Executive Assistant, Office Manager, Client Services

LORI RAYMOND

Phone: 215-***-****

Email: acrs31@r.postjobfree.com

Address: **** ************ ***., ************, **

PROFILE SUMMARY

Provides unique support to executives and organizations through a combination of experience, critical thinking, strong intuition and advanced technical skills. As a proven business professional with more than 25 years of experience in administrative support, office management, and client service, the ability to handle a vast array of responsibilities and perform a few miracles is standard fare. Executives can focus on their objectives and know that they have the around the clock support they need to be productive and successful. Goals and day to day situations are handled with experienced priority management, a positive attitude, a strong work ethic, a few laughs, and meticulous follow-through.

SKILLS, EXPERTISE, AND TECHNOLOGY

Skills:

o Written and oral communications

o Proofreading

o Executive level meeting and conference

call management

o Event planning and management

o Commission management

o Travel arrangements, expense reporting

o Client service and management

o Board meeting preparation

o Expense Reports

o Note taking and transcription

o Project management

o Event planning and management

o Sports ticket subscription and charity support management

o Presentation and training

o Management of filing systems, document scanning and archival

o Development and documentation of operational procedures

o Contract negotiations

o Report development

o Budget development and management

o Notary Public

Expertise:

o Management of executive’s workflow and schedules

o Intuitive and strategic thinking

o Ability to focus on priorities and manage other activities

o Ability to quickly envision the big picture and plan details accordingly

o Creatively overcome obstacles to achieve goals

o Advanced technological skills to maximize productivity and reduce expenses

o Professional, results-oriented interpersonal skills with staff, clients, and vendors

o Long-term problem-solving

o Designing techniques to increase productivity and service quality

o Banking and mutual fund regulations

o Sales, operations, and litigation practices of commercial and residential real estate.

Technology:

o Windows/ Mac/ IOS

o MS Office Suite 2013/ 365

o Visio

o SharePoint and Designer

o Adobe Acrobat X

o Expensify

o Egencia

o WebEx/GoToMeeting

o Data Store and Crystal Report Writer

o Conference Bridge

o Quickbooks

o ADP HR Systems

o Extensive Banking and Investment Industry on the job training and required compliance regulation training.

WORK EXPERIENCE

Assistant Vice President - Executive Assistant and Office Manager

The Bancorp, Philadelphia, PA, - May 2009 – January 2015

Provided C-Level administrative support to two Executive Vice Presidents in the Commercial Real Estate Lending Division. The primary responsibility of the role was to ensure that the needs of the executives and departments were prioritized, organized and executed towards maximizing productivity and service. Provided triage communications to the executives and ensured that any additional information they might need to respond was available. In addition, any matters that could be handled without the executive were managed or delegated accordingly. Each day, a review of active projects, communications and events were covered in a brief session with my managers where further instructions and new assignments were provided. Handled many tasks and situations involving challenging clients, administration and ongoing development in the office. Led or participated in team projects as needed. Exceeded expectations in event planning and coordination of a co-sponsored annual golf outing. Functioned with a broad degree of latitude, financial trust and creativity.

The responsibilities of the Office Manager involved supervision of a staff of three to ensure seamless operation and productivity in all facets of office operation. Consideration of global company policy, employee morale and budgets required. The office staff increased by 75% (approximately 80 employees) over a 5-year period. Smooth on-boarding and growth required extensive coordination and planning with building management, facilities and IT. Every new employee arrived to a desk and computer that was set up and ready for work. Developed procedures for all office activities, including a reception services manual, vendor management, multiple checklists. Provided assistance with audio-visual and IT needs when necessary and trained staff on new company software and equipment. Approved all invoices (supplies, overnight mail, subscriptions.) As manager of our national relationship with Federal Express, I was successful in arranging for all cost centers across the country to have separate cost codes in the system. This resulted reduced work in Accounting and more control at the office level for cost containment. Managed equipment ordering and facets of on-boarding and termination support for the entire office. Also responsible for the division's Disaster Recovery document for Philadelphia office.

SAMPLE ACCOMPLISHMENTS:

> Promoted to Assistant Vice President in three years

> Arranged for an executive’s last moment travel to China. Using resources, research and creativity, the executive was provided with visas and travel approvals on time.

> Created new Loan Committee Meeting procedures, which utilized Sharepoint and The Box (cloud service) to improve accessibility to Loan Committee materials for executives on the road.

> Created a new employee welcome and safety manual, which is now being used as a company-wide template.

