Frances Wheaton
***********@*****.*** 713-***-**** Tomball, TX
SUMMARY
Dedicated professional with 15 years of experience seeking an Administrative Assistant role; adept in high-volume appointment setting, client interaction, and data entry. Proven track record in handling A/P, invoice processing, and coordinating logistics. Strong organizational skills honed in diverse administrative roles, ensuring efficiency and accuracy in fast-paced environments.
WORK EXPERIENCE
H&R Block Magnolia, TX
Associate Team Lead Jan 2024 - Apr 2024
• Led a team of tax professionals, ensuring efficient workflow and client service management.
• Coordinated and confirmed a high volume of client appointments, facilitating a seamless check-in and check-out process.
Intellitravel Houston, Tx
Travel Agent Oct 2019 - Oct 2022
• Managed client travel arrangements efficiently, ensuring seamless booking experiences and itinerary management.
• Processed financial transactions with precision, maintaining accurate and timely client billing. Corbett Staffing Houston, TX
Receptionist Jun 2018 - Oct 2019
• Managed a multi-line phone system, ensuring prompt and courteous response to incoming calls, contributing to a professional office environment.
• Coordinated client reception and document organization, including accounts payable filing and efficient mail distribution.
Administrative Assistant Mar 2018 - Apr 2018
• Managed incoming and outgoing communications by proficiently answering phone calls, ensuring effective information exchange and client service.
• Maintained organizational efficiency through accurate updating of contact lists, filing documents, and handling mail, contributing to streamlined office operations. National Capital Funding Houston, TX
Closer Apr 2017 - Oct 2017
• Prepared Closing Disclosures and provided Funding Advice, ensuring accurate and timely completion of financial documents for loan processing.
• Coordinated multiple loan closings and managed a high volume of data entry with a focus on precision and efficiency.
Resurrection Lutheran Church Spring, TX
Administrative Assistant/Receptionist Aug 2015 - Feb 2017
• Managed accounts payable by processing invoices and executing check payments, ensuring accurate financial operations.
• Coordinated HVAC maintenance schedules and handled mail distribution, complemented by meticulous data entry and deposit preparation tasks.
PM Realty Houston, TX
Property Administrator Jun 2010 - Feb 2015
• Managed accounts payable and receivable, efficiently coding and processing invoices while ensuring accurate matching of purchase orders.
• Conducted aging analysis to support collection efforts and facilitated billing processes, including report generation and work order assignment.
• Fostered positive tenant relations through effective contract writing, event coordination, and scheduling of vendors, docks, and freight operations.
Calvert Mortgage Houston, TX
Loan Officer Aug 2006 - Feb 2010
• Available on request
EDUCATION
Lone Star College-Montgomery
Psychology
TX
Dec 2013
University of Phoenix
Business Administration
Houston, TX
Jul 2003
Houston Community College
Elementary Education
Houston TX
Aug 1992
SKILLS
Word • Excel • Access • Power Point • Outlook • Adobe • Angus Anywhere • Mri • Quickbooks • SharePoint • Calyx Point • Salesforce • Fax • Printer • Scanner • Type 55 WPM • Time Management • Written and Verbal Communication
• Problem-Solving