Summary
Overview
Work History
Education
Skills
Timeline
Generic

Terry Bellocchio

Summary

Resourceful and experienced executive assistant offering expertise in customer service, travel coordination, file management, and reports analysis for various industries. Delivering a strong commitment to excellence, a high degree of accuracy, superior attention to detail, and organized/adaptable to changing situations, supported by the highest degree of integrity, and a flawless record of maintaining professionalism and confidentiality.

Overview

29
29
years of professional experience

Work History

Executive Assistant

the loudermilk companies
06.2018 - 02.2024
  • Executive assistant to CEO, CFO, Controller, Accounting Team, and others on and off site by coordinating weekly staff meetings and minutes taking, daily mail distribution, ordering all office supplies, answered all incoming calls and responded/distributed incoming emails from info@Loudermilkco.com email box
  • Greeted guests and provided secure entry to suite, oversaw employee access badging system
  • Assisted the accounting team by entering all invoices into the Spectra Accounting System, distributed invoices for approval, payments, and in charge of filing all company documents
  • Did monthly expense reports for employees in the field.

Administrative Assistant

Institute of Nuclear Power Operations (INPO)
05.2012 - 06.2018
  • Supported the Plant Evaluations/Peer Review (PE/PR) and Accreditation departments
  • Provided coordination and assistance to PE/PR and Accreditation Teams on their visits to US nuclear power plants
  • Supported the teams by providing instruction materials; travel coordination, sequester room setup, access badge ordering, photograph scheduling, computer shipments, creation and distribution of industry peer thank you letters and certificates
  • Responsible for the editorial review of exit and board reports, proofreading reports for grammatical accuracy, and ensuring reports comply with formatting guidelines
  • In addition, responsible for routing reports through management reviews keeping schedules up to date with Accreditation pre-exit and exit meeting changes
  • Supported approximately five annual industry working meetings; duties include contacting attendees with travel instructions; food/beverage ordering; conference room scheduling; printing of meeting handouts, name tags, and desk top tent cards; and meeting room set-up and clean-up
  • Coordinated daily department activities to include weekly staff meetings and minutes taking, assist new and departing employees with office set-up/cleanup, updates to distribution lists and department organizational charts, and create and distribute weekly department minutes and staff schedules.

Administrative Assistant

Staffsource, Inc.
02.2011 - 05.2012
  • On assignment at INPO and responsible for administrative support to the Analysis Division comprised of the Vice President, four Managers and a staff of approximately 32 employees
  • Kept up-to-date status of industry wide INPO Event Reports (IERs) and distributed Level 2, 3 and 4 IER documents to the US nuclear industry
  • In charge of maintaining the Consolidated Date Entry (CDE) generic in-box and response line, consisting of industry questions and requests for data entry of manufacturer/model numbers
  • I distribute questions to the correct analyst, enter questions and responses, and archive all questions and requests
  • Responsible for weekly updates to the reporting timeliness spreadsheet of each US nuclear plant
  • Monitor submittal of plant root cause reports being posted to the company internal website, verifying that they are tagged and formatted correctly.

Reporting and Results Clerk

Technisource, Inc.
09.2010 - 02.2011
  • As a subcontractor with AT&T's Internet Operations Group, responsible for administrative support to the Planning and Performance Manager and carried out complex and confidential reports to ensure department operations flowed smoothly
  • The position provided guidance and information to employees and supervisors on specific situations that arose each day
  • Created daily production reports to determine daily, weekly, and monthly performance requirements
  • The reports included new items to be completed and the individual cycle time age of mobile websites, website changes, banners, and online display products
  • I generated reports using database systems exported into excel spreads then summarized utilizing pivot tables, filters and Vlookup formulas to give the managers a daily production snapshot of work to be assigned.

Analyst Support Specialist

Staffsource, Inc.
03.2010 - 05.2010
  • As a temporary employee at Kaplan Higher Education, I created weekly excel spreadsheets that were compiled from data sent to me from Campus Counselors nationwide, the data contained information on students contacted concerning their delinquent loans
  • I then extracted the pertinent information using data filters and pivot tables
  • Entered information into the 2008 Cohort Year database each time we received a forbearance or deferment form from one the students included in our mass mailings, then faxed the forms to the loan servicers and filed
  • Worked on special projects as needed, opened mail, scanned student forms, verified servicer accounts and logged incomplete forms into a spreadsheet daily.

Administrative Assistant

TechNet Resources, Inc.
10.2008 - 09.2009
  • As a contract employee at AT&T Mobility, I generated weekly manpower reports utilizing Excel formulas, Vlookup, and pivot tables to transfer and summarize data from an Oracle database
  • Acted as liaison between contract clients and management on confidential payroll matters (verified and requested overtime approvals, kept track of overtime, comp time, sick time, and vacation time for approx
  • 120 contract employees)
  • Updated organizational charts and seating charts utilizing Excel spread sheets and PowerPoint
  • Answered phones and greeted guests providing secure entry to the suite and oversaw the visitor's log
  • Fielded facility service and maintenance requests (office and phone moves, conference room scheduling, Citrix MetaFrame access, IT requests, secure access badges and photos, and building maintenance requests).

Executive Assistant

Bear Stearns Financial Services
07.2007 - 08.2008
  • Created daily customer form letters informing clients of account activities (unsolicited trades, mutual fund short-term trades) and fielded client trade letter questions
  • Kept up-to-date logs on all trade letter correspondence
  • Created and sent monthly account activity letters to clients
  • Applied expert customer service skills when fielding client questions, advised clients to sign and return the letters and kept up-to-date logs of returned receipts
  • Monitored daily broker–to-client trade solicitations dealing with highly classified information
  • Filed all incoming and outgoing broker, sales assistant, and management confidential correspondence daily
  • Arranged firm-element training on regulatory matters for business units as assigned, such as annual compliance meetings and other compliance training
  • Scheduled and took meeting minutes and attendance.

