SUMMARY
Education: Highschool Diploma
References: Available upon request
Tim Hortons, Management October 2007 - Present
Overseeing inventory management
Handling recruitment, training, and staff scheduling Executing policies and procedures
Ensuring guest hospitality
Conducting sales reporting, bank deposits, and product supply ordering Keeping all equipment in good working order
Sharon Patton Mortgages June 2021 - Present
Expertly managed CRM system administration, ensuring exceptional integrity of client data. Diligently collected and verified documents for employment, property, and financial assessments. Optimized the client application process by efficiently managing document submissions to financial institutions.
Prepared and guided client document signings with accuracy. Fostered strong partnerships with legal entities and closing firms, ensuring compliance with deadlines. Provided proactive communication to clients, offering updates and support during financial transactions. Developed and executed engaging marketing initiatives, blogs, and social media strategies to enhance brand interaction.
Maintained website content to ensure a polished and professional online presence. Monitored and reported on monthly expenses, contributing to effective budget management. Conducted follow-up engagements with clients to identify ongoing financing needs and coordinated meetings with brokers.
Organized monthly administrative team meetings to improve collaboration and productivity within the team.
Highly proficient Administrative Assistant/Client Care Manager and fulfillment specialist at Sharon Patton Mortgages, skilled in mastering CRM systems and ensuring the integrity of client data. Led effective marketing initiatives and optimized document workflows, boosting brand engagement and team efficiency. Exhibits outstanding teamwork, strong problem-solving skills, and a proven history of enhancing client communication and fostering partnership development. JACKIE MCNEIL
4345 Henry Avenue, Beamsville ON *******@*****.** 905-***-**** ADMINISTRATIVE ASSISTANT/CLIENT CARE MANAGER
SKILLS
PROFESSIONAL EXPERIENCE
ADDITIONAL INFORMATION
Microsoft Office Proficent
Problem Solving
Marketing Experience
Data Entry
Customer Relations
Team Collaboration
Document Review & Analysis
Multi tasking
Excellent Communication