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Data Entry Administrative Assistant

Location:
Elk Grove, CA
Posted:
February 17, 2024

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Resume:

Debra Pughsley

916-***-****

ad3prw@r.postjobfree.com • Roseville, CA 95747

Summary Organized, articulate Administrative Professional with 31+ years of progressively responsible experience in the strategic areas of administrative operations, information management, and events/meeting planning. Excellent organization, research, and communications capabilities. Demonstrated ability to prioritize tasks, meet time-sensitive deadlines, and work independently to achieve goals .

Skills

• Office Administration

Expertise

• Information Security

• Mail Handling

• Report And Document

Preparation

• Research And Analysis

• Workflow Optimization

• Expense Reporting

• Clerical Support

• Bookkeeping

• Calendar Management

• Data Entry

• Invoice Processing

• Computer And

Database Management

• Document Control

• Digital Archiving

• Presentation Design

• Scheduling

• Meeting Planning

• Spreadsheet Management

• Quality Assurance

• Appointment Scheduling

• Filing

• Records Management

• Customer Relations

Experience

12/2023 - Current

Administrative Assistant, Placer County Dept. CDSR / HB Staffing, Auburn, CA

• Provided administrative support to the executive team, including scheduling meetings and managing calendars.

• Heavy Scheduling Of Appointments And Calander Coordination

• Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.

• Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.

• Managed incoming calls while providing information or transferring callers to appropriate personnel.

• Entered data into spreadsheets using Microsoft Excel or other similar programs.

• Updated contact lists regularly when changes occur in employee status or contact information.

• Handled confidential documents in an organized fashion according to established protocol.

• Scheduled appointments between clients and customers and internal staff members.

• Monitored progress on projects assigned by upper management.

• Managed database systems containing customer contact information.

• Answered questions from customers regarding products and services offered by the company.

• Answered phone calls and emails to provide information, resulting in effective business

• Provided secretarial and office management support while building cooperative working relationships.

• Responded effectively to sensitive inquiries or complaints.

• Maintained accurate department and customer records.

• Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.

• Developed administrative processes to achieve organizational objectives and improve office efficiency.

• Prepared and prioritized calendars and correspondence.

• Directed customer communication to appropriate department personnel. 10/2009 - Current

Sr. Realtor / Owner / Team Lead, Intero Real Estate Services, DMP Realty, Union City, CA

• Assisted clients in determining their desired home features, budget and location.

• Developed marketing materials to promote properties for sale.

• Conducted open houses and arranged private showings of properties.

• Negotiated purchase agreements between buyers and sellers.

• Show prospective buyers a range of available homes within their price range.

• Maintained detailed records of client interactions and transactions.

• Advised clients on market conditions, prices, mortgages, legal requirements and related matters.

• Provided guidance to clients throughout the entire process from initial offer to closing date.

• Organized property tours for potential buyers, highlighting key features of each property visited.

• Compiled comparative market analysis to determine competitive listing prices for sellers.

• Participated in multiple listing services to ensure maximum exposure of listed properties.

• Coordinated with other real estate agents to facilitate successful transactions.

• Prepared contracts, leases and other legal documents as required by state laws.

• Communicated regularly with clients via phone, email or text message to provide updates on progress.

• Researched local zoning regulations and deed restrictions prior to listing a property.

• Monitored changes in the real estate industry that could affect the value of a property.

• Regularly attend continuing education classes in order to stay up to date on new laws and regulations affecting real estate sales.

• Collaborated with lenders, appraisers, title companies and inspectors during closings.

• Inspected properties prior to listing them to assess condition and identify necessary repairs or improvements.

• Managed online listings through websites such as Zillow or Trulia in order maximize visibility of properties for sale.

09/2007 - 12/2009

Leasing Community Director, FPI Property Management, Folsom, CA

• Leading and managing the community team, ensuring that all members are working together to achieve goals.

• Developing and implementing strategies for increasing engagement within the community.

• Organizing events such as webinars, conferences, workshops and online courses to engage with members.

• Identifying opportunities to grow the community through targeted outreach initiatives.

• Creating content for blogs, newsletters and other digital channels to promote the community.

