023
Real Estate Appraisal Assistant
PREISSER APPRAISALS
01.2020 - 10.2022
Finance Manager
CLUB IMAGE - Beauty and Body
10.2018 - 12.2019
Agency Producer/Marketing Specialist
FADEL FARMERS INSURANCE AGENCY
09.2017 - 10.2018
Retail Support Teller/Treasury Management Processing Specialist
ZIONS BANK
07.2016 - 06.2017
Certified Birth Doula/Childbirth Educator
SELF EMPLOYED
07.2006 - 08.2016
Childbirth Educator
PRESBYTERIAN / ST. LUKE'S HOSPITAL
05.2004 - 01.2009
Associate of Arts - Completed 2 Yrs of General Education Requirements
Utah Valley University
Associate of Arts - Completed Additional Year of Study
Arapahoe Community College
High School Diploma -
Heritage High School
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