Tamara Robertson
Tatum,TX
Summary
Administrative and customer service professional with a strong background supporting leadership, handling invoices, and maintaining accurate records across office, sales, and financial systems. Brings experience with QuickBooks, data entry, scheduling, event coordination, inventory tracking, and customer follow-up to keep daily operations organized and efficient.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Administrative Assistant
Texas Human Legislation Network (THLN)
07.2026 - 09.2026
- Provide day-to-day administrative support to the leadership team.
- Compose, edit, and prepare correspondence, including confidential communications.
- Prioritize and manage multiple tasks, deadlines, and competing needs with professionalism and accuracy.
- Compiled and prepared agendas, reports, and meeting materials, enhancing communication and organization.
- Coordinated logistics and planning for events, meetings, and activities to ensure smooth execution.
- Prepare printed materials for events, advocacy efforts, and legislative purposes.
- Track attendance and support event follow-up tasks.
- Assist with accounts payable and receivable.
- Maintain donor and supporter databases, ensuring accuracy and data integrity.
- Add new donor/supporter records, manage tagging systems, and identify duplicate entries.
- Maintained organized digital and physical filing systems to support efficient information retrieval.
- Support special projects and organizational initiatives.
- Uphold THLN's mission, values, and commitment to ethical and humane advocacy.
Accounts Payable Specialist for Southwestern University
Robert Half
Austin, TX
11.2025 - 04.2026
- Invoice Management: Reviewed, coded, and entered vendor invoices into accounting software, ensuring accurate financial records.
- Payment Processing: Prepare and process payments (checks, electronic transfers) and monitor payment schedules.
- Reconciliation: Perform bank and credit card reconciliations, comparing system reports to balances.
- Vendor Relations: Addressed vendor inquiries and resolved payment discrepancies, enhancing vendor relationships.
- Reporting: Generate reports and assist with month-end closing activities.
- Record Keeping: Organized and maintained historical financial records for easy access and reference.
- Managed reception duties for Facilities Management department, including answering phone calls and greeting visitors.
ISS for Harrington Industrial Plastics
Express Employment
Austin, TX
05.2025 - 07.2025
- Supported sales team with order entry, documentation, and customer follow-ups to streamline sales process.
- Enter and manage Purchase Orders, Sales Orders, billing, and invoicing using Prelude Software.
- Assemble customer orders by pulling requested items from warehouse inventory to fulfill daily sales.
- Retrieve and prepare warehouse items for immediate customer pickups and walk-in requests.
- Process will-call and walk-in customer transactions, including order entry, billing, and invoicing in Prelude.
- Conduct weekly and monthly audits of customer orders to verify current order status and ensure accuracy.
- Generated and maintained weekly sales reports for Office Manager using Prelude and Microsoft Excel to track performance.
- Assisted Office Manager with administrative and operational duties to ensure efficient office functionality.
Sales Administrator
Rupert Neve Designs
Wimberly, TX
11.2023 - 11.2024
- Initiated and managed the complete sales process from initial contact to post-sale follow-up.
- Identified customer needs and decision-making factors through active listening and probing.
- Secured commitment to recommended actions through persuasive communication.
- Facilitated payment collection and streamlined transaction processing for efficiency.
- Conducted proactive follow-up with customers to gauge satisfaction levels and address any concerns promptly.
- Provided prompt and knowledgeable responses to inquiries regarding RND product operation and application.
- Maintained positive and productive relationships with customers, representatives, and internal stakeholders.
- Navigated interactions with tact and resourcefulness, especially when handling sensitive matters.
- Collaborated effectively with engineering and manufacturing departments to address customer needs and ensure seamless service delivery.
- Efficiently created and fulfilled sales orders, ensuring accuracy and compliance with documentation requirements.
- Coordinated with accounting department to ensure accurate documentation and smooth financial processes.
- Monitored product availability, backorders, and production schedules using effective inventory management techniques.
- Assisted in the strategic planning and coordination of trade show attendance, contributing to the company's marketing and sales objectives.
Administrative Assistant / Mortgage Loan Processor
Spark Homes/Guild Mortgage
New Braunfels, TX
05.2021 - 09.2023
- Provided comprehensive administrative support to the owner of Spark Homes, efficiently managing various tasks.
- Coordinated meeting schedules and maintained calendars for management using Microsoft Outlook.
- Assisted with employee onboarding activities, including setting up employee records and system access.
