Administrative Assistant Customer Service

Executive Assistant

Executive Administrative Assistant, capable of handling a wide range of

administrative functions with consistently producing top-quality work.

Work effectively in a fast-paced environment consistently prioritizes tasks

and meets deadlines. Excellent oral and written communication skills,

detail oriented with good follow-up skills. Maintains professionalism at

all times and uses discretion when handling confidential data.

Technical Skills

Microsoft Office-Word, Excel, PowerPoint, Outlook, Lotus Notes and the

ability to navigate the Internet. ACT 6.0 with the ability to quickly

learn other software and database programs as required.

Professional Experience

Franklin American Mortgage-Irving, TX 10/25/10-01/26/11 (Accounting

Principals-Assignment)

Underwriting Support

Provide underwriting support by indexing new loan submissions for

underwriting.

. Index loan completely by assigning each document to the proper

category in the loan package and verify required documents from

checklist are included in the loan package.

. Run all reports needed for loan-CoreLogic (LoanSafe using

appraisal), FHA Connection (Case Query and Mortgage Credit

Reject reports).

. Email lender regarding conditions (missing documents) and follow

up again in 2-3 days and again after 5 days status on

conditions.

. Notes in L.O.S system on missing conditions requested.

. DU Findings read specifically the section Asset, Employment &

Income and Observations to match and verify the documents are in

the file also confirm the Credit Report ID on the DU findings is

the same ID on the credit report.

. Complete underwriting activity log for each loan indexed.

. Save loan in indexing.

. Upload any missing conditions sent by Lenders and submit any

complete loans to Underwriting. Address any emails, voicemails

or OTRS tickets that require immediate follow up.

First Data-Dallas, TX 02/2009-12/03/2009-Company reorganization-Lay off

Senior Administrative Assistant

Provide confidential administrative support to the VP of Merchant Sales and

Services group, Director of First Team and Facilitate new hire orientation

for office location.

. Serve as administrative liaison with others within and outside the

company regarding administrative issues related to purchasing,

personnel, facilities and operations.

. Facilitated new hire orientation that included retrieving all

new hire paperwork and I-9 verification process.

. Scheduled travel, hotel & car rental reservations and submit

expense reports for employee reimbursement for the department.

. Process photo for new hire and lost badges request submitted with

paperwork to process employee ID badge, also submitted paperwork for

parking/building card access.

. Report weekly out of office schedules for VP's group.

. Managed daily office functions distributed incoming mail,

prepared outgoing mail via FedEx, printing/copying and scanning

documents.

. Maintained office inventory and ordering office supplies.

. Scheduler for Conference Room Meetings.

. Point of contact to report building issues to building management.

Prudential Mortgage Capital Co-Dallas, TX 12/2007-7/2008-Company

reorganization-Lay off

Senior Administrative Assistant

Provide administrative support for Managing Director, Originators (3) and

Analysts (5). Job details included performing general administrative work

ranging from routine to moderately complex:

. Assisted in modifying Power Point slides for presentations to

Senior Leadership.

. Input and maintained current updates on clients in ACT database

ensuring the employees timely accurate access to data.

. Managed daily office functions distributed incoming mail/faxes,

prepared outgoing mail via UPS, printing/copying jobs, ran

reports, organize and maintain filing.

. Researched and scheduled travel, hotel and car rental

reservations for the department, processed expense vouchers for

payment. Reduced expenses through comparative pricing.

. Screened incoming phone calls.

. Maintained office inventory and ordering office supplies.

(AXA Advisors) Gregory Krewson, Retirement Planning Specialist, Dallas, TX

3/1999-12/2007-Seeking Employee Benefits

Executive Administrative Assistant/Office Manager

Provide administrative support for entrepreneur and his team with AXA

Advisors LLC, managed daily office functions and performed general

administrative duties.

. New Business Processing: Completed account opening applications

for client signature for Life Insurance, Disability Insurance,

various Investment Accounts and various service forms.

Scheduled and follow-up on medical exams for insurance policies.

Tracked status on application and service forms submitted for

processing.

. Client Management: Various client customer service assistance

and follow-up, maintained current updates of clients in ACT 6.0

database.

. Created and updated excel spreadsheet for client review

meetings, obtained information from clients various account

holding statements, and Morningstar Reports.

. Scheduled and confirmed appointments for meetings and conference

calls, received and distributed incoming and outgoing

mail/faxes.

. Prepared, composed, organized and maintained the files of

incoming and outgoing correspondence.

. Maintained calendar updates in ACT 6.0 and Outlook.

. Client events sent out invitations and holiday cards.

. Maintain office inventory and ordering office supplies.

. Assisted in the training of other office personnel and all other

duties as assigned.

El Centro Community College, Dallas, TX

Prairie View A & M University, Prairie View, TX

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