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Sales Executive Assistant

Location:
Rocky River, OH
Posted:
April 17, 2014

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Resume:

**** ****** ****** ********, ** *****

e-mail: ************@*****.*** / Cell: 216-***-****

98499849

KIMBERLY O’MALLEY

Professional Experience

Loan Syndicate, Sales & Research / Sales Support Associate November 2011 to Present

Key National Bank, Cleveland, Ohio

• Set-up deal stage, tranche and maintain investor data in Syndtrak Database

• Input and meticulously maintain Syndtrak Database detailing investor contact information

• Add, link and approve investors to deal sites via Syndtrak Database

• Coordinate Lender Bank Meetings

• Support Sales team administratively

Global Treasury Management / Executive Assistant July 2008 to November 2011

Key National Bank, Cleveland, Ohio

• Executive Assistant supporting three executives and their staff

• Provided customer and sales support for Global Treasury Management sales team

• Tracke sales analytics that measure individual performance related to new client and revenue goals

• Supporte sales team efforts to analyze, organize potential prospect lists

• On-boarded new hires ie. Coordinating interview schedules, granting access to systems, setting up office space

and making sure the new hire has a smooth transition to Key

• Tracke CTP nominations, order learning systems, and provided access notice

• Coordinate client and prospect training sessions

• Code, track and reconcile invoices and check requests for the group

• Handled departmental group move to new location

Key Business Services / Executive Assistant March 2006 to December 2007

Key National Bank, Brooklyn, Ohio

• Supported Senior Vice President of Key Business Services including 30 staff members

• Managed and organized daily calendars, events, meetings and travel

• Successfully managed multiple assignments while working independently

• Handled new hires transition to KeyBank

• Worked as a trustworthy partner with the ability to maintain confidentiality

• Accurately maintained the departmental invoices and billing processes

• Handled the Restack Project for the department

McDonald Investments / Executive Assistant April 2000 to March 2006

Key National Bank, Cleveland, Ohio

• Supported Senior Managing Director and Director of Fixed Income Trading Floor

• Worked independently while prioritizing and multi-tasking in a fast paced environment

• Scheduled applicants for confidential interviews and set-up office space

• Maintained departmental files for annual compliance audit

• Created and maintained organizational chart for the department

• Coordinated I AM KEY and Strategic Planning Meetings for Directors

• Worked on the Annual Charitable Golf Outing for four years

City Hall / Liaison Specialist July 1996 to April 2000

City of Cleveland, Cleveland, Ohio

• Managed second mortgage documents for the new housing construction office

• Collaborated with Title Companies, Lending Institutions, Developers and Inspectors

• Attended design review meetings with homeowners, neighborhood planners and developers

• Produced and maintained monthly tracking reports

City Hall / Secretary to the Director July 1991 to July 1996

City of Cleveland, Cleveland, Ohio

• Maintained the Director of Community Developments daily schedule which entailed coordinating meetings

with the Mayor’s Office, City Council representatives, departmental directors, non-profit groups and the

general public

• Prepared proposals and maintained reports for four divisions

• Prioritized and disseminated correspondence

City Hall / Secretary to the Commissioner November 1987 to July 1991

City of Cleveland, Cleveland, Ohio

• Worked with the general public resolving constituents’ requests and concerns

• Maintained daily schedule for the Commissioner

• Managed union records and confidential material for four divisions



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