Customer Service Administrative Assistant

Melinda Poirier

*** ***** ****** ***, #**** Lawrence, MA 01843

978-***-**** Cell

********@*****.***

Qualifications

*Experience helping to develop relationships with executives and business

partners.

* Developed programs to help create a steady transition to close in a sales

environment.

* Strong organizational, technical and interpersonal skills.

* Typing and word processing skills.

* Computer skills include Microsoft Word, Excel, and Outlook.

Experience

*Background and experience as office coordinator in busy and fast paced

office environment.

* Responsibilities include administrative support to President of Financial

Services Company, data base management, customer

relations and coordinator between legal and financial partners. Perform

all

activities for monthly closings including sales reports and statements.

*Maintain and develop customer relationships and expand customer database

in an inside sales environment.

*Build relationships with Account Representatives from outside lending

institutions.

Relevant Experience

Wells Fargo Family Wealth, Boston, MA

Administrative Assistant/Support Services, June 2008-September 2010

*Support Relationship Managers, Relationship Assistants and office:

Duties include:

*Help in improving procedures and efficiencies within the group/team.

*Drafting IPS's and IAA's.

*Assisting with tax season (maintaining & updating tax and K-1 logs,

forwarding information to CPA's).

*Preparing and executing wire transfers and check requests.

*Scanning, faxing, copying, binding.

*Filing.

*Performing client bill pay activities. Including going to the Post Office

to pickup our client mail delivered to our post office boxes, sorting &

distributing the mail, inputting bills to QuickBooks, and preparing and

sending out the bills.

*Gathering information for client meetings and putting together packages.

*Mailings-UPS and USPS.

*Booking and handling travel arrangements.

*Assist with receptionist duties when needed. This can include

answering/directing phone lines, greeting and directing guests, clients,

and staff, maintaining the appearance of conference rooms, and overseeing

conference room schedules.

1-800 MY MORTGAGE, LLC Middleton, MA

Executive Assistant/Processing & Office Manager, February 2004-November

2007

* Maintain and coordinate a pipeline of loans.

* Process all loan applications according to current RESPA standards.

* Lock loans, handle customer service calls, prepare and set up loan

packages for submission to underwriting.

* Coordinate the clearing of all loan conditions working closely with

clients, loan officers, lenders, and attorneys.

*Answer telephone, order office supplies, and clean office area.

*Act as Administrative Assistant to President of company including calendar

and traveling management and overseeing all office activities/duties.

First Call Mortgage Company, North Andover, MA

Loan Processor, June 2002-November 2003

* Maintained an average pipeline of over 100 loans.

* Worked extensively with the Genesis loan operating software and lender

internet sites.

* Locked loans, handles customer service calls, prepared and set up loan

packages for submission to underwriting.

* Cleared conditions and coordinated loan closings with the attorney,

lender, and borrower.

Giant Glass Company, Marlboro, MA

Customer Service Representative, Summer 2001

* Customer Service Rep. for a large automobile glass replacement company.

* Worked directly with insurance clients and sales staff.

* Coordinated scheduling of service for customers.

* Utilized interpersonal phone skills and computer technology.

Education

* Merrimack College, North Andover, MA

* Major: Communications

Other Experience

* Assistant floor manager, Abbey Grill Restaurant

* Receptionist, New England Security Insurance Agency

References

* Available Upon Request

Contact this candidate