Administrative Assistant, Collections, Data Entry, Finance Office

PENELOPE L. ROEHRIG

***** ******* ****** ****, ************, FLORIDA 32226 904-***-****

PROFILE

Accomplished office professional with over 35 years of experience providing support to all levels of management. Looking for full-time position utilizing my skills.

Effective oral and written communication Organizational skills

Detail oriented and focused on accuracy Learns quickly

Exceptional customer assistance Strong Excel spreadsheet experience

PROFESSIONAL EXPERIENCE

St. Patrick Catholic Church and School, Jacksonville, Florida (August 2014 – present)

Office Assistant

Work with families to set up payment plans for tuition and fees.

Successfully assisted 99% of families to register and use our online payment system.

Track all payments and invoice Returned Payments and other fees.

Responsible for collection of all outstanding fees. Created effective collection policy for school.

Designed Online Application and Online Enrollment programs for families which eliminated paper process.

Developed After School Care tracking and sign-out policy for school.

Safe Environment Coordinator for the church and school. Work with Diocesan Office of Safe Environment to ensure employees and volunteers obtain proper background clearance in compliance with all federal guidelines.

Prepare correspondence for Principal and Priest, maintain files in accordance to record retention guidelines.

Answer incoming calls for school and church and assist visitors for priest and school staff.

Teacher Aide

Assisted elementary teacher with instructing second grade children.

Substitute teacher for other grades when lead teachers were out of school.

Assisted school office staff when needed.

Bank of America, Jacksonville, Florida (2004 to August 2014)

Administrative Assistant III / Business Support Lead (July 2006 to 2014)

Administrative support to Operations and Team Managers at Jacksonville, FL and Farmington, CT sites.

Coordinated meeting and travel arrangements for middle management team.

Scheduled meetings, and travel for Operations Manager. Completed expense reports for department managers.

Security Point of Contact for Jacksonville, FL, Farmington, CT, and Gurgaon, India sites.

Set up computers and downloaded applications for new associates in Jacksonville office.

Performed access reviews to ensure appropriate system access according to compliance guidelines.

Access Control Representative - granted secure building and floor access for over 100 associates.

Developed training materials for research teams and scheduled training sessions.

Created procedure playbooks for new and current department managers.

Operations Analyst (December 2004 – July 2006)

Oversaw completion of three large imaging projects involving over 43,000 commercial loan files.

Administered daily operations to ensure policies were followed and deadlines met.

Created and maintained weekly and monthly production reports for management.

Ran exception reports and worked with loan department staff for return of delinquent files.

Trained and worked with staff of 30 in preparation and quality assurance process.

Florida Windstorm Underwriting Association / Citizens Property Insurance Corporation, Jacksonville, Florida

Executive Administrative Assistant (April 2000 – October 2004)

Coordinated meeting and travel arrangements for Senior management, Board, and Committee members.

Posted legal notices, minutes for Board and Committee meetings according to Government in the Sunshine Act.

Prepared agendas and meeting materials for Board and Committee meetings.

Prepared Disaster Recovery Plan, Information Technology and Procedure manuals, and Organizational charts.

Prepared information booklets and presentations for Director of Public Affairs to distribute to state legislators and media representatives.

Railvan Global Logistics, Worthington, Ohio

Senior Analyst (July 1999 to March 2000)

Created and maintained productivity reports for company owners, senior management, and clients.

Created forecast presentations for Senior Vice President.

Assisted Operations Load Planners to secure loads during busy season.

Penske Truck Rental and Logistics, Reading, Pennsylvania (1986 to 1999)

Lead Load Planner (August 1998 – June 1999)

Established new client base, secured carriers for Brokerage group and negotiated rates.

Created dashboards and scorecards for senior management, clients and carriers.

Met with potentially new commercial carriers.

Generated $260K profit in four months. ($1.7M managed freight)

Developed marketing strategies and informational marketing booklets for prospective clients.

Managed staff of Load Planners and Data Entry Clerks.

Operations Analyst – Consumer Rental (1996 to 1998)

Analyzed profitability of rental fleet being traded to manufacturer.

Developed and maintained Loss Prevention reports.

Insurance Claims Adjuster (1988 to 1996)

Processed third party accident liability claims and collection calls to recover damages.

Used effective negotiating to increase billing collection rate from 17 percent to 53 percent in one year.

Negotiated release of stolen equipment with police, sheriff, FBI, ATF and EPA agencies.

Trained and worked with Rental Insurance staff to process vehicle accidents claims.

Reservationist (1986 to 1988)

Made reservations for rental trucks and accessories. Learned all specifications for equipment and accessories.

Provided effective customer service by answering customer questions regarding equipment and insurance.

Turkey Hill Minit Markets, Reading, Pennsylvania (1982 to 1986)

Store Manager

Managed staff of six employees – hired, trained, completed evaluations.

Ordered and maintained store inventory.

Unloaded product from delivery trucks.

Gas pumps, lottery tickets, fresh sandwiches and sliced deli products, dipped ice cream, fresh coffee, slushies.

COMPUTER SKILLS

Microsoft Suite including Excel, Word, Access and PowerPoint, Outlook, RenWeb, FACTS Management

WebEx meetings

Telepresence virtual meetings

AS400 mainframe system - mainframe applications

Education

Certificate - Computer Programming - Berks Technical Institute - Reading, PA

Business Management - Albright College - Reading, PA

Contact this candidate