Theresa Tichio
Ridgewood,NY
Summary
Extensive experience in account management, customer service, client relationship management. Skilled in partnering with all levels in Upper Management to ensure operations align with business goals. Team player and excellent problem-solving skills. A strong communicator with all levels of management.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Administrative Assistant
Stepping Stone Construction Management, Inc.
01.2014 - Current
- Creates all contracts for Subcontractor’s and Vendor’s
- Creates all Lien Waiver’s for Subcontractor’s and clients
- Creates Hold Harmless for New Vendor’s, Handles all W9 Forms, CCI’s for Vendor’s
- Handle all Insurance requirements (COI’S) for Subcontractor’s and Building owner
- Works closely with Project Manager’s with scheduling of all project’s
- Works closely with Estimator on all proposals from all Sub-contractors
- Processes Invoices into Timberline/sage
- Order supplies for office
- Distributes All incoming & outgoing mail
- Answer all Incoming calls
- Processes weekly Meeting Minutes for all Projects
- Creates and updates all Time Sheets for Laborers
- Handles payroll
- Creates Expense reports
- Certified Notary Public
- Manages Multiple Calendars
- Manages all Travel Arrangements
Client Support/Product and Content
S&P CAPITAL IQ
01.2000 - 01.2014
- Managed all aspects of client accounts
- This is accomplished through extensive client contact, various internal evaluation operation liaisons, as well as utilizing internal technical resources to ensure a satisfactory and timely resolution to customer inquiries and sustain client relationships
- Involved with the initiation and completion of client on-boarding of new services which includes but not limited to, identifying client requirements, application setup, and file automation, file transmission troubleshooting and testing
- Analyzed and communicate client concerns as they relate pricing and data delivery by documenting recommendations on the client’s behalf for product development and in the CRM system
- This will be accomplished by regular outreach to clients to gauge their satisfaction with our product and support
- Provided in-depth research to resolve complex client questions based on the S&P pricing and data delivery ensuring clients are provided with thorough, accurate resolutions to their questions
- Ensured that client inquiries related to pricing and terms and conditions data are researched, logged, and responded to in a timely and accurate manner
- Created and maintain all client documentation which includes client maps, client contacts as well as regularly updates the Documentum application with all relevant OBR’s
- Performed functional testing of all inbound/outbound product releases as well as escalate bugs & exceptions
Account Representative
STANDARD & POOR’S/MCGRAW-HILL DIVISION
01.1990 - 01.2000
- Handled all data and cusip discrepancies that the client may have
- Provided assistance to customers on various pricing and technical issues
- Worked closely with four departments on a daily basis
- Funds Department: Researched all securities that the client comes in with to be priced
- Client Support Department: Spoke with customer’s making sure they received pricing for the end of the priced day
- Evaluation Department: Asked for information on any bond that may not have a price
- (Ex
- Remarketing deals, matured securities, etc.)
- Research Department: Provided all research on all data & cusip discrepancies
- Called clients on all discrepancies that the client may have in their portfolios, interacted with researchers and gave them any additional information to help make sure that the client’s securities are resolved so that it can be priced at the end of the business day
Education
High School Diploma -
Grover Cleveland High School
Ridgewood, NYSkills
- Proficient in the use of CRM
- Quick Books
- AP/AR, Timberline Sage
- Data Entry
- Microsoft Suite Excel
- Time Management
- Outlook
- Mail handling
- Document scanning
- Office administration
- Data entry standards
- Administrative support
- Attention to detail
- Fast learner
- Proofreading
Certification
Certified Notary Public
Timeline
Administrative Assistant
Stepping Stone Construction Management, Inc.
01.2014 - Current
Client Support/Product and Content
S&P CAPITAL IQ
01.2000 - 01.2014
Account Representative
STANDARD & POOR’S/MCGRAW-HILL DIVISION
01.1990 - 01.2000
Certified Notary Public
High School Diploma -
Grover Cleveland High School
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