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Customer Service Executive Assistant

Wheaton, IL
May 24, 2024

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Rosanne Lynch ● 630-***-**** ●


- Three years’ very successful project management in HR and facilities management

- 20 years’ office management and executive assistance experience

- 10 years’ effective sales and extensive top notch customer service

- 10 years’ HR experience; recruiting, hiring, onboarding, training, insurance, reviews

- Five years’ experience with QuickBooks, quick to learn any software/technology

- Daily use of Internet, MS Office Suites, QuickBooks, Quicken, Act, Salesforce, SharePoint, Go-Clio, Constant Contact, Sales Force, Zendesk

- Accounts receivables, payables, payroll, reconciliation, itemization, accounting reports

- Proven leadership, self-motivation, positive and creative

- Experience in hiring, training, cross-training, managing, evaluations, insurance, general HR

- Exceptional writing, editing, formatting, and proofreading capability

- Strong multi-tasking skills and attention to detail

- Demonstrated problem-solving, drive, and determination in reaching goals

- Reduced corporate expenses significantly

- Successful retention of accounts receivable efforts and excellent customer relations

- Experience with office start-up process, relocating, and staffing placement

- Facilitated major office renovation


Most recently I worked with a facilities management company as Project Manager. I was on call five days/evenings each week and some weekends to handle the coordination of our vendors and client when a client (retail store) requested a repair, restructure, or project done at their retail store. I handled three territories consisting of 50 total stores. This is a remote position and part time. This was to grow into a full time position but at this time it no longer offers that opportunity. This particular client contract was not renewed and my hours have been cut significantly since April. I now work on administrative tasks and complete it within three hours per week. BALOUN & COMPANY, LLC, Rolling Meadows

Executive Assistant/HR Manager/Project Manager/Marketing Assistant

Scheduled appointments, meetings, travel, events for firm president, professional and personal

Expense reporting for all employees

Developed and implemented administrative and HR processes and procedures

Managed projects such as client satisfaction surveys, employee and management assessment reports, office collaboration which consisted of combining two offices to one location

Assisted with marketing presentations

Attended tradeshows for marketing purposes

Hired, trained, and managed new clerical hires and receptionist

Placed ad copy and set up interviews for professional staff hires

Proofread and edited correspondence, ad copy, and interoffice manuals

Maintained data base, generated correspondence and mailings

Utilized proprietary CRM, Unix data base, MS Word, Excel, PowerPoint, Outlook, QuickBooks MORRISON TAX CONSULTING, Winfield, IL

Office Manager/Executive Assistant

Facilitated ongoing administrative functions

Handled all A/R, A/P, payroll, insurance, taxes, reports, and reconciliation on QuickBooks

Managed daily schedule of meetings and presentations

Assisted with marketing and financial presentations

Primary point person for customer service issues

Hired, trained, and managed new clerical hires and receptionist

Set up new client information in data base; confirmed appointments daily

Maintained data base, generated correspondence and mailings

Developed and implemented processes and procedures

Managed suppliers, servicers, and maintenance for office

Utilized Drake Tax software, Salesforce CRM, MS Word, Excel, PowerPoint, Outlook, QuickBooks,,, and GoClio (cloud applications as well as desktop versions) Rosanne Lynch – Resume – Page 2 of 2


Office Manager (Part Time while still at Morrison)

Handled A/R, A/P, Book keeping and payroll utilizing QuickBooks 2013

Created estimates, recorded job costs and time spent allocation

Handled customer service, phone, and internet inquiries

Scheduled meetings with owner and customers


Office Manager/Executive Assistant

Executive assistant to corporate president, handled his communications

Maintained upper management Outlook calendars, utilized MS Office applications

Point person for escalated customer service issues

Coordination of travel and hotel accommodations and of corporate events and meetings

Assisted HR with consulting and interviewing

Evaluated staffing and cross-training needs

Assisted CFO with budget report data compilation, printing, and assembly

Office services, equipment, and supplies

Responsible for home office maintenance and security

Managed office clerk and receptionist, trained and assisted with their assignments CHASE HOME FINANCE, Naperville, IL

