Jerrilynn Tzakis

***** * ********* *** *** C *

West Allis, WI 53227

Mobile 414-***-****

Professional Objective: To become a part of an organization with a commitment to customer service through relationship building, an appreciation of advanced processing skills, and the opportunity to build on my customer service skills achieved over the last six years.

Personal Skills Include:

Meets challenges with enthusiasm and tenacity Prompt and Punctual

Keen knack for making colleagues and customers smile Enjoy fast-paced environment

Excellent written and oral communication skills Exceptional organizational, decision making skills

Employment Experience

Aurora Visiting Nurse Association August 2013- current

Senior Administrative Assistant

Responsibilities

Schedules, maintains, and prioritize a calendar of appointments, meetings, and travel.

Plans and organizes the administrative aspects such as agenda preparation, site selection, food/beverage selections, audio-visual arrangements and document development.

Answers, screens, and initiates telephone calls and greets visitors providing procedural information and answering inquires related to operational and substantive matters. Resolves problems and prioritizes needs requiring in-depth knowledge of policies and procedures.

Performs a variety of moderately complex word processing such as creating/drafting correspondence, memos, and documents from rough draft, under verbal instruction, or independently. Makes decisions on format and layout and edits for accuracy and consistency of data. Compiles supportive graphics, reports, or statistical data.

Creates reports under general instruction and displays data to support needs, generates existing reports, and distributes reports as needed.

May present administrative materials, reports, and information to a group of individuals.

Establishes and maintains filing systems for records, files, and documentation. Maintains confidential materials and records.

Performs independent research and compiles, analyzes, and summarizes information from a variety of sources to support administrative needs.

Coordinates the administrative details of special projects and assignments by compiling, analyzing, and preparing data/documents.

Operates and maintains office equipment (fax, printer, photocopier) and may order office supplies.

JP Morgan Chase & Co. February 2003 – 2013

JPMorgan Chase & Co. is a leading global financial services firm with assets of $1.4 trillion and operations in more than 50 countries. Under the JPMorgan and Chase brands, the firm serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients.

Executive Administrative Assistant April 2007- August 2013

Responsibilities

Work with 15 Sales Team members throughout the United States.

Responsible for keeping track of supplies and stationary, ordering new supplies through the purchasing system when needed and manage departmental invoices.

Event Planning for Offsites.

Responsible for booking the Manager’s travel and work to make sure the expense reports are done accurately and in a timely manner.

Take messages and calls while Manager is busy or away.

Assist with overflow, special projects and day to day tasks.

Provide Technology support for the team.

Coordinate customer events, team meetings, training sessions and conference calls.

Up to date on Word, Excel, Outlook.

Schedule internal/external meetings and appointments

Maintain Department equipment

Chase Insurance Gap Administrator July 2006 – April 2007

Responsibilities

Create, audit and distribute Auto Dealer Representative Managers and Insurance Representative Managers Commission reports on a monthly basis.

Utilize my Excel skills to manipulate a raw date file containing Auto Dealer Commission Reports into formatted usable regional files broken down by prime and custom parameters.

Audit and balance a monthly Auto Dealer Commission Report to ensure commissions are paid on a timely basis.

Process all new dealer applications. This includes, setting up the dealer account, processing the sign up forms, and receipt and retention of the original documentation.

Accomplishments

Maintain auto dealership records for over 1200 auto dealerships across the United States.

Coordinate auto dealership reporting for four Regional Insurance Representatives.

Annuity Case Manager /

Operations Specialist September 2004 - July 2006

Responsibilities

Worked in a paperless annuity processing environment. This included being able to manipulate and annotate imaged documents, follow and circumvent, when necessary, an automated workflow and index field communications.

Reviewed folder index and annuity paperwork including annuity applications, suitability form, state specific forms and any additional servicing forms for completeness and accuracy.

Obtained missed requirements from sales representative through consistent follow-up via phone or Email. Managed pending cues to ensure requirements were met on a timely basis to be able to defend both an internal and external audit.

Accomplishments

Mastered unique insurance company and state annuity requirements for 17 states and 11 insurance companies. Through this knowledge, became a resource for the other four team members and any newly hired employees.

Consistently processed up to 60-70% of variable annuity transactions on a daily basis within a team of two.

Achieved 100% service level requirement of same day processing for annuity business received by 2:00 p.m.

Supported 2,000 variable annuity sales representatives.

Dealer Relations Specialist March 2004 - September 2004

Responsibilities

Met and exceeded inbound customer and auto dealer call standards.

Researched customer and auto dealer problem contract resolution. Achieved a 3 – 5 day turnaround to meet company standards.

Audited auto dealership auto loans on a daily basis. If errors occurred, coached the Booker (loan processor) on how to obtain resolution to the missed requirement.

Back-up resource for Bookers to ensure auto loan processing standards were achieved.

Accomplishments

Promoted into this position, after being with the company for only one year, over several candidates with more seniority.

Awarded employee of the month, for meeting and exceeding servicing levels, within four months of being promoted into this position.

Booking Specialist February 2003 - March 2004

Responsibilities

Learned a proprietary auto loan processing system, EZTrack.

Responsible for determining that the auto loan transactions balanced through the use of the RCO system.

Reviewed all auto loan documents to determine accuracy and completeness prior to booking the loan.

Identify overages or red flags and seek guidance from the Underwriter to determine the best resolution.

Proficient on the 10Key.

Accomplishments

Became the go-to person for Managers with 10Key needs.

Awarded employee of the month twice for meeting and exceeding processing levels.

Remax Realty

I worked part time at Remax Realty working the front desk at night and weekends. I would help with new listings and customer calls.

Regis Corporation August 2001- July 2006

Regis Corporation is the industry's global leader in salons, hair restoration centers and education. It is a multibillion-dollar enterprise with an impressive history of profitable growth. This growth is driven by their ability to provide affordable haircuts, styling, coloring and waxing services to more than 160 million satisfied clients each year; plus offer them a wide selection of the most popular professional hair care products.

Hairstylist

Responsibilities

Obtained a diverse clientele with a loyal following.

Educated and trained to perform hair and facial services.

Provided professional consultations.

Accomplishments

Maintained a repeat client rate of 85%.

60% of new clients came from referrals.

Education

Certification in Barbering/Cosmetology, February 2001

Milwaukee Area Technical College

Coursework in Sign Language Interpretation, September 1997- July 1999

Milwaukee Area Technical College

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