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Click here or scroll down to respond to this candidateCandidate's Name
EMAIL AVAILABLE PHONE NUMBER AVAILABLELinkedIn Profile Canby, OR 97013Customer Service & Administrative ProfessionalAnalytical professional with hands-on experience in product delivery, document processing, email management, customer service coordination, performance reporting, and effective utilization of office equipment within fast-paced, remotely operating environments.Excel at connecting with clients to understand financial goals, risk tolerance, and investment objectives while developing personalized financial strategies geared toward exceptional performance outcomes. Instrumental in proposing data-driven recommendations through market trends and economic indicator analysis to unlock maximum value for clients. Adept at fostering strong client relationships through effective remote communication channels, including video conferencing, email, and phone calls. Track record of training, motivating, and leading cross-functional teams to execute customer service activities in line with industry regulations, ethical standards, and best practices. Proven ability to maintain information integrity/confidentiality by utilizing tools and databases effectively.Areas of ExpertiseAdministrative & Executive SupportCustomer Service & SalesCatalog ManagementProcess OptimizationMS Office Programs, Google sheetsCustomer EngagementBusiness AnalysisWeb DevelopmentPerformance TrackingTeam LeadershipDocumentation & ReportingCross-Functional CollaborationFinancial Records ManagementClient Relationship ManagementCreative Problem SolvingCareer ExperienceCatalog Auditor DoorDash, Aston Carter Staffing and Services - Remote 2021 - 2024Focus on conducting product audits through effective utilization of Google Sheets. Develop entry-level skills in SQL and Tableau for data analysis, visualization, and cleansing. Establish and execute strategies to improve catalog accuracy, resulting in significant error reduction. Formulate and convey persuasive presentations to clients and stakeholders, relaying auditing findings, results, and advice. Organize meticulous documentation, validating precision and adherence to company rules and procedures.Key Contributions:Collaborated with cross-department units to interpret data and pinpoint patterns positively influencing catalog accuracy.Executed comprehensive analysis to pinpoint auditing opportunities while curating and deploying targeted engagement plans.Overhauled workflows and procedures by identifying hurdles and executing enhanced solutions, leading to notable improvements in auditing efficiency and substantial cost savings.Adopted rigorous quality control measures to align with industry norms, regulations, and best practices in auditing.Executive Assistant, Cal-Cert Company, Remote / Hybrid 2021Facilitated efficient workflow and enhanced productivity by providing administrative support to the Vice President. Assisted the accounting department in completing financial records, expense reports, and invoice processing. Completed training in HubSpot to assist with customer relationship management. Pursued training and utilized Adobe online programs to assist with advertising and document revisions.Played a crucial part in recruitment, from posting job vacancies to screening potential candidates.Demonstrated adaptability and flexibility in remote work, swiftly adjusting to changing priorities and maintaining effectiveness in a dynamic environment.Completed training in Paylocity and researched abilities in regards to services offered, presenting critical findings to VP for review and contemplation of changes.Data Entry Specialist, Information Services Review, Calabasas, CA 2018 2021Facilitated inspection coordination as a primary liaison between insured individuals and inspectors while effectively maintaining insurance inspection documents. Managed high-volume incoming calls and delivered exceptional customer service to insured individuals and agents. Offered assistance and resolution for inquiries from staff, insured individuals, and agents on records and files.Exhibited a consistent track record of exceeding the company's standards in various key performance areas. Showcased keen attention to detail to ensure task completion with high accuracy, minimizing errors and enhancing overall quality.Maintained exemplary attendance, showing reliability and commitment to responsibilities and setting a positive example for peers.Demonstrated flexibility and people management in communications with stakeholders at all levels of inspection process.Virtual Assistant, Self Employed, Canby, OR 2012 2018Provided remote administrative support by collaborating with real estate agents, call centers, and marketing teams. Optimized workflow and time management by overseeing calendars and prioritizing meeting requests for senior leadership. Enabled informed decision-making by executing data processing tasks and generating ad-hoc reports. Conducted inbound and outbound calling as part of various business processes and client interactions.Played a pivotal role in organisation events, overseeing critical aspects such as selecting the appropriate venue, arranging catering services, and scheduling meetings. Ensured meticulous event planning and execution, resulting in successful, memorable events for all attendees.Partnered with executive marketers to develop and implement effective promotional and e-marketing campaigns, brainstorm creative ideas, design campaign strategies, and utilise various digital marketing tools to enhance enterprise clients' digital presence and marketing efforts.Played a crucial role in ensuring campaign alignment with client's needs and goals, maximising reach and impact in the digital space.Led comprehensive research to gather contact information for various companies related to communication and outreach efforts. Leveraged multiple sources and tools to compile accurate, up-to-date contact details, facilitating outreach activities, such as marketing campaigns, partnership proposals, and networking opportunities.Acted as a core member in expanding the companys network and enhancing the ability to connect with potential clients and partners.Administrative Program Assistant Risk Management CSR OSU Motor Pool, Oregon State University, Corvallis, OR 2009 2012Provided invaluable internal support to the Office of Risk Management and the broader OSU Community. Oversaw review and processing of requests for serving alcoholic beverages on campus. Proposed recommendations aligned with Oregon Revised Statutes, Oregon Administrative Rules, OSU, OUS, and University policies while delivering swift resolutions for highlighted concerns. Applied Oregon Administrative Rules and Regulations governing the State of Oregon Insurance Fund.Actively contributed to the planning and executing of a range of projects/programs by coordinating with different teams, managing timelines, and ensuring alignment with the overall strategic objectives.Oversaw risk and claims matters while demonstrating strong knowledge of related principles through root cause analysis and strategic risk mitigation planning.Significantly enhanced the efficiency of institute operations through diligent and precise data entry, ensuring our records' high integrity and reliability and improving overall operational efficiency and data-driven decision-making within the institute.Served as the primary liaison for Claims Management with the State of Oregon Administrative Services (DAS) to streamline communications, coordinate claims processing, and maintain compliance with relevant regulations and policies. Played a crucial role in maintaining a smooth and efficient relationship with DAS.Held a part-time role at the OSU Motor Pool in 2009 and 2010, showcasing the competent ability to deliver excellent customer service and efficiently manage rental operations, allowing a chance to review risk management processes/procedures at the motor pool as well as reviewing relevant documentation.Additional ExperienceAccount Specialist I, Aerotek - RemoteRemote Sales Agent, EAN Services, LLCBusiness Analyst, Sprint Telephone Company, Medford, ORCEO, Home Business AnyKey SolutionsInternet Services Manager, Technical Support Specialist, Pioneer Telephone Cooperative, Philomath, ORRisk Management Administrative Assistant, HR Admin Assistant, Payroll/HR, WTD Industries, Inc, Philomath, ORAccount Adjustment Manager, Federal Metals Credit Union, Albany, ORShare Draft Officer / Loan Clerk, UNCLE Credit Union, Livermore, CALoan Adjuster, Share Draft/Payroll Clerk, Federal Metals Credit Union, Albany, ORSafe Deposit Clerk, Statement Clerk and MasterCard Clerk, Citizens Valley Bank, Albany, OREducational BackgroundArea of Study: Business Administration, Oregon State University, Corvallis, ORArea of Study: Banking and Finance with Minor in Accounting, Linn Benton Community College, Albany, OR |
