Shari Mathews Pullam
Waukesha,USA
Summary
Dedicated and highly organized Administrative Assistant with over 10 years of experience providing exceptional customer service and efficient office support. Skilled in managing daily administrative tasks, coordinating schedules, and maintaining accurate records while delivering a positive experience for clients and colleagues alike. Known for strong communication skills, a proactive approach to problem-solving, and a genuine commitment to helping others. Adept at multitasking in fast-paced environments and ensuring smooth operations with a friendly, professional demeanor.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Intake Specialist
Energy Assistance
Waukesha, WI
11.2025 - 02.2026
- Conducted initial screenings of client cases to determine eligibility for services.
- Coordinated intake processes, ensuring timely and accurate data entry into client management systems.
- Assisted clients in completing necessary documentation, enhancing overall customer experience and satisfaction.
- Collaborated with multidisciplinary teams to streamline referral processes and improve service delivery.
Front Desk Receptionist / Senior Living Concierge
ProHealth Brookfield Senior Regency / Capri
09.2020 - 08.2025
- Serve as the first point of contact for residents, families, and visitors, delivering compassionate and responsive concierge services.
- Perform daily morning safety checks to ensure all residents are accounted for and well.
- Utilize ECP and Yardi to update resident and employee records, track care plans, and manage documentation.
- Schedule resident outings, transportation, and recreational trips.
- Communicate with CNAs and medical staff for resident assistance and escalate emergencies, including placing 911 calls when necessary.
- Manage front desk operations: answer phones, greet visitors, respond to inquiries, and maintain a professional and friendly environment.
- Create invoices and track payments using Microsoft Excel and in-house systems.
- Design visual materials using Canva for community events and notices.
- Report maintenance issues through Google Docs and send email alerts to appropriate departments.
- Keep updated logs of new residents and staff; maintain digital databases and physical filing systems.
Administrative Assistant
Kids Kingdom LLC.
07.2018 - 08.2020
- Performing administrative and clerical tasks such as organizing files, record keeping.
- ProCare Software.
- Answering phone calls and posting to company database.
- Prepare budgets and annual reports.
- Marketing the company with tours and developing monthly Newsletters.
- Schedules appointments with professional staff as required.
- Record and prepare weekly and monthly meals and record attendance.
Receptionist, Office Support
La Casa de Esperanza, Inc.
05.2013 - 07.2018
- Answers La Casa's multi-line phone system and greets clients and all others.
- Post to company database, file & organize files, meal counts and attendance.
- Provides accurate information about La Casa programs and services.
- Helps develop processes, systems, and resources to support office/program.
- Schedules appointments with professional staff as required.
- Monitors and operates office equipment and coordinates its maintenance.
- Monthly and weekly Newsletters, Data Entry.
Apartment Manager / Leasing / Administration
Moulster Properties
Stanley, WI, USA
04.2007 - 03.2013
- Oversee the management of all staff including, including interviewing, hiring, and conducting performance evaluations, training, promoting, applying corrective action, including terminations.
- Maintains property rentals by advertising and filling vacancies, negotiating and enforcing leases, and maintaining and securing premises.
- Establishes rental rate by surveying local rental rates and calculating overhead costs, depreciation, taxes, and profit goals.
- Attract tenants by advertising vacancies, obtaining referrals from current tenants, explaining advantages of location and services, and showing units.
- Contracts with tenants by negotiating leases and collecting security deposits.
- Accomplishes financial objectives by collecting rents, paying bills, forecasting requirements, preparing an annual budget, scheduling expenditures, analyzing variances, and initiating corrective action.
- Maintains property by investigating and resolving tenant complaints, enforcing rules of occupancy, inspecting vacant units and completing repairs, planning renovations, and contracting with landscaping and snow removal services.
- Monthly Newsletters, filing, data entry, Prepare reports by collecting, analyzing, and summarizing data and trends.
Business Owner
Computer Shack
Waukesha, WI, USA
02.1998 - 02.2008
- Contracted with two individuals who assisted with refurbishing equipment.
- Ordered and maintained components inventory.
- Marketed business to residents and small businesses.
- Sold and serviced refurbished computers and electronic components.
- Communicated with clients and merchants to improve and develop business relationships.
- Maintained constant follow-up through phone/email on for additional service or product needs.
- Managed receivables/payables, including account and bank reconciliation, cash receipts, invoicing, inventory verification and daily bank deposits.
- Data Entry, filing and invoices.
Education
High School -
Oconomowoc High School
Administrator Credential - Child Development
WCTC
Skills
- ECP
- Yardi
- ProCare Software
- Google Docs
- Google Drive
- Resident Scheduling
- Trip Coordination
- Customer Inquiry Management
- Record Maintenance
- Billing
- Invoicing
- Documentation
- Appointment Scheduling
- Calendar Management
- Virtual Collaboration
- Emergency Response
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Microsoft Teams
- Zoom
- Canva
- Maintenance Request Coordination
- Payment Tracking
- Data Management
- Communication
- Multitasking
Certification
- Relais Training
- Senior Living Customer Service Training
Timeline
Intake Specialist
Energy Assistance
11.2025 - 02.2026
Front Desk Receptionist / Senior Living Concierge
ProHealth Brookfield Senior Regency / Capri
09.2020 - 08.2025
Administrative Assistant
Kids Kingdom LLC.
07.2018 - 08.2020
Receptionist, Office Support
La Casa de Esperanza, Inc.
05.2013 - 07.2018
Apartment Manager / Leasing / Administration
Moulster Properties
04.2007 - 03.2013
Business Owner
Computer Shack
02.1998 - 02.2008
Administrator Credential - Child Development
WCTC
High School -
Oconomowoc High School