Executive Assistant Customer Service

Ràchel McCoy Law

**** *. ********** ****., #***, Dallas, Texas 75206 Cell: 214-***-**** **************@*****.*** Detail oriented problem solver, pragmatic driven relationship builder and judicious team member. PROFESSIONAL PROFILE

CoWorx - Temporary Assignment Frisco, Texas June 2011 – Present RSC (Seasonal/Weekends/Nights) – Reporting to Account Executive

● Provide product knowledge and ensure high level of customer satisfaction.

● Achieve excellent customer service while exceeding sales goals.

● “Go the Extra Mile” to drive sales.

● Maintaining a friendly and energetic personality with customer service focus.

● Establishing volume sales increase with exceeding annual goal expectation.

● Set up an event promoting a new product line with enthusiastic sales return.

● Innovative approach with fresh ideas to “Thinking outside the box”. TRINITYRAIL MAINTENANCE SERVICES Dallas, Texas July 2019 – February 2020 Sr Assistant Executive Admin Support – Reporting to President of TRMS

● Provide direct support to senior leadership of TrinityRail Management Services and relief assistance to direct reports.

● Heavy calendaring and associated logistics (i.e. meeting request, secure location, catering, meeting material preparation, supplies, set-up/tear-down, A/V, etc.)

● Screen telephone calls and visitors; greet and escort guests.

● Manage domestic and international travel arrangements (flights, accommodations, transportation, reservations, registrations, etc.)

● Prepare and submit timely expense reports through Concur.

● Assist with onboarding new employees and procedure training.

● Able to manage multiple priorities and deadlines, involving financial and confidential matters with the utmost integrity and diplomacy.

RUHTER & REYNOLDS Dallas, Texas August 2017 – October 2018 Executive Assistant – Reporting to Senior Consultant and President

● Provide telephone, supply orders and administrative support for entire office staff.

● Manage office meetings and calendar; prepare general correspondence utilizing Word/WordPerfect.

● Prepare financial statements/management reports utilizing Quickbooks and Excel.

● Reconcile monthly billing and accounts payable.

● Generate client invoices and management reports utilizing Timeslips.

● Responsible for making bank deposits and invoice reconciliation.

● Act as primary contact with building management, vendors and service contractors to assure premises issues are resolved in a timely manner.

● Perform administrative duties in support of President and staff, including travel arrangements, scheduling appointments, managing Outlook calendar and handling projects of sensitive or confidential nature, utilizing available resources to ensure efficiency within the company.

JSG - Temporary Assignment for VISTRA Energy Dallas, Texas May 2017 – July 2017 Executive Assistant – Reporting to SVP & AGC Chief Compliance and Corporate Secretary

● Perform top level administrative duties in support of Chief Compliance Officer and Corporate Secretary and her team, as well as the Vistra Energy Board of Directors, including making travel arrangements, scheduling a high volume of meetings and appointments, managing an ever-changing business/personal Outlook calendar, and managing complex schedules.

● Manage all travel arrangements by independently researching options for hotels, flights and ground transportation and making necessary reservations; prepare itineraries.

● Perform administrative assistance in preparing expense reports, serving as custodian of departmental credit cards; reconcile invoices and recommend approval by managers; develop, maintain and report division records as assigned.

● Assist with administration of the Board of Directors, including arranging and coordinating board meetings; coordinating hotel and travel arrangements for various board members as needed; maintaining board calendar; assisting with preparation of materials for board and committee meetings; and processing Board of Director fees and invoices for per diem and travel expense.

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Southcross Energy Dallas, Texas November 2014 – November 2016 Executive Assistant – Reporting to Vice President, Commercial

● Screening calls, emails and appointments for Vice President and several C-Level Executives which included relaying highly confidential matters with complete discretion

● Preparation, reconciling and organizing Expense and P-Card reports for C-Level Executives including tracking their approval for processing with Accounting Staff

● Managing correspondence and monitoring Outlook calendars for C-Level Executives and coordinating Conference Room scheduling with clients and Department Heads.

● Assist other company officers and managers as required.

● Organizing travel arrangements including airfare, hotel, car rental and purchasing sporting event tickets

● Event Planning for luncheons, dinner and staff meetings.

● Coordinate with vendors and order supplies for the entire corporate office.

● Answered phones, monitoring or taking messages for several C-Level Executives personal lines and routing Reception Desk incoming calls for entire company

● Sorting, opening and allocating distribution of USPS mail, FedEx, UPS, AMAZON packages and courier service for entire corporate office

● Processing, notarizing, formatting and delivery tracking of Commercial contracts for C-Level Executives and Department Heads for Dallas/Houston/San Antonio Offices

Robert Half - IAS/CAS Dallas, Texas June 2014 – November 2014 Executive Assistant/Paralegal – Reporting to Sr. Vice President, General Counsel

● Screening calls, emails and coordinating Court Dates for highly confidential matters with the utmost discretion implicating Employee/Company legal situations.

● Processing and maintenance of required annual filings with the Secretary of State of the relevant states in question.

● Managing, tracking and corresponding obligations for permits, licensing and lease renewals.

● Preparation, organizing and filing Corporate Entities involving Company merger and tracking their requirements.

● Ability to perform occasional legal research projects.

● Support General Counsel with everyday administrative duties, handling leases contracts, insurance matters and employment issues that arise.

