Administrative & Client Relations Specialist

ANNE B. ADDAZIO

**** ****** *****, **** ******, NY 11554 516-***-**** ********@*****.***

Professional Summary

Dynamic administrative, customer service, and sales professional with extensive experience in office management, bookkeeping, and mortgage industry support. Known for strong organizational skills, attention to detail, and the ability to multitask effectively in high-paced environments. Demonstrates exceptional customer engagement, consultative selling, and relationship management skills that drive business growth and client satisfaction. Core Competencies

• Sales & Customer Relationship Management

• Office Administration & Clerical Support

• Mortgage Processing & Loan Documentation

• Bookkeeping & Financial Recordkeeping

• Client Engagement & Retention Strategies

• Data Entry & Reporting Accuracy

• Microsoft Office Suite (Word, Excel, Access, PowerPoint, Publisher)

• Database & Spreadsheet Management

Professional Experience

Administrative & Office Support

• Coordinated appointments, meetings, and daily schedules for leadership teams.

• Maintained organized filing systems and confidential business records.

• Prepared reports, forms, and correspondence following company procedures.

• Handled phone and email communications, ensuring prompt and professional responses.

• Utilized Microsoft Office and databases for tracking, reporting, and document management.

Customer Service & Sales Support

• Provided outstanding customer service and solutions across phone and in-person interactions.

• Resolved client concerns efficiently while maintaining a professional demeanor.

• Processed and recorded sales orders, returns, and adjustments with accuracy.

• Supported sales teams by tracking leads, following up with prospects, and updating CRM systems.

• Maintained detailed logs of customer interactions and ensured timely resolution of issues. Sales Experience

• Consistently exceeded monthly sales goals through relationship-based selling and client follow-up.

• Educated customers on product benefits and services to improve retention and loyalty.

• Collaborated with cross-functional teams to develop promotional strategies and improve outreach.

• Recognized for ability to build trust with clients, resulting in repeat and referral business.

• Tracked and analyzed sales performance metrics to optimize customer conversion rates. Loan Interviewing & Mortgage Support

Employers: American Advisors Group (Irvine, CA) • Freedom Mortgage Corp (Mount Laurel, NJ) • Aerotek Inc (St. Louis, MO) • HomeBridge Mortgage (Syosset, NY)

• Assisted clients with mortgage applications and related documentation.

• Reviewed loan forms, disclosures, and closing documents for compliance with federal regulations.

• Verified financial data and property records for accuracy and completeness.

• Maintained detailed loan processing and customer account records.

• Explained loan procedures, repayment schedules, and approval timelines to clients. Bookkeeping & Accounting Support

• Recorded and reconciled financial transactions using accounting software.

• Processed invoices, accounts payable/receivable, and tax reports.

• Prepared balance sheets and maintained financial ledgers.

• Ensured accurate data entry for audits and financial reporting reviews. Education & Training

Associate Degree in Business

Nassau Community College – Garden City, NY

Contact this candidate