Resume

Professional Summary

• Over 20 solid years of comprehensive experience in finance and executive office management; assisting high-level executives and senior management teams with daily administrative priorities.
• Commended to be professional, dependable, efficient, and resourceful; exercise good judgment.
• I have completed nearly 2,500 notarial transactions during my 15-year tenure at the Bank of Scotland (NYC) in my role as Executive Assistant. I performed notarial acts of which included, but not limited in scope were mortgage/real estate closings, banking loan documentation, and other domestic & foreign banking lending instruments.
• Excellent organizational, mathematical, and analytical skills; accuracy and attention to detail; high quality-written and verbal communication skills.
• Ability to maintain confidentiality as required and appropriate, to assist and work cooperatively with colleagues and clients.
• Effectively met deadlines by multi-tasking and prioritizing to produce quality assignments.
• Outstanding people skills, self-motivated with enthusiastic disposition.

Experience

2014- present

Mobile Notary / Signing Agent

Owner, CS Mobile Notary Services, Killeen, TX

Borrowers need assurance that their transaction is being handled by a professional who is not only meticulous but efficient. As a knowledgeable Certified Loan Signing Agent, I accept the responsibility of making this transaction a positive experience for the borrower and the Lender. Therefore, I:

• Coordinate and oversee appointments at which loan documents are signed by borrowers.
• Accept loan signing assignments via email or phone.
• Print and prepare loan documents.
• Review closing documents for accuracy in names, addresses, and legal information.
• Provide transportation to loan signing locations.
• Always arrived 10 minutes before the scheduled appointment.
• Describe lender loan documents and obtain signatures.
• Notarized loan documents and other legal documents.
• Fax or email documents required by the signing companies immediately after signing completed.
• FedEx or UPS documents back to signing company the same day as directed.
• Performed 10-20 signings each month.
• Receive documents via courier or reproduce electronically.

2010 - 2011 (retired)

Executive Assistant to Managing Directors, Capital Markets CitiMortgage, Inc., Citigroup, New York, NY

• Provide high-level day-to-day administrative support to three Managing Directors and their Capital Markets executive team by using independent judgment to prioritize assignments; channel and facilitate communication from department heads to the Capital Markets teams in NY and St. Louis.
• Manage and maintain heavy Outlook executive calendar, appointments and travel arrangements (air, hotel, car rental); arrange and coordinate meetings and events
• Prepare and edit correspondence, communications, PowerPoint presentations and other documents.
• File and retrieve documents and reference materials; conduct research, assemble and analyze data to prepare reports and documents.
• Monitor, respond to and distribute incoming communications; answer and manage incoming calls.
• Receive and interact with incoming visitors; interact with external clients.
• Coordinate office activities and catered events.
• Develop and recommend office procedures and systems; ensure smooth office operations.
• Process payment of invoices; travel expenses; requisition of office supplies; maintain office equipment inventory.
• Assist with onboard hire procedures.

1995 - 2010 (15 yrs. AT SAME company)

Executive Assistant to Managing Director, Corporate Banking Lloyds Lloyds Banking Group (formerly Bank of Scotland), New York, NY

• Directly provided overall administrative support to two Managing Directors of Corporate Banking, as well as to the Heads of Credit and Risk departments and with support, as needed, to the Executive team's direct reports.
• Maintained Managing Director's (MD) client relations by managing his extensive personal and business relationships with numerous VIPs and senior executives at Fortune 300 companies.
• Prepared, managed, and review MD's extensive correspondence with internal bank staff and external senior-level clients.
• Coordinated complex calendar, including scheduling and prioritization of appointments and managing deadlines.
• Prepared MD for client meetings by gathering relevant news and coordinating appropriate internal bank client briefings.
• Worked closely with other assistants to coordinate and arrange meetings, video/audio conference calls between staff and external clients.
• Coordinated onboard arrangements for newly hired executive team members.
• Plan/book all travel and hotel arrangements, including preparing a detailed itinerary, taking into account all necessary points of contact while traveling.
• Co-ordination of conference calls & booking meeting rooms.
• Processing and reconciling expense claims for reimbursement; extensive telephone coverage & accurate message taking; office administration (i.e. ordering supplies/stationery).
• Proficient and vigilant in performing multiple notarizations of loan documents (including, but not limited to acknowledgments, proofs - oaths, contracts, financial documents, mortgage closing documents, property deeds, etc.) on behalf of the Bank.

Executive Assistant to Managing Director, USA

• Provided high-level administrative support to the Bank's Executive Team consisting of a Managing Director, Executive Vice President (Head of Business Services), and all levels of Senior Management.
• Worked exclusively and diligently with Managing Director to build profitable sustainable growth for the Bank.
• Handled confidential information with discretion and sensitivity; maintained and tracked heavy Executive calendar; scheduled meetings among department heads and external clients; made travel arrangements and itineraries; completed expense reports and medical reimbursements; prepared PowerPoint presentations; conducted research; organized internal and external catered functions and special events; worked closely with Executive Assistants of the bank's UK & USA offices.

Supervisor, Support Staff

• Interviewed and provide recommendations for hiring support staff; trained and conducted orientation sessions.
• Maintained timekeeping records and schedules.
• Managed, monitored and delegated work assignments to support a team of five (5); developed, maintained and updated the group's procedures and policies manual guide, which outlines areas of responsibilities as well as day-to-operations
• Monitored and supervised mailroom personnel (team of 4) and maintained the operation of postal equipment; handled requisitions and monitored inventory of all office supplies and stationery; reconciled all vendor invoices.
• Worked and outreach with other departments and individuals within the Bank by extending knowledgeable experience and promoting efficient and effective support practices, such as, but not limited to: secretarial assistance, setting up templates and macros, directory file structure, filing systems and general troubleshooting.

1989 - 1995

• Companies worked for: NYC Board of Education and The Madyus Corporation R.E.
  Supported senior-level executives with administrative duties that included answering phones, travel arrangements, processing expense reports, calendar management, setting up new hire, preparing presentation material, setting up meetings and small events.

Education

2019-2023 (Anticipated Graduation May 2023)

ANDERSONVILLE THEOLOGICAL SEMINARY, GEORGIA

PURSUING: Bachelor of Theology (Th.B.)

Skills

• NNA Certified & Trained/Background Screened NSA
• Bonded & Licensed in the State of Texas as a Notary Public
• Commission No: # 131752138 / Exp. 10-08-2022
• Scheduling a heavy calendar
• Coordination Experience
• Travel Arrangements
• Expense Reports
• Attention to Detail
• Professional
• Communication
• MS Office
• Executive Assistant Experience