Administrative Assistant Office

Wanda G. Cody

**** ********* ***** ● Charlotte, NC 28212 ● 860-***-**** ● ac0q21@r.postjobfree.com

• Previous Commercial Lending, Legal and Administrative experience with organizations such as: State Street, Fidelity Investments and Commerce Bank & Trust

• Strong understanding of commercial loan document review and filing: UCC filings, flood zone, credit investigations, financial documentation

• Accomplished business administrative professional with expert interpersonal skills and a proven track record of building genuine rapport and ensuring exceptional level of customer satisfaction.

• Demonstrated ability to handle highly confidential and personal and financial information in a sensitive manner.

• Successful working in fast paced environments, employing strong organizational skills with an acute attention to detail.

• Reputation for dependability and professionalism.

• Highly organized, efficient and skilled in a variety of office support tasks.

Education

• A.S.- Business Administration

o NECF/Bentley College

• Certificate in Paralegal Studies

o NECF/Bentley College

Professional Experience

TalentBridge Companies October 2016 to February 2017

Lash Group - Benefits Verification Specialist

• Calls insurance carriers to confirm insurance benefits

• Confirms and coordinates referral/authorization information, enter in system, monitor status, and process re-authorization as needed

Show Pros Entertainment Services, Inc. August 2016 to Present

• Work as event staff to provide seasonal, part-time auxiliary event management personnel to ensure a safe, secure, and successful environment for athletic competitions, concerts, and other events.

Caring for ill family member – Charlotte, NC 2014 - 2016

Beacon Hill Staffing – Boston, MA May 2014 to October 2014

BoomWriter - Administrative Assistant

• Provided daily office management and administrative support to the Founder and CEO

• Maintained QuickBooks, processed staff payroll and perform other duties as required

Enfield Dermatology, LLC – Enfield, CT August 2011 to March 2014

Office Manager

• Responsible for the day-to-day operational functions for the medical practice, ensuring that office policies, procedures, and plans are executed in a smooth and expeditious manner

• Key responsibilities include financial, office administrative duties and personal management

• Reconcile AR reports, manage bank deposits and patient refunds

• Maintained employee personnel files within organizational guidelines

• Responsible for the production of orientation and termination packages

• High regard for HIPPA/OSHA compliance and data integrity

• Coordinated the Implementation and regular update of an HR Manual

• Provided leadership guidance for attaining the goals of the practice

Commerce Bank & Trust Co. - Worcester, MA July 2005 to June 2010

Commercial Lending Assistant

• Processed loan applications for mortgage loans, lines of credit, home equity, term, vehicles and construction loans

• Liaised between borrowers, loan participants, attorneys and loan officers from loan initiation to closing

• Identified client base through Register of Deeds, Organizational Documents, UCC-1 Filings, and FICO.

• Conducted credit checks, obtained verifications, calculated ratios, and generated closing documentation

• Reviewed and monitored loan documents to ensure compliance with covenants

Fidelity Investments – Marlborough, MA March 2004 to September 2004

Paralegal (Contract)

• Primary business compliance contact regarding litigation received by the corporation

• Researched, reviewed and drafted legal documents

• Advised associates regarding potential legal issues

State Street Bank & Trust Co. – Boston, MA May 2000 to December 2003

Legal Assistant

• Performed initial review of plan documents, assisted with legal research and document preparation.

Commercial Lending Senior Account Administrator January 1994 – May 2000

• Processed loan advances and payments

• Processed outgoing foreign and domestic wire transactions

• Supervised, interviewed, hired and trained administrative staff

• Researched and followed up on customer inquiries.

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