Customer Service Assistant

Debi Cornell

***** ******** **** **, ***. ***

Richmond, Texas

832-***-**** / ****.*******@*****.***

Professional Background

BP America

Administrative Asst. to

Norine Stein- General Director Special Projects

Danny Boardley-General Director of Project Performance

07.2013 to present

. Assist in the production of presentation materials, printing, binding,

etc.

. Heavy calendar skills, setting up meetings anywhere from 10-15 a day.

Making sure

that when my managers have set a meeting and I see on their calendar

it says TBD, I automatically set up a meeting room. We have over 100

meeting rooms some of them being restricted which means we would need

to find who is in charge of that particular room and ask them to book

it for us if all rooms are booked. We also have more than 40

Telepresence rooms which are booked through a central location.

. Booking meeting is not only for my immediate bosses but for all the

people who work under them in which case Norine has 7 people and Danny

has 16 people. I usually book rooms for anyone who asks even if they

are not in our department along with catering if they want catering.

. We had a workshop for a week with more than 50 people attending, my

job consisting of ordering supplies for the workshop and having it

prepared at each person's location when they arrived, prepared

binders, workbooks and the largest was the catering. Catering

consisting of breakfast and lunch and had to be something different

for each day. Which I accomplished and everyone was very happy with

the food.

. Every month on the 1st, I consolidate Norine Stein's American Express

Card and also an American Express Card (Pro-Card) for me to purchase

supplies, catering, small expenses which I also consolidated on a

monthly basis.

. I make all travel arrangements mostly to Sunbury, London where we have

a BP office however, and Norine Stein have had to go to a conference

in Leesburg, Virginia. Traveling to Sunbury, London is a very frequent

travel arrangement. After I have all the travel arrangements I prepare

a pamphlet in power point of the hotel, flight, car, and restaurants

and also a sheet of emergency contacts in case they would need to get

in touch with the travel agent, or hotel or airlines etc.

. Vacation schedules are mine to keep up with. Every year everyone sends

me their vacation plans and then I make up a calendar. I also put the

dates of the vacation on my manager's calendar.

. The mail comes to me and Norine Stein never sees her American Express

bills because they are always taken care of by me.

. All office supplies go through me. On a monthly basis I check to make

sure that we have everything we need for both groups and if not I will

order it. If someone has a special order then I won't wait that long I

will usually order it for them right away as long as I have $100.00 to

order that is the minimum.

. I have worked with the program Visio and prepared Organizational

Charts for our team until they brought someone to the team whose

responsibility is to do them for all departments.

. The programs that we work with are Microsoft Outlook, Excel, Word,

Visio, PowerPoint, and Lync.

. It is also my responsibility to get the new administrative situated in

their new roles. This consists getting them assigned an NTID number

which without an NTID number you are not able to do anything. Once a

NTID number is established then they are able to put their information

in the GAL which is our address book or BP directory for everyone

including contractors. Second thing would be to request a laptop,

monitors, keyboard, docking station, headset for Lync and then someone

to install it once it has arrived. Third would be the phone would need

to be set up so it would have her information. Once she has arrived

all supplies that is needed I can give to her or I can order for her.

. When we have special occasions, birthday's anniversary or even

funerals I am the one who orders the flowers and makes sure they are

delivered to the right location including to overseas, which I have

done.

GE Power & Water

Executive Assistant

To Administrative Assistant 7 to

General Manager of GE Energy Sept. 2012

to Jun 2013

. This (3) week assignment was set up for me through a temporary agency

however, they kept extending my time. Originally I was hired to be a

moving coordinator and now my title is Executive Assistant.

. Set up conference rooms and schedule meetings to include ordering

breakfast or lunch.

. Coordinated engineers move to their new location which included

preparing spreadsheets from what office to new location, arrange for

al computers, monitors and keyboards to be moved to their new

location.

. Arranged all phones to be set up with new numbers and names, voice

mail and display their names.

. Any and all issues with the move like computers not working, phones

not programmed or merchandise which was not moved was my

responsibility to take care of it and see that it went to the proper

person for the issue to be corrected.

. Worked on the master plan that I created for floors 7, 8 and 14 and

from the master plan I prepared a phone list of names, office numbers

and phone numbers.

. Prepared special projects and events for over 250 people.

. Made hotel, breakfast, lunch and dinner reservations, travel and

special food requests for the Chinese Delegation Group that would come

in to visit special power stations. Usually the group size would be

around 20.

. Worked with GE Security to have badges prepared for the Chinese

Delegation before they arrived. All floors of GE must have security

badges to enter.

. Took care of all office and coffee supplied for the 7th, 8th and 14th

floor.

