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Operations Office Manager & Executive Assistant Resume

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Richardson, TX

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SUMMARY:

Seek a career opportunity where my previous skills in the financial industries for the last 13 years, will reflect my personal attributes and strengths enabling an advancement into new markets and provide me job satisfaction. My personal traits being growth - minded, highly motivated and my ability to multi-task in a fast-paced working environment.

PROFESSIONAL SKILLS:

  • Concur/SAP
  • ADP & UltiPro
  • Advanced Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Adobe Suite
  • DocuSign
  • Business Process Improvement
  • QuickBooks Pro
  • Encompass
  • 55 Words Per Minute Typing Speed

PROFESSIONAL EXPERIENCE:

Confidential, Richardson, TX

Operations Office Manager & Executive Assistant

Responsibilities:

  • Prepare expense reports and reimbursements using Concur/SAP System
  • Manage price negotiations with office supply vendors, office lease and service providers
  • Plan and execute all company events and prepare and organize documents and materials needed for meetings, conferences and events
  • Establish and maintain 100% of all customer documents at conception of loan origination
  • Prepare and process payroll using ADP
  • Manage employees time, PTO, sick days and vacation requests
  • Act as the internal IT support point of contact
  • Perform and input pre-qualifications requirements and data into companies operating system
  • Initiate complete set of orders to complete mortgage process i.e.: Verification of employment, title company request, payoffs, Appraisals, Tax transcripts, Flood zone determination
  • Liaison for homeowner’s insurance company, financial institutions and state and local government entities

Confidential, Frisco, TX

PA1 /Executive Assistant

Responsibilities:

  • Compile database of loan applicants' personal and financial data to include bank statements, tax returns, financial statements and other financial information
  • Managed schedules, arrange travel and book conference areas for C level executive and team
  • Review and approve all office supply requests and issue orders on a semi-weekly basis
  • Order/Request loan specific data including appraisal, flood certification, fraud report, title contracts, hazard insurance, and payoff data
  • Monitor employees’ hours, sick, vacation and PTO
  • Coordinate and manage all company sponsored events and team building functions
  • Record and recap all talking points in morning meetings

Confidential, Grapevine, TX

Executive Assistant

Responsibilities:

  • Prepared weekly and monthly cash and credit card reconciliations, prepared company checks, payments to vendors, and record all transactions in the company ledger
  • Maintain appointment schedules and coordinate all travel for multiple C level associates
  • Direct point of contact for all vendors, lease and service providers
  • Report to General Counsel and Chief Compliance Officer, assisting in the review and update of marketing materials, subscription documents and investor performance presentations. Ensure accuracy of all investor files and records
  • Maintained and updated all investor lists, serve as an initial point of contact for all investors, and distribute all investor communications
  • Worked directly with the Director of Finance in the compilation of quarterly financial statements, as well as the preparation of board presentation materials
  • Managed daily recurring office administration activities, including telephone and visitor reception, ordering/purchasing office supplies, incoming/outgoing mail and vendor/service provider interaction.
  • Issue Confidential payments and wire transfers

Confidential, Plano, TX

Administrative Assistant/Computer Systems Administrator

Responsibilities:

  • Responsible for initial customer interaction via telephone, in the service area and in the main showroom
  • Assist/coordinate company gift program, sponsorship of and participation in community and charity events, and organize catering services for company events.
  • Updated company database with sales of new and pre-owned vehicles.
  • Assisted in the lease return and trade-in process by entering relevant data into company financial system
  • Responsible for management of multi-line phone system
  • Served as Confidential System Administrator

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