A dedicated professional with 22+ total years of workplace experience. Specializing in organizational skills, customer service and time management. Now seeking to contribute my experience and skills to your team.
Overview
21
21
years of professional experience
Work History
ADMINISTRATIVE ASSISTANT
First Command Financial Planning
06.2023 - Current
Licensed Associate
Worked remote for 2 District Advisors, 6 Fast Start Advisors
Processed insurance and investment applications
Appointment preparation for multiple Advisors
Maintained advisor calendars and provided client support via phone and email
Trained new Admin
Developed training guides for administrative staff
CUSTOMER SUPPORT SPECIALIST
BankProv
04.2021 - 05.2023
Provide support to customers via telephone and online banking messages
Troubleshoot online banking issues with customers
Resolve debit card issues
Assist with inquiries regarding existing bank accounts and general account maintenance
Accomplish all inquiries quickly and efficiently
Worked remotely as part of 9 person Customer Support team (via Microsoft Teams)
ADMINISTRATIVE ASSISTANT
Brookstone Emergency Services
03.2016 - 01.2022
Provided clerical support to Site Manager at Dept of Heath and Human Services (DHHS) temporary shelter site
Conducted and reviewed background checks of employed personnel
Logged company credit card expenses
Obtained and filed new hire paperwork
Maintained lodging reservations for deployed personnel
Reviewed employee time sheets and submitted for payroll processing
Worked remote starting November 2016 for company President.
MEDICAL RECORDS CLERK
Holloman Air Force Base Clinic
09.2017 - 03.2018
Organized, filed and retrieved medical records as requested, both paper and electronic files
Reviewed patient records for accuracy
Ensured security and confidentiality of patient information at all times
Retrieved and packaged medical records to be mailed to military members next duty base
NEW BUSINESS CASE COORDINATOR
Savings Bank Life Insurance
11.2004 - 10.2015
Reviewed incoming applications and acquired missing information to ensure policies were issued within 30 days of receipt
Supplied status updates to internal agents and outside brokers as requested
Provided clerical support to Underwriters
Maintained solid working relationships with sales agents/brokers
Worked remote for 6 years
Education
Associate Degree - Small Business Management and Entrepreneurship
Coastline Community College
Fountain Valley, CA
2014
Skills
Highly motivated
Able to grasp new skills quickly
Quick, accurate keyboarding skills (88 WPM)
Detail oriented
Worked remote 15 years
Excellent time management
Microsoft Word, Microsoft Excel
Timeline
ADMINISTRATIVE ASSISTANT
First Command Financial Planning
06.2023 - Current
CUSTOMER SUPPORT SPECIALIST
BankProv
04.2021 - 05.2023
MEDICAL RECORDS CLERK
Holloman Air Force Base Clinic
09.2017 - 03.2018
ADMINISTRATIVE ASSISTANT
Brookstone Emergency Services
03.2016 - 01.2022
NEW BUSINESS CASE COORDINATOR
Savings Bank Life Insurance
11.2004 - 10.2015
Associate Degree - Small Business Management and Entrepreneurship