. When new employees arrive that will be working in our team it was my

responsibility to set up with garage passes, security badges and

building badges. Also supply the new employees with supplies,

monitors, keyboards, laptops, everything to make them efficient in

their new position.

. Whenever there is a problem with any of the engineers for instance

computer, printer etc. is not working properly it is my job to see

that it was taken care of. All issues are given to me to resolve.

. Work on brochures for special projects and I worked with the Toyota

Center to arrange a special event that we had for New Year which

existed of 250 people. I made all the invitations and sent them out

to family, friends and employees. I also worked to find the DJ, the

photographer, the food and decorations.

. My boss was out for (7) weeks on medical leave and I filled in for her

while she was out. I assisted the General Manager of GE Power &

Water, Jason Crew, Executive of Productions of GE Power & Water and

several other officers of GE which included typing letters for Visa to

enter China and India. I prepared a Retirement party for Larry Duke

who is the Senior Production Officer.

AMEGY BANK 2008 to 2010

Lending Assistant III to SVP

. Pull NSF report for (4) officers every morning, returning and paying

items as officers requested.

. Work on officer's exception reports.

. Handling all aspects of loan documents for new loans and once signed

prepare documents for booking loans on to the system.

. Most of the day, I spend on my E-Mail which customer use often to

advance on lines of credit and deposit money into their account.

Customers use the E-Mail to transfer funds from one account to

another. Cashier's checks were requests, stop payments, fees to be

reversed, new check order and new accounts to be opened.

. In charge for ordering all supplies for our department.

. In charge of preparing the SVP expense report.

. Send credit and collateral documentations to be scanned.

. Facilitate excellent customer service with customers,

. Opened new accounts, opened new CD's, took credit application and made

deposits for customers.

CENTRAL BANK 2006 to

2007

Executive Assistant to EVP/CFO

. Reviewed and paid all bills for the bank to include all officers'

expense reports.

. Balanced at the end of the month, fixed asset report, prepaid asset

reports, investment portfolio, sales taxes, and maintained report for

mileage for (5) officers of the bank.

. In charge of ordering supplies and all beverages for five branches,

continuously looked for cost cutting efficiencies whenever possible.

. Managed and analyzed the kept performance indicators of corporate

vendors according to their service level agreements.

. Maintained excel spreadsheets for reverse stock split.

. In charge of all correspondence to shareholders, receiving all old

stock certificates and re-issuing new stock certificates.

. Communicated corporate policy changes to employees.

. Prepared and sent out all 1099's to directors of the bank and all

vendors.

. Paid all property taxes for (5) five branches.

. Prepared all correspondence from the EVP/CFO to stockholders, IRS,

internal auditors, bank officers, Chairman of the Board, directors

and other employees

. Facilitated excellent customer service with customers.

PROSPERITY BANK 2001 to

2006

Banking Center Loan Assistant

. Promoted to Lending Assistant to the Senior Vice President of Lending.

. Reviewed and maintained all credit files, balance sheets, income

statements, tax returns and credit reports.

. Prepared documentation for loan credit committee that manager over

$2.5MM.

. Maintained excel spreadsheets for draws and advances on large

construction loans like $8MM.

. Scanned and sent credit and collateral documentation to main office in

Victoria, Texas.

. Prepared all correspondence from Senior Vice President to bank

customers.

. Received all customer calls and processed corresponding stop payments,

customer complaints and banking reconciliations.

. Opened new accounts, opened new Cd's, took credit applications and

made deposits for customers. Prepared loan documentation for customers

to include, real estate, commercial and consumer lending.

. Facilitated excellent customer service with my customers. (I brought

to the bank over 40 people who opened accounts with me).

BANK UNITED

1997 to 2001

Executive Assistant to Small Business Association

. Prepared correspondence between President of SBA Lending and

customers.

. Assisted six lenders in the SBA department.

. Maintained reporting and scheduling spreadsheets for weekly status

meetings.

. Responsible for the coordination of annual department meetings. Made

hotel, breakfast, lunch and dinner arrangements for more than (100)

one hundred SBA Lenders in the Southwest District.

. Responsible for the procurement of all office supplies, furniture and

office equipment,

. Managed and analyzed the key performance indicators of vendors

according to their service level agreements. Continuously looking for

cost cutting efficiencies wherever possible.

. Communicated corporate policy changes to employees.

. Worked closely with Small Business Association Administrators.

. Responsible for developing more efficient process and communication

mediums to streamline operations.

. Created and maintained detailed spreadsheets for each meeting to track

the effectiveness and profitability for the SBA division. (I was sent

to school to learn a better process for reporting and preparing

spreadsheets for our weekly status meetings).

Education and Notables

Microsoft Power Point, Access, Excel and Word, Microsoft Outlook and Visio

Fluent in German.

Contact this candidate