Juliette Jordan

**** *. ****** ** # *

Carson, CA 90745

310-***-****

E-Mail: ace5xh@r.postjobfree.com

Education: California State Dominguez Hills - Bachelor of Arts Degree

(Liberal Studies) - December 2000

Life Agent & Health License - Department of Insurance - February 2014

Summary of Qualifications:

Experience in Business Administration while providing continuous

analytical, administrative and technical support in the areas of Customer

Service, Records Management, and the Corrective Action Program. Provides

continuous secretarial duties, clerical tasks and customer service

responsibilities such as information guidance and the resolution of

problems.

. I have 9 plus years' experience in a customer service related

environment and 4 years' experience in an office related

administrative assistant environment.

. I communicate effectively both verbally and in writing as well as

possess the ability to follow verbal and written instructions.

. Work with discretion in a variety of sensitive related issues.

. I have been working with Microsoft Office tools for 9 plus years

preparing presentations (MS Powerpoint), creating, maintain, and

reviewing spreadsheets (MS Excel), creating databases to track,

maintain, retrieve, and generate reports/forms ( MS Access), drafting

bulletins, letters, and correspondences (MS Word), and editing

documents and converting to PDF files (Adobe Acrobat).

. I am a capable leader who uses effective interpersonal communications

to negotiate and build consensus with my peers and team members.

. I effectively manage stress and routinely deliver high quality

customer services and products while working under changing conditions

and tight deadlines.

. I work well with others and deal tactfully and professionally with

diverse personnel at all levels.

. I am able to handle multiple assignments/projects and adhere to a

given timeline.

. Able work on a team as well as with minimal supervision.

. Knowledgeable of general office procedures and responsibilities such

as making travel arrangements, processing mail, managing files,

maintaining office equipment, answering phones, multi-tasking, making

arrangements for special events, calendaring, creating memos, letters,

and correspondences, and customer service.

. Able to type 45 wpm.

Experience: Wells Fargo Insurance Services USA, Inc., Irvine, CA (Full-

Time) 08/2013 - Present - Administrative Assistant 3 (Employee Benefits)

. Provides administrative and technical support to an assigned group of

employee benefit prospects/clients/team members including the Vice

President of employee benefits on a daily basis

. Responds to prospect/client inquiries and requests for information

. Performs clerical duties such as: supply ordering, data input,

maintaining files electronically, assembling documents and preparing

materials such as agendas and renewal presentations for meetings with

clients and prospects, managing the Vice President's calendar,

managing all travel arrangements, submitting expense reports, assist

in editing and formatting presentation supplies for the entire

Employee benefits group, arranging and processing outgoing mail

through FedEx, maintaining copier/scanner/fax machine and all other

office equipment and coordinating and placing all catering orders for

all in-house meetings.

. Prepares, edits, and send out all Broker of Record letters for newly

acquired clients to various carriers/vendors

. Updates spreadsheets and calendars for open enrollment/renewal,

contact lists, and benefits coverage for entire employee benefits team

on a monthly basis

. Assist with managing both fully insured programs and self-funded

accounts

. Track and submit invoices for processing and payment

. Participates in file audit and reviews

. Prepares spreadsheets and marketing proposals for prospects and

clients for annual renewals in close coordination with the Account

Executive

. Assists in the development, coordination and administration of

customer service plans for clients and prospects such as: health

fairs, team meet and greets, and presentations

. Peoplesoft, BenefitPoint, & Nexsure experience

. Obtained Life Agent & Health License

Experience: Network Capital Funding Corporation, Irvine, CA (Full-Time)

11/2012 - 05/2013 - Funder

. Reviews files, legal loan documents, and all data for accuracy,

legality and legibility

. Prepares wire packages required by warehouse banks to fund loans

. Enters and validates appropriate data required by the bank to issue

wires

. Meets established productivity levels and turn-around times as set by

management

. Follows up with closing/escrow agents to verify disbursement of funds

and advise of any issues or concerns

. Performs analysis, consulting and provides recommendations as a

mortgage loan funder by reviewing mortgage loans (FHA, VA,

Conventional) for completeness and accuracy of signed loan documents on

a daily basis to determine customer's credit, debt-to-income ratio, the

customer's current liabilities and obligations and customer's

willingness to repay mortgage loan.

