MELISSA J. SWAN

Des Moines, IA ***** 515-***-**** ad2stu@r.postjobfree.com

EXECUTIVE ADMINISTRATIVE ASSISTANT

Reliable and detail-oriented executive assistant with extensive experience supporting leaders and day-to-day business operations. Selected for special projects based on a proven ability to steer multiple stakeholders, collaborate across departments, and manage shifting priorities and timelines. Brings a proactive, business-minded approach to the organization. Core competencies include:

• Written Communication • Confidential Materials Handling • Project Management

• Prioritization & Organization • Expense and Budget Reporting • Client Relations

• Operational Streamlining • Multi-calendar Management • Public Speaking

• Proofreading & Copy Editing • Preparing PowerPoint Presentations • Event Planning

PROFESSIONAL EXPERIENCE

IOWA STATE BANK Urbandale, IA 2021- 2022

Trust Administrative Assistant - Trust and Wealth Management

Supported a Trust Officer in maintaining 50+ trusts, conservatorships, and IRA accounts. Duties included: correspondence with customers and attorneys, transmittal letters, processing receipts and disbursements, processing transactions, bill paying, check generation, and filing correspondence and documentation in customer file. Responsible for timely filing and issuing tax due checks for 1040/1041 tax forms.

NATIONWIDE SERVICES COMPANY Des Moines, IA 2006-2020

Senior Administrative Secretary – Document Solutions

Support the Director of Iowa Operations and the Director of Business Development & Output. Serve as first point of contact for the Iowa Operations site. Compose written correspondence and all facility-related communications. Coordinate all Document Solutions’ sponsored special events and group functions. Compile and process expense reports and statistical data for financial planning and budgeting. Create and maintain various graphs, spreadsheets and reporting.

Led team in Microsoft Office 365 proficiency training as a subject matter expert (SME) for other departments.

Planned departmental restructure while maintaining strict confidentiality throughout the reorganization process.

Coordinate meetings and travel schedules and make domestic travel arrangements.

BANK OF AMERICA Des Moines, IA 2005

Loan Processor

Assisted Vice President/Account Executive with originating and processing mortgage and refinance loans. Obtained and prepared loan documentation, credit reports, appraisals, purchase agreements, and governmental FHA documents. Organized files for completeness to ensure appropriate bank statements, tax returns, pay stubs, and bankruptcy documents were current.

Processed over 30 loans from inception to completion within seven months as a part-time employee.

Ameliorated risk of loan processing delays through discovery of inefficiencies and creation and implementation of streamlined processes.

Redefined training process through identification of missed steps and documentation required during loan process.

EDUCATION & TRAINING

Completed coursework towards B.A., English Literature The University of Pittsburgh, Pittsburgh, PA

Secondary English Education Coursework The Pennsylvania State University, State College, PA

Certified World Class Assistant (CWCA)

Certified Executive Assistant Program (CEAP)

TECHNICAL SKILLS

Technical Certifications: Advanced Excel, Intermediate PowerPoint, and Beginner Access.

Software Proficiency: Microsoft Office: Excel; Outlook; PowerPoint; Visio; Word.