Professional Summary
Highly experienced Administrative and Customer Support Professional with over 25 years of diverse industry experience, providing exceptional support to executive leadership and cross-functional teams. Recognized for excellence in organization, time management, and multi-project coordination in high-pressure environments. Demonstrates a strong customer-focused mindset, with proven success in streamlining processes, improving service delivery, and maintaining confidentiality. Adept in managing front- and back-office operations, calendar management, correspondence, event planning, and HR support. Known for a strong work ethic, adaptability, and collaborative spirit, with the ability to interact effectively across all levels of an organization.
Technical Skills: Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Salesforce, DPS background systems, IT Help Desk support, and experience in user testing and troubleshooting.
PROFESSIONAL EXPERIENCE
EQUALITY CORPORATION, Dallas, TX
Administrative Assistant April 2020 - Present
Performed administrative duties for senior level management
Responsible for emailing e-brochures and other correspondence, screening calls, managing calendars, making travel arrangements, meeting and event arrangements, preparing reports, training and supervising other support staff, and customer relations
Assisted HR with interview scheduling, skills testing, background checks, benefits and process payroll
The requirements were strong computer and Internet research skills, flexibility, excellent interpersonal skills, and the ability to work well with all levels of internal management and staff, as well as outside clients and vendors
Sensitivity to confidential matters
RANDSTAD STAFFING/CEVA LOGISTICS, Dallas, TX
Accounting Assistant November 2019 – March 2020
Read, analyzed, and interpreted general business periodicals, professional journals, technical procedures, or governmental regulations
Developed and maintained excellent service to internal and external customers
Coordinated rating, auditing, and billing functions
Researched and resolved data entry problems
Ensured processes and operations comply with applicable laws, rules and regulations
Provided completed daily, weekly, and monthly reports for business or financial performance
Performed other duties as assigned
CORNERSTONE STAFFING/YPO, Irving, TX
Renewal Specialist/Call Center February 2019 – July 2019
•Managed large amounts of incoming calls and emails
•Identified and assessed customers’ needs to ensure timely resolution and satisfaction
Provided accurate, valid and complete information using technology tools, training material and available resources
Met team customer service targets and call handling SLAs
Handled member complaints, provide appropriate solutions and alternatives within the time limits; followed up to ensure resolution
Kept records of customer interactions in Salesforce
Followed communication procedures, guidelines and policies
POLLMAKERS, Arlington, TX
Agent/Call Center/Remote August 2018 –November 2019
Made outbound calls to constituents throughout the US gathering information regarding political and social issues
Call potential clients providing information regarding products and services
CORNERSTONE STAFFING/ARLINGTON HOUSING AUTHORITY, Arlington, TX
Front Desk Housing Administrative Assistant March 2017 – May 2018
Greeted and assisted clients to make them feel comfortable and welcome
Collected data and provided information within the scope of Arlington Housing Authority
Assisted AHA clients with annual recertification paperwork
Served as a Liaison between AHA clients and caseworkers
Performed clerical and administrative duties, including data entry, preparing and processing various documents, and maintaining client database files
Coordinated and scheduled meetings and appointments as requested
Explained the nature of AHA programs, procedures and services to clients
Maintained absolute confidentiality of work-related issues, client records and AHA information
Performed background checks using the DPS system
Supported the relationship between AHA and the constituent population by demonstrating courteous and cooperative behavior when interacting with clients, visitors, and AHA staff
EQUALITY CORPORATION, Dallas, TX
Administrative Assistant June 2010 - February 2017
Performed administrative duties for senior level management
Responsible for emailing e-brochures and other correspondence, screening calls, managing calendars, making travel arrangements, meeting and event arrangements, preparing reports, training and supervising other support staff, and customer relations
Assisted HR with interview scheduling, skills testing, background checks, benefits and process payroll
The requirements were strong computer and Internet research skills, flexibility, excellent interpersonal skills, and the ability to work well with all levels of internal management and staff, as well as outside clients and vendors
Sensitivity to confidential matters
FIRST COMMAND FINANCIAL, Fort Worth, TX
Customer Service/Research and Resolution Analyst May 2007 - May 2010
Researched and analyzed customer’s accounts to identify problems
Responsible for making necessary adjustments and corrections
Responsible for contacting the client or financial advisor via phone, via email or via mail informing them of the final resolution
Worked closely with financial advisors, management and financial service analyst
Financial Service Analyst /IT Help Desk/Call Center February 2005 - May 2007
Provided customer service regarding mutual fund transactions and act as a resource to business partners for information regarding the distribution process
Resolved issues regarding delayed transactions and ensured that client’s problems were resolved accurately and timely
Responsible for timely execution of requests for distributions, contributions and transfers from retirement accounts in compliance with the Internal Revenue Service (IRS) and Security Exchange Commission (SEC) regulations
Responsible for staying current by reading information about current rules and regulations, changes concerning each fund company, the IRS and First Command
Responded to incoming helpdesk calls regarding system access and password resets. Escalated unresolvable incidents to IT
EQUALITY CORPORATION, Dallas, TX
Administrative Assistant January 2000-January 2005
Greeted and directed all visitors, including vendors, clients, job candidates and customers.
Responsible for incoming calls and performed general administrative duties.
Assisted HR with job applicant’s paperwork, assist with applicant testing, sign-in and security procedures.
Assisted other administrative staff with overflow work, including data entry and Internet research tasks
GTE, Dallas, TX
Billing/Orders Analyst/Call Center February 1997-October 1998
Analyzed and interpreted customer request for installation, removal and changes of telephone service.
Researched and resolved billing inquires, other inquires and complaints.
Made minute by minute decisions and initiated appropriate action that would result in customer satisfaction.
Collected delinquent bills mainly by contact with customers and determined customer credit ratings when necessary.
Recommended and sold services to customers.
Responsible for accurately computing and providing customers their adjustments, balances and rates.
Met service goals and deadlines to meet customers’ needs promptly, accurately and courteously.
FIDELITY INVESTMENTS, Dallas, TX
Financial Service Analyst/Call Center October 1990-November 1996
Responsible for the timely execution of requests for distributions, contributions and transfers from retirement accounts in compliance with the Internal Revenue Service (IRS) and Security Exchange Commission (SEC) regulations.
Analyzed and interpreted customer request concerning their retirement accounts.
Responsible for mutual fund transactions, wire transfers and acted as a resource to business partners for information regarding the distribution process.
Resolved issues regarding delayed transactions.
Selected to represent the Retirement Distribution Department on the company’s C-Stamp Project, a strategic initiative focused on testing and evaluating internal systems. The goal of the project was to improve operational efficiency and enhance customer service by streamlining processes, increasing accuracy, and accelerating service delivery.
Other Work Experience
NEWPORT HOME HEALTH AGENCY, Grand Prairie, TX
Part-Time Caregiver August 2021 – November 2021
LUCENT HOME HEALTH AGENCY, Dallas, TX
Part-Time Caregiver January 2021 – July 2021
AGAPE HOME HEALTH AGENCY, Dallas, TX
Part-Time Manager January 2020 – August 2020
GIRLING COMMUNITY CARE, Dallas, TX
Part-Time Caregiver July 2011 – December 2019
EDUCATION
Alcorn State University, Business Administration, B.S. Degree, May 1988