Office Manager Financial Advisor

James C. Matthews, III

*** ******* ****** **** ******, Illinois 60466-2352 847-***-****

*****.************@*****.***

PROFESSIONAL SUMMARY

Supervisor/Trainer Office Manager Financial Advisor Concierge Accomplished professional with a record of success. Organized and loyal employee with extensive knowledge in office management, supervision, financial advising and concierge administration. Passionate with superior people-skills and many years of on-the-job experience. Managed and motivated team members. Proven ability to lead, train and develop groups. Consummate record of leading and working within teams to create an atmosphere that promotes encouraging positive exchanges. Practical leader focuses on delivering concrete results, training, and projects to lead organizations to its goals. Patient individual skilled at working with the aging population, youth and members of the disabled community. Advanced entrepreneurship skills. Acted as CEO of a home daycare business. Empathetic Foster Parent and devoted Direct Care worker with several years’ experience in giving clinical and non-clinical care to disabled, HIV/AIDS, brain injured individuals. Excellent communicator and has extensive public speaking skills. High competence in trucking delivery and related operations.

EDUCATION

Bachelor of Arts (BA) Biblical Studies

Newburgh Theological Seminary and College of the Bible Expecting: December 2024

Real Estate Certificate Diploma

Elgin Community College, Illinois Progressive Truck Driving School Obtained: 2003 Obtained: 2021

PROFESSIONAL EXPERIENCE

Kospenda Trucking, LLC Lemont, Illinois

OTR Truck Driver March 2022 – Present

• Picks up and delivers parcels and packages to various locations.

• Drives long haul throughout the United States and ensure proper and timely deliveries.

• Collaborates with dispatching staff to identify daily deliveries.

• Record cargo deliveries and refuel truck as needed. Notable Achievement: Follows the traffic laws and rules of the road. Amazon Monee, Illinois

Supervisor/Trainer October 2016 – March 2022

• Addressed client and caregiver service questions/concerns.

• Scheduled meetings, managed inventory and ordered office supplies.

• Trained staff in all tasks and responsibilities as needed.

• Designed training programs and supervised staff to ensure quality customer service. Notable Achievement: Train, mentor and coach staff members’ daily activities. Dreamwork Realty Bellwood, Illinois

Office Manager February 2007- December 2015

• Greeted and hosted visitors and act as point of contact for the office.

• Maintain monthly operating expenses and oversee property operations.

• Utilized various technology applications including Microsoft PowerPoint to create presentations.

• Managed accounts payable and related hard copy and computer files. Notable Achievement: Provided exceptional customer service to clients. JP Morgan Chase Elgin, Illinois

Financial Advisor March 2003 - February 2007

• Successfully enhanced loan profitability within the community of cooperative associations and submitted weekly and monthly results.

• Enhanced client portfolios by offering financial advice.

• Recommended investment services/products that are appropriate for prospects and clients.

• Performed financial analysis and planning. Managed accounts and forecasts. Notable Achievement: Exceeded company on-the-job expectations. Competencies

• Accounts Payable

• Accounts Receivable

• Advising

• Caregiver for Aging Population

• Caregiver for Youth

• Conflict Resolution

• Counseling

• Customer Service

• Database Management,

Maintenance, Development

• De-escalation

• Delivery

• Driving

• Employment Search

• Entrepreneurship

• Event Coordination

• Event Planning

• Guest Cultivation

• Human Resource Management

• Medical Administration

• Medical Terminology

• Micro Edge Gifts

• Microsoft Office Excel

• Microsoft Office Word

• Microsoft PowerPoint

• Multi-tasking

• Operations Management

• Payroll

• Program Development

• Public Speaking

• Real Estate Certification

• Supervision

• Team Coaching

• Technology Oversight

• Training/Teaching

• Transportation

• Youth Programming

Community Activities

• Foster Parent for nearly 20 years.

Some children living with mental

and developmental disabilities.

Monitor and evaluate their

treatment plans. Facilitate

interdisciplinary approaches.

• Provided ministerial counseling

for individuals and couples.

• An active member of a local

church.

Supervisor/Trainer

Business Professional

2 P a g e

JAMES MATTHEWS, III

Grand Victoria Casino Elgin, Illinois

Concierge April 1992 - March 2003

• Evaluated and analyzed customer needs and offered distinct solutions.

• Managed reservations and catered to individual needs by providing specialized accommodations.

• Welcomed guests with a friendly greeting and gave each visitor proper attention.

• Cultivated relationships with repeat visitors and predicted possible services needed. Notable Achievement: Spent over ten years on the job and provided quality customer service to visitors.

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