Experience: Southern California Edison (San Onofre Nuclear Generating

Station), San Clemente, CA 08/2010 - 11/2012 (Full-Time) - Analyst -

Program/Project 2,

. Performed analysis, consulting and provided recommendations for 5 plus

years as a mortgage loan funder and as a Project/Program Analyst

combined.

. Performed analysis, consulting and provided recommendations as a

Project/Program Analyst on a daily basis by initiating, reviewing,

evaluating and revising records, documents, guidelines, procedures,

special reports and performance (monthly) metrics for the betterment of

the division.

. Created/Initiated and maintained Microsoft Access Database to include

consolidation, monitoring and tracking of raw data for Corporate

Document Management's Records.

. Utilized Microsoft Word, Microsoft Excel, Microsoft PowerPoint,

Microsoft Access and Microsoft Visio on a daily basis for approximately

9 plus years to complete, create, track and maintain assignments.

. Coordinates, completes and successfully closes various Corrective

Action Program (CAP) related items for the Nuclear Business

Administration Division by evaluating the issue at hand and developing

and implementing resolutions and strategies in accordance with

ActionWay and SAP.

. Experience in creating purchase requisitions in SAP for current

division.

. Attended seminar/conference for benchmarking ideas and

presented/delivered findings to upper management for betterment of

department/division.

. Validated, reviewed and verified various departmental tasks,

notifications and corrective actions in a timely manner on a daily

basis to improve the development and implementation of processes.

. Prepared, coordinated, collaborated and presented division specific

safety presentations materials/agenda for Nuclear Business

Administration (NBA) using MS Powerpoint, Word and Excel on a monthly

basis for division meetings. Communicated effectively both orally and

presented written format on PowerPoint slides to a variety of audiences

including senior level management.

08/2009 - 01/2010 (Temp) Southern California Edison - Administrative

Assistant/Office Assistant

. Conducted daily analysis using procedural requirements for the

submittal of Safe Guard Information (SGI), unescorted Plant Access and

Critical/Non-Critical Reinvestigation/Reassessments.

. Identified, supported and tracked confidential documents for the

Access Authorization and Control department/division as well as

Corporate Document Management's department/division on a daily basis

while adhering to all pertinent procedures and guidelines.

. Interacted, supported and collaborated with staff and internal and

external customer's to gather and/or convey relevant information on a

daily basis while providing a high level of customer service to ensure

department expectations were satisfied and met in and timely manner.

. Provided Administrative support to Division Manager of Site Safety.

. Coordinated and arranged travel arrangements for upper-level

management.

. Analyzed, identified and updated Injury/First Aid Reports for Site

Safety on a daily basis as an administrative assistant.

Classified injury types, causes, behaviors and time of incidents.

. Inputted, maintained, revised and retrieved data from computers and

files daily

. Performed a variety of clerical tasks such as data entry, calendaring,

filing, coordinating equipment repairs and customer service as

guidance to various staff as well as internal and external customers.

. Coordinated site wide meetings and captured meeting notes and recorded

action items for management and sent vital information to

supervisors/managers using MS Word, Excel & Powerpoint on a daily

basis.

. Inputted and analyzed sensitive information accurately into company

database systems such as SAP as well as maintained daily workflow.

. Provided administrative support to maintenance and technical and

recovery teams.

. Compiled, tracked and resolved various reports daily as an

administrative assistant.

Experience: BNC Mortgage, Inc, Funder, Irvine, CA (Full-Time) 03/2003 -

06/2007

. Performed analysis, consulting and provided recommendations as a

mortgage loan funder by reviewing mortgage loans for completeness and

accuracy of signed loan documents on a daily basis to determine

customer's credit, debt-to-income ratio, the customer's current

liabilities and obligations and customer's willingness to repay

mortgage loan.

. Funded and authorized wholesale mortgage loans for 3 years on a

regular basis

. Performed variety of clerical tasks such as calendaring, filing,

answering phones and data entry

. Prepared loan documents for 1 1/2 years on a regular basis

. Demonstrated important decision making skills including handling

sensitive customer information

. Analyzed, researched and interpreted quality assurance documents

related to conventional and FHA loans on a daily basis and provided

recommendations to management for the resolution and improvement of

department issues/concerns.

Contact this candidate