executive personal assistant resume example with 16+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Versatile loan processing professional specializing in customer service and bank standards. Excellent communicator and decision maker with a strong eye for detail and a proactive nature. Experienced Personal Assistant successful at minimizing hassles and alleviating client concerns by effectively coordinating schedules, planning events, running errands and and household tasks.

  • Filing and data archiving
  • Errands
  • Advanced MS Office Suite
  • Invoice Processing
  • Financial document review
  • Application preparation
  • Credit
  • Loan Processing
  • Remote desktop support
  • Technical Support
  • Care Plan Assessment
Work History
06/2018 to 09/2020 Executive Personal Assistant Centrum Medical Ventures | Plano, TX,
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Provided multifaceted services to career professionals by running errands, managing mail, scheduling appointments and arranging transportation.
  • Maintained appropriate filing of personal and professional documentation.
  • Managed large range of services including pet care, phone screening, shopping and bill paying to provide clients with premium family time.
  • Handled incoming mail, bills and invoices and completed appropriate actions.
  • Entrusted to handle confidential and sensitive situations in professional matter.
  • Identified needs and coordinated plans for travel and out-of-town functions.
  • Arranged domestic and international travel plans and itineraries, including flight, car service and restaurant reservations.
  • Picked up and dropped off clients at airport.
  • Took notes and dictation at meetings.
  • Handled incoming and outgoing correspondence, including mail, email and faxes.
  • Filed paperwork and organized computer-based information.
08/2016 to 09/2020 Personal Care Assistant Five Star Quality Care, Inc. | Columbia, SC,
  • Helped family members plan healthy meals, purchase ingredients and cook meals to provide adequate nutrition for client wellbeing.
  • Assisted clients with daily living needs, including bathing and personal grooming, to maintain self-esteem and general wellness.
  • Helped patients care for themselves by teaching proper, safe use of ambulation assistive devices such as canes or walkers.
  • Offered social support by transporting individuals to events and activities, in addition to medical appointments and shopping trips.
  • Helped clients maintain optimal health by overseeing medication administration and all doctor's appointments.
  • Determined specific needs and provided most appropriate level of services for patient well-being.
  • Remained alert to problems or health issues of clients and competently responded.
  • Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
  • Documented residents' behavior in terms of mental status, sleeping and eating patterns in medical record books.
  • Monitored and assisted residents through individual service plans.
  • Scheduled and accompanied clients to medical appointments.
  • Performed household tasks such as laundry, dusting, washing dishes and vacuuming.
  • Monitored clients' overall health and well-being and noted any significant changes.
  • Provided assistance in daily living activities by dressing, grooming, bathing and toileting patients.
  • Transported clients to and from medical appointments with safety and efficiency.
  • Shopped for groceries regularly in order to keep house stocked with necessities.
  • Established nutritious meal plans and prepared daily offerings to meet patient dietary needs.
  • Kept household areas clean and well-stocked, ran errands, managed laundry and completed weekly grocery shopping.
  • Recognized and reported abnormalities and/or changes in patients' health status to case manager.
  • Planned, prepared and served meals and snacks according to prescribed diets.
  • Assisted patients with personal requirements, including keeping spaces clean and helping with grooming.
  • Completed regular check-ins and progress report for each client.
  • Ran errands for customers, including shopping, and picking up other necessities.
10/2007 to 08/2016 Intermediate Remote Technical Support United Parcel Service | City, STATE,
  • Loaded software, granted permissions and configured hardware for new employees as part of onboarding process.
  • Performed tests of functionality, security and performance of different workstations and devices.
  • Assisted customers in identifying issues and explained solutions to restore service and functionality.
  • Trained end-users of UPS Worldship on use, functionality and application to business problems.
  • Submitted service tickets for equipment maintenance requests.
  • Evaluated and responded to incoming sales leads and requests for technical support assistance.
  • Patched software and installed new versions to eliminate security problems and protect data.
  • Identified and solved technical issues using variety of diagnostic tools and tactics.
  • Provided documentation on start-up, shut down and first-level troubleshooting of technical processes to support desk staff.
  • Provided Tier 2 IT support to non-technical internal users through desk side support services.
  • Trained and supported end-users with software, hardware and network standards and use processes.
  • Installed, modified and repaired software and hardware to resolve technical issues.
  • Built and provided basic end-user troubleshooting and desktop support on Windows.
  • Documented all transactions and support interactions in system for future reference and addition to knowledge base.
  • Managed customers' expectations of support and technology functionality in order to provide positive user experience.
  • Removed malware, ransomware and other threats from laptops and desktop systems.
01/2004 to 06/2009 Loan Processor/Mortgage Loan Officer SM Mortgage Corp. | City, STATE,
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Assisted senior-level credit officers with complex loan applications.
  • Developed and maintained relationships with local real estate agents.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
Expected in to to Certificate | Business Administration And Management Education Dynamics Institute , Las Vegas NV, GPA:
Expected in to to Associate of Arts | General Studies College of Southern Nevada, Las Vegas, NV GPA:
Expected in to to No Degree | National University, Las Vegas, NV, GPA:

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Resume Overview

School Attended

  • Education Dynamics Institute
  • College of Southern Nevada
  • National University

Job Titles Held:

  • Executive Personal Assistant
  • Personal Care Assistant
  • Intermediate Remote Technical Support
  • Loan Processor/Mortgage Loan Officer


  • Certificate
  • Associate of Arts
  • No Degree

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