Administrative Assistant Executive
Resume:
Bobbi Lee Burgess
Cleveland, Ohio 44119
*********@*****.***
Summary
I am an Administrative Assistant with experience in computer and office
skills primarily in the Finance and Banking industries. I am well
organized, able to work as part of a team as well as independently, and
consistently meet departmental deadlines.
Work Experience
2006 - 2011 Sr. Administrative Assistant, Commercial Banking Charter One
Worked closely with management to provide administrative support to
relationship managers, portfolio managers and chief credit officer.
. Prepared routine weekly and monthly reports as well as special reports
upon request.
. SalesForce administrator for Commercial Banking, Healthcare and
Professional Banking groups included creating new company records,
entering sales products, pricing, contacts and weekly calls.
. Processed invoicing and check requests for department.
. Prepared customer proposals and term sheets
. Prepared generic and customer specific slide presentations and booklets
for team.
. Scheduled conference rooms, catering and maintained meeting materials for
department.
. Prepared large mail merge mailings for prospecting and existing
customers.
. Ordered supplies, business cards, brochures, and custom stationery.
. Ordered office equipment as well as submitted all maintenance requests
for team.
. Maintained files for department meeting all company record retention
procedures.
. Provided backup telephone support for Reception desk as needed.
2003 - 2006 Residential Construction Lending Spec. Charter One
At an advanced level, process and disburse funds on construction loans in a
multi-state environment using TCL (construction software package).
. Verified amount to be disbursed to builder was within specified
guidelines.
. Maintained records of construction loan accounts including
documentation, balances, fees.
. Verified property was free of liens prior to disbursing funds to
builder.
. Audited files and prepared documents prior to conversion.
. Prepared correspondence for customer support and fee collection.
. Assisted escrow officers in obtaining documents for closing.
1999 - 2002 Administrative Secretary III NatCity Investments (now PNC)
Secretary and staff support for two investment banking teams (3 SVP's, 2
VP's + 3 Analysts).
. Arranged domestic and international travel (e.g., flights, hotels,
ground transportation, etc.)
. Prepared books and other complex documents including spreadsheets,
tables and presentations.
. Arranged all aspects of on-site and offsite meetings (space, catering,
technology, materials)
. Prepared all invoicing for department including tracking of project
expenses.
. Prepared monthly reports detailing referral tracking for potential and
existing deals.
. Served as liaison between staff support groups (Accounting, IT, HR, Mail
Services, Properties).
. Established orderly recordkeeping and filing system for the department.
. Maintained research database and managed monthly mailing of all research
reports.
1998 - 1999 Executive Assistant Accenture (formerly Anderson
Consulting)
Supported 8 Executives assigned to Designated Cross Industry Group.
. Acted as liaison for all requests directed from executives assigned to my
desk requiring extensive knowledge of Andersen software and databases
including Lotus Notes and all KX directories.
. Researched, collected, and compiled information and statistics, prepared
reports and summaries, and maintained databases relative to on-going
internal and client projects.
. Handled dictation and lengthy typing assignments involving high-pressure
situations and deadlines.
. Secured travel reservations and maintained calendar for all executives on
an on-going basis.
. Organized, processed, and maintained invoicing for Office Manager
providing problem resolution and follow-up.
. Attained high degree of accuracy and processing of payments to vendors
resulting in 50% reduction of delinquencies.
. Processed paperwork for after hour building access and ID badges for
local employees, including new hires, and visiting consultants, with
Security Office.
Additional experience as an Executive Assistant at KeyCorp in Cleveland,
Ohio.
Education
KELSEY JENNEY BUSINESS COLLEGE Some College Coursework Completed
San Diego - CA - US
Excel Intermediate Currently used / 15+ years
Power Point Intermediate Currently used / 15+ years
Word Expert Currently used / 15+ years
Notary Public - Active
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