Western International Dallas, Texas May 2012 – February 2014 Executive Assistant – Reporting to President and CEO

● Oversaw confidential commercial development deals, communications and contracts with attorneys, title company and sellers

● Responsible for conveying franchise applications with Marriott and Hilton Hotels for potential new commercial business.

● Incumbent duties involved screening calls, emails and appointments for President and relaying highly confidential matters with complete discretion and addressing compliance issues with hotel permits and certificate renewals.

● Judicious commitments included organizing eminently sensitive financials for remunerative investments.

● Coordinated execution of closing contracts with purchaser and attorney relating to commercial land and construction loans.

● Maintain company books and records, including corporate binders, books and records, minute books, etc.

● Researched, tracked and remedied city documents such as liens or easements that could jeopardize closing costs and dates.

● Maintain company legal files and assist the land department with sending out documents, document recordation and other land administrative duties as needed.

● Assisted company architect in resolving quintessential issues to meet necessary project deadlines on time.

● Distributed, reported, filed and updated status pertaining to such diverse items as financials, ALTA Surveys, Environmental Phase I & II Reports, GEOTECH, permits, certifications, assignments, contracts, franchise agreements, release of liens, promissory notes, minute books, closing documents, investment marketing binders, ecommerce reports and hotel website updates.

Temporary Assignments August 2011 – April 2012

CHASE Professionals Dallas, Texas

2012 – Funder Assignment – Reporting to Texas Regional Closing Manager

● Reviewed and audited required closing documents from closing agents in Wholesale Mortgage Lending Department

● Ensured all funding conditions were satisfied regarding FHA, VA and Conventional Loans

● Reviewed and audited final HUD-1 versus original HUD-1 for any changes

● Ensured all loans met applicable Franklin American Mortgage Company, state and federal compliance regulations

● Coordinated with closing agents and brokers any missing items or necessary corrections

● Communicate with title company, attorneys, brokers and release for funding as requirements are fully completed

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Staffmark, Coppell, Texas

2011 – 2012 – Paralegal Assignment – Reporting to Sr. Paralegal and Vice President (Supervising Attorney)

● Communicated the appropriate method of remediating invalid assignments involving bankruptcies, foreclosures and REO properties that required verifying Man Codes in MSP system to proceed accordingly

● Identified compliance, redirected and intermediated conflicting data

● Analyzed and researched remediation issues for classified project

● Reviewed files, tracked results and gave status updates to supervising attorney

● Corresponded with counsel to restructure remediation procedures for arbitrary cases

● Upload recorded legal documents into LPS system for counsel

● Completed project six months ahead of schedule and 80% under budget. TaxEase, LP, Dallas, Texas March 2005 – July 2011

Loan Funding & Document Recording Specialist – Reporting to Operations Manager and Sr. VP of Operations

● Implemented cost savings of over $300K and facilitated millions of dollars in loans and sizable company profits

● Perfected thousands of property tax liens by ensuring proper execution & timely recording of multiple security instruments

● Audited and recorded tens of thousands of documents annually, such as deeds of trust, assignments and releases of liens

● Managed fiduciary relationships, resolved inaccurate payment postings, eliminating tax suit filing or unnecessary legal fees

● Identified and resolved any tax payment shortages or overages by requesting additional funds or refunds

● Developed trailing document tracking system to ensure compliance with legal, regulatory and lending covenant deadlines

● Reduced missing documents by 100% over a three-month period and maintained strict control over document handling process

● Established excellent working relationships with hundreds of Tax Assessor Collectors, district clerks and their legal firms

● Negotiated with first mortgage lenders on behalf of property owners saving thousands in company revenue

● Created and maintained collateral assignment reports for monthly and semi-annual submission to investors

● Monitored status of lawsuits initiated by tax assessors’ lawyers, ensuring compliance with all filing deadlines

● Researched and resolved complex taxation errors often covering multiple jurisdictions and years of taxes Administrative Assistant to SVP of Operations & Sr. Commercial Loan Officer

● Screening calls, emails and appointments for Sr. Vice President and several C-Level Executives which included relaying highly confidential matters with complete discretion

● Preparation, reconciling and organizing Expenses, receipts and including tracking their approval for processing with Accounting Staff

● Managing correspondence and monitoring Outlook calendars for C-Level Executives and coordinating Conference Calls and staff meetings with clients and Department Heads

● Organizing travel arrangements including airfare, hotel, car rental and purchasing sporting event tickets Education

Ruidoso High School, Ruidoso, NM

Academics/Honors, GPA 4.0

Richland Community College, Dallas, TX

Business Major, GPA 3.5

El Centro College, Dallas, TX

Paralegal studies

Computer Skills

Microsoft Office, Word Perfect, Excel, Power Point, MS Access, Concur, Quickbooks, Sage Timeslips, Serengeti, Genesis, Encompass, LPS Desktop, MSP, MarketExpert, Tandum, 10-key, Lexis-Nexus, Westlaw, Adobe Photoshop, QuarkXPress, MS Publisher, Cognos Database, KIP Printer.

Additional Information

Bilingual – fluent in French, Notary Public, Personal Assistant to Mrs. Georgette Gutman and Volunteer – Dallas Hospice, HOA Member of the Board – Dallas Lighthouse for the Blind

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