Theresa Jackson

Ready to share my knowledge.

Independence, KY 41051

adrgio@r.postjobfree.com

+1-859-***-****

Exceptional leader talented at Sales and Management. Technically-savvy with outstanding relationship building, training and presentation skills. Great customer service skills. I am looking for a full time position. I would love to work remotely as

a Chat Representative.

Authorized to work in the US for any employer

Work Experience

Administrative Assistant

Beckman Coulter Inc - Florence, KY

February 2022 to Present

This is a Temp position through Lancesoft Inc.

Reception/Administrative

Atria Summit Hills - Crestview Hills, KY

December 2020 to February 2022

• I answer the phone and take direct messages.

• I greet guest and have them sign in at the desk.

• I sign in and out residents as the come and go.

• I am in charge of Certificates of Insurances for the facility keeping them up to date.

• Requesting new COI's by letter or fax when needed. Credit Operations Specialist

Citi Bank - Florence, KY

March 2016 to 2017

• Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money.

• Responded to customer requests via telephone and email.

• Copied, logged and scanned supporting documentation.

• Verified data integrity and accuracy.

• Entered details such as payments, account information and call logs into the computer system. Personal Banker/Assistant Manager

Huntington Bank - Cincinnati, OH

May 2014 to November 2015

• Open accounts for clients and disburse funds from accounts to creditors as agent for clients.

• Determine customers' financial services needs and prepare proposals to sell services that address these needs.

• Contact prospective customers to present information and explain available services.

• Prepare forms or agreements to complete sales.

• Decision maker when Branch Manager unavailable.

• Day to day operations of the branch and its employees. Co Branch Manager

US BANK - Taylor Mill, KY

October 2008 to January 2012

• Manage staff, preparing work schedules and assigning specific duties.

• Determine staffing requirements, and interview, hire and train new employees, or oversee those personnel processes.

• Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.

• Examine, evaluate, or process loan applications.

• Recruit staff members and oversee training programs.

• Managed a team of Bankers to sales success.

• Performed initial client assessment and analysis to begin research process.

• Responded to customer requests via telephone and email. Education

MBA in Business Administration

Keller Graduate School of Management, DeVry University - Cincinnati, OH June 2011

Bachelor of Science in Administrative Management

University OF Cincinnati Cincinnati - Cincinnati, OH March 1990

Skills

• Banking (10+ years)

• Budgeting

• Microsoft Excel (1 year)

• Microsoft Outlook (5 years)

• Customer service (10+ years)

• Time management

• Administrative experience (10+ years)

• Human resources

• Loan processing

• Recruiting

• Clerical experience (10+ years)

• Communication skills

• Windows

• Typing

• Financial report writing

• Credit analysis

• Employee relations

• Training & development

• Financial analysis

• Medical terminology

• Proposal writing

• Leadership

• Supervising experience

• Documentation review

• Financial report interpretation

• Management

• Loan origination

• Account reconciliation

• Team management

• Interviewing

• Balance sheet reconciliation

• Medical documentation

• Financial services

• Presentation skills

• Sales

• Data entry

• Bank reconciliation

• Research

• Assistant manager experience

• Front desk

• Microsoft Office

• Organizational skills

• Cash handling

• Cashiering

Awards

Silver Medallion Club

1996

National Quality Award

1997

Leading Agent

2005

Controllable Increase

Certifications and Licenses

Driver's License

Assessments

Data Entry: Accuracy — Proficient

August 2020

Entering data quickly and accurately

Full results: Proficient

Customer focus & orientation — Proficient

August 2020

Responding to customer situations with sensitivity Full results: Proficient

Administrative assistant/receptionist — Familiar

September 2020

Using basic scheduling and organizational skills in an office setting Full results: Familiar

Data entry: Attention to detail — Familiar

July 2020

Maintaining data integrity by detecting errors

Full results: Familiar

Medical terminology — Completed

September 2020

Understanding and using medical terminology

Full results: Completed

Administrative assistant/receptionist — Proficient January 2022

Using basic scheduling and organizational skills in an office setting Full results: Proficient

Call center customer service — Completed

June 2022

Demonstrating customer service skills in a call center setting Full results: Completed

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

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