Customer Service Executive Assistant
Resume:
LATIFA M. TAYLOR
Bronx, NY 10475
************@*****.***
QUALIFICATIONS SUMMARY
Result oriented and highly organized Coordinator with experience in managing multiple projects to completion.
PROFESSIONAL EXPERIENCE
Mercer
Learning Events Coordinator June 2011 – Present
• Identify and select location to be used for global learning events including negotiating pricing and booking events.
• Responsible for all Reporting as it relates to learning including monitoring of attendance.
• Partner with Global course Calendar Manager to determine preferred vendors to be used for events.
• Responsible for coordination of all materials to be used in learning events including, invites, monitor responses, agendas, pre-reading and other course materials
• Responsible for coordination of room set-up, registration, catering, transportation at learning events.
BARCLAYS CAPITAL
Learning Management Coordinator February 2011 – April 2011
• Maintained data integrity of Learning Management system.
• Data entry of training cost
• Updated other data points to assist with charge backs and reporting initiatives
• Generated and analyzed reports and spreadsheets pertaining to training courses
• Processed room bookings and other general request
VISITING NURSE SERVICE OF NEW YORK
Organizational Development Coordinator August 2004 – June 2010
• Coordinate, plan and organize training and development programs. Includes enrollment, food, equipment and supplies for all programs. Compile and prepare attendance rosters, evaluations and reports for 120+ training programs and 2-4 Leadership Forums
• Coordinated logistics of New Employee Orientation. Update information in PeopleSoft database, prepare materials, set-up and facilitators needs
• Processed department invoices, check request, and maintain expenses and departmental budget of 1 million +. Monitors orders and maintain inventory. Monitor department spending.
• Maintained department Learning Management Center database and perform administrative support functions. Answer and screen calls and follow up with internal/external contacts. Serve as contact for Learning Center questions and problems.
• Facilitated New Employee Orientation six or more time a year and other programs as needed
• Assisted in all departmental goals such as New Employee Onboarding, Employee survey, Strategic Frontiers and the Leadership Forums
• Administrative support for 9 Executive and Organizational Development Associates
VISITING NURSE SERVICE OF NEW YORK
Customer Service Representative January 05 – January 06 (Part Time)
October 08 – Present (Per Diem)
• Screens incoming telephone calls to determine customer needs and direct clinical situation to appropriate clinical staff/program in a professional and timely manner. Obtains demographic and other relevant data and enters in computerized customer care database.
• Responds to and resolves non-clinical problems, complaints and issues in an accurate, effective and timely manner. Establishes effective working relationships and communications with customers, physicians, hospitals and internal contacts to ensure problem resolution.
• Fulfills requests for information/literature as needed and relays requests to departments or programs. Makes periodic follow up calls to ensure receipt of information/literature, answer additional questions and/or concerns and assist in the decision making process.
• Researches and responds to inquires or problems and obtains answers in a timely manner and follows up with customer or client to ensure satisfaction of service within prescribed time in adherence to departmental prescribed period of time.
• Maintains correspondence (e.g., mail, written correspondence, faxes, etc.) and coordinates mailings to clients and providers, as needed.
• Acts as Customer Care Center liaison to VNS staff, departments and programs to trouble shoot problems and ensure that on call information is accurate and updated.
CITIZENS’ COMMITTEE FOR CHILDREN OF NY, INC. (CCC) August 2002 – July 2004
Development Coordinator/Executive Assistant
• Assisted in all aspects of fundraising and annual events. Such as Works on Paper which grossed 330K, Annual Breakfast, Annual meeting and quarterly Board meetings.
• Catering committee steer, liaison for staff and board members, daily contact with vendors. Responsible for set up and supervision of catering staff.
• Help to create and maintain donor database.
• Coordinate and follow up on all correspondence for events, including reservations and invitations.
• Assisted Public Affairs in annual budget events, such as Budget training day and Advocacy Day.
• Responsible for all correspondence oral and written to New York City Council members. Responsible for council members attendance and participation in Advocacy day events as well as individual meeting with staff, board members and our Youth Action group.
• Create and maintain newly elected council member and staff database as well as act as a liaison for the council members and CCC staff.
• Administrative support for 15 Executive and Senior Associates.
• Reception duties such as maintain Boardroom activity and all office meetings. Route Phone calls and incoming mail. Schedule meetings and travel arrangement and other general office duties.
LEHMAN BROTHERS November 2001 – August 2002
Documentation Analyst Consultant
• Analysis of existing accounts and recorded documentation to assure the validity of the information to insure the client followed the Federal guidelines heavily enforced after 9/11.
• Maintenance of client Database, worked closely with client services to create or delete any invalid or invalid coding or duplicate documents.
• Day to Day contact with brokers and branch management to create and adjust already existing systems to remain compliant with Federal regulations. Routinely had update meetings on data and possible change of systems.
CUSHMAN & WAKEFIELD April 2001 – October 2001
Executive Assistant to Fiscal Services Group
• Administrative Assistant for two Managing Directors and four Associate staff.
• Liaison for prospective buyers and management team, which included handling detailed correspondence, maintenance to client database.
• Facilitated and maintain all documentation in the due diligence process, including mailing, legal documentation and confidentiality agreements.
• Created and maintained Owner/Management relations of property being bought or sold. Day to day contact with clients and building management to complete the due diligence process.
• Frequent research of real estate industry as well as specific property.
AIDS-RELATED COMMUNITY SERVICES (ARCS) July 1999 – January 2001
Executive Assistant to Director of Public Relations and Resource Enhancement
• Assisted in coordination and successful planning of two events, The AIDS Walk and Home Is Where the Art Is. Involved in every aspect of event planning, including sponsorship, registration, solicitation and set up the day of the event.
• Liaison for media, vendors, volunteers and ARCS staff. Including placing ads in local papers and advertising in local businesses. Maintaining database and reports of effectiveness.
• Worked closely with Executive Director on both events, lead meetings regarding status updates and organization of the events, strategies on recruitment and participation of sponsors.
• Lead role in set up and damage control for events
• Administrative duties, filing, phones etc.
JONES LANG WOOTTON July 1997 – January 1999
Executive Assistant to Senior Director of Marketing
• Right hand to Public Relations Senior Director, which entailed managing departmental issues, travel arraignments and interoffice relations.
• Assisted in coordination of yearly events such as Client Golf Tournament held in Westchester Golf Course, and other client oriented events. Served as the liaison for media, catering and vendors.
• Responsible for the production and maintenance of “R.E. News” a daily catalog of news articles containing recent real estate deals worldwide as well as highlighted articles of company’s achievement.
• Maintained relationships with nationwide media and brokers
• Processed and managed all departmental expenses and spending.
• Administrative duties, including up keep of media database, retrieval of interoffice press info and the release of that information externally.
EDUCATION
Bernard Baruch College: Candidate for BS in Corporate Communications
SKILLS
Microsoft Word, Excel, Publisher, PowerPoint, Access, PeopleSoft, SharePoint, Learning Management System (Cornerstone and Sum Total), Lotus Notes, FundEZand, ADP and knowledge of Quark Express
REFERENCE FURNISHED UPON REQUEST
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