Successful Administrative Assistant with over 5 years of experience addressing customer requests and concerns. Expert at providing relevant information and options to effectively resolve issues. Upbeat and energetic with grace in handling difficult situations through resourcefulness and adaptability.
Overview
11
11
years of post-secondary education
7
7
years of professional experience
Work History
Member Service Representative
HUD Federal Credit Union
Washington , DC
07.2018 - 03.2020
Selected for rollout of Management Training Program for $48MM Credit Union serving the employees and contractors of the Department of Housing and Urban Development.
Reviewed and prepared OFAC report to which highlighted the current and previous transactional relationships with other financial institutions to determine the eligibility of each member.
Problem solved escalations with members pertaining to products and services.
Administered credit card fulfillment process and managed all fraud and disputed transactions for 4000 members.
Ensured all legal regulatory and compliance training remains updated and aligns with NCUA regulations.
Primary point of contact for in person and phone queries on loan and deposit products.
Assists with Credit Union with developing and building marketing promotions through all channels.
Administered stationery stock control and purchasing for entire Credit Union.
Act as assistance compliance officer and monitor suspicious transactions and keep detailed records as required including enforcing BSA and logging SARs as needed.
Provided customer service to members conducting cash consolidations on a daily basis, preparing daily branch reports, and reconciling transactions according to the credit unions procedure.
Served as Board liaison for Board of Directors – recorded minutes and reported back to Board on outstanding items as needed.
Recommended specific products and services in alignment with individual needs, requirements and specifications.
Kept administrative records current and accurate to promote efficiency and team effectiveness in all interactions.
Completed training and worked effectively under high-pressure client services environments.
Learned all internal systems and related service role duties to provide skilled team backup in handling customer demands.
Followed up with customers regularly via phone and email to obtain payments and schedule services.
Direct Support Professional
AHRC Nassau County
Plainview, NY
09.2017 - 07.2018
Coordinated and provided assistance to adults with intellectual disabilities with activities of daily living, community involvement, behavior modification, medication administration and financial guidance.
Provided input to assist program director in planning and evaluating the program and participants goals.
Collaborated among multidisciplinary team and communicated daily through detailed written and verbal communication as well as documentation using secure software.
Write daily service reports and collect confidential behavioral data.
Taught independent living skills, implementing behavior plans.
Attended monthly company trainings to stay up to date on client information and effective care techniques.
Provided petty cash budget assistance when shopping for groceries or entertainment, handling up to $100 at a time.
Supervised daily activities and provided assistance when needed.
Worked to improve and enhance patient lives through effective and compassionate care.
Maintained clean, safe and well-organized patient environment.
Entrusted to handle confidential and sensitive situations in professional matter.
Office Coordinator
Christa McAuliffe Residential Community Bowie
01.2013 - 01.2017
Served as assistant to General Manager and Assistant Director, supporting various administrative functions.
Routed correspondence to facilitate timely communication between team members, customers and vendors.
Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.
Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs using MS Office suite.
Contract monitoring for all rental properties and maintained 90%+ occupancy rate; quickly processed denial letters to inform prospective applicants of application rejection.
Oversaw accurate and efficient database management and digital file storage to support operational and recordkeeping requirements.
Monitored vendor accounts and product updates to verify competitive pricing.
Cultivated client and vendor loyalty by proactively reaching out with follow-ups and status updates.
Assisted in coordinating move-ins and move-outs, and communicated with tenants to achieve maximum service satisfaction.
Maintained office supplies inventory by checking stock and ordering new supplies as needed.
Assisted in development of marketing plans, Internet and print advertisements, and marketing copy.
Created and managed social media outlets for promotional use.