Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tasha Brown

Charlotte,North Carolina

Summary

Highly organized and detail-oriented executive professional with over 15 years of experience supporting executives and their teams in fast-paced environments, 8 of them being in Charlotte’s top-tier banking industry. Proven track record in managing complex schedules, coordinating high-level meetings, and enhancing operational efficiency for my teams. Excellent communication and problem-solving skills, committed to providing above standard administrative support.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Administrative Assistant III

BANK OF AMERICA
10.2016 - 10.2023
  • Maintained executive awareness of evolving business needs by meticulously documenting internal and client meetings.
  • Addressed and strategically respond to daily emails and other correspondence promptly to facilitate seamless communication and optimize business operations.
  • Created and updated spreadsheets and databases using VLOOKUP and pivot tables to meticulously track, analyze, and generate reports on team activities.
  • Oversaw executive itineraries and appointments, streamlining scheduling processes for maximum efficiency.
  • Monitored office supply usage and liaise with vendors to initiate new orders for replenishment.
  • Promoted operational efficiency and ensure adherence to company policies by effectively coordinating office activities, monitoring and assisting with controlling exposure to the bank and our clients.
  • Coordinated volunteer and external business engagements.
  • Undertook additional administrative responsibilities as assigned, including supporting other executives in CFO Group when needed.

Front Desk Coordinator

BANK OF AMERICA
08.2015 - 10.2016
  • Greeted and assisted visitors, handling face-to-face or phone inquiries related to facility matters.
  • Developed and implemented an efficient filing system, reducing document retrieval time by 30% and improving overall organization.
  • Coordinated and scheduled conference and meeting rooms to facilitate smooth operations.
  • Maintained awareness of executive staff movements within and outside the organization.
  • Managed calendars and handle travel arrangements for executives when their Administrative Assistants are unavailable.
  • Managed front office operations, ensuring a welcoming environment for clients and visitors alike.
  • Increased customer satisfaction by promptly addressing inquiries and resolving issues through a proactive approach.

Executive Assistant

PRESENT DAYS CARE, INC.(a Non-Profit)
01.2012 - 04.2015
  • Managed daily office activities and support the Board of Directors and volunteer team, including mail distribution, data management, scheduling itineraries, and calendar organization.
  • Created Excel spreadsheets and PowerPoint presentations for conferences.
  • Acted as liaison between Directors and Sponsors.
  • Collected donations and charitable contributions from donors and partners.
  • Administered data entry of subsidy information post-interview.
  • Planned, coordinated, and supported large off-site seminars for volunteers.
  • Proofread reports, invoices, and written documents for correctness.
  • Communicated with outside vendors using above-standard customer service.

Loan Servicing Specialist III

WELLS FARGO HOME MORTGAGE
08.2009 - 12.2011
  • Responsible for various loan documentation duties, including processing, assisting Underwriters with closing and compliance on loans, and reviewing completed loan packages against system data.
  • Responsible for the daily workflow within the department which may include onboarding Business/Commercial loans, review or regulatory compliance of loan documentation
  • Continuously trained on mortgage processing procedures and stayed abreast of FHA VA and FHLMC guidelines.
  • Adhered to the internal loan policy and procedures of the bank as well as adherence to compliance regulations and state/federal banking laws (18) Adhering to regulatory requirements of the Bank Secrecy Act, Anti-Money Laundering, Customer Identification Program and OFAC.

Administrative Assistant

SELECTRUCKS OF CHARLOTTE
07.2006 - 07.2009
  • Provided executive-level administrative support to the Sales Manager, Finance Manager, and Sales Professionals.
  • Managed accounts payables and receivables using QuickBooks software.
  • Managed the front office and the day-to-day processing of personnel paperwork; onboarding new sales team members..
  • Created and managed Microsoft Excel budget spreadsheets and payroll for the sales team.
  • Scheduled appointments, meetings, and travel arrangements.
  • Prepared minutes for sales meetings.
  • File management and database administration.

Education

Associate in Applied Science Degree - Office Technology

Central Piedmont Community College

Real Estate Broker License -

SUPERIOR SCHOOL OF REAL ESTATE CPCC
01.2008

Introduction to Mortgage Lending Certification -

Central Piedmont Community College
01.2005

Conventional Mortgage Loan Processing Certification -

Central Piedmont Community College
01.2005

Skills

  • Travel Arrangements
  • Calendar Management
  • Project Management
  • Multitasking & Efficiency
  • Event Coordination
  • MS Office Word, Excel, PowerPoint
  • Customer Service
  • Videoconferencing
  • Accounts Payable
  • Invoice Processing
  • Document Control & Processing
  • Data Entry
  • Onboarding
  • Confidentiality
  • Office Administration
  • Strong verbal & written communication skills

Certification

Notary Public/eNotary

North Carolina

American Association of Notaries

Expires May 03, 2027

Timeline

Administrative Assistant III

BANK OF AMERICA
10.2016 - 10.2023

Front Desk Coordinator

BANK OF AMERICA
08.2015 - 10.2016

Executive Assistant

PRESENT DAYS CARE, INC.(a Non-Profit)
01.2012 - 04.2015

Loan Servicing Specialist III

WELLS FARGO HOME MORTGAGE
08.2009 - 12.2011

Administrative Assistant

SELECTRUCKS OF CHARLOTTE
07.2006 - 07.2009

Real Estate Broker License -

SUPERIOR SCHOOL OF REAL ESTATE CPCC

Introduction to Mortgage Lending Certification -

Central Piedmont Community College

Conventional Mortgage Loan Processing Certification -

Central Piedmont Community College

Associate in Applied Science Degree - Office Technology

Central Piedmont Community College

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