Dedicated and focused Administrative Assistant who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role of increased responsibility and authority.
Microsoft Office proficiency
Professional and mature
Dedicated team player
Strong interpersonal skills
I am responsible for assisting a Regional Market Manager, Regional Vice President of Commercial, Regional Operations Officer and eighteen Store Managers. I assist the regional Management with a variety of tasks and projects.
Weekly, monthly, quarterly, annual and as needed task
Bi-Weekly SBL Report for Retail – for 18 stores
Weekly Trend Report – for 18 stores
Bi- Weekly MTG and Consumer Report, Compile all loans assigned and generated from my Cape Cod stores into one report. With all stores comments and updates.
Profitability report- compile information and maintain report for Stacy Coolidge SM
Plan weekly connect calls, Pipeline call for MTG & Consumer, SBL and Roar
Weekly reminders to SM and ASMs
Bi- Weekly Lead List report
WSI Reporting- Compile numbers on a daily basis
SBL Delinquency report- Email Mangers on their Business loans that are in a delinquent status
SOSs for the stores that are short staffed
Compile and organize employee expense reports for RMM to approve
T&E – Personal and Corporate for RMM and RVP
Pull and compile monthly reports for RMM and RVP
Plan and organize monthly meetings for retail and Commercial – SM and ASM meetings maintain agenda for those meeting, presentations and documents.
Maintain Contact list for Stores and emergency call tree for the region
Accounts Payable submitting payments for small sponsorships and memberships.
Generate and distribute the SBL Maturities report to all SMs
Entering Customer complaints into the Compliance data basis
Keep track of Store Manager PTO usage
Cash Audits with ROO, Dual Control person (Nancy's second)
Achieve Program, completing sponsorship forms for candidates and finding/assigning mentors to the qualifying candidates. Submitting the forms to HR to have the candidate set up in TDU.
Generate and distribute SBL Portfolio Reports
Generate and distribute SBL Deposit only 25k plus reports to SMs
Compile all of the Store's numbers for each quarter into and individual template for the Mid-Year and Year- End reviews.
Planning and Scheduling travel for RVP, RMM and Store Managers.
Random tracking of information, I.E. miscellaneous information that requires reporting to RMM or SVP
EWR for new employees and/or trying to obtain access to systems/programs
Corporate Credit Card request for SMs
Audit SM PTO usage
Organize TD Bank RSVPs to fund raising event and or award events with-in the cape cod region
Put together give-a-ways for Peter Rice fund raising events
Plan and organize / help with Cape Cod fund raising raffles. Create prizes for said raffles.
Create artwork and emails for Cape Cod regional campaigns. Organize and distribute prizes.
Ordering and tracking all gift cards that are given for employee rewards and recognition
Ordering items for miscellaneous events and Office Supplies
Assist SMs with accounts payable issues
Fulfilling any request for information that is requested from EA to SVP
Fixing/coordinating any vender issues for Hyannis Main Street Building
Miscellaneous projects for RMM, RVP
Utilize Oracle System under the Authority of Human Resources Site Coordinator Preformed a variety of research projects for the HR Department Calendar Management Purchase account reconciliations Responsible for Research and Development Department training matrix Maintain ISOP Procedure books for the Rockland Site.
Maintained personnel files Monthly reports Submitting weekly invoices Order Supplies Daily mail sort Answer mainline for our Rockland site.
Utilized Mortgage ware internal processing system, Mortgagebot system, automated external application systems under the authority of Senior Vice President of Operations Assist all Regional Managers and their Loan officers Gathered and reviewed information for daily, weekly, monthly and quarterly reports Prepared monthly and quarterly reports for approval Processed appraisal receipts, credit report, and flood certification fees Accounts Payable Data Entry for Wholesale Division Organized file flow for Operations Department Monitored / Audited denials and withdrawn files Maintained service release records Maintained supplies budget Order office supplies Monitored and maintained all printers, fax and copy machines Send out facilities request forms Interacted and collaborated with multiple professional co-workers including appraisers, loan originators, vendors and underwriters, as well as the general public Software programs include Morvision, Horizon database system and various online programs Performed web-based research Maintained security of sensitive and confidential client information.
accounts payable, art, ASM, banners, budget, contracts, Credit, client, Data Entry, database, Email, Event Planning, fax, forms, fund raising, Human Resources, HR, Managing, marketing, Market, meetings, access, mail, Microsoft Office, Office, Word, Oracle, organizing, personnel, copy machines, presentations, printers, reporting, Research, Retail, Scheduling, SMs, time management, Trend, website, work-flow, Year- End
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