Resume

• 2006

  Certified Bookkeeper

  Bookeeping

  Harford Community College

• 1987

  Spa Lady

  Total Energy Concepts

  Inc.

  Glen Arm MD

  Coordinated 25+ service technicians for World Class Machinery manufacturer. Scheduled jobs

  processed payroll

  Expense reporting

  invoicing

  budgets

  personnel management

  Marketing

  financial reporting

  customer service

  Cost Control

  warranty analysis

  ISO 9001 certification. Project Management. Directed work

  interview and hire employees

  establish and review performance standards

  identified training needs

  effected disciplinary action and performed other supervisory duties in union environment. Policy & Procedure development & implementation. Meeting planning. Training Program design & coordination. Executive Travel arrangements. Maintained Meridian 10 phone system switch with 20 lines.

  Senior Administrative Coordinator

  United Container Machinery

  Hunt Valley MD

  Coordinated 25+ service technicians for World Class Machinery manufacturer. Transitioned department after company sale. Scheduled

  Processed payroll. Expense reporting

  invoicing

  budgets

  personnel management

  Human Resources/Contract Sales

  Marketing

  financial reporting

  customer service

  Cost Control

  warranty analysis. Project Management. Directed work

  establish and review performance standards

  identified training needs

  ISO 9001 Policy & Procedure development & implementation. Meeting planning. Training Program design & coordination. Executive Travel arrangements & calendar coordination.

  Senior Administrative Coordinator

  MarquipWardUnited

  Stewartstown PA

  Oversee and administer the daily activities of the branch office hire

  train

  and supervise clerical workers; answer inquiries and screen calls

  including coordination of voicemail and telephone operations for the office; act as an intermediary

  using independent judgement when anticipating the branch manager’s course of action; summarize and prioritize correspondence; screen information and forward items not personally handled; schedule appointments and manage the branch manager’s calendars; independently schedule meetings as requested

  ensuring all details and arrangements are handled

  including catering; brief the branch manager before meetings as necessary; attend meetings and prepare notes; serve as the branch manager’s primary point of contact and liaison with other offices

  individuals

  institutions

  and the public; provide knowledge of policies and procedures to internal and external constituents; exercise independent judgement and initiative in establishing and revising complex and sensitive client files

  ensuring confidentiality of all information; research

  analyze

  and summarize information as necessary for effective functioning of the branch

  as well as for relationships with other executives and branch personnel; communicate executive summaries in both oral and written formats; make all necessary arrangements for travel and complete all forms for administrative follow-up in line with procedures for senior-level staff; oversee office operations

  including maintaining office key/access

  inventory; orders office supplies/materials; ensure office equipment is functioning and used efficiently and effectively; assist in monitoring office budgets;. Residential Mortgage Loan origination and processing. Marketing and lead generation. Professional trade show and client meeting arrangements.

  Executive Assistant

  Capital Mortgage Finance

  Street MD

  Office & Finance management of Geothermal Heating & Air Conditioning Company. All accounting transactions including Time tracking

  Payroll

  Tax liability generation and submission. Accounts Payable

  Accounts Receivables

  Invoicing

  Financial reporting and Forecasting using QuickBooks. Marketing - trade show organization and coordination. Service scheduling

  purchasing

  HR benefits administration and negotiations. Worker’s Comp administration and audit completions. Customer service. Designed & implemented Service Agreement Program. – Generating Recurring Annual Sales to existing customer base of over $150k. Website Design & Implementation. Computer Network administration. Supervise clerical & coordinate service staff. Travel arrangements. Maintain appointment calendar. Generate proposals and contracts. Expense reimbursement

  Controller/Office Manager

  Total Energy Concepts

  Inc.

  Aberdeen MD

  Assist in preparation of individual and corporate tax returns. Payroll tax liability calculations and payments for multiple corporate clients. Full charge bookkeeping and payroll for multiple corporate clients

  Office Coordinator - Payroll Specialist

  Almacy & Moats

  CPA

  Sales of Finance & Insurance products to retail sales customers. Coordinated employee benefit negotiations. Vehicle delivery

  finalized contracts and title work. Obtain financing commitment from direct lenders; generate revenue reports

  marketing plans. Developed & administered website. Meeting planning. Travel arrangements. Managed day to day operation of new rentals business

  developed and instituted operational procedures

  purchased vehicles

  coordinated service.

  Assistant Business Manager/Rentals Manager

  Baltimore

  Maryland Area

  Harley-Davidson/Buell of Baltimore

  Day to Day management of Health Spa. Sales of Spa memberships. Scheduling of spa personnel & class instructors. Training of personnel. Responsible for monthly personal & club sales goals. