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Administrative Assistant Customer Service

McKinney, Texas, United States
April 27, 2018

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La Toya Lloyd

**** ****** **** *****, *********, TX 75407

Cell 214-***-****

Current Role - Project Coordinator


●Proficient in Microsoft Office/Suite

●Type 50 WPM, Data entry skills

●20 years Customer Service

●7 years Construction Administration

●3 years Telecommunications

●3 years Financial/Banking Services

●Peoplesoft, Salesforce, Citrix, Kronos, Windows

●Excellent organizational and time management skills

●Ability to exercise sound judgment, tact, and diplomacy in all public contacts.

●Ability to communicate in oral or written format to a variety of audiences

●Positive, optimistic with a "willing to do what it takes" attitude


Trane, Inc., Dallas, TX, March 2011 – Currently employed

Project Coordinator/Administrator – National Accounts

●National Account administration/management. (billing, invoice submittal, AR, other clerical duties)

●Prepare monthly invoices, weekly reports, memos, letters, financial statements and other documents. Prepare responses to correspondence

●Writes minutes of important meetings and distribute them to personnel working on the project and key stakeholders

●Assist with managing expenses/budgeting for National Account projects and notifies accordingly

●Initiated documents for sales orders/material orders and tracking

●File and retrieve corporate documents and save for further access

●National Accounts - Project set-up for customers JCPenney/Sephora for HVAC services

●Manage and maintain schedules/ Perform general office duties.

●Identifying any project issues and making recommendations for changes to working practice

●Assists in the resolution of conflicts and difficult situations by providing supporting documentation, policies and procedures

●Communicates project information to internal and external customers

●Project Management of small Controls Projects

The Green Chemical Store, Wylie, TX, September 2010 – March 2011

Office Manager - (Temporary)

●Account management. (Purchase Orders, Weekly billing and invoicing, AP/AR using QuickBooks, etc.)

●Assisted with company financials (balancing, editing, banking, etc.).

●Initiated documents for sales orders/materials orders and tracking.

●Assisted with warehouse inventory/ordering of materials.

●Set up new customers in business system based on sales volume.

●Research/marketing using internet and variety of advertising measures.

●Variety of clerical/office duties as needed.

Emergency Response Marketing, Addison TX, August 2006 - August 2010

Product Administrator/Administrative Assistant

●Process and submit maintenance claims and new contracts for auto dealerships.

●Manage customer and dealer issues in a timely manner to obtain the highest level of customer service.

●Receive, sort, and distribute incoming mail to proper staff members/departments.

●Provide a variety of clerical duties, including but not limited to filing, research, photocopy, scanning, and mailing of documents, as well as assist with front desk receptionist relief.

●Account management and status verification of customer/dealer accounts.

Countrywide Home Loans, Plano TX, April 2006 - August 2006

Receipt/Distribution Administrator - (Temp Position)

●Communicate with loan processors for coordinating loan files received via mail or internet for distribution and/or account setup.

●Assign and distribute loan files to loan processors for review and submission/approval.

●Create and manage daily spreadsheets for all customer files regarding the loan/account.

●Process posting of customer payments received for loans via dedicated mail system.

Parkland Health & Hospital, Dallas, TX Feb 2002- July 2002

Health Unit Coordinator

●Assisted nurses and doctors in the Day Surgery department with their patients’ after care mobilization and stay in the department

●Scheduled follow up appointments, patient chart assembly using proper coding regulations and filing procedures

●Assist with the handling/delivery of patient cultures/specimens to designated lab sites

●Transporting of patients to proper labs/depts. for necessary workups pre and post-surgery

●Clerical duties included: Answering phones, filing, and front desk relief

●Assisted with monitoring and receiving patients in the recovery areas post-surgery

Bank of America, Waco, TX, April 1997 – April 1999

Teller – Commercial/Vault

●Proven results in exceeding goals in areas of service in a customer-centered, results-driven environment

●Experience with cross-selling, up-selling and/or referring products

●Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections

●Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances

●Ability to sell customers on meeting with a sales associate to learn about products/services

●Ability to respond and assist customers with inquiries and/or problem resolution

●Ability to work effectively as a team member

●Strong communication skills (including verbal and non-verbal) and active listening skills

●Careful attention to detail and time management

●Proficient in MS Office computer skills


Waco High School, Waco, TX

●General Studies – Diploma

Bill J. Priest Institute, Dallas, TX

●Business Office Administrator - Certificate

Argosy University

●Business Administration - in progress

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