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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLEProfessional ExpertiseOrganized, self-starter, composed professional executive assistant with over 10 years of experience providing high-level administrative support in fast-paced financial service businesses, while conducting research, preparing statistical reports, and handling information requests, as well as performing routine administrative functions such as preparing correspondence, emailing on executives behalf, travel arrangements, receiving visitors, arranging conference calls, onboarding staff and scheduling meetings.Core CompetenciesTech-savvy, Creative problem-solving, Market research, Travel arrangements, Easily adaptable, Laison for executives and departments, Self-management, Board meeting minutes, Writing standard operating procedures, Analyzing data, Proofing and editing of documents, Strong organizational skills, Compliance for licensing, Office expense reporting, Travel expense reporting, Multiple project coordination, Gatekeeper, Remote work platforms, Social media management, Multiple calendar organization, Event Planning, Customer ServiceComputer SkillsCRM platforms, Concur, Expedia, ChatGPT, AI, Excel, PowerPoint, Outlook, Word, Teams, SharePoint, QuickBooks, Google Docs, Google Meet, LogMeIn, Okta, GoToMeeting, Zoom, LinkedIn, Facebook, Meta, OneDrive, DocuSign, Adobe Acrobat, Canva, Publisher, Mail ChimpExperienceExecutive Assistant- In-House Loan Officer May 2021 Jan 2024Paramount Residential Mortgage Group Full-time RemoteHandled phone calls, online meetings, conferences, and emailsMaintained CRM for business development and social media accounts for 4 loan officersGrew marketing database of realtors from 2450 to 3552 for 2023Analyzed and summarized information for decision-makingOrganized documents while ensuring security (physical and electronic)Liaison for operations and loan officers for mortgage procedures and regulationsRecruitment of loan officers through a new email campaign, prepared and distributed in CRM and social media plSupervised and organized operations while facilitating online monthly meetings to update procedures and regulationsReviewed operating practices and procedures to determine whether improvements can be made in areas such as workflow, reporting procedures, or expendituresBranch Office Assistant May 2016 May 2021First Home Mortgage Full-timeMarketed and business development for the Southern Maryland regionGrew office loans from 10 closed loans a month to 25 closed loansWrote, presented, and prepared lunch and learns for realtor officesOrdered office supplies and maintenance of office equipmentManaged calendar for office staff and conference roomsCoordinated and directed office services, such as records, departmental finances, budget preparation, personnel issues, and housekeeping, to aid branch managerTrained processors and junior loan officersMade travel arrangements for conferencesAssisted with tracking licenses and continuing education for loan officers and staffWarehouse Assistant April 2015 May 2016Daycon New Dawn Part-timeHandled expense reports, budget tracking, and invoice processingFiled, copied, and e-mailed all documentation for government agencies and corporationsManaged office calendarOrdered office supplies and raw materials for productsUpdated manuals and training for warehouse staffSeasonal Tax Assistant Jan 2015 April 2015Luongo & Associates, PC Part-timeFiled business and personal tax returns and assembled tax packetsEntered payroll information for the tax year in business profiles and individual profilesAssisted front desk receptionist with phones and greeting clientsOnline Software Trainer Jan 2002 April 2006ADP Part-time - RemoteTrained clients on techniques for managing HR computer software and downloading it into payrollLead online training for up to 12 clients in each class with 2 to 3 sessions a dayClient Trainer Feb 2000 Dec 2001Bear Stearns Brooklyn, NYCoordinated each clients training needs with a team of customer service representatives and the contracted business partnerImplemented the first online training to decrease expenses and travelExecutive Assistant Sept 1999 Jan 2000JP Morgan New York, New YorkOrganized and arranged meetings, scheduled conference rooms, order and set up catered mealsMaintained strict confidentiality for initial public offeringsArranged flight, hotel, currency, and car for meetings in Japan and other regional eventsAnalyze IPO company profit and loss statementsNortheast Executive Assistant Feb 1996 Aug 1999Legg Mason Baltimore, MDWorked under tight time constraints to coordinate assignments for a director, while keeping him up to date on his calendar and gave him the required materials for quarterly board meetings and travelDrafted reports and procedure manuals to distribute to over 300 branches in the Northeast region.EducationBachelor of ArtUniversity of Maryland, Baltimore County |
