Navisphere
Whitney Willis
Top-notch Educated, Well-rounded, Class Act Professional
PO Box 2262 Monterey,CA
Summary
Proven track record in keeping impeccable administrative records and enhancing operational efficiency with consideration of replicability and scalability. Excels in roles requiring coordination of logistics, legal compliance, fiduciary responsibility and meticulous attention to detail. Deftly handles multiple projects simultaneously with a high degree of accuracy with minimal supervision. Reliable, ethical and discerning professional who respects confidentiality and can represent a client or department with graceful ease.
Overview
11
11
years of professional experience
3
3
Languages
8
8
years of post-secondary education
Work History
Attorney-in-Fact and Co-Trustee
Private Individual
08.2019 - Current
- Self-motivated, with strong sense of personal responsibility.
- Review and sign documents on behalf of individual in line with powers of attorney granted.
- Ensure all legal documentation related to power of attorney, last will and testament, and advance directives are properly organized and accessible.
- Oversees financial management of individual's benefit payments, bills and debts - resulting in 15% decrease in indebtedness and 14% improvement in credit score.
- Serve as dedicated advocate for individual's needs when interacting with healthcare professionals and other service providers.
- Coordinate healthcare appointments for patient, ensuring timely access to necessary medical services and disease management.
Bookkeeping Administrative Assistant
AMW Express LLC
11.2018 - Current
- Support company growth - $6M to $10M annual revenue - by implementing scalable bookkeeping procedures and maintaining adherence for further future expansion.
- Manage accounts payable and receivable tasks, maintaining accurate records and reducing errors.
- Effectively communicate with clients about payment needs and keep updated, detailed and accurate ledgers.
- Support management by processing invoices and documents with consistent, standard term timelines.
- Match bills of ladings with proofs of delivery; generate invoices and record necessary information and accessorial fees.
Homecare Household Manager
Private Residence
10.2015 - 06.2018
- Streamlined business operations with organization and technology
- Scheduled and monitored personnel
- Tracked patient’s records and appointment scheduling
- Instituted measures to improve care levels - benefitting patient and care team
- Conducted team and individual performance reviews
Account Manager
C.H. Robinson Worldwide, Inc.
01.2015 - 10.2015
- Focused on process improvement to eliminate redundancies and lay framework for sustained growth
- Active management and processing of service failures, customer complaints and claims
- Identified opportunities and developed plan to close sales and pursue additional business
- Negotiated to achieve win-win outcomes that meet the interests of the customer & company
Sourcing Representative
C.H. Robinson Worldwide, Inc.
09.2013 - 12.2014
- Sales: established new customer relationships, forecasted annual rates and closed deals
- Operational execution: sourced carriers, negotiated rates, managed issues and exceptions
- Generated reports for internal and external analysis (scorecarding)
- Supplied internal and external accounts with daily quoting, loading, tracking and delivery statuses
Operations Representative
C.H. Robinson Worldwide, Inc.
04.2013 - 09.2013
- Appointment setting, order entry, log location updates, problem-solving
- Facilitated direct communication with customers during loading, transit, and delivery
- Dispatched freight carriers to ensure efficient pick-ups and on-time deliveries
Education
Bachelor of Arts - Foreign Languages And Literatures
Lewis & Clark College
Portland, Oregon 08.2006 - 05.2010
DALF C1, Diploma of Advanced French Lang. Studies - French Language
L’Université De Nancy 2
Nancy, Lorraine, FRANCE 01.2009 - 06.2009
Intensive Language Program Certificates - Spanish Language
Middlebury Institute of International Studies
Monterey, California 01.2008 - 07.2008
High School Diploma -
Santa Catalina School
Monterey, CA 08.2002 - 05.2006
Skills
Legal compliance and fiduciary responsibility
Attention to detail
Accurate data entry
Recordkeeping, documentation
Handling confidential materials
Intuit QuickBooks Pro
TMS Software - Navisphere, Descartes Aljex
Microsoft Office Suite and Google Workspace
Logistics
Easily adopts new technology, software, platforms
Familiar and comfortable in global settings
Additional Information
- Monterey Bay Charter School, Pacific Grove, California February 2016 - 2018
3rd Grade School Garden Volunteer, 4th Grade Field Trip Driver-Chaperone, 5th Grade Class Parent Representative - Girls Inc. of the Central Coast, Salinas, California May 2015 - April 2016
Mentor for ECHO (Education Career Health Opportunities) Program
Software
Descartes Aljex
Intuit Quickbooks Pro
Microsoft Office
Google Workspace
Zoom
Timeline
Attorney-in-Fact and Co-Trustee
Private Individual
08.2019 - Current
Bookkeeping Administrative Assistant
AMW Express LLC
11.2018 - Current
Homecare Household Manager
Private Residence
10.2015 - 06.2018
Account Manager
C.H. Robinson Worldwide, Inc.
01.2015 - 10.2015
Sourcing Representative
C.H. Robinson Worldwide, Inc.
09.2013 - 12.2014
Operations Representative
C.H. Robinson Worldwide, Inc.
04.2013 - 09.2013
DALF C1, Diploma of Advanced French Lang. Studies - French Language
L’Université De Nancy 2
01.2009 - 06.2009
Intensive Language Program Certificates - Spanish Language
Middlebury Institute of International Studies
01.2008 - 07.2008
Bachelor of Arts - Foreign Languages And Literatures
Lewis & Clark College
08.2006 - 05.2010
High School Diploma -
Santa Catalina School
08.2002 - 05.2006