Executive Secretary/Office Manager

ROXANNE R. SPITZER

**** ****** **** *****

Macclenny, Florida 32063

Home: 904-***-****: Cell: 904-***-****

e-mail: ************@*****.***

QUALIFICATIONS:

I enjoy people and possess good communication skills; I am organized and have the ability to appropriately prioritize workload, handle multiple tasks, detail oriented and works well under pressure to meet deadlines. I am also cooperative and work well with others. I am dependable, loyal, self-motivated and able to work with little supervision.

CAREER HISTORY

03/2015 – Current Baker County Public School Macclenny, FL

Substitute Teacher

•Familiarity with all subjects of instructions;

•Fairness: Ability to establish an evenhanded and ethical atmosphere for all students;

•Ability to work with lesson plans established by primary teacher;

•Versatility in methods of instruction and ability to adapt quickly;

•Flexibility: Ability to adapt to new environments and to the students as individuals;

•Ability to adapt lesson plan/instruction techniques for students with special needs;

•Familiarity with theories and practices of education and child development;

•Ability to properly handle misconduct.

03/2014 – 10/2014 Farah Financial Group Jacksonville, FL

Executive Assistant/Office Administrator

•Provide high-level administrative support;

•Complete client applications and send to corporate office to be disseminated to appropriate carrier;

•Schedule Paramed Medical Exams, as required;

•Monitor Underwriting Report to insure that all applications are in good order; and outstanding requirements are received before Friday;

•Perform clerical functions such as calendar management, answering and screening incoming calls; order office supplies and monitor expenses; open and disseminate mail; prepare correspondence; manage donation and sponsorship requests; create and maintain filing system; greet visitors;

•Send birthday cards to existing clients and thank you cards to new clients; update existing clients and add new clients to Outlook with client’s information;

•Serve as a customer relations manager; call all new customer sells to schedule delivery appointment;

•Keep all licensing and paperwork up-to-date which includes E&A Insurance and any CE classes required by the carriers or the State of Florida for agents;

•Liaison for Corporate office.

02/2012 – 01/2014 Keith Pierson Toyota Jacksonville, FL

Executive Assistant

•Provide high-level administrative support by preparing statistical and financial reports;

•Prepare and manage monthly advertising and expense reports;

•Control and monitor petty cash for office expenses; dealer trades; sales associates incentives; office supplies;

•Serve as customer relations manager; calling all new customer sells;

•Perform clerical functions such as calendar management; manage donation and sponsorship request; creating and maintaining filing system, great visitors; arrange conference calls and manager meetings; coordinate travel arrangements; review and summarizing miscellaneous expense reports;

12/2011 – 02/2012 TD Bank, N.A. Macclenny, FL

Part-time Teller

•Frontline teller job providing banking transactions for bank customers;

•Cash checks; process account deposits and withdrawals; accept and post loan payments;

•Balance teller drawer for cash receipts and other transactions;

•Identify sales opportunities; referring bank customers for additional bank services, as appropriate;

•Regular teller refresher training on customer privacy; AML; bank regulations and policies;

•Graduate of bank’s comprehensive Entry-Level Teller Training Program.

08/99 – 01/11 Sysco Jacksonville, Inc. Jacksonville, FL

Executive Secretary to the President

•Provide administrative support;

•Special projects;

•Maintain working files;

•Daily / Weekly reports, graphs and PowerPoints;

•Coordinate transportation arrangements for senior staff members and others as required;

•Coordinate or assist with special functions (Arena/Jaguars/Jacksonville Suns);

•Process ACHs;

•Reconcile daily bank statements;

•Maintain President’s daily schedule;

•Account manager for Carey Hilliard’s Warehouse;

•Provide back up for Assistant Vice President of Human Resources as necessary;

•Perform other duties as necessary.

