Administrative Assistant
Resume:
ERIC C. DONALD
240-***-**** U.S Citizen
************@*******.*** Clean Background Record
Overview | I am a professional with more than 8 years of administrative experience in the financial, Real Estate
and Health Care Industries. Over the years, I have performed administrative tasks for the processing of confidential and highly complex projects ranging from $50,000 to $5million while providing support to approximately 25 staff members and making the efficient delivery of products and Services my top priorities.
I am looking for a challenging position that would enable me to utilize the skills I have developed over the years for the improvement of operational processes.
Education | Prince George’s College
Business Administration – Major – Presently attending
Experience | Vineyard Financial Group
Administrative Specialist August 2006 – Present
o Perform a broad range of complex responsibilities involving financial transactions.
o Act as the first point of contact for individuals and businesses seeking loans for personal and business transactions. These loans average $5million a month.
o Collect detailed confidential and financial information from clients and create electronic records in the company’s database for storage and retrieval by staff members.
o Work with other departments and individuals in the company and coordinate efforts between these departments in order to ensure that the appropriate staff member receives and performs the appropriate action on a client file and in a timely manner
o Maintain a tracking spreadsheet for each client in order to provide upper level management with detailed information on the status of actions performed by other departments.
o Ensure that all confidential documents are properly stored and password protected (in the case of electronic files).
o Process and gather documents, information and data in preparation for the company’s yearly audit by the State and Investment Banks. This involve HMDA related data – used to certify that the company is not involved in discriminatory practices; client documentation – to ensure that there no elements of frauds and annual commissions made on each file -- in order to determine that the company stays in compliance with Government cost margins.
o Deliver information requested by Bank Executives to staff members in a timely manner and perform follow-up with staff members to ensure that the requests are being worked on.
o Ensure that all open ended requests from clients are retrieved and closed in a timely manner.
Achievements:
o Through my efficiency, I received a lot of positive feedback from clients, positive evaluations from staff members and great ratings from bank executives.
o As a result of my excellent tracking tool, I was able to cut the average time it took for processing client’s file from 15 business days to 12.
Orange Services LLC
Administrative Assistant May 2004 – August 2006
o Performed support towards the successful operations of a Real Estate Management Company
o Received requests from new clients and performed all processes relating to the entry of clients in the company’s database and their subsequent assignment to staff representatives.
o Processed documents for clients who were in the HUD Choice Voucher Program. This included performing credit checks, employment checks, record checks, inspection scheduling, lead inspection and certification, and annual recertification processes.
o Received service calls from tenants residing in client homes and subsequently directed the calls to the appropriate department. These included minor issues such as electrical malfunctions to large construction works such as storm related damages costing over $250,000.
o Collected repair and replacement estimates from contractors and subsequently passed it to management for decision making.
o Worked with tenants and contractors in order to determine the scheduling of service repairs
o Maintained a tracking spreadsheet to determine the flow of works being performed by contractors at client sites.
o Maintained a tracking sheet on the status and number of client accounts.
o Collected billing information from contractors and passed it to upper management.
o Performed logistic arrangements for meetings and appointments between clients and upper management
o Made travel arrangements for the company’s Director.
Achievements:
o Using my research skills, I was able to find contractors who offered better costs and schedule estimates to the company. This action considerably reduced the company’s clients’ overhead costs.
o The tracking sheet I developed was referred to by most staff members who wanted to determine weekly workloads and recurring maintenance problems related to their case files.
S & G Residential Services
Administrative Assistant Dec 2000 – May 2004
o Performed administrative functions for an organization that delivers health care services to disabled individuals.
o Processed paperwork for client intakes. This involved the gathering of medical records from health care providers, funding documents from Government agencies and other personal records from family members.
o Maintained a medical appointment tracking sheet for all clients.
o Prepared correspondences and sent out documents to Government Agencies for the processing of monthly reimbursements.
o Performed spot checks on clients’ monthly progress reports and ensured that all medical and program files were properly executed by staff members and health care professionals
o Collected time Cards from employees and transmitted it to the payroll department.
o Participated in the annual auditing process conducted by Government Agencies. This involves the reviewing of Medical Records, client receipt of products and services and the analysis of billing and expense reports.
o Developed positive working relationships and routine communication with individuals, family members, referral sources in order to get feedback on services provided by the company. Collected responses are subsequently given to upper level management for decision making and strategic planning.
Achievement /Awards
Rising Star Award
Above and Beyond the call of duty – ABC
Best Communicator of the Year
Subsequent Commissions and Raises.
Software Skills
Microsoft Office, Internet Explorer, Intuit Real Estate.
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