• Monitoring social media accounts and responding to inquiries from members in a timely manner.

• Working closely with internal teams to ensure effective communication between departments.

• Analyzing data sets to identify trends in user behavior and develop insights into how best to engage with members.

• Managing relationships with external partners who contribute resources or services to the community.

• Coordinating activities of volunteers who serve as mentors or facilitators within the community.

• Advising on policies, procedures and standards of conduct for members of the community.

• Engaging with stakeholders across multiple levels of an organization to ensure alignment between objectives and outcomes.

• Collaborating with technical teams on software development projects related to building out features for the community.

• Implementing quality assurance processes for evaluating performance metrics associated with various programs within the community.

• Maintaining records related to membership activity, including attendance logs, donations received.

• Tracking progress against key performance indicators established by upper management.

• Developing budgets based on projected costs associated with running programs or initiatives within the community.

05/1999 - 09/2007

Sr. Mortgage Loan Officer, First Priority Financial, Inc. DRE 01382372, Roseville, CA

• Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.

• Conducted interviews with prospective clients to gather information regarding loan applications.

• Analyzed financial data obtained from customers including income, assets and liabilities to determine loan feasibility.

• Prepared loan documents such as commitment letters, closing statements, promissory notes and deed of trust.

• Ensured compliance with all federal, state and local regulations related to mortgage lending.

• Negotiated terms and conditions of loan agreements with borrowers.

• Maintained current knowledge of secondary market trends, government programs and other available financing sources.

• Processed new loan applications in accordance with established guidelines.

• Reviewed appraisals to ensure accuracy and completeness prior to submission to underwriting department.

• Evaluated existing customer accounts for refinancing opportunities or additional services offered by the company.

• Developed relationships with real estate agents, builders and other referral sources in order to generate business leads.

• Interacted with title companies, attorneys, surveyors and other third parties involved in the loan process.

01/1997 - 10/1999

Personal Loan Specialist, Avco Financial Services / Citi Financial, Roseville, CA

• Assisted customers in the selection of personal loan products that best fit their financial needs.

• Conducted credit analysis and approved or denied loan applications based on credit history, income, and other criteria.

• Performed verification of customer's employment status, income level, debt-to-income ratio, and other factors to ensure compliance with regulatory standards.

• Provided guidance to customers regarding the terms and conditions of their loans.

• Analyzed customer's financial data to determine repayment ability and affordability.

• Educated customers on loan options available to them such as fixed rate mortgages, adjustable-rate mortgages.

• Prepared loan documents for accuracy prior to closing process.

• Monitored customer accounts throughout life of loans to ensure payments are made on time.

• Evaluated risk associated with each loan application by analyzing creditworthiness and collateral value.

• Advised borrowers on strategies for improving their credit score or reducing debt load prior to applying for a new loan.

• Reviewed existing client portfolios regularly to identify potential refinancing opportunities.

• Resolved customer inquiries related to account balances, payment history and other issues in an efficient manner.

• Maintained up-to-date knowledge of relevant laws and regulations governing consumer lending practices.

• Processed payments from delinquent accounts according to established procedures while adhering to federal and state collection guidelines. 03/1995-01/1997

Sr. Mortgage Loan Administrative Advisor, Generator, Safe Credit Union Quality Member Service Advisor And Call Center Care

• Assisted customers in the selection of personal loan products that best fit their financial needs.

• Conducted credit analysis and approved or denied loan applications based on credit history, income, and other criteria.

• Performed verification of customer's employment status, income level, debt-to-income ratio, and other factors to ensure compliance with regulatory standards.

• Provided guidance to customers regarding the terms and conditions of their loans.

• Analyzed customer's financial data to determine repayment ability and affordability.

• Educated customers on loan options available to them such as fixed rate mortgages, adjustable-rate mortgages.

• Prepared loan documents for accuracy prior to closing process.

• Monitored customer accounts throughout life of loans to ensure payments are made on time.

• Evaluated risk associated with each loan application by analyzing creditworthiness and collateral value.

• Advised borrowers on strategies for improving their credit score or reducing debt load prior to applying for a new loan.

• Reviewed existing client portfolios regularly to identify potential refinancing opportunities.

