Executive Assistant Customer Service
Resume:
Robert Patrick Maez
Belen,NM *****
********@*****.***
Robert Patrick Maez, prefers to be called Patrick. Patrick is a 10 year Army Veteran with 20 plus years of executive assistant experience. His background includes managing the calendar of top executives, arranging travel, scheduling and coordinating meetings and conferences, talking with vendors and creating expense reports. He is technically proficient in Microsoft Office Suite with the ability to work independently or with a team and manage time wisely. Patrick is available to interview with notice and if selected will start when needed.
Work Experience
HOA Coordinator
Kelly Services: Temp Service - Phoenix, AZ
December 2021 to Present
Represent company on all related HOA matters, including but not limited to:
• Handle all aspects of HOA registration and other HOA matters
• Update HOA database, as needed
• Communicate with residents and HOAs on a daily basis
• Utilize exceptional interpersonal skills to develop a strong working relationship with HOAs and residents
• Assist HOA Leadership and colleagues when needed
• Provide timely response to all HOA related requests from internal and external parties
• Assist with HOA accounting, enforcement, and general business functions
• Acquire and maintain knowledge of current state, Local, and HOA statutes, policies and/or procedures Accounts Receivable Data Specialist
Matson - Phoenix, AZ
January 2022 to February 2022
• Prepares and processes daily cash receipts vouchers for payments.
• Prepares and processes inter-company transfers.
• Research the weekly departmental reports and take appropriate actions as needed.
• Audits adjustment and reapplication requests before processing request.
• Provides backup documentation of refund checks as requested by customer.
• Responsible for formatting and placement of Auto Manufacturer remittance for entry into system.
• Release of all “Cash Holds” by coordination with various ports and customer service.
• Access Bank website to review if funds have been received and process accordingly.
• Prepare GL Journal entries as directed by management.
• Clearing discrepancies in various bank reconciliations and refunding the account if necessary.
• Working with the bank, analyze and process chargebacks as needed. Independent Contractor
Primerica Insurance Company
November 2020 to December 2021
• Help families and individuals navigate their financial future by providing education and a financial GPS to prepare for a more secure future.
Customer Service Representative
AT&T - Chandler, AZ
April 2020 to November 2020
• Engage with customers to offer the latest products and services.
• Uncover customer wants, interests and needs in each customer interaction to effectively save the product and offer additional products and services.
• Demonstrate self-sufficiency through utilizing various support tools to research and resolve complex customer issues in a virtual setting.
• Utilize virtual communication tools to engage with my direct manager or support team for assistance.
• Remain proficient in explaining customer bills as well as managing billing, rate plan and feature matters for one or more products or services.
• Perform basic troubleshooting for one or more products or services. Executive Assistant
A-Top Construction Group LLC - Chandler, AZ
September 2018 to March 2020
• Primary responsibility was to assist our Project Manager and Superintendents in coordinating the activities of a project to ensure cost, schedule, and document control and quality standards are met.
• Review Owner contract and become familiar with terms & conditions.
• Ensure contracts, insurance, and bonds are current and received before subcontractor performs any work on site.
• Follow up on collection of all non-received documents and escalate any issues to the PM.
• Prepare all project meeting agendas and associated attachments as directed by the PM.
• Track all RFI's and distribute to all team members as appropriate.
• Responsible for screening and directing phone calls, distribute correspondence, organize and maintain the office filing system, act as the point of contact among executives, employees, clients and other external partners, manage executives' calendars, AP and AR billing, conduct first interviews with prospective employees, ensure new hire packets were completed, etc. Executive Assistant
Jett Mortgage - Belen, NM
March 1992 to August 2018
• Provided efficient and professional administrative and clerical service to colleagues and supervisors; provided excellent customer service to external and internal customers.
• Provided employees with guidance in handling difficult or complex problems or in resolving escalated complaints.
• Created and maintained a marketing strategy for independent agents, working with and acquiring new advertising accounts and publications.
• Managed telephone calls, including screening incoming calls and corresponding with agents and vendors.
• Primary responsibility included, evaluate credit worthiness by processing loan applications and documentation within specified limits, interview applicants to determine financial eligibility and feasibility of granting loans
• Communicate with clients either to request or to provide information
• Complete loan contracts and counsel clients on policies and restrictions
• Operated in compliance with laws and regulations and adhere to lending compliance guidelines. Education
High school diploma
Skills
• Microsoft Office (Excel, PowerPoint, Word, Outlook, Access)
• QuickBooks
• Data Entry
• Office
Management
• Scheduling
• Marketing
• Organizational Skills
• Filing
• Receptionist
• Accounts Payable
• Accounting
• Document Management
• Accounts Receivable
• Payroll
• Account Reconciliation
• Personal Assistant Experience
• Auditing
• Human Resources
• Clerical Experience
Military Service
Branch: United States Army
Service Country: United States
Rank: E-6
February 1987 to July 1997
Certifications and Licenses
Certified Notary Public
Life Insurance License
Insurance Producer License
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