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Administrative Assistant Customer Service

Tulsa, Oklahoma, United States
April 23, 2018

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Julie A. Anderson

**** *. ******** ***.

Broken Arrow, OK 74011

918-***-**** (Cell)


To work in a challenging position that utilizes my skills in customer service, accounting, communications, business, and analytical skills in such a way that allows me an opportunity to contribute value to my work community.


Extensive, diverse, and progressively responsible agency and corporate marketing experience. Possess exceptionally strong organizational, analytical and administrative management skills. A record of accomplishments in raising awareness through effective use of media, improving efficiency/productivity, event planning and project management. Routinely utilize initiative, creativity and problem solving talents to contribute to the growth and profitability of the organization.


St. John Health System (Ascension), Tulsa, OK February 2015 – Present

Administrative Assistant

Created and maintain the contract tracking spreadsheet and the student tracking spreadsheets for the entire SJHS network. These tools track the contracts between SJHS and the schools sending their students for clinical rotations and the individual students in our system along with personal confidential information.

Work closely with the attorneys of the health system, colleges and universities and other departments within the organization to implement and execute legal binding contracts between SJHS and schools across the US.

Work closely with colleges and universities and other departments within the organization to host students and acquire personal confidential information and clinical requirements for their clinical rotations within the SJHS network.

Manage purchasing and inventory of standard and specialty promotional items, supplies and training equipment for the department, including entering purchase requisitions, obtaining purchase orders and processing invoices.

Manage and maintain the printing of course curriculum, brochures, fliers, etc. for the department.

Submit and track IT service requests, telecom requests and personal access requests for the department.

O.C. Tanner Recognition Company, Tulsa, OK June, 2007 – February, 2015

Administrative Assistant

Coordinated the Sales team’s calendars, contributed to more efficiently managing new and existing client appointments and tasks, and participated in client visits resulting in increased client satisfaction and sales.

Processed proposals, prepared and conducted presentations, coordinated new program activation with the corporate office, and corresponded with clients to ensure new programs were successfully implemented, on time and on budget.

Implemented a monthly marketing campaign for the top 25 clients, resulting in the generation of additional income and increased client base.

BOk Financial Corporation, Tulsa, OK April, 1999 – November, 2006

Marketing Coordinator (BOk Mortgage) 2004-2006

Marketing Coordinator 1999-2004

Assumed a “lead” role in finance and marketing groups. Directed daily activity for groups of 13 and 150 respectively in 2 different organizations. Monitored and evaluated daily performance, maintained attendance and disciplinary records and implemented strategies that increased productivity/efficiency and improved results in both organizations.

Created, maintained and distributed detailed expense tracking spreadsheets for multiple cost centers. These tools accurately detailed marketing expenses at the department level and provided management first-ever information for analysis and planning. The improved information was a key factor behind increasing marketing efforts overall and achieving positive budget variances.

Planned and managed all aspects of 3 large (175+ employee) trips to resort destinations. Utilized creative thinking and went above and beyond to ensure memorable and successful events. Make all travel arrangements, selected menus/attendee gifts, and orchestrate a variety of mini-events and activities. Each event received a “good or better” rating by more than 95% of the participants.

Key member of the team that planned and managed 11 new branch openings in 6 states. Personally planned and managed all marketing support activities and was on site at each opening. Ensured/managed media coverage, identified support material requirements and physically delivered/installed displays, posters and brochures. Met project standards for every event.

Managed purchasing and inventory of standard and specialty promotional items for approximately 140 locations in 7 states. Routinely sourced and introduced well received, market/promotion specific items in a timely manner, maintained adequate inventory of standard items, regularly relied on creativity to meet emergency requests an always remained within budget.

Active member of the kickoff team for an average of 4 promotions per year. Managed budgets, selected appropriate venue, managed production of support materials and arranged all “hospitality” at opening/closing parties. Team created a motivational atmosphere and ensured quality communications that contributed to overall success of every promotion.

Took initiative to create personal websites for all mortgage bankers (55). Utilizing Mortgagebot software and working closely with each employee created a personalized information page. The pages ensured consistency with overall corporate image/website met regulatory disclosure requirements and simplified contact for clients. Project was on track for an on-schedule implementation.

Created a shared folder on the intranet for all marketing materials. The file containing over 700 pdf files provided easy access to all marketing materials for all 7 regions. Project eliminated several hours of research per day, reduced inventories by allowing local production of flyers and ensured that all documents were in compliance with federal disclosure regulations.

Analyzed the process and recognized an opportunity to improve efficiency/quality in campaign mailing projects. Contracted with an outside agency to assume responsibility for routine and repetitive tasks. Actions decreased printing/mailing costs by 50%, improved utilization of professional staff and decreased mailing/printing errors significantly.


Type 95 wpm, 10-Key, PowerPoint, Excel, Word, OneNote, AXS Desk One, Mortgagebot, Publisher, Articulate Storyline, Adobe, Synergy, Microsoft Outlook, Lexis Nexis, Microsoft CRM, Citrix, Internet Explorer, Google, Hoover’s, Salesforce, Java, Oracle, PeopleSoft, Enrollware, myLearning, Healthstream, Clinical Hub

References available upon request

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