Stephanie N. Cassidy

410-***-**** ad4ph4@r.postjobfree.com www.linkedin.com/in/stephanie-nye-cassidy-b27609104

Professional Expertise

Organized, self-starter, composed professional executive assistant with over 10 years of experience providing high-level administrative support in fast-paced financial service businesses, while conducting research, preparing statistical reports, and handling information requests, as well as performing routine administrative functions such as preparing correspondence, emailing on executive’s behalf, travel arrangements, receiving visitors, arranging conference calls, onboarding staff and scheduling meetings.

Core Competencies

Tech-savvy, Creative problem-solving, Market research, Travel arrangements, Easily adaptable, Laison for executives and departments, Self-management, Board meeting minutes, Writing standard operating procedures, Analyzing data, Proofing and editing of documents, Strong organizational skills, Compliance for licensing, Office expense reporting, Travel expense reporting, Multiple project coordination, Gatekeeper, Remote work platforms, Social media management, Multiple calendar organization, Event Planning, Customer Service

Computer Skills

CRM platforms, Concur, Expedia, ChatGPT, AI, Excel, PowerPoint, Outlook, Word, Teams, SharePoint, QuickBooks, Google Docs, Google Meet, LogMeIn, Okta, GoToMeeting, Zoom, LinkedIn, Facebook, Meta, OneDrive, DocuSign, Adobe Acrobat, Canva, Publisher, Mail Chimp

Experience

Executive Assistant- In-House Loan Officer– May 2021 – Jan 2024

Paramount Residential Mortgage Group – Full-time – Remote

Handled phone calls, online meetings, conferences, and emails

Maintained CRM for business development and social media accounts for 4 loan officers

Grew marketing database of realtors from 2450 to 3552 for 2023

Analyzed and summarized information for decision-making

Organized documents while ensuring security (physical and electronic)

Liaison for operations and loan officers for mortgage procedures and regulations

Recruitment of loan officers through a new email campaign, prepared and distributed in CRM and social media pl

Supervised and organized operations while facilitating online monthly meetings to update procedures and regulations

Reviewed operating practices and procedures to determine whether improvements can be made in areas such as workflow, reporting procedures, or expenditures

Branch Office Assistant – May 2016 – May 2021

First Home Mortgage – Full-time

Marketed and business development for the Southern Maryland region

Grew office loans from 10 closed loans a month to 25 closed loans

Wrote, presented, and prepared lunch and learns for realtor offices

Ordered office supplies and maintenance of office equipment

Managed calendar for office staff and conference rooms

Coordinated and directed office services, such as records, departmental finances, budget preparation, personnel issues, and housekeeping, to aid branch manager

Trained processors and junior loan officers

Made travel arrangements for conferences

Assisted with tracking licenses and continuing education for loan officers and staff

Warehouse Assistant – April 2015 – May 2016

Daycon – New Dawn – Part-time

Handled expense reports, budget tracking, and invoice processing

Filed, copied, and e-mailed all documentation for government agencies and corporations

Managed office calendar

Ordered office supplies and raw materials for products

Updated manuals and training for warehouse staff

Seasonal Tax Assistant – Jan 2015 – April 2015

Luongo & Associates, PC – Part-time

Filed business and personal tax returns and assembled tax packets

Entered payroll information for the tax year in business profiles and individual profiles

Assisted front desk receptionist with phones and greeting clients

Online Software Trainer – Jan 2002 – April 2006

ADP – Part-time - Remote

Trained clients on techniques for managing HR computer software and downloading it into payroll

Lead online training for up to 12 clients in each class with 2 to 3 sessions a day

Client Trainer – Feb 2000 – Dec 2001

Bear Stearns – Brooklyn, NY

Coordinated each client’s training needs with a team of customer service representatives and the contracted business partner

Implemented the first online training to decrease expenses and travel

Executive Assistant – Sept 1999 – Jan 2000

JP Morgan – New York, New York

Organized and arranged meetings, scheduled conference rooms, order and set up catered meals

Maintained strict confidentiality for initial public offerings

Arranged flight, hotel, currency, and car for meetings in Japan and other regional events

Analyze IPO company profit and loss statements

Northeast Executive Assistant – Feb 1996 – Aug 1999

Legg Mason – Baltimore, MD

Worked under tight time constraints to coordinate assignments for a director, while keeping him up to date on his calendar and gave him the required materials for quarterly board meetings and travel

Drafted reports and procedure manuals to distribute to over 300 branches in the Northeast region.

Education

Bachelor of Art

University of Maryland, Baltimore County

Contact this candidate