Energetic Business Specialist with a passion for developing new business programs and making enhancements to meet customer demands. Fantastic time management and planning skills to build an excellent rapport with both customers and coworkers. Top-notch abilities in project management and sales management.
Overview
19
19
years of professional experience
Work History
Business Specialist
ZenBusiness Inc
07.2021 - 08.2025
Review customer's information to online questionnaire for accurate and timely production of LLC and Corporation filing. Navigate through State Government websites in order to file documents. Research filing requirements for business entities. Contact Secretary of State to determine filing requirements. Manage and coordinate third-party filing. Quickly process and analyze information to solve any filing issues. Efficiently handle and coordinate complex orders and emails. Utilizing MacBook and SalesForce
Consistently built long-term relationships with existing and new customers.
Proactively addressed escalated customer issues with timely resolutions that also identified root causes for preventative action in the future.
State Records Officer & Senior Staff Executive Assistant
Office of the Illinois State Treasurer
06.2018 - 07.2021
State Records Officer - Ensured compliance and maintenance of records retention policy. Develop & define objectives for records retention. Collaborated and strategized with the visions of the Illinois state Treasurer's Office for document review and compliance. Coordinated on site logistics and records retention training at assigned locations. Communicated with the Illinois state archives records management division for consultation in guidance.
Participated in ongoing professional development opportunities to stay up-to-date on industry trends and best practices in records management.
Established backup procedures for critical documents, safeguarding against potential loss due to natural disasters or other unforeseen events.
Developed and implemented training programs for new Records Officers, resulting in increased efficiency and consistency across the team.
Collaborated with cross-functional teams to establish document retention schedules, ensuring compliance with industry regulations and company policies.
Senior Staff Executive Assistant - Provided high-level confidential support to the Illinois state treasurer, chief of staff and chief legislator officer. Prioritized and managed travel for the Treasurer's Office. Assisted in the planning and implementation of special events for the office of the Illinois state treasurer and provide effective budget management with a focus on prioritization and deadline budgeting. Utilized Outlook products.
Investment Administrative Coordinator
Teachers Retirement System
10.2013 - 05.2018
Assisting Public Market Investment Managers. Provide logistical support and comprehensive office management services to the TRS Investment Department officers and CIO.
Greeted visitors with professionalism and enthusiasm to provide support and direct guests to appropriate department.
Facilitated smooth day-to-day operations by anticipating needs, proactively addressing potential issues, and efficiently resolving problems as they arose.
Maintained a well-organized filing system to ensure easy access to important records and documents.
Collaborated closely with department heads for strategic planning purposes while ensuring their alignment with overall organizational goals.
Managed calendars, scheduled appointments, and coordinated travel arrangements for senior staff members.
Legal Secretary/Paralegal
Giffin Winning Law Office
08.2006 - 09.2013
Assisted the Chapter 7 Bankruptcy Trustee for the Central District of Illinois on bankruptcy filings, case management and docket monitoring.
Maintained strict confidentiality of sensitive information to protect client privacy and uphold professional ethics.
Facilitated communication between clients and attorneys, ensuring prompt responses to inquiries.
Arranged for delivery of legal correspondence to clients, witnesses, and court officials.
Organized files for court proceedings.
Organized and maintained an efficient electronic filing system for easy access to critical documents and data.
Provided exceptional customer service when greeting clients and answering phone calls, fostering a welcoming environment.
Managed multiple high-priority tasks simultaneously, meeting all deadlines while maintaining a high level of accuracy.
Prepared legal correspondence and wrote professional letters for legal assistants and attorneys.
Education
Certificate - Business Management
Lincoln Land Community College
Springfield, IL
05.2019
Bachelor of Arts (B.A.) - Journalism /English
Eastern Illinois University
Charleston, IL
12.1989
Skills
Administrative support proficiency
Documented success in using MS Word, Excel, PowerPoint, Adobe, SalesForce, Pacer
Client relations
Client engagement
Cross-functional team coordination
Proposal writing
Researching
Continuous improvement
Timeline
Business Specialist
ZenBusiness Inc
07.2021 - 08.2025
State Records Officer & Senior Staff Executive Assistant