Executive Assistant Project Management

ROGER D. WOLFE Westport, CT ***** 203-***-**** *****@********.***

EXECUTIVE ASSISTANT

Highly experienced Executive Assistant with 20 years of expertise in providing comprehensive support to senior executives. Adept at managing complex calendars, coordinating international travel, and organizing high-profile meetings and events. Demonstrates exceptional organizational and multitasking skills, ensuring smooth and efficient office operations. Known for maintaining confidentiality, fostering strong relationships, and delivering high-quality results under pressure. Proficient in various software and tools, including Microsoft Office Suite and various project management applications. Committed to enhancing executive productivity and contributing to the success of the organization. Proficient in Microsoft Office Suite, Concur, and Expense Express.

AREAS OF EXPERTISE

Calendar Management Travel Coordination Meeting Preparation and Minutes Office Administration Project Management Communication Skills Event Planning Confidentiality Management Budget Management Problem-Solving Multitasking Time Management Strategic Planning Support Customer Service Document Preparation Interpersonal Skills Adaptability Vendor Management Team Collaboration Operations Management Confidentiality Cross-functional Collaboration PROFESSIONAL EXPERIENCE

EXECUTIVE ASSISTANT TO THE VICE PRESIDENT & REGIONAL MANAGER Citizens, Home Mortgage Mar 2019 – Aug 2024

Generated comprehensive sales and marketing reports to support strategic decision-making for C-suite leadership.

Organized and coordinated meetings, presentations, and events, ensuring seamless execution and effective communication.

Tracked and managed expenses, timesheets, and PTO for multiple regions, maintaining accurate records and adherence to compliance standards.

Assisted in checking compliance across various areas of home mortgage, ensuring adherence to company policies and regulatory requirements.

Supported multiple regions by providing administrative assistance, facilitating efficient operations, and cross-regional collaboration.

LICENSED LOAN ORIGINATOR/ASSISTANT TO BRANCH MANAGER FM Home Loans, LLC Feb 2017 – Mar 2019

Facilitated loan origination processes, including application review, credit analysis, and documentation, ensuring timely and accurate loan approvals.

Provided administrative support to the Branch Manager, including scheduling meetings, preparing reports, and managing communications.

Conducted market research and analysis to assist in developing marketing strategies and expanding the client base.

Coordinated with clients, underwriters, and other stakeholders to resolve issues and streamline loan processing, enhancing customer satisfaction and operational efficiency. EXECUTIVE ASSISTANT/FINANCIAL ADVISOR ASSISTANT/OFFICE MANAGER NetWolfe Technology Consulting Mar 2009 – Feb 2017

Provided comprehensive administrative support to financial and investment professionals, managing bookkeeping, contracts, proposals, and retirement plans.

Prepared and processed letters of intent and financial transactions, ensuring accuracy and timeliness.

Conducted research, statistical analysis, and forecasting to assist in decision-making and strategic planning.

Coordinated technology services, purchasing, reporting, and travel arrangements to streamline operations and enhance productivity.

ADDITIONAL WORK HISTORY

OPERATIONS MANAGER Cottages & Gardens Publications Dec 2003 – Feb 2009 PROJECT MANAGER HP/Unilever Feb 2002 – Nov 2003

MANAGER Compaq (HP)/Pitney Bowes Mar 2001 – Jan 2002 EDUCATION

Fairfield University, Fairfield, CT

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