05/98 – 07/99 Mariner Post Acute Network-JCAHO Accredited Macclenny, FL

Admissions Coordinator

•Responsible for admitting patients to a 120 bed long term, post acute facility. Maintained an average daily census of 116 patients/residents and peaked at 120 November 1998;

•Obtain all the information pertaining to each person who was admitted to the facility. Each admission requires a high level of ongoing customer service.

•Meet with the family or caregiver of the patient/resident to gather the information necessary to prepare admission documents;

•Verify insurance coverage and benefits; coordinated with physician assigned to patient/resident prior to admission;

•Assign to the appropriate wing; assign room number;

•Discuss Advance Directives; initiate HRS Application for Medicaid when applicable;

•ICD 9 code for reimbursement purposes;

•Prepare and maintain a daily Census Report; daily Corporate Census Report; daily Call-in Report for Census; daily Variance Report; a weekly Admissions Report for Corporate; a Monthly Admissions Report for Corporate; a Monthly Reimbursement Report; a Quarterly Report for the State of Florida which tracks all activity for post acute and long-term patients/residents.

•Liaison to the Regional office in Longwood, Florida.

09/90 – 05/98 SunTrust Bank, North, Florida, N.A. Jacksonville, FL

Central Documentation Unit

•Responsible for preparation of consumer and business or personal purpose notes; SunLine Executive and SunLine Equity Loans and supporting documentation needed to evidence the debt and perfect the bank’s security interest;

•Responsible for preparing loan closing instructions and documentation schedules for closing packages.

•Also assist in correspondence and special projects.

Medical Private Banking

Administrative Assistant – VP/Department Manager and Four offices – Private Banking

•Service clients whose income is $250,000 and over;

•Prepare documentation for commercial and installment loans, Portfolio and SunLine Executive Accounts;

•Open, close and perform routine maintenance on DDA accounts;

•High level of ongoing customer service;

•Clear exceptions;

•Liaison to SunTrust BankCard, N.A.;

•Wire transfers;

•Issuance of cashier’s checks;

•Print report of daily activity on BankStar.

Loan Administration

Administrative Assistant to the Sr. EVP and Sr. VP, VP of Corporate I and Director of Cash Management

•Secretarial and administrative support for loan officers;

•Prepare loan documentation;

•Routine customer service requests;

•Compose routine letters; copying documents;

•Assist officers with scheduling reservations

•Review overdrafts; wire transfers

•Schedule meetings;

•Manage four administrative assistants;

•Responsible for tracking data for officer call information on a monthly basis;

•Quarterly reports;

•Open business and personal checking accounts;

•Issuance of cashier’s checks;

•Implementation of cash management systems;

•Ongoing problem solution;

•Repurchase agreements;

•Product assistance liaison to STSC;

•Order checks;

•Prepare RFPs

11/87 – 9/90 The Harvey Group Management Company Jacksonville, FL

•Receptionist/Executive Assistant

•Answers telephones, opens mail and take the over flow clerical tasks from other personnel;

•After six months duties expanded to managing a medical specialty society with approximately 200 members;

•Handle all administrative functions

•Communicate and coordinate with officers and board of directors of each group;

•Arrange and attend meetings throughout the state;

•Taking minutes;

•Maintain membership rosters;

•Collect membership dues;

•Risk management certificates;

•Write and publish quarterly newsletters;

•Answering correspondence;

•Regular recruitments;

•After assuming this responsibility, the group’s membership increased from 200 to 300 members with an annual budget increased $20,000 as a result of my recruiting efforts.

Education

•06/69 - 06/73 High School

•Seminar in Good Writing Skills

•WP Course (FCCJ)

•Microsoft Windows 3.1 (ExecuTrain)

•WP 6.1 (ExecuTrain)

•Principals of Banking

•HIV/Aids Update, Part 1 (LTCN)

•ICD9 –CM Coding “Rules for Long-Term Care”

•Notary

•Completed L-1 State Approved Life, Health and Variable Annuity (2-15) Course

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