Administrative Assistant Service Representative

Annie L. Shelton

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

South Euclid, Ohio 44121

(Res.) 216-***-****

Qualifications: Excellent organizational skills, spirited team player, detail oriented, proficient personal computer experience, good communication and interpersonal skills, and extensive experience in banking, investigations, and administration

Experience:

11/08 – Present Cleveland Clinic Foundation

Patient Service Representative

Check in patients for scheduled appointments which include verification of photo identification, insurance, and collecting insurance copays.

Prepare charts, documentation, and necessary billing information for doctors and nurses

7/06 – 3/12/07 Merrill Lynch (Temporary Assignment)

Receptionist

Greeted clients

Managed phone system for 80 Financial Advisors and Client Associates

Updated employee and building security phone list

Prepared UPS shipments for interoffice mail

Prepared and shipped internal documents for imaging process

Prepared “Broker of the Day” calendar

Assisted vendors with deliveries

Assisted scheduled sales personnel with meetings and luncheons

Assisted with various documentation as required

11/01 – 9/16/05 Fifth Third Bank

Senior Administrative Assistant – Bank Protection

Assisted with internal and external fraud investigations

Conducted new employee orientation (photos and fingerprinting); and background checks

Inputted case summary information for investigative cases

Assisted law enforcement, banks, employees, and investigative agencies with

information/photos pertaining to on-going investigations.

BANK ONE, NA (Formerly Continental Bank/Euclid National Bank)

12/99 – 11/00 Senior Administrative Assistant – International Banking

Provided support to four Vice Presidents of International Banking Division

Provided sales and service support to International Clients

Supported sales efforts of four markets in the Ohio, Indiana and Michigan Markets

Significant customer contact relating to products and services in foreign countries

Page (2)

Re: Annie L. Shelton

Maintained database relating to client information

Compiled data and produced reports for the international group

Proposal preparation

Maintained library of International brochures and sales products

General clerical support (filing, faxing, photocopying, and mail distribution)

2/87 – 5/99 Administrative Assistant – Corporate Security

Prepared all correspondence and made travel arrangements for Vice President and

Investigators of Northeast Region

Handled check fraud and forgery claims. Acted as liaison with law enforcement agencies

Maintained and prepared statistical information for Security Report to Board of Directors

Managed installation, training, and inspection of Robbery Dye Pac System for regional

banking offices

Developed tracking system for false alarm reporting, decreasing false alarms by 50%

Maintained and regulated Security Inspection Program relating to environmental design

and safety issues of all banking offices

Responsible for access control badges and key system

Maintained correspondence to Police Chiefs relating to crime analysis In relation to new

branch locations

Supervised scheduling and payroll of off-duty Cleveland Police Officers

Monitored “All Clear” signal for safety of opening/closing procedures of banking offices

Conducted audits of banking offices

Editor and writer for Security News Letter (“The Body Guard”)

Tracked security exceptions and prepared training to meet exceptions

6/85 – 2/87 Receptionist/Secretary – Human Resources

Scheduled interviews, conducted applicant testing, and processed correspondence

relating to employment. Made travel arrangements

Prepared correspondence relating to college seminars / schedules for recruitment

Maintained Management Trainee’s schedules and assignment locations

Placed employment ads with local newspapers

12/83 - 6/85 Customer Service Representative – Visa Department

Solved customer related calls pertaining to Visa statements and billing

Researched and ordered dispute related documentation involving purchases

Distributed renewal and lost Visa cards

Comprised and processed lost and stolen reports

Processed Visa payments

Page (3)

Re: Annie Shelton

6/76 – 12/83 Merchant Services Representative – Visa Department

Trained merchants to receive Credit Card Program

Maintained all supplies and orders

Balanced all merchant deposits

Updated and inputted computer data pertaining to merchant history

3/70 – 6/76 Administrative Assistant – Installment Loan Collections

Reviewed 30, 60, and 90 day accounts and disbursed to appropriate collector

Handled calls and delinquent correspondence

Made collection calls to customers

Legal Assistant – Legal Department

Prepared legal garnishments, levies, bankruptcies and served to appropriate banks and

employers

Served as liaison for Bank’s attorney

PROFICIENT SKILLS: Microsoft Word XP Typing 75 wpm Data Entry

Excel 10- Key Dictaphone

Ami Pro, v3.0 Word Perfect CRT

Contact this candidate