• Resolved customer inquiries related to account balances, payment history and other issues in an efficient manner.

• Maintained up-to-date knowledge of relevant laws and regulations governing consumer lending practices.

• Processed payments from delinquent accounts according to established procedures while adhering to federal and state collection guidelines. 02/1995 - 10/1997

Certified Nursing Assistant, Grammarcy Crt Hospital, Sacramento, CA

• Assisted patients with activities of daily living such as bathing, grooming, and dressing.

• Provided basic patient care by taking vital signs, measuring height and weight, and recording intake and output.

• Reported changes in patient condition to registered nurse or physician.

• Transported patients to treatment units, using wheelchair or stretcher.

• Answered call lights promptly and responded to patient needs accordingly.

• Turned and repositioned bedridden patients on a regular schedule to prevent bedsores.

• Observed patients for any changes in their physical or mental condition.

• Served meals to patients in their rooms and assisted with feeding when needed.

• Cleaned and sanitized patient rooms according to established protocols.

• Maintained accurate records of patient care, condition, progress, or problems for review by medical staff.

• Performed housekeeping duties such as changing linens and cleaning bathrooms when necessary.

• Collected specimens for testing purposes upon request from physicians or nurses.

• Administered medications as directed by registered nurse or physician.

• Assisted with ambulation of patients utilizing appropriate equipment safely.

• Took temperature readings orally or rectally as instructed by the RN or MD.

• Provided emotional support to family members regarding end-of-life decisions.

• Provided comfort measures such as back rubs and positioning pillows for added comfort.

• Monitored vital signs including blood pressure, pulse rate, respiration rate. 05/1993 - 01/1995

Medical Records /Medical Billing Specialist, Med 7 Urgent Care, Fair Oaks, CA

• Provided administrative support to the executive team, including scheduling meetings and managing calendars.

• Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.

• Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.

• Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.

• Managed incoming calls while providing information or transferring callers to appropriate personnel.

• Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.

• Ensured efficient operation of office equipment such as printers, copiers and fax machines.

• Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.

• Created travel arrangements for senior managers according to their requirements.

• Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.

• Processed invoices for payment using accounting software applications.

• Entered data into spreadsheets using Microsoft Excel or other similar programs.

• Prepared expense reports on behalf of executives in accordance with company policies and procedures.

• Updated contact lists regularly when changes occur in employee status or contact information.

• Handled confidential documents in an organized fashion according to established protocol.

• Scheduled appointments between clients and customers and internal staff members. 10/1991 - 12/1993

CNA, Kaiser Permanente, Sacramento, CA

• Provided assistance with activities of daily living, including bathing, dressing and grooming.

• Assisted patients in ambulation and transfers using proper body mechanics.

• Performed vital sign assessments, such as taking blood pressure and temperature.

• Documented patient care services by charting in designated areas.

• Reported changes in patient conditions to registered nurse or physician.

• Answered patient call lights promptly and responded to requests appropriately.

• Observed patients for any physical or emotional changes, reported findings to medical staff immediately.

• Collaborated with interdisciplinary team members to ensure quality patient care was delivered at all times.

• Assisted with range of motion exercises and other rehabilitative activities per physician orders.

• Maintained a clean, safe environment for the patient by adhering to infection control policies and procedures.

• Utilized appropriate safety measures when handling hazardous materials or waste products.

• Monitored food intake and output as directed by nursing staff.

• Demonstrated excellent customer service skills when interacting with patients, families and guests.

• Participated in educational programs designed to improve knowledge of health care practices.

• Provided emotional support to family members during difficult times.

• Educated patients on self-care techniques that would help them maintain their independence.

• Assisted in preparing meals according to prescribed diets while monitoring food consumption levels.

• Ensured compliance with HIPAA regulations regarding confidentiality of information.

• Transported residents within the facility as needed. Education And

Training

High School Diploma

Sierra College Of Beauty, Rocklin, CA

Ca. Dept of Real estate License #01382372

Ca. Dept of HCD License

Ca. Dept of Administrative and Call Center Training and Certificate Ca. Dept Of Customer Service / Client Services Training And Certificate



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