Executive Assistant/Loan Officer

Executive assistant to senior vice president

Proven effective retention of existing and potential mortgage customers

Extensive communication with mortgage customers to gather information

Collected and processed necessary documentation for loan submission

Knowledgeable of various programs including FHA loan guidelines on insurance, lending limits, debt to income ratios, credit reporting and issues, closing costs

Assisted with marketing and sales presentations

Daily correspondence with credit bureaus, underwriting and closing staff, appraisers, realtors, attorneys, and title companies

Maintained database, reports, schedules, and filing system

Assisted with marketing and sales presentations


Office Manager/Assistant VP

Assisted with start-up of company and office locations

Creation of corporate procedures manual

Training and supervision of receptionist and office clerks

Coordination of corporate relocation, meetings, and events

Accounting and insurance plan responsibilities

Preparation of contracts, correspondence, expense and budget reports, amortization schedules

Office services, equipment, and supplies

Varied tasks as required to efficiently run the company Education

University of Phoenix – Associates Degree in Psychology Hobbies and Interests

My hobbies are my interests. They include spending time with family and friends, especially my three wonderful sons! I greatly enjoy cooking, baking, entertaining, fundraising, and volunteering. I also enjoy traveling, boating, snowmobiling, skiing, bowling, rollerblading, and watching the Patriots win! My favorite things are chocolate ice cream, dogs, laughter, and sunshine. I am a monthly donator to ASPCA, and participate in fundraising efforts and personal campaigns. Rosanne Lynch


Following are some accomplishments I wish to share with you in order to validate my value and commitment to my employer. I embrace opportunities to implement ideas and to utilize manpower and budget to its ultimate potential. Thank you in advance for taking time to read this. (Normally I’m a very modest person).

Project management has presented itself in the past few years and I have found it to be a very strong professional talent of mine. With a great sense of passion, responsibility, and fulfillment, I have taken on challenges in many areas, embracing the role with diligence, resourcefulness, and creativity. Cost Reduction, Client Retention and Satisfaction, Employee/Management Assessment, and Facilities Management are some of my most recent accomplishments. I have a “bring it on!” sense of style and attitude, in a good way of course! Morrison Tax Consulting offered significant opportunities for personal and professional growth. Business development flourished with my efforts in contacting existing and potential customers, obtaining lists and sending marketing material on a monthly basis. Marketing efforts off-season included PowerPoint presentations made to groups by the owner once advertised and set up by me. I was able to recruit and train seasonal consultants and office assistants, set up non- compete agreement contracts, and brought in professional training for tax law continuing education.

While working for the corporate offices of K. Hovnanian (formerly Town & Country Homes), I was the team leader of a renovation/expansion of office workspace. Collaboration, cooperation, and fun with in-house support staff (who were all “moved”), as well as the I.T. manager, and president of the company, was key in the two-month long process. I worked many hours with a team of designers and technicians and made major decisions under the supervision of the president such as choices of furniture, when the office should be closed down to rewire, and where each department would be reestablished. Everyone was very happy with the outcome, and I completed this project within 85% of my budget allowance. Decrease in costs to K. Hovnanian Homes were realized in an amount over $35,000.00 annually in office services, supplies, and maintenance. I am very proud to have been chairperson of the

“Clean and Green” committee and, as the lead person in cross-training of various office personnel, developed an incentive program for the customer service department, receptionist, and mail-room clerks.

Chase Home Finance provided the opportunity to compete each month, and I was the proud top salesperson in residential loan closings for three months in a row. I was tasked with implementing incentive programs and presenting different sales strategies to the loan officers. This included bringing in companies like Equifax to show us how they help turn bad credit into good credit.

While employed with Intergroup Financial Services, I assisted with many elements of the start-up of this company which included the design of the logo and stationary, business cards and signage, the implementation of an employee handbook and procedures manual for administrative assistance, human resources functions including handling health and life insurance as well as hiring and training of office staff. I was also grateful to be responsible for general accounting, any projects and tasks such as handling the company’s relocation on two occasions. Thank you for taking time to review my submission! I hope to learn more about YOU!

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