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Click here or scroll down to respond to this candidateCandidate's Name
Mooresville, NC Street Address
PHONE NUMBER AVAILABLE - EMAIL AVAILABLE - WWW: Bold Profile PROFESSIONAL SUMMARYExperienced professional skilled at offering high-level support and problems solving. Expert in finance, office support, and data management. Expertly assists executive team using exceptional communication and organizational skills. SKILLSBudget & Financial Reporting,Personnel & Supervision, CustomerService, and FinanceTraining and Mentoring, ProjectManagement, Human Resources andRecruiting, Grant Writing, DataAnalysis, Inclusion training,Recruiting staff and volunteersAdministrative SupportTravel AdministrationExpense ReportingSchedule & Calendar PlanningAccountingMarketing strategyWORK HISTORY09/2022 to Current Executive and Branch Member Services Carolinas Telco Federal Credit Union Charlotte, NC Provides high-level administrative support to the CEO and the Board of Directors including initiation and management of calendar; email; correspondence; presentations; reports; research; telephone calls; travel coordination; expense reconciliation; business event planning; meeting materials; and minute-taking to ensure business initiatives are moving forward. Provides similar support to other members of the Senior Leadership Team as appropriate. Coordinates compliance and assists with the Credit Union policy review process Drafts and assists with the distribution of high-level Credit Union messaging from the CEO and Senior Leadership.Tracked expenses to comply with budgets.Maintained complete documentation and records of in house purchasing activities. Enhanced branch operations through effective management of daily bank teller activities and workflow prioritization.Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process. 05/2019 to 09/2022 ProfessionalYMCA of Greater CharlotteResponsible for building a portfolio of adaptive program offerings as well as working to identify inclusion opportunities within existing and future programs volunteer recruitment, events and overall experience Educate, recruit, and train staff on Inclusion strategies Draft, edit, and research large- and small-scale grants for nonprofit organization With the assistance of donor management database, research, compose, and provide detailed reporting on major donors and potential donors for senior leadership.01/1993 to 03/2002 Quality Engineer Leader/Program Manager Wells Fargo/Wachovia BankLead the Internal Service Measurement program for the corporation Implement and maintenance of survey from pilot to full implementation Work with vendor(s) and internal clients to develop Internal Service Measurement process to provide a view of internal serviceManage the Continuous Improvement process and accountabilities Lead and facilitate departmental or cross-functional teams and service as project manager Manage a team of ten direct reports in three states. EDUCATIONAssociate of Applied Science: Paralegal StudiesCentral Piedmont Community College - Charlotte, NC CERTIFICATIONSCPR/First Aid/AED Certified |
