Administrative Assistant

EBONY AGNEW

**** ***** **** *** ***** APT. **** • AUSTIN, TX 78726

***- ***-**** • E-MAIL *****.*.******@*****.***

SUMMARY

A well-organized, dependable administrator with strong communicative and analytical skills. Highly motivated and willing to learn new functions as well as perform them independently. A self-starter ready to secure and obtain a challenging position that will utilize and enhance my skills and education.

PROFESSIONAL EXPERIENCE

CITGO Petroleum Corporation Houston, TX (contract) 2011

Senior Administrative Assistant

• Assistant to the General Manager of Tax, Credit, and Risk & Insurance including all staff within each department.

• Prepare credit reference request for various vendors and generated weekly credit compliance reports.

• Assist tax accountants and tax analysts in preparation of audit for several states.

• Develop office procedures and prepare all archiving using TRIM software. Organized file labeling system as well as create files.

• Reconcile invoices and expense reports. Prepare travel arrangements, PowerPoint presentations, order supplies, distribute mail,

schedule meetings, setup luncheons and other administrative duties.

Occidental Energy Marketing Houston, TX (contract) 2010

Credit Administrative Assistant

• Assistant to the Credit Department including the Credit Risk Manager and Senior Credit Analyst.

• Receive and verify guarantees, letters of credit, and other credit-related documents for accuracy.

• Control the safe-keeping of original credit support documents. Served as liaison correspondence with banks and corporate treasury department.

• Prepare and distribute credit overage reports on a weekly basis to analysts for status updates.

• Process all new counterparty credit files in support of the credit analysis. Maintain files for expiring guarantees and request renewals. General administrative duties such as faxing, filing, answering phones, taking messages, and projects.

• Order financial reports and credit ratings using various systems including Bloomberg, Moody’s, Capital IQ, and others.

UniCare Houston, TX (contract) 2008-2009

Administrative Assistant

• Assistant to the Large Group Sales and Renewal Executive, Small Group Sales Representatives and Account Manager.

• Directly responsible for processing all request for proposals (RFP) as well as manual rates.

• Researching current carrier, benefit summary, rates, and census for accuracy. Prepare proposal presentations and declination

letters.

• Organize open enrollment packets for enrollment and promotional meetings. Tracking and ordering sales material for such meetings.

• Administrative duties such as phone support, ordering supplies, scheduling meetings, update contact database and filing.

Lord Abbett & Co. Jersey City, NJ 2004-2007

Administrative Assistant

• Assistant to the Director of Pricing and Corporate Actions and the Director of Institutional Accounting department.

• Organizing calendars, scheduling meetings, setup breakfast and luncheons, ordering supplies, answering phones, filing,

received and directed visitors and other secretarial duties.

• Directly responsible for administering and reviewing all proxy voting information for the mutual funds, as well as

institutional and separately managed accounts.

• Prepare and review monthly and quarterly client portfolio voting records, including various client certifications, and the annual

mutual fund Securities and Exchange Commission (SEC) filing.

• Reconciles shareholder meetings and portfolio holdings with custodians, proxy voting agent, outside vendors, and Lord Abbett.

• Review all executed votes; identify and resolve votes inconsistent with Lord Abbett Policies and Procedures.

• Handle daily account reconciliation for institutional clients managed by Lord Abbett.

• Prepare monthly reconciliation for institutional accounts reported to Portfolio Managers.

• Assisted in manual pricing at the close of the stock market. Research and check the accuracy of foreign exchange rates.

• Research and prepare various reports and distributed minutes of meetings to be viewed by several Partners. Monthly pricing

analysis reports, quarterly Audit Committee reports, and Pricing Committee agendas by use of MS Word, Excel and PowerPoint.

Countrywide Home Loans Cranford, New Jersey 2002-2004

Loan Administrator

• Administrative duties that include phone support, received and directed visitors, prepare and arrange meetings, luncheons, and

training courses. Ordered title, appraisals, office and kitchen supplies.

• Assisted loan processors with inquiries on loan status, titles, appraisals and closing dates. Provide support for audit and other

special projects.

• Process new loan applications using AdvantEdge and Edge systems assigning such loans to loan processors.

• Tracking and canceling loan applications. Also handling the shipment of these loan applications.

• Process invoices for various appraisal companies and follow-up on payment delinquencies.

Morgan Stanley Jersey City, New Jersey 2000-2001

Processing Control Representative

• Processed all Morgan Stanley mutual funds and outside mutual funds such as Van Kampen, Franklin Templeton, Oppenheimer

and others through various systems such as the National Securities Clearing Corporation (NSCC) utilizing Delta Date software.

• Directed the movement of funds to facilitate proper trade settlements.

• Opened several new accounts daily received from trust administrators for trades to be processed through NSCC.

• Verified monthly trust and loan reports formulated by administrators to check for accuracy.

• Processed over 100 checks and wires daily to be deposited into various accounts.

EDUCATION

American Institute of Finance, Jersey City, New Jersey

Certificate in Computerized Financial Services

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