Shannon E. Whaley
Dallas,TX
Summary
Skilled and dedicated administrative professional with extensive success coordinating, planning and supporting daily operational and administrative functions. Proven capacity for providing comprehensive support for executive-level staff including scheduling meetings, serving as liaison and effectively managing all essential administrative and clerical functions. Cross-functional skills in accounting, budget management, project coordination, special event planning, supervision and customer service. Empathetic Care Worker with sensitive and compassionate approach to cultivating trusting, stimulating and varied lifestyle for residents. Offers enhanced care with flexible learning approach for patients. Experience in hospital and in-home settings providing guidance and encouragement to patients through physical and emotional support.
Overview
33
33
years of professional experience
Work History
Care Assistant
Self-employeed
07.2016 - 06.2023
- Maintained clean and organized living spaces for patients, ensuring comfortable and sanitary environment conducive to healing.
- Enhanced patient recovery by assisting with daily activities such as bathing, dressing, and grooming.
- Assisted patients with mobility, transferring them safely between beds, chairs, and wheelchairs as needed.
- Improved patient comfort by providing compassionate and attentive care, addressing individual needs and preferences.
- Promoted a safe environment for patients through regular monitoring of vital signs and reporting any abnormalities to medical staff.
Assistant to the Executive Vice President, Sales and Marketing
New Benefits, inc.
01.2008 - 01.2009
- Provided high-level administrative support to Executive Vice President of Sales and Marketing, 3 Vice Presidents, 3 Directors and sales team.
- Maintained spreadsheet to track all sales agreements and contracts from beginning to 9 months after activation
- Maintained EVP’s schedule and appointments, as well as Sales calendar
- Set up all Sales Meetings, conference calls, conference rooms and required amenities
- Participated in daily sales huddles; led huddles in EVP’s absence and reported accordingly
- Arranged participation in vendors conferences, including registration, assigning sales personnel to attend, made all travel arrangements, and shipped booth materials
- Maintained Prophet and Account Executive weekly reports
- Monitored and maintained employee time off reports in order to assure coverage and to provide EVP status of staff paid time usage
- Arranged travel for EVP and Sales Team, obtained authorization as needed
- Prepared Marketing Kits and Sales Letter library to send to prospective clients
- Prepared and submitted monthly expense reports for EVP and VP’s.
- Developed strong relationships with clients, facilitating increased satisfaction and long-term partnerships.
- Prepared comprehensive reports using data analysis tools to inform decision-making processes at the executive level.
- Enhanced executive productivity by managing schedules, organizing meetings, and coordinating travel arrangements.
- Maintained confidentiality of sensitive information, ensuring discretion and professionalism at all times.
Assistant to the CEO
Member’s Building Maintenance, Ltd. (Parent Company)
01.2005 - 01.2006
- Provided high-level administrative support to President and CEO of partnership with 300+ employees
- Oversaw all daily administrative functions for janitorial company, real estate agency and 3 restaurants within member-owned partnership
- Represented CEO at partnership meetings and worked directly for CEO and owner of all 3 companies
- Teamed with executive management to complete special projects
- Managed HR by writing policies, counseling employees and managers and serving as legal liaison
- Reviewed legal documents and advised CEO regarding legal actions
- Managed all personnel records, created business materials, developed presentations, generated reports and supervised office staff
- Managed project budgets
- Planned, coordinated and managed special events.
- Coordinated successful events for both internal staff members and external stakeholders while adhering to given budgets and timelines.
- Ensured seamless transitions between priorities by effectively managing multiple tasks and deadlines within a fast-paced environment.
- Enhanced productivity by coordinating daily schedules, arranging meetings, and organizing travel arrangements for the CEO.
Office Manager / Third-party Report Coordinator
Mortgage Ramp
01.2004 - 01.2005
- Managed daily office operations and expedited third-party report requests for leading provider of business-process outsourcing solutions real estate finance industry
- Initiated and expedited third-party report requests for 80 commercial real estate loans per month
- Developed ordering procedures and due diligence tracking process to monitor reports throughout loan process
- Provided document management and cataloging
- Played key role in opening of new branch by installing telecommunications system and training underwriters and analysts in use.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Executive Assistant
Fidelity Investments
06.1990 - 10.2002
- Supported Corporate Computer Center remote site with top level security that housed all of Fidelity Investments information worldwide and oversaw Hardware Management, Computer Operations, Tape Media Operations and Automation Groups
- Supported executive brokerage staff by scheduling, planning and coordinating company tours for key prospective and existing multi-million dollar clients
- Established and led strong sustainable administrative team
- Published e-newsletter to showcase company and personnel, including conducting research to pinpoint target audience for publication.
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Processed travel expenses and reimbursements for executive team and senior management group.
Education
Associate of Science -
Charter Oak State College
New Britain, CTRegistered Behavior Technician® 40-hour Training - RBT Prerequisite For Certification: BACB1167616
Behavior Webinar's 40 Hour RBT® Training Course
07.2024
CPR / AED / First-Aid (Adult / Child / Infant) - AED / Injury & Universal Precautions, ID#:915588
National CPR Foundation
06.2024
Certified - MHFA
Youth Mental Health First Aid
08.2024
Certified - QPR Suicide Prevention Gatekeeper Program
QPR Institute
07.2024
Skills
- Self-starter with proven track record of accurately completing diverse research, reporting and information management projects within time and budget requirements
- Adept at developing and maintaining detailed administrative and procedural processes that improve efficiency and achieve organizational objectives Exceptional aptitude for learning new skills and making decisions based on sound judgment and analysis
- Highly focused and results-oriented in supporting complex operations; able to identify goals and priorities and resolve problems in initial stages
- Excellent communication, client service and relationship-building skills with demonstrated ability to professionally handle confidential information
- Technologically savvy with advanced proficiency in Microsoft Word, Excel, PowerPoint and Outlook, as well as payroll and accounting software; designed efficient time management application
- Feeding Assistance
- Compassionate Care
- Mobility Assistance
- Client Confidentiality
- Meal Preparation
- Basic Housekeeping
Affiliations
- Junior League of Dallas
- CASA
- The Family Place
- Junior League of Austin
- Alpha Delta Pi
Volunteer Work
- The Family Place / Methodist Medical Center: Family Violence Intervention Program
- Dallas CASA: Child Advocate
- Medisend Warehouse
- Presbyterian Hospital, ICU
Timeline
Care Assistant
Self-employeed
07.2016 - 06.2023
Assistant to the Executive Vice President, Sales and Marketing
New Benefits, inc.
01.2008 - 01.2009
Assistant to the CEO
Member’s Building Maintenance, Ltd. (Parent Company)
01.2005 - 01.2006
Office Manager / Third-party Report Coordinator
Mortgage Ramp
01.2004 - 01.2005
Executive Assistant
Fidelity Investments
06.1990 - 10.2002
Associate of Science -
Charter Oak State College
Registered Behavior Technician® 40-hour Training - RBT Prerequisite For Certification: BACB1167616
Behavior Webinar's 40 Hour RBT® Training Course
CPR / AED / First-Aid (Adult / Child / Infant) - AED / Injury & Universal Precautions, ID#:915588
National CPR Foundation
Certified - MHFA
Youth Mental Health First Aid
Certified - QPR Suicide Prevention Gatekeeper Program
QPR Institute
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