- Coordinated procurement requests, purchase orders, office supply purchases, and vendor communications to streamline office operations.
- Maintained confidential employee, vendor, and customer records.
- Maintained meticulous hardcopy files for each home, including all necessary TDHCA documentation.
- Demonstrated proficiency in handling Form T processing on the TDHCA website for each file.
- Facilitated the acquisition of Strucsure Warranty for each house upon sale through the Strucsure website.
- Demonstrated strong financial acumen by handling the payment and check-writing processes for invoices received.
- Executed opening and setup of new mortgage loans, overseeing assignments to guarantee timely processing.
- Verified borrower's income by proactively ordering Verification of Employment(s) and completing the Income Worksheet, streamlining the income verification process.
- Ensured the verification of assets by confirming that borrowers provided the necessary asset documentation.
- Ordered appraisals through Mercury or VA website to support timely progression of mortgage loan processes.
- Managed FHA files effectively by ordering FHA case numbers, demonstrating proficiency in FHA loan processing.
- Conducted thorough quality checks by confirming the correction of errors and the inclusion of all essential documentation in the file, preparing it for submission to underwriting for review.
- Collaborated closely with underwriters by requesting and collecting all borrower-required conditions as specified by the underwriter, ensuring compliance and accuracy throughout the mortgage loan processing journey.
Customer Care Representative
PNC Bank
New Braunfels, TX
05.2020 - 05.2021
- Provided exceptional customer service across a wide range of products and services, addressing customer inquiries and resolving issues through multiple channels, while adhering to the CARES model.
- Proactively received, investigated, and resolved customer inquiries, demonstrating commitment to effective problem resolution.
- Delivered appropriate solutions to resolve all customer service inquiries and issues.
- Maintained high customer service satisfaction, aligning with PNC's core values and ensuring quality in all interactions with customers and service partners.
- Documented customer interactions and completed service requests to simplify customer experience and reduce additional actions needed.
- Utilized the following software: Catch, Avaya, Workday, SalesForce, PartnerCare, and Edge.
Administrative Assistant
Franks Manufacturing
San Antonio, TX
05.2016 - 05.2020
- Managed incoming calls and provided excellent customer service, effectively resolving customer needs and questions.
- Efficiently handled incoming emails and correspondence by opening, sorting, and distributing them to the appropriate recipients within the organization.
- Demonstrated strong product knowledge to assist customers in placing orders over the phone and via email, addressing their inquiries and ensuring a smooth ordering process.
- Facilitated order pickups and addressed inquiries for all visitors, enhancing customer experience.
- Proficiently utilized QuickBooks for various tasks, including entering customer purchase orders, invoicing sales orders, processing bills and payments, managing credit card charges, setting up new employees, vendors, and customers, and recording checks received from customers.
- Tracked sales representative orders using a comprehensive Excel spreadsheet, supporting efficient order management.
- Ensured the organized filing of all accounts receivable and payables, contributing to accurate financial record-keeping.
- Prepared orders for shipping, created bills of lading (BOLs) and labels through the shipper's website.
- Managed office supply inventories, including purchasing and maintaining supplies while adhering to budgetary constraints, ensuring efficient office operations.
Education
Associates of Applied Science - Administrative Assistant
San Antonio College (SAC)
San Antonio, TX05-2022
Skills
- Administrative support
- Accounting software proficiency
- QuickBooks and MS Office
- Prelude and Database management
- Document management
- Data entry
- Fast data entry
- Concur and DocuSign
- Google Workspace
- Multi-line phone systems
- Inventory control
- Underwriter support
- NationBuilder
- Egnyte
Certification
- Certificate 1 & 2 Admin Systems
- Certificate 1 Office Technician
- TX Life Insurance License
Timeline
Administrative Assistant
Texas Human Legislation Network (THLN)
07.2026 - 09.2026
Accounts Payable Specialist for Southwestern University
Robert Half
11.2025 - 04.2026
ISS for Harrington Industrial Plastics
Express Employment
05.2025 - 07.2025
Sales Administrator
Rupert Neve Designs
11.2023 - 11.2024
Administrative Assistant / Mortgage Loan Processor
Spark Homes/Guild Mortgage
05.2021 - 09.2023
Customer Care Representative
PNC Bank
05.2020 - 05.2021
Administrative Assistant
Franks Manufacturing
05.2016 - 05.2020
Associates of Applied Science - Administrative Assistant
San Antonio College (SAC)