Administrative Assistant Executive Support

TERRI CARLSON

715-***-**** – ****************@*****.***

SKILLS:

Office Management – Finance Experience - Records Management – Database Administering – Spreadsheets/Reports – Calendaring - Front-Desk Reception – Executive Support – Proficient with MS Office Suite – Professional Office Procedures

PROFESSIONAL EXPERIENCE:

Aqua Finance – Wausau, WI (Retired) 12/24 to 04/2025

Title/Lien Specialist

Responsible for Lien perfections on all Recreational Account.

Able to work in several different queues.

Checking in Titles

Research with the Dealers

Releasing Liens

Incoming Calls

Mail Distribution

Scanning

OnBase – savings documents into an account

Aqua Finance – Wausau, WI 02/23 to 12/24

Account Servicing – Administrative Assistant I

Serve as back-up for many accounts servicing tasks.

Prepared UCC’s requirements

Research State and State information.

General administrative duties related to account servicing and office tasks.

Work assigned queues to ensure work is completed on a timely basis.

Capturing activities that took place on an account(s)

Very well organized and willing to go above and beyond.

Maple Ridge Farms – Rothschild, WI 10/23 to 12/23

List Processor (Seasonal)

Prepared and upload mailing lists in Excel to shipping systems.

Used Microsoft Excel, efficiently process shipping lists.

Sorting Excel data, manipulating page layouts to fit minimal pages, manipulating data into a downloadable format, basic cutting/pasting.

Other duties as assigned.

Terri Carlson

Page 2

Technical Skills and Physical Demands:

Required working knowledge of Microsoft Office 365; specifically, Excel (basic formatting, basic sorting, basic formula work) and Word (mail merge).

Strong logic skills, as is a willingness to ask department supervisor questions as they arise.

Communication Skills

Strong oral and written communication and interpersonal skills.

Ability to communicate accurately, concisely, and in a customer-centric manner.

Performance Skills

Performed tasks in a way that ensures quality and surpasses customer satisfaction. Excellent attention to the quality of both products and job performance despite pressing deadlines.

Organized approach to job duties with excellent attention to precision, details, accuracy, and the complete job process. Ability to organize people or tasks, adjust to priorities, effectively multi-task and maintain composure in a fast-paced environment.

Ability to share credit with co-workers; developed rapport with others; displayed enthusiasm and promote a friendly group working environment; worked closely with other departments as necessary; support supervisors and co-workers, maintained constructive working relationships under all circumstances and decisions; displayed team spirit.

Performed a wide variety of tasks and change focus quickly as customer demands change.

Ability to act following established guidelines; followed organizational policies and procedures; report to work as scheduled and on-time or notifies Supervisor as appropriate; recognize and constructively conform to unwritten rules of practice.

Learned and applied new concepts in work processes and procedures; demonstrate career self-reliance; identify own areas of opportunity and set and monitor self-development goals.

Foundation Finance – Rothschild, WI 04/2022 to 08/2023

Accounting Servicing – Administrative Assistant

Responsible for fulfilling customer correspondence needs for the department.

Electronical file and retrieve documents, records and reports.

Provide back up for the Administrative Assistant Team

Compose and send customer correspondence items upon request.

The Krieg Agency – Allstate Insurance, Rothschild, WI 08/2021 to 04/2022

Customer Service - Administrative

Provided basic information about insurance policies to customers and answered inquiries.

Helped customers with filing new claims or make changes to their existing policies.

Handled phones, deliveries, emails and updating office file system on a daily basis.

Assisted managers, senior agents and, other personnel with administrative tasks.

SUMMARY:

Results focused, client-oriented Administrative Assistant with 30+ years of extensive experience working in a high-volume, deadline-driven environment. Proven ability to work under pressure and remain focused during constant interruptions. Self-motived and self-directed, improved the efficiency and accuracy of the office by restructuring the organization flow. A multi-tasker, with excellent communication skills.

Contact this candidate