Customer Service Administrative Assistant

Lori A. Ivie

**** **** *** **., **. Worth, Texas 76131 * 806-***-**** * ************@*****.***

PROFILE

An energetic and flexible people person, with emphasis in leadership

Exceptional experience and devotion to networking and building relationships/great at building relationships

Passion for helping people, plus great understanding and commitment to customer service and doing what’s right

Quick to formulate new and creative ideas that provide solutions or establish opportunities

Team player & solutions oriented individual with a love for learning and training/mentoring others.

Partner and Financial Manager for my family’s Oil & Gas family partnership

Fifteen+ years in different aspects of financial industries: banking, insurance, investments, start-ups, entrepreneurial, fund raising,

Accepted into the Kansas City Kaufmann Foundation’s SCORE program for Entrepreneurs 2012 (my mentor was the ex VP for AMC Theaters)

EXPERIENCE

F ield Sales Representative - G oogle Fiber, Austin, Texas - 10/2014 – 3/2017

Sales for Google Fiber for Single Family, Multi Dwelling Units, Multi Tenant, and Small Medium Businesses for Fiber Internet, TV, VOIP Phone, & Nest Products. Field Service including scheduling, customer service, inventory, business vehicle management, business collateral & Swag, hostess, and Brand Ambassador. Utilized SalesForce for data management.

Co-Owner - N oah Industries, LLC - Austin, Texas, - 3/2011 – 12/2016

Company started with 3 other national and international partners that secured the licensing rights for the Western Hemisphere for a new invention, a natural biopolymer, with over 100 products containing the biopolymer, to be utilized in a variety of industries including Water, Agriculture, Medical, Oil and Gas, Consumer Products, Travel, and Paint. Researched and developed potential for over 4 years before starting the company. Researched EPA & FDA requirements. Estate Manager – Personal Assistant - Lubbock, Texas - 7/2007 – 1/2013

Management of a multi-million dollar estate for High Net Worth Individual – Hire and Coordinate all vendors, Analyze Financials, and make recommendations, Bookkeeping, Travel, Oversee Live-In Housekeeper, House Sit, Pay Bills, Pet care, and office work. This client had the #1 company in the world in its’ class at one time. Owner - Financial Services - L ubbock, Texas - 4/2004 – 2014

Individual and Business Networking, Brokering, and Sales, Service, Marketing, and Development for Clients in the Investment, Life Insurance, Annuity, Long Term Care, Health and Supplemental Health, Mortgage, P & C, and Life Settlement Industries with an emphasis on Estate Planning and High Net Worth Clients/Business Owners. Also involved in adventures in raising capital for a digital currency co., and oil and gas exploration co., and a new online office co. (Part Time).

N ew York Life Insurance and Annuity Company - Lubbock, Texas

Sales, Marketing, Development, Client & Public Relations, & Account Management for new and existing individual and business clients in the financial services industry * *R ookie of the Year 2004**

Analyze client financial situations and present solutions for their long and short term financial goals with broad range of financial products such as Mutual Funds, Life Insurance, Long Term Care, Annuities, Money Markets, CD’s, etc. Mortgage Officer - C rockett National Bank Mortgage, Lubbock, Texas

Development of new business with realtors, builders, and prospective home buyers

Sales and service of Residential Mortgage Loans

Public Relations/Customer Service/Desktop Publishing/Events Private Banking Administrative Assistant - S untrust Bank, Macon, Georgia

Administrative Assistant to the Vice President and Assistant Vice President of the Private Banking Department

Serviced the special individualized needs of upscale ($500,000+ in assets) Private Banking/Trust clients

Sales, Set up and service of commercial & individual customer accounts, installments, mortgage loans, CD’s, all banking and credit card accounts New Account Rep and Teller for 3 banks since high school as well). Teaching Parent - G eorgia Children’s Home, Macon, Georgia

Teach & provide 24 hr. 7 day a week care for abused and indigent teens along with my husband

Trainer for future Professional Teaching Parents

Development & fundraising for the teens and group home

Interview and screen potential children for residential treatment

Public Relations with Counselors, Teachers, Psychologists, Psychiatrists for the teens as well as Board Members, Chairman of the Board, Consultants, Neighbors, Executive Director, and CFO of children’s home as well as foster families in the system

Event Planning and Fund Raising

Administrative Assistant - T rinity Church, Lubbock, Texas

Provide administrative support for 3 Executive Pastors on staff of large church

Desktop Publishing & Printing publications

Teaching classes and seminars

Event Planning

EDUCATION & LICENSING

Texas Tech University, Lubbock, Texas – Majored in Family Studies - 2 years

Trinity Bible Institute, Lubbock, Texas – Associates Diploma, Majored in Christian Studies – 2 years

Series 6 and 63 Securities License – Texas, Colorado, Oklahoma, Iowa, 2004 - 2009

Life and Health Insurance License – Texas, Colorado, Oklahoma, Iowa, 2004 - 2015

American Commercial College Courses for LUTCF – Retirement Planning, Long Term Care, Business Succession Planning

Pampa High School, Texas– Graduated Vocational Office Education

(work study program @ 1 s t N atl. Bank of Pampa 2 yrs) SOFTWARE/PROGRAMS

Microsoft Office, Word, Power Point, Excel, Microsoft Works, Publisher, Outlook,

SalesForce - Google Suite of Products (Docs/Sheets/Forms/Projects/Gmail/Calendar/Hangouts,etc) - Nvidia - Bullhorn and Fieldglass Payroll

Quicken - A dobe - I nternet - Internet Online Research - Camscanner/Camcard

Windows 95, 98, XP,Vista, 8, 8.1, & 10, Mac book, Movie Maker, Media - Publish It! - C larisworks - P rint Shop INTERESTS -- EVENTS -- VOLUNTEERING

* Started a business with 3 other partners to potentially bring a new, natural biopolymer invention to the Western Hemisphere

(for medical, agriculture, oil/gas, consumer goods, etc. industries 2011 to present – helped bring investors to the table including a multi-billion dollar company and multi-million dollar company

* Worked on TV Production and Online Shopping Project in Nashville called “The Shopping Tree” – An inspirational shopping network started by a former employer and friend of mine.

* Director for LIVEWIRE College and Young Adults ages 18-30 at our church in Lubbock, Texas. Started the group in June 2012 with 3 Young Adults. It grew to average around 25-30 young students within 2 months.. Strong emphasis on mentoring, leadership, counseling, growing, and giving. Started “Drive By Blessings.”

* Raising money for needy individuals and surprising them (sometimes anonymously) with meeting their needs. In the past years, my family, friends, and I have had several projects we worked on. The top 2 were: Raised $ for a single lady and her daughter that worked with my son. They were without a refrigerator for 2 months during Christmas. We were able to buy her a brand new side by side stainless steel refrigerator. The second project we did as a family and friends was to raise cash to help a single lady at our church to get a new car. I would love to somehow work with or set up a foundation that gives away money to help people or with a company that enjoys giving.

*Humanitarian trip to Recife, Brazil for 3 weeks – *Lived in Haiti for a Summer (orphanage and medical clinics)

*Humanitarian Spring Break trip to Daytona Beach *Summer Long Humanitarian trip to Panama City Beach

*Mentoring kids and adults

REFERENCES AVAILABLE UPON REQUEST

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