Data Entry Executive Assistant

Paulette Morris

Summary:

Executive admin professional with experience calendar management (MS Outlook), scheduling interviews, scheduling travel arrangements.

Overall 3+ years of experience with contract agreements.

Overall 5+ years of experience working with event management and event management software that links into Salesforce.

Hands on experience with data entry for technical projects, employee time sheets.

Responsible for assisting president with scheduling and travel arrangements.

Experienced in making travel arrangements and preparing expense reports for CEO and Brokers.

Responsible for arranging domestic and international travel and creating expense reports.

Experienced in preparing travel authorizations and vouchers for manager and program staff.

Responsible for coordinating and assisting with planning of semiannual conferences and short courses.

Responsible for acting as point of contact/liaison between Dell’s Marketing clients and advertising attorneys.

Experienced in drafting legal documents and correspondence.

Hands on experience in working with confidential information.

Education:

University of Texas, Austin, TX.

B.S., Applied Learning and Development.

Austin Community College, Austin, TX.

Speedwriting course

Skills:

MS Word.

Excel.

PowerPoint.

MS Outlook (email and calendar).

Smartphone.

Experience with all Social Media applications.

Professional Experience:

Texas Methodist Foundation, Austin, TX Nov 2018 – Apr 2023

Executive Assistant to Corporate Secretary/loan Closer

Strong proficiency in calendar management (MS Outlook), scheduling interviews, and strong interpersonal skills.

Support the President and Corporate Secretary of the Foundation.

Experience with contract agreements.

Experienced working with event management and event management software that links into Salesforce.

Assist President with scheduling and travel arrangements.

Expense reports and check requests for Executive Department.

Integral team member, providing support for Board Meetings and Executive initiated gatherings.

Administrative tasks related to Board and Committee events (Registrations, hotel, meeting app, rooming lists, name tags, mailings, etc.).

CRM for Board members and President’s contact reports (Laserfiche and CRM).

Executive initiatives as directed.

Provide administrative support to the General Counsel.

Create, edit, and review loan documents (promissory note, deed of trust, certificate of resolution, etc.).

Process incoming payments, construction draws, and reimbursements.

Adjust, renew, and modify loans.

Ensure documents are recorded with the correct county clerk office.

Process release of liens and paid letters.

Maintain good relationship with congregations to better assist their needs.

StoneCrest Investments, LLC, Round Rock, TX Nov 2004 – Jun 2018

Executive Assistant to Chief Executive Officer/Office Manager

Assistant to CEO of a commercial real estate development, investment, and management office.

Create, route, and process leases for properties.

Prepare documents for loan refinances, loan closings, organize leases, SNDAs and Estoppels for the lender, loan applications review, collect signatures and notarizations on all legal documents.

Organize and maintain entity documents from Secretary of State, annual reports, filings, registered agent changes, modifications, amendments (hard and soft copies) in a central location.

Handle CEO’s correspondence, telephones, and schedule.

Make travel arrangements and prepare expense reports for CEO and Brokers.

Maintain office filing system, order, and organize supplies for office, and maintain and upkeep overall décor/ambiance of office.

Provide IT assistance for office as needed.

Sort and distribute mail to employees.

Dell, Inc. One Dell Way, Round Rock, TX May 2000 – Aug 2004

Marcom Coordinator/legal Administrative Specialist

Managed and prioritized the flow of Marketing Communications for all Dell segments through the legal review process.

Maintained filing system, database, and archived Marketing Communications routed to the Dell Legal MarCom review team for all of Dell.

Acted as point of contact/liaison between Dell’s Marketing clients and advertising attorneys.

Drafted legal documents and correspondence.

Acted as an informational source on organizational policies and procedures.

Screened calls and took messages.

Arranged domestic and international travel and created expense reports.

Maintained calendar system.

Regularly worked with confidential information.

Dell, Inc. One Dell Way, Round Rock, TX Apr 1997 – May 2000

Administrative Specialist / Assistant to the Director of Marketing

Supported 20 employees and back up support to the VP's Exec Asst.

Managed calendars for multiple directors and arranged meetings both inside and outside of Dell.

Arranged domestic and international travel and created expense reports.

Coordinated quarterly events such as banquet dinners and team building.

Provided and received information concerning matters related to the department and acted as an informational resource on organizational policies and procedures.

Composed and prepared routine correspondence.

Prepared revenue/attainment reports.

Typed letters, statements, narratives, and statistical reports.

Maintained segment phone lists, maps, and organization charts.

Produced reports required by sales representatives - Sales History Reports, and other forms required by Dell.

Managed New Hire Set-up, Various Access Requests and other requests on Dell’s Work Order Web System

Center for Energy Studies - Univ. of Texas, Austin, TX Jul 1992 – Apr 1997

Administrative Associate

Assistant to program manager and program head.

Handled program manager’s correspondence, telephones, and schedule.

Wrote reports/memos for program procedures.

Prepared travel authorizations and vouchers for manager and program staff.

Supervised production of publications, preparation of non-technical publications, editing of annual report, and coordinating with printers.

Prepared and maintained financial information including distributing project funds, tracking sponsor invoices and payments, and preparing monthly budget reports.

Coordinated and assisted with planning of semiannual conferences and short courses.

Coordinated registration, catering, facilities planning, and materials preparation.

Prepared and maintained promotional materials for program such as stationery, brochures, and worldwide web home page.

Data entry for technical projects, employee time sheets.

Sorted and distributed mail to employees.

Copied, filed, composed correspondence, etc.

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