Lisa Ann Smith

**** ******* ******, ************, ** 19114 • 215-***-**** • ac8t5y@r.postjobfree.com

Experience

Office Administrator/Bid & Contract Administrator

February 2015 – February 2019 Chadwick Service Company Bensalem, PA

• Manage front office for major HVAC company. Duties include maintenance of contracts/subcontracts, change orders, purchase orders and special projects from inception to completion, taking Backflow calls and forwarding to appropriate staffers, managing warehouse deliveries/scheduling of equipment shipments, etc.

• Maintain, update and email Bid List, solicit subcontractors and vendors for new bids, review bid forms/addendums, and order appropriate plans/specs (or arrange for in-house duplication).

• Generate and maintain sales registers, serve as backup for Service Dispatcher/Service Department during lunch and other timeframes, organize company meetings/luncheons, etc.

• Work with subcontractor to create and maintain company marketing effort on social media, website, and print media. Perform market research as needed to support this effort. Administrative Assistant/Loan Processor

April 2006 –April 2014 Franklin Financial Mortgage/Franklin Wealth Services Jenkintown, PA

• Handled calls from potential/current clients regarding pending mortgage process/paperwork. Acted as key contact between the mortgage lender and the borrower when resolving discrepancies in paperwork.

• Managed paperwork end of mortgage application process, such as contacting appropriate agencies/insurers/banks/borrower(s) for information, sending loan application and supporting documentation to the mortgage lender for loan processing, etc. Also prepared Reverse Mortgage Sales packages for current/potential clients upon request. Arranged all mortgage closing appointments/meetings.

• Organized and maintained company files to ensure all required paperwork met New Jersey/Pennsylvania Department of Banking regulations.

• Managed the office when the President was unavailable by maintaining the phones, answering any client questions, verifying that interest rate locks are up to date, locking in interest rates for clients, and providing estimates for closing costs.

• Created & distributed (via email/US mail/social media) all advertising material for company promotions. Created the company website for www.franklinwealthservices.com. Administrative Assistant

June 2001 – April 2006 Finishing Touches Jamison, PA

• Prepared competitive sales proposals for painting contracting firm, and coordinated all correspondence between contractors and clients.

• Handled accounts payable & receivable, and prepared/maintained company payroll for salaried workers/subcontractors.

Lisa Ann Smith Page Two

Education

Business Administration

September 2014-May 2019 Holy Family University Philadelphia Journalism / Communication of the Arts

September 1998 – May 2011 Temple University Philadelphia Skills Summary

• Have been employed in a customer relations atmosphere for more than 15 years.

• Experienced middle manager, including the training of new employees.

• Have completed extensive training and have first-hand experience in handling and resolving customer concerns. Currently proficient in the Microsoft Office Suites, QuickBooks Pro, Quicken, Timberline Sage 300 Construction & Real Estate Software, CRM, Powerpoint.

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