Closing Coordinator

Jenny Pruitt & Associates
08.2005 - 07.2007
  • Accurately calculated and input all real estate transactions into the accounting system
  • Double checked each closing file for accuracy and completion of all forms
  • Distributed commission and bonus checks
  • Performed account receivables, payables and reconciliation of expenses owed by agents (i.e., E&O Insurance, sign charges, advertising bills and misc
  • Office expenses)
  • Generated weekly sales reports to Management utilizing Excel formulas and subtotals to calculate and summarize the data on closed and pending sales
  • Created spreadsheets comparing the data to previous months and years
  • Kept individual agent sales totals in Excel format for submission to the Atlanta Board of Realtors' Million Dollar Club
  • Also, kept track of agent's sales totals for monthly and yearly office and company-wide sales contests
  • Coordinated with other office staff to cover office duties; receptionist fill-in; kept office printers, copiers, and fax machines operational; assisted agents with business organization, and computer questions.

Administrative Assistant

R.M.T., Inc.
11.2001 - 07.2005
  • Created environmental analysis reports, proposals, work authorizations, and financial invoices, utilizing Microsoft Word and Excel report macros while adhering to strict company-wide documentation formats
  • Distributed multiple reports to clients, government agencies, staff, and RMT office libraries
  • Prepared sales and marketing materials utilizing Power Point and Adobe Acrobat
  • Kept an organized filing system for all hard and soft document copies, complying with strict corporate guidelines
  • Provided daily fill in as receptionist, greeting clients and answering all incoming calls
  • Distributed daily mail, ordered office supplies, and assisted with all other office duties.

Administrative Assistant

DistribuTech, Inc.
04.2001 - 09.2001
  • Administered reception and verified accuracy of the corporate procedural information flow from market to region and from region to territory
  • Processed accounts receivable and payables, monitoring regional expenses utilizing QuickBooks
  • Maintained accounting records to include customer contract files, full and part-time employee files, vendor/contractor files, financial files, and correspondence
  • Updated and monitored monthly financial spreadsheets and informed upper management of expense status in relation to budget
  • Kept up-to-date company policies and procedures and convey updates throughout the region.

Customer Service Coordinator

C.T.G., Inc.
11.1999 - 04.2001
  • Solely responsible for greeting all customers and checking in their equipment to be repaired
  • Checked in all equipment shipped in from clients to be repaired
  • Provided superior client interaction to ensure quality control
  • In charge of warranty eligibility and initiated warranty claim forms
  • Provided up-to-date customer service with equipment information
  • Received payment and verified funds on repaired equipment
  • Responsible for all service parts orders and kept up-to-date records on parts ordered, received or on back order
  • Organized and scheduled eight technicians to do outside service appointments and assigned equipment
  • Began employment as the Assistant to the Accounting and Sales departments, answered and directed all incoming calls and assisted with mailings and bill collections, promoted within 1 year of service.

Financial Assistant

Lockheed Martin, Information Systems
06.1995 - 11.1999
  • Created weekly manpower variance reports utilizing FoxPro and Excel programs, kept up-to-date manpower plans in data base system
  • Extracted weekly, monthly, and quarterly data from multiple support systems
  • Updated plans and analyzed data to assist in the financial forecasting process
  • Generated special analysis spreadsheets on demand for approximately twenty Program Managers
  • Utilized advanced Excel features such as automated data subtotals, and Vlookup and pivot tables to linked files for summarizing manpower performance data
  • Given secondary position with Configuration Data Management (CDM), assisted in maintaining a database that tracked all hardware and software drawing revisions
  • Published meeting agendas listing revisions to be approved for release at the weekly change board meetings
  • Attended meetings and published minutes.

Education

FUNDAMENTALS OF QUICKBOOKS 2010 -

Poulos Accounting & Consulting, Inc.
01.2010

Travel and Tourism Course -

Sawyer school
01.1984

Woodland Hills High School
01.1982

Skills

  • Microsoft 365 Office Suite (Word, Excel, Power Point, and Outlook)
  • Adobe Acrobat X Pro and Reader
  • Meeting planning, set up, and calendar management
  • Report Writing and Editing
  • Expense Reporting
  • Travel Coordination
  • Spectra accounting software
  • Quickbooks
  • Mail Management

Timeline

Executive Assistant

the loudermilk companies
06.2018 - 02.2024

Administrative Assistant

Institute of Nuclear Power Operations (INPO)
05.2012 - 06.2018

Administrative Assistant

Staffsource, Inc.
02.2011 - 05.2012

Reporting and Results Clerk

Technisource, Inc.
09.2010 - 02.2011

Analyst Support Specialist

Staffsource, Inc.
03.2010 - 05.2010

Administrative Assistant

TechNet Resources, Inc.
10.2008 - 09.2009

Executive Assistant

Bear Stearns Financial Services
07.2007 - 08.2008

Closing Coordinator

Jenny Pruitt & Associates
08.2005 - 07.2007

Administrative Assistant

R.M.T., Inc.
11.2001 - 07.2005

Administrative Assistant

DistribuTech, Inc.
04.2001 - 09.2001

Customer Service Coordinator

C.T.G., Inc.
11.1999 - 04.2001

Financial Assistant

Lockheed Martin, Information Systems
06.1995 - 11.1999

FUNDAMENTALS OF QUICKBOOKS 2010 -

Poulos Accounting & Consulting, Inc.

Travel and Tourism Course -

Sawyer school

Woodland Hills High School

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Terry Bellocchio