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55 Points
9 Years
User Activity
About 9 years ago
Contributed a review of Entrinsik Informer: Great Product. I have so much more to learn.
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About me
ADMINISTRATIVE AND TECHNICAL PROFESSIONAL
A technical and dedicated operations professional with exceptional communication and data-management skills seeks to serve in a high-level administrative position. Experienced in the fast-paced corporate and educational environment, I possess exceptional technical expertise, administrative insight, communication skills and database-management skills. I also organize operational plans, and train and oversee team members.
IT/Software Issues
Record/File Keeping
Data Management
Marketing & Promotions
Analytical & Problem Solving
Clerical and Administrative Skills
Interdepartmental Communication
Data Collection and Auditing
Staff Training & Supervision
Procedural Process Oriented
Mail Merge for Mass Mailings
Organization/Planning Skills
Book Keeping
Student Hiring, Training & Supervision
Proficient in Software Platforms
PROFESSIONAL EXPERIENCE
SAINT MARY’S COLLEGE OF CALIFORNIA (ADVANCEMENT SERVICES), MORAGA
AUG. 2014 - PRESENT – SENIOR DONOR DATA ANALYST
JULY 2008 – JULY 2014 - LEAD DATA SPECIALIST
NOV. 2005 – JUNE 2008 - DATA SPECIALIST
Key responsibilities include managing the gifts, pledges, donor information, credit card charges and schedules. Provides support to Director of Advancement Services, Assistant Controller, Senior Management, Director of Annual Fund, and the Controller. Oversees data imports and works with the IT staff to test software changes. Works Alumni events which includes set-up, registration, and event coordination.
Updates to software platforms by working closely with IT staff on requested custom programming and implementation of new software.
Utilizes marketing skills by assisting the company director in developing, writing, producing and maintaining manuals concerning usage of the Colleague software.
Perform extensive set-up processes in Colleague for upcoming fiscal year.
Processes and performs meticulous data entry, including accurate maintenance of highly-confidential records.
Reporting in software programs for Senior Management
Assists with training of staff and student workers in office and technical procedures.
Assists with the closing of month end, calendar and fiscal-year end.
SAINT MARY’S COLLEGE OF CALIFORNIA (ANNUAL FUND), MORAGA, CA
DEC. 2004 – NOV. 2005
ADMINISTRATIVE ASSISTANT
Served as a highly-effective administrative assistant in a fast-paced environment. Responsible for administrative and coordination tasks for the Director of The Annual Fund. Worked directly to support the Associate and Assistant Directors. Assisted with all phases of executing numerous events. Arranged travel, handling telephone calls and answering in-person inquiries.
Served crucial back-up duties to the College President for President’s Club solicitations and Acknowledgement Letters.
Coordinated with Advancement Services in producing accurate and comprehensive databases on Annual Fund donors.
Assisted with design and production of Annual Fund financial reports for review by the President, Board of Trustees, Regents and Development staff.
Created, proofread, and edited documents including client correspondence and documents.
Generated purchase orders for order tracking.
DRAEGER CONSTRUCTION, INC., MARTINEZ, CA
JAN. 2003 – JUNE 2004
PROJECT ADMINISTRATOR
Performed high-level customer service to maintain strong client relationships. Oversaw the production of all correspondence for property managers, homeowners, and insurance companies. Developed financial policies by creating, reviewing, and maintaining sales and billings reports.
Scheduled new and on-going projects to streamline office environment.
Performed extensive database management to ensure accurate inputting and maintenance of high-value company records.
Handled verification and coding procedures for vendor invoices.
Responsible for reviewing payroll and employee benefit issues.
UNITED CAMPS, CONFERENCE AND RETREATS, SAN RAFAEL, CA
SEPT. 2002 – JAN. 2003
BOOKKEEPER
Served in Accounts Payable and Accounts Receivable. Supported Controller in management of systems, phones, archives, and files.
Produced and audited monthly spreadsheets.
Maintained deposit registers, reconciled petty cash, and maintained data.
ADDITIONAL RELEVANT EXPERIENCE
WOLLBORG/ MICHELSON PERSONNEL SERVICE, PLEASANT HILL, CA
JULY 2001 – SEPT. 2002
TEMP
ACCOUNTANTS PLUS FINANCIAL STAFFING SOLUTIONS, SAN RAFAEL, CA
JULY 2001 – SEPT. 2002
TEMP
Performed data entry, managed phones, filed records, maintained payroll, and performed Accounts Payable/Receivable tasks.
THE LEARNING COMPANY, NOVATO, CA
AUG. 1999 – JUNE 2001
MARKET DEVELOPMENT FUNDS “MDF” ANALYST
Provided daily and weekly finance reports to senior management. Initiated, ran, imported and exported reports in Seagate Crystal, J.D. Edwards, and MS Excel. Distributed reports to managers on discrepancies and adjustments in reports. Initiated and edited documents and spreadsheets. Approved Marketing Dollars. Established and managed the MDF mail-filing system. Assisted Management and IT with improving and training of J.D.E. data input and reformatting of the database. Assisted in creating the MDF Procedure Manual. Reviewed and approved customer credits and debits
OLIVER-ALLEN CORPORATION “OAC”, LARKSPUR, CA
FEB. 1998 – AUG. 1999
LEASE SPECIALIST
Worked with teams, including management, credit, sales, lessees, and vendors to ensure that negotiated contracts met the approved lease terms and conditions. Generated lease documents for complex lease structures. Prepared financial statements, coordinated vendor payments, finalized leases, and billed interim rent.
MATSCO FINANCIAL CORPORATION “MFC”, EMERYVILLE, CA
MAR. 1995 – SEPT. 1997
SENIOR CLIENT SERVICES COORDINATOR
Responsible for performing high-level customer service. Interacted directly with internal teams ensure pre and post-award stages of leases and loans meet intended terms and conditions. Prepared lease and loan documents. Negotiated landlord waivers language, interim rent costs, payment schedule and processing fees. Communicated with management and sales to ensure monthly goals were met. Served as point of contact for client service coordinators. Trained new employees. Edited, created, and proofread documents, spreadsheets, and reports.
TRAINING & ACCOMPLISHMENTS
Datatel and CHUGADUG voting representative۰ Datatel Conference Session Presenter۰CORE committee member۰Staff Activities committee member۰ELA – Principals of Leasing Course۰Dale Carnegie – Communications Course۰Fred Pryor –Seminars۰ Sales and Leadership Training Sessions۰ Computer Classes