Professional Executive Assistant skilled in executing administrative duties to support and enhance effectiveness of senior-level executives in fast-paced business environment. Demonstrated success interacting with internal and external organizations. Proficient in Microsoft applications and maintains high degree of confidentiality in handling sensitive materials. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Hi, I’m
Rochelle Davis
Abilene,TX
Summary
Overview
15
years of professional experience
Work History
CITY OF ABILENE
Executive Assistant/Administrative Coordinator
08.2022 - Current
Job overview
- Coordinated and scheduled meetings and conference calls to optimize scheduling of senior staff.
- Drafted correspondence and other documents for CEO and department heads in company's voice.
- Negotiated contracts with vendors and suppliers for office supplies, equipment and services.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Developed strategies to streamline and improve office procedures.
- Managed department budgets and generated financial reports for management review.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Scheduled office meetings and client appointments for staff teams.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Department including daily and/or weekly budgeting updates for multiple budgets, daily payment request, submitting requisitions for purchase orders, assisting in our City’s Purchasing Card program reconciliations, departmental supply ordering, reception, customer and colleague requests and issues, and other special projects.
- Under supervision of the assigned Technology Supervisor of Information Technology, assists in various assignments to include communication with other departments and/or divisions to request department data
- This is to include, but not limited to, researching, analyzing, verifying and coordinating the input of information into the Department’s Budget and/or Technology Fund Budget
- Prepare information and reports for the annual Information Technology Plan
- Assist with the Abilene Taylor County District operations, board and finances as assigned
- Perform basic accounting tasks, analysis, and financial functions as required
- Monitor the Information Technology Department’s presence on the City of Abilene website and intranet to ensure the information is accurate, relevant, up to date, and remains in compliance with all required postings
- Monitor compliance, audit, and financial reporting requirements for the IT Department as assigned
- Information Technology Department, scheduling meetings, retrieval, processing, and distribution of mail, maintenance of files by keeping them organized and up-to-date, coordination of document retention schedule, and inventory.
Lawrence Hall Chevrolet
Saturday Receptionist
02.2022 - 09.2022
Job overview
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Kept reception area clean and neat to give visitors positive first impression.
- Answered phone promptly and directed incoming calls to correct offices.
- Responded to inquiries from callers seeking information.
Kent Wooliscroft Insurance Agency
Customer Service Representative
08.2021 - 08.2022
Job overview
- Licensed P&C agent, working to assist customers with all of their insurance needs.
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Updated account information to maintain customer records.
- Answered constant flow of customer calls with minimal wait times.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
Perkins Insurance Agency
Commercial Lines Account Manager
10.2020 - 07.2021
Job overview
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Maintained consistent knowledge of industry products and attended continuous education events to increase product knowledge.
- Executed cold calls, marketing initiatives and networking to drive sales.
- Licensed P&C agent, working to assist customers with all of their insurance needs.
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Updated account information to maintain customer records.
First Financial Bank
Mortgage Loan Processor
08.2020 - 10.2020
Job overview
- Calling for VOI, ordering VOE’s and VOD’s
- First payment, goodbye and notice of transfer letters
- Handled any conditions sent from underwriting departments.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Upheld complete confidentiality of all submitted information according to release guidelines.
Western Surplus Lines Agency, Inc
Underwriting Support Specialist
07.2018 - 07.2020
Job overview
- Obtained and accurately documented information for clients/policy holders.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Made approval and denial recommendations by determining accurate risk levels.
- Built strong relationships with lenders, brokers and clients for constructive communications.
- Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
- Determined and documented loan conditions and communicated requirements and decisions.
- Supported review and acceptance or denial of new or renewal business.
- Licensed P&C agent, working to assist customers with all of their insurance needs.
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Updated account information to maintain customer records.
- Answered constant flow of customer calls with minimal wait times.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
Serenity Foundation of Texas
Chemical Dependency Technician
11.2017 - 05.2018
Job overview
- Assisted with patient treatment and care requirements
- Transported patients to and from meetings and/ or hospitals as necessary.
- Developed professional relationships with referring agencies to improve communication related to intakes and to increase business for facility.
- Delivered compassionate patient care, focusing on safety, comfort and emotional support.
- Supported patient confidentiality in accordance with HIPAA regulations.
- Treated clients and families with respect and dignity.
- Charted on each patient daily.
- Monitored patient behavior and immediately reported changes to supervising physician.
- Collaborated closely with mental health professionals with treatment plan implementation.
Blue Cross and Blue Shield of Texas
FEP Claims Technician
11.2014 - 09.2017
Job overview
- Reviewed insurance and claims documents to verify required information and secure any missing data for settlements.
- Followed up with customers on unresolved issues.
- Understood requirements for disputes, gathered evidence to support claims and prepared customer cases to handle appeals.
- Monitored compliance with regulations and industry best practices to promote fair and proper treatment for insured customers.
- Performed administrative duties by verifying documentation, researching facts and contacting other parties involved to determine fault percentages and minimize potential losses.
- Conducted full claim investigations and reported updates and legal actions.
- Reviewed new files to determine current status of injury claim and to develop plan of action.
- Generated, posted and attached information to claim files.
- Checked documentation for accuracy and validity on updated systems.
Planet Fitness
Front Desk Clerk
12.2013 - 06.2014
Job overview
- Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Maintained transaction security by verifying payment cards against identification.
- Confirmed important personal and payment information for compliance with security and payment card industry standards.
- Entered and updated sensitive customer information during check-ins and room changes.
- Answered multi-line phone system and transferred callers to appropriate department or staff member.
- Introduced customers to resort amenities with pleasant and helpful demeanor.
- Maintained clean and organized front desk areas to uphold polished company image.
- Oversaw fast-paced front desk operations and guests' needs at busy facility.
- Calculated billings and posted charges to room accounts, reviewing charges with guests at checkout.
Teleperformance, Abilene
Customer Service Representative
08.2013 - 11.2013
Job overview
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Handled customer inquiries and suggestions courteously and professionally.
- Answered constant flow of customer calls with minimal wait times.
- Updated account information to maintain customer records.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services, and company information.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Tracked customer service cases and updated service software with customer information.
- Investigated and resolved customer inquiries and complaints quickly.
- Exhibited high energy and professionalism when dealing with clients and staff.
Logan's Roadhouse
Hostess/Server
02.2010 - 08.2013
Job overview
- First employee to interact with arriving guests; welcomed into the establishment and seated them
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Maintained clean and organized dining areas to uphold restaurant hygiene standards.
- Cultivated warm relationships with regular customers.
- Set positive tone for entire dining experience as first point of contact for incoming guests.
- Bussed and reset tables to keep dining room and work areas clean.
- Resolved customer complaints promptly and professionally to maintain positive reputation.
- Followed health and safety protocols crucial for maintaining safe and sanitary environments for customers and staff.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Used slow periods to restock supplies, ice, trays, and delivery bags.
JC Penney
Customer Service Associate
08.2009 - 01.2010
Job overview
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Informed customers about special promotions and provided detailed information for various products.
- Provided product and service recommendations to guide customers on products to meet varying needs.
- Utilized internal software and tools to meet customer needs and resolved issues promptly.
- Delivered prompt service to prioritize customer needs.
- Investigated and resolved customer inquiries and complaints quickly.
- Maintained clean and orderly checkout areas by mopping floors, emptying trash cans and wiping down surfaces.
- Maintained up-to-date knowledge of product and service changes.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Collected and returned unpurchased or returned items to correct shelf locations and arranged displays to promote sales.
- Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
Taco Bell
Cashier/Customer Service
06.2008 - 07.2009
Job overview
- Resolved customer complaints and maintained clean and tidy checkout area.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Met customer service goals and exceeded customer expectations.
- Enabled customers to feel welcomed, important, and appreciated by answering questions about products sold throughout store.
- Processed customer orders and accurately handled payment transactions.
- Counted money in drawers at beginning and end of each shift.
- Utilized POS system to handle customer cash and credit card transactions.
- Arranged and replenished service desk displays and merchandise racks to maintain appearance of store.
- Redeemed coupons to discount purchases.
- Referred to price sheets and special sale bulletins to enter price changes.
- Performed cash, card and check transactions to complete customer purchases.
- Operated cash register to record transactions accurately and efficiently.
- Worked with floor team and managers to meet wide range of customer needs.
- Learned duties for various positions and provided backup at key times.
- Responded promptly to requests for assistance, spills and customer inquiries.
- Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
- Conducted inventory counts by adding each item in stock and documenting in computer system.
Education
Strayer UniversityOnline
Master of Science from Cybersecurity Strategy and Information Management
05.2027
University Overview
TSTCOnline
Bachelor of Engineering from Engineering Management
05.2025
University Overview
Cooper High SchoolAbilene, TX
HS Diploma
2008
University Overview
Skills
- Records Management Systems
- Multi-Line Phone Systems
- Advanced MS Office Suite Knowledge
- Sorting and Labeling
- Workflow Processes
- Calendar Management
- Financial Records
- Mail Management
- Merchandising
- Cash Deposit Preparation
- Office Supplies and Inventory
- Customer Service
- Spreadsheets
- Complex Problem-Solving
- Data Management
- Customer and Client Relations
- Excel Spreadsheets
- 10-Key Proficiency
- Clerical Support
- Typing Proficiency
- Microsoft Office
- Critical Thinking
Timeline
Executive Assistant/Administrative Coordinator
CITY OF ABILENE
08.2022 - Current
Saturday Receptionist
Lawrence Hall Chevrolet
02.2022 - 09.2022
Customer Service Representative
Kent Wooliscroft Insurance Agency
08.2021 - 08.2022
Commercial Lines Account Manager
Perkins Insurance Agency
10.2020 - 07.2021
Mortgage Loan Processor
First Financial Bank
08.2020 - 10.2020
Underwriting Support Specialist
Western Surplus Lines Agency, Inc
07.2018 - 07.2020
Chemical Dependency Technician
Serenity Foundation of Texas
11.2017 - 05.2018
FEP Claims Technician
Blue Cross and Blue Shield of Texas
11.2014 - 09.2017
Front Desk Clerk
Planet Fitness
12.2013 - 06.2014
Customer Service Representative
Teleperformance, Abilene
08.2013 - 11.2013
Hostess/Server
Logan's Roadhouse
02.2010 - 08.2013
Customer Service Associate
JC Penney
08.2009 - 01.2010
Cashier/Customer Service
Taco Bell
06.2008 - 07.2009
Strayer University
Master of Science from Cybersecurity Strategy and Information Management
TSTC
Bachelor of Engineering from Engineering Management
Cooper High School
HS Diploma