Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Highlights
Detailed oriented, strong sense of logic, analytical, skilled in client relation, interpersonal development & communication, and team building
Research (gathering and analyzing facts), critical thinker, and investigative skills
Strong ability to take initiative, work independently, and with others while identifying areas for improvement and ways to implement to increase productivity and efficiency
Effective case and client management skills, data entry, and application/forms submissions
Skilled in Microsoft Office Suite, QuickBooks, LawLogix, Smart Office, Lotus Notes, Sage Software
Very familiar with USCIS and EOIR immigration process, evidence packages, and forms
Education
Pepperdine University, Graziadio School of Business and ManagementLos Angeles, CAExpected in April 2015 – –Bachelor of Science:Management - GPA:Management
, Expected in – –Organizational Behavior, Managing Diversity, Advance La Employment Law/ADR/SOX compliance, Business Strategy and Business Ethics, International Business, Managing Organizations: - GPA:
Los Angeles Valley College ValleyGlen, CAExpected in December 2012 – –Transfer Degree:Business Administration - GPA:Business Administration
Accomplishments
Experience
Phoenix Home Care - Provisional Administrative Secretary Clinton, MI, 11/2015 - Present
Manage the Academic Office and perform clerical and administrative assistance to the Vice President; Act as a liaison between the administrator and her subordinates.
Screen telephone calls, visitors, and incoming correspondence; Reviews outgoing documents and correspondence for internal consistency and conformance with established procedures.
Personally responds or directs inquiries to appropriate staff.
Collects information from files and/or staff assigned to the organizational unit and prepares routine inquiries and periodic reports; Process faculty evaluations, K-12 student applications Prepares and signs routine, non-technical correspondence and documents as directed by the administrator.
Acts on behalf of the administrator, on designated matters, based on knowledge of the organizational unit and goals and objectives of the administrator.
Schedules appointments and maintains the administrator's calendar.
Makes facilities, accommodation, and travel arrangements for business meetings and conferences.
Attends meetings; records and prepares minutes or summaries of proceedings.
Anticipates and compiles materials needed by the administrator for conferences, correspondence, meetings, and telephone calls.
Establishes and maintains office files.
Requisitions supplies, printing, maintenance, or other services for the office.
Aristotle Capital Management, Llc - Administrative Office Assistant Los Angeles, CA, 07/2015 - 10/2015
Performed administrative and office support activities for multiple supervisors Managed office supply inventory, setup for office meetings, prepared purchase orders, reorganized files Created spreadsheets to reorganize and compiled office procedures, instructions, and office directory Managed billing and various reports for the accounting department.
Task included: billing, review expense reports; confirmed uploads, imported data into spreadsheets, spreadsheets merging and clean-ups, data entry, reviewed billing submissions from 6 different offices around U.S.
for accuracy Secretary duties: answer phones, respond to email inquiries, distribute mail, receiving and directing visitors.
Mutual Of Omaha - Agency Business Administrator City, STATE, 11/2013 - 10/2014
Supported the district office with daily operational and administrative functions of seven offices in California Advised upper management of agent pay status and related issues of over 100 agents Liaison between Sales agent and corporate office Performed administrative and marketing support activities for multiple District Sales Managers Supervised agency's pending application submissions post issue requirements, and deadlines for all offices Responded to inquiries from policyholders, producers, administrators, claimants, and customers.
Recommended and implemented new systems, office procedures, and/or operating practices to increase productivity and efficiency.
Improved daily tasks by eliminating and/or changing steps.
MetLife Of Southern California - Executive Assistant City, STATE, 02/2009 - 11/2013
Assisted top executives & financial planners in maintaining their multi-billion-dollar book of business and in reaching Qtr.
Gross Dealer.
Concession goals qualifying them for Leaders and Platinum Conference members.
Reviewed all new business applications to ensure completeness and accuracy.
Created and maintained client's files according to compliances regulations (filing and organization).
Reviewed and revised sales materials, such as personal brochures, personal websites, and special greetings.
Provided extensive customer service including completion of policyholder service requests.
Administered client/marketing database and utilized customer segmentation tools to strategize marketing campaigns to engage current client base and convert prospective clients.
Processed and distributed periodic reviews and statements for current clients to discuss new portfolio options Documented preparation for meetings such as Investment Tracker and Morning Star reports.
Other Administrative tasks: mailing, calendar/scheduling, processed payments, third parties follow ups.
Languages
Bilingual in Spanish and conversational Portuguese.
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School Attended
Pepperdine University, Graziadio School of Business and Management
Los Angeles Valley College Valley
Job Titles Held:
Provisional Administrative Secretary
Administrative Office Assistant
Agency Business Administrator
Executive Assistant
Degrees
Bachelor of Science
Organizational Behavior, Managing Diversity, Advance La Employment Law/ADR/SOX compliance, Business Strategy and Business Ethics, International Business, Managing Organizations