> Created Reception/ Safety manual with my team. It is now being considered for use as a company-wide template.

> Created custom emails and informational brochures to provide to guests attending company-subscribed sporting events. The package increased the perceived value of the event and reduced the stress of guests in answering most questions.

> Created a charity contribution and event tracking system. The system reduced time spent on approximately thirty charity events by half.

Legal Assistant and Office Manager (Title Insurance Claims Litigation Department)

Fidelity National Title Insurance Company, Roseland, NJ – April 2007 – January 2009

o Provided Executive Assistant and Legal Secretary support to the Chief Claims Counsel.

o Provided limited support to four Senior Claims Counsel in processing title claims.

o Managed oversight of all office management operations for 12 attorneys and staff.

o Handled the documentation of mortgages and deeds for counties in New Jersey and Pennsylvania.

SAMPLE ACCOMPLISHMENT

> Managed the office-wide transfer of the claims office records (including off-site storage) to the new office in Nebraska.

OTHER EXPERIENCE

Administrative and Office Assistant – (Commercial and Industrial and Self-storage Real Estate Management) 2003-2007

Rensselaer Commercial Properties, Fairfield, NJ

Caregiver to Disabled Parent – (Cobra Leave) 2002 - 2003

West Caldwell, NJ

AVP, Manager of Technical Communications – (Product Development: 401 (k) Website and VRU Systems) 2000-2002

Morgan Stanley, Jersey City, NJ

Legal Secretary and Business Analyst – (Surety Bond Claims Litigation Department) 1995-2000

International Fidelity Insurance Company, Newark, NJ

Assistant Vice President, Account Manager for Premiere 401(K) Recordkeeping Accounts 1989-1993

Merrill Lynch, Somerset; Princeton, NJ

Assistant Vice President, Manager of Client Service for Premiere 401(K) Recordkeeping Accounts 1985-1989

T. Rowe Price, Baltimore, MD

EDUCATION

o Coursework in Economics and Mathematics Kean College, Union, NJ 1980-1981

o Business Management, Time Management, and Client Service American Management Association and Johns Hopkins

o Sharepoint 2010 and Designer

o Microsoft Office Specialist (MOS) Certification: (anticipated completion – fourth quarter, 2015)

o Microsoft Access I and II and Excel I and II New Horizons

o Excel Pivot Tables Simplilearn

o QuickBooks (2004)

o Extensive list of software and equipment training

MEMBERSHIPS

o International Association of Administrative Professionals (IAAP)

o The American Society of Administrative Professionals (ASAP)

o Pennsylvania Association of Notary (PAN) 2010 - Current

AFFILIATIONS

o Volunteer - Tree Tenders of Philadelphia PHS & Philadelphia Park Conservancy

o Volunteer - Ronald McDonald House Philadelphia, PA

o Committee Member - Building and Grounds Committee 2601 Condominiums

Recommendations from LinkedIn for Lori Raymond

Maria Antonelli

SVP, Director of Corporate Communication, The Bancorp Lori is a highly detailed administrative professional, who remains focused on the mission. A team oriented contributor, Lori is an effective communicator who leverages information and keen instinct to guide her decision making and, ultimately, her actions. She is consistently pleasant and professional in her approach in any situation. Lori is absolutely a can-doer who I am happy to recommend.

September 16, 2015, Maria worked with Lori at The Bancorp

Diane Gallion

Sr Vice President, National Manager Government Guaranteed Lending at The Bancorp Bank Lori is incredible, she manages a very active group of business executives. Lori is professional and extremely competent. I am happy she works with us all at the Bancorp.

August 27, 2015, Diane managed Lori indirectly at The Bancorp

John Moore

Senior Account Executive at The Reliable Companies Having had the privilege of working with Lori on many projects in her role as AVP, Office Manager/Executive Assistant at The Bancorp's Philadelphia Office, I am proud to offer my recommendation without reservation. Her commitment to seeing a project through to its completion while managing a number of individuals is unparalleled. It has been a pleasure dealing with such a detailed oriented and organized professional. July 21, 2015, John was a consultant or contractor to Lori at The Bancorp

Scott Gulick

Senior Account Executive at Canon Solutions America, Inc. So far in the brief time I have worked with Lori, she has been super responsive. Always quick to reply to emails and voicemails and let you know good or bad how we are doing as a Company. I look forward to working directly with her and her team in the future, and building our business relationship. July 16, 2013, Scott was a consultant or contractor to Lori at The Bancorp

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