Summary
Overview
Work History
Education
Skills
Timeline
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Rebecca Swartz

Tacoma,WA

Summary

Executive Assistant skilled at offering high-level administrative support to senior-level staff. Expert in travel management, expense tracking and schedule coordination. Expertly assists executive team using exceptional communication and organizational skills. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.

Overview

25
25
years of professional experience

Work History

Senior Executive Administrative Assistant

College Success Foundation
01.2012 - Current
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Updated spreadsheets and created presentations to support executives and boost team productivity.
  • Processed travel expenses and reimbursements for President & CEO and Board of Directors
  • Organized and coordinated conferences and monthly meetings.
  • Supported National Board of Directors to include scheduling all board meetings, committee meeting, providing board & committee meeting materials and minutes. Along with handling all logistics, catering and travel arrangements.
  • Handled logistics, catering, agendas and travel arrangements for Leadership & all staff meetings and retreats. Providing meeting agendas, power points and reference materials.
  • Updated and maintained confidential databases and records.
  • Implemented on-line portal for our Board of Directors improving efficiencies and effectiveness for our Directors.
  • Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
  • Worked with senior management to initiate new projects and assist in various processes.
  • Upheld strict timetables by maintaining accurate, balanced calendars.
  • Coordinated events and worked on ad hoc projects.

Call Center and Branch Manager

Community Credit Union
01.1999 - 06.2005
  • Provided real-time coaching, guidance and feedback to call center agents and member representatives to achieve development goals.
  • Led daily team meetings to review performance, set targets and motivate staff.
  • Resolved escalated member issues promptly and professionally to maintain satisfaction.
  • Conducted performance reviews for staff members to reduce resolution times and improve member satisfaction ratings.
  • Improved average hold times, resolution rates and satisfaction scores through staff development.
  • Collected and analyzed call center statistics, sales rates, costs, and member service metrics.
  • Analyzed customer feedback to identify improvement opportunities and develop action plans.
  • Recruited, trained and onboarded new member & call center representatives, maintaining exceptional service standards.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Examined customer loan applications for loan approvals and denials.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.

Education

High School Diploma -

Manzano High School
Albuquerque, NM
05.1987

Skills

  • Interpersonal Skills
  • Organizational Skills
  • Communication Skills
  • Problem Solving
  • Time Management
  • Adaptability
  • Travel and Event Planning
  • Project Management
  • Emotional Intelligence
  • MS Office Suite
  • Office management

Timeline

Senior Executive Administrative Assistant

College Success Foundation
01.2012 - Current

Call Center and Branch Manager

Community Credit Union
01.1999 - 06.2005

High School Diploma -

Manzano High School

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Rebecca Swartz