Administrative Assistant III - Wells Fargo, NA - Charlotte, NC
(2020-03 - 2025-04)
Remotely supported a team of 60 bankers within the Corporate and Investment Group from the onset of the 2020 Covid-19 pandemic until the bank issued Its own return to work protocol in March 2022.
- Prepared and organized meeting materials and agendas for team discussions.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Supported onboarding processes by coordinating new hire orientations and I9 processing.
- Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
- Created travel arrangements and distributed travel details to appropriate personnel.
- Conducted research on various topics as requested by management.
- Coordinated and scheduled meetings, including room reservations, catering, and technical setup, for seamless execution.
- Processed invoices for payment using ac meetings and managing calendars.
- Managed scheduling and coordinated meetings for executive leadership teams.
- Ensured efficient operation of office equipment such as printers, copiers and fax machines.
Business Support Lead I - Bank Of America - Charlotte, NC
(2015-03 - 2017-07)
In March 2015, I was chosen to be part of a new administrative support model/initiative for Bank of America. In this role, I acted in accordance with relevant policies, standards, procedures to mitigate risk and was highly dedicated and extremely cognizant in performing my job well.
- Provided extensive calendaring/email support
- Managed daily activities to meet deadlines
- Routinely worked with highly confidential/attorney-client privileged information
- Demonstrated accuracy and thoroughness in all areas of responsibility
- Provided administrative support to executive and direct reports with onboarding and off-boarding team members/consultants
- Planned/coordinated standing/ad-hoc meetings throughout the year (including off-sites, All Hands Calls and telepresence meetings)
- Maintained SharePoint sites and shared drives (acted as administrator; assigned and revoked user access)
- Proficiently used and/or actively sought training/development from internal resources for bank systems/applications
Administrative Assistant III - Bank Of America - Charlotte, NC
(2013-08 - 2015-03)
In this role I provided administrative support the Fair Lending/UDAAP Enterprise Executive, as well as provided lower level support to nine of his direct reports and their staff by performing the following duties:
- Incorporated time management and accuracy while performing general administrative duties: mail, copy, fax, scan, ordering supplies, maintaining inventory, preparing reports, organization chart maintenance, drafting/completing documents, handling sensitive information, travel coordination and expense report processing, monitoring phones, basic company policies/procedures and premises access/management support, completing functional assignments on a regular basis with little oversight, required, t
- Provided technical/computer mentoring to other administrative assistants, business support leads and team members to help strengthen their skills and increase productivity and efficiency
- Assisted floor teammates with ad hoc needs/requests (network printers, security procedures, building maintenance requests, etc.)
- Acted as proxy for executive to approve expense reports, invoice payments and access/system requests
- Provided ad hoc support, on an as needed basis
- Consistently identified opportunities for process improvement to increase quality and efficiency
- Implemented inventory standards as well as end of life equipment depreciation projects which saved the bank in excess of $250,000, annually
- Facilitated team meetings to discuss updates and share best practices.
- Maintained a high degree of confidentiality when dealing with sensitive information.
- Analyzed trends in customer feedback data to identify opportunities for improvement.
- Established relationships with key stakeholders from external organizations.
- Developed strategies for improving customer service standards across all departments.
- Drafted reports summarizing service level agreements with customers.
- Developed and implemented processes to ensure customer satisfaction.
- Maintained up-to-date knowledge of software and technical developments through reading and training.
- Consulted via telephone to understand user problems, run through testing scripts and ask probing questions to locate root causes.
- Implemented process improvements to enhance customer support operations.
- Collaborated with cross-functional teams to address escalated issues promptly.
- Provided technical guidance to team members on troubleshooting customer issues.
- Performed variety of clerical and administrative duties pertaining to on-site support.
- Coordinated training sessions for new support staff members.
- Provided extensive calendaring/email support
- Routinely worked with highly confidential/attorney-client privileged information
- Maintained SharePoint sites and shared drives (Acted as administrator; assigned and revoked user access)
Administrative Assistant III - Bank Of America - Greensboro, NC
(2012-03 - 2013-08)
Provided assistance to the manager and staff members within the Mortgage Protection and Servicing Department by successfully executing the following duties:
- Provided extensive calendaring/email support
- Managed daily activities to meet deadlines
- Routinely worked with highly confidential/attorney-client privileged information
- Designed and disseminated departmental newsletter
- Demonstrated accuracy and thoroughness in all areas of responsibility
- Provided administrative support to executive and direct reports with onboarding and off-boarding team members/consultants
- Planning/coordinating standing/ad-hoc meetings throughout the year (including off-sites, All Hands Calls and telepresence meetings and meeting in support of employee appreciation and engagement)
- Maintained SharePoint sites and shared drives (including access rights)
- Scanned documents, and implemented strategies to motivate members within the call center environment.
- Proficiently used and/or actively sought training/development from internal resources for bank systems/applications
- Utilized creativity and initiative by incorporating other resources to create/deliver effective team meetings.
- Incorporated time management and accuracy while performing general administrative duties: mail, copy, fax, scan, ordering supplies, maintaining inventory, preparing reports, organization chart maintenance, drafting/completing documents, handling sensitive information, travel coordination and expense report processing, monitoring phones, basic company policies/procedures and premises access/management support, completing functional assignments on a regular basis with little oversight, required, t
- Consistently identified opportunities for process improvement to increase quality and efficiency.
- Implemented inventory protocol as well as end of life equipment depreciation projects which saved the bank in excess of $100,000, annually.
- Assisted floor teammates with ad hoc needs/requests (network printers, security procedures, building maintenance requests, SPOC duties, etc.)
Administrative Assistant III - Bank Of America - Charlotte, NC
(2005-05 - 2007-02)
Provided assistance to the director and staff members within the Registration & Licensing Department by consistently providing stellar support by accomplishing the following duties:
- Provided extensive calendaring/email support
- Demonstrated accuracy and thoroughness in all areas of responsibility
- Provided administrative support to executive and direct reports with onboarding and off-boarding team members/consultants, including I9 processing, planning/coordinating standing/ad-hoc meetings throughout the year
- Created database as well as tool to document and track all accountable mail which resulted in accountability for staff as well as registered agents who bore a responsibility to adhere to state mandated due dates and guidelines pertaining to their license renewals.
- Cost saving for bank by eliminating duplicate overnight fees.
- Acted as proxy for executive to approve expense reports, invoice payments and access/system requests.
- Assisted with budget planning and forecasting
