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Administrative Assistant For Buisness And Finance Resume Example

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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Summary

Enthusiastic assistant with the skills to keep an office organized and running smoothly. I uphold a high moral standard as well as a dedicated work ethic.

Skills
  • Meeting planning
  • Records management systems
  • 10-key proficiency
  • Data entry documentation
  • Sensitive material handling
  • Timeline Planning and Management
  • Event Planning
  • Organizations Skills
Experience
Administrative Assistant for Buisness and Finance, 01/2005 to 09/2007
Filtration Group Oakbrook, IL,
  • Organized and maintained filing and document management systems by coordinating, archiving and purging files.
  • Handled management of communication to executives by taking and making telephone calls, reviewing and prioritizing mail and composing and typing correspondence.
  • Maintained inventory in supply closet to prevent shortages.
  • Planned events and department activities by acquiring venues, developing guest lists and organizing catering services.
  • Liaised with senior and executive administrative assistants to handle requests and queries from senior managers.
  • Conducted research using various media sources to obtain relevant data for staff requirements.
  • Reviewed and suggested improvements for diverse range of documentation, including interoffice correspondence, reports and presentations.
  • Coordinated project materials by managing physical and digital files, monitoring spreadsheets and updating reports.
  • Developed administrative processes to achieve organizational objectives and improve office efficiency.
  • Managed married housing rental and payments.
Financial Aid Loan Officer, 01/2004 to 01/2005
Boeing Employees Credit Union Sammamish, WA,
  • Assisted with completion of documentation such as FAFSA paperwork, answered questions and delivered key information.
  • Processed financial aid documents and completed basic verification of information.
  • Provided one-on-one counseling to students regarding financial aid program options and requirements.
  • Received and posted payments to loan accounts.
  • Demonstrated understanding of and adherence to federal and state regulations for financial aid.
  • Audited student files to confirm accuracy and completion according to defined guidelines.
  • Assisted students in understanding academic application processes, admissions requirements and financial aid options.
  • Liaised with students and admission department to facilitate documentation and application processing.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Met with applicants to obtain information for loan applications and answer questions about processes.
  • Observed all corporate and federal regulatory policies in terms of data security, privacy and confidentiality.
Accounts Receivable Clerk, 01/2003 to 01/2004
Southewestern Assemblies Of God University City, STATE,
  • Sent copies of invoices and statements to customers to facilitate payment of outstanding invoices.
  • Processed weekly invoicing, including posting and reconciling payments and addressing all aged receivables.
  • Generated monthly statements for accounts receivable operations.
  • Cleared account balances by examining customer payments, payment history and coordinating contact with collections.
  • Checked time and attendance information to determine billable services.
  • Researched customer billing issues and resolved problems to facilitate receipt of overdue monies and promote good customer relationships.
  • Processed monthly payments, researched payment discrepancies and prepared monthly reports.
  • Examined customer payment history and coordinated collections arrangements.
Home Equity Loan Processor, 08/2000 to 12/2002
Security Service Federal Credit Union City, STATE,
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Created and completed loan submission packages.
  • Managed conditions sent from underwriting departments.
  • Maintained complete confidentiality of all submitted information according to release guidelines.
  • Filed completed packages quickly and efficiently.
  • Discussed loan needs and financial histories with clients and conveyed information regarding application processes.
  • Evaluated financial statements and contacted institutions and customers to clarify details.
  • Completed closing process by collaborating with attorneys, title companies and government clerks.
  • Checked approvals against established bank and government lending standards.
  • Upheld compliance with privacy and security requirements, as well as federal statutes covering VA loans.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
  • Observed all corporate and federal regulatory policies in terms of data security, privacy and confidentiality.
Education and Training
High School Diploma: , Expected in 06/2001
to
Ronald Reagan High School - San Antonio, TX,
GPA:

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Resume Overview

School Attended
  • Ronald Reagan High School
Job Titles Held:
  • Administrative Assistant for Buisness and Finance
  • Financial Aid Loan Officer
  • Accounts Receivable Clerk
  • Home Equity Loan Processor
Degrees
  • High School Diploma

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