Neely Sherman
Vidalia,LA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
9
9
years of professional experience
Work History
Remote Administrative Assistant
1st Insurance Group
Tempe, Arizona
08.2022 - Current
- Managed incoming calls while providing information or transferring callers to appropriate personnel.
- Handled confidential documents in an organized fashion according to established protocol.
- Updated system to organize office documentation, maximizing efficiency and increasing productivity.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
DOT Permit Technician
Jordan Carriers
Natchez, Mississippi
05.2021 - 06.2022
- Maintained records of all issued permits, fees collected, inspections conducted.
- Performed data entry into computerized databases related to permitting activities.
- Prepared reports on a weekly basis detailing the status of pending permits.
- Submitted permit applications to appropriate agencies in a timely manner.
- Assisted with the coordination of activities between multiple departments for permit processing.
- Monitored progress of submitted permit applications until approved or denied by agency authorities.
- Tracked expiration dates for existing permits and communicated need for renewal prior to expiration date.
- Maintained updated knowledge of applicable state and local laws, regulations, and requirements related to permits.
Financial Relationship Consultant
Regions Bank
Natchez, MS
01.2017 - 05.2021
- Provided training support to new team members as needed.
- Evaluated customer credit reports to identify potential risks associated with lending decisions.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Developed and maintained strong client relationships through exceptional service and communication.
- Negotiated loan terms with lenders on behalf of customers when necessary.
- Provided comprehensive financial advice to clients and identified suitable product solutions.
- Implemented new products, services, processes or systems as needed to improve customer service levels.
- Maintained accurate records of customer transactions using a variety of software programs.
- Responded promptly to customer inquiries regarding account information or other matters related to their finances.
Great River Auto Sales
Business Development Leads
Natchez
04.2015 - 11.2017
- Maintained accurate records of all leads generated, tracked progress and reported results.
- Utilized CRM tools to track performance metrics of lead generation activities.
- Generated qualified leads through outbound calls and emails.
- Implemented social media campaigns focused on increasing brand visibility and generating leads.
- Documented outreach calls and follow-up contacts in CRM system to establish record of interactions.
- Collaborated and supported sales team to build sales pipeline.
- Engaged with prospects through cold calling, emailing, and social media outreach.
- Utilized CRM tools to track and manage sales pipeline effectively.
Education
Some College (No Degree) - Business Administration
Copiah-Lincoln Community College
Natchez, MSSkills
- Data Entry
- Office Administration
- Proficient in Microsoft Excel
- Policy Renewals
- Lead Development
- CRM Software
- Client Relationship Building
- Microsoft Excel
- Route Planning
- Analytical Skills
- State and Federal Regulations
Timeline
Remote Administrative Assistant
1st Insurance Group
08.2022 - Current
DOT Permit Technician
Jordan Carriers
05.2021 - 06.2022
Financial Relationship Consultant
Regions Bank
01.2017 - 05.2021
Great River Auto Sales
Business Development Leads
04.2015 - 11.2017
Some College (No Degree) - Business Administration
Copiah-Lincoln Community College