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Administrative Assistant Office

Sunnyvale, Texas, 75182, United States
February 10, 2018

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GLYNIS WIMMERS 972-***-****


Professional and polished administrative assistant with over 20 years’ experience

Experience with supporting in wealth management and high-level executives

Experience includes but not limited to: booked travel arrangements, managed calendars, assisted with catering/picked up lunches, answered phones, greet visitors, coordinated meetings, procurement expense reports and special events

Computer skills: Microsoft Word, Excel, Outlook, NetXChange Pro, Laser Pro, SharePoint and PowerPoint


BS in Business Administration – University of Southern California, Los Angeles, CA


UBS Bank USA, Wealth Management Americas 06/2016 - 3/2017

Administrative Assistant (Contract)

Scanned, labeled and uploaded client’s loan documents to Loan Span and client’s folder in the shared drive

Provided modification loan offers to financial advisors

Maintained excel spread sheet of modification reviews, offers, and ineligible offers

Coordinated all offsite events; picked up lunch for team: ran errands as needed

Maintained Outlook calendar for conference room reservations for meetings, special events and handled new hire training

Ensured office supplies were ordered in timely manner, and maintenance of the multi-functional device

Handled any special projects as needed including back up for Pur/Purl Log, mailings, Consult Works and Real Quest

Handled general incoming calls, performed follow up calls and responded to emails as received

Marsh and McLennan/Mercer 10/2015 - 02/2016

Credit Service Analyst (Contract)

Processed Defined Benefit Plans for American Airline employees and families.

Santander USA, Chrysler Capital 07/2013 - 04/2015

Relationship Assistant II

Provided administrative support to Auto Finance Group including Regional Credit Director (Forty plus teammates)

Handled on-boarding new hires

Tracked and scrubbed credit files for OCC audit

Maintained several Excel spreadsheets for various special projects as needed

Acted as main point of contact for all facility issues and technical issues

Scanned new credit files to shared drive and copy to Share Point

Followed up Credit Committee meeting to track which new dealers have been approved and complete loan closing process

United Central Bank 12/2012 - 3/2013

Senior Administrative Assistant – Special Assets Group

Provided administrative support to the EVP-Chief Special Assets Officer; operationally supported SVP Risk Officer, Liquidation Officer, and sixteen SAG officers

Assisted in gathering and presenting loan information for the McGladrey audit

Researched delinquent property taxes, make payments with OREO officer approval, track payments via Excel spread sheets, coordinated the payment process and follow through to ensure payments to proper jurisdictions for loans in bankruptcy and/or foreclosure have been received to ensure UCB did not lose first lien position

Prepared documentation for Liquidation Officer to file ‘an answer’ to present to the attorneys when UCB was served

Provided guidance to the three new Administrative Assistants as to protocol and procedures in the SAG Department

Generated and sent to all Senior Management, SAG officers and Credit Analysts over 5 and 30 day past due reports

Updated the Excel In Progress and Complete project report

Maintained the EVP’s Outlook meeting calendar

Assisted in coordination of Director Loan Committee meetings

Reserved conference rooms for all Special Assets officers and other departments

Coordinated travel arrangements

Ordered office supplies

State Bank and Trust Company 03/2012 - 11/2012

Loan Assistant

Handled document preparation for complex loans including Real-Estate, Participations, Interim Construction, Assignment of Notes, Commercial and Consumer Loans

Coordinated loan closings with Title Companies, and close loans personally by appointment

Transferred balances between client’s bank account and loan account, or between client’s bank accounts

Followed up on high volume solidifying closed loan transactions

Handled phone high volume call volume and immediate contact with walk in potential/existing clients

Clear Credit and Collateral exceptions

Bank of Texas 03/2000 - 01/2011

Brokerage Associate/Administrative Assistant

Back office Operations Assistant for fourteen brokers, four sales assistants and various lenders

Placed equity, mutual fund, and fixed income trades and confirm timely and correct executions

Process equity and mutual fund trades for all internal clients including SVP’s, the CFO and all external clients

Benefit administration/processing claims for all clientele

Knowledge of mutual funds, fixed income, and equity products

Initiated DTC and DWAC instructions on the back-office system with our clearing firm Pershing

Transferred in new accounts from other Broker/Dealers

Processed money market transactions between client’s brokerage account and bank account

Placed Goldman Sachs, Federated and AIM trades

Responsible for all sweep activity for clients including settlements and wire transfers

Responsible for ensuring proper deposit of funds for all annuities

Trained new brokers on operational activities

Acted as main point of contact for all new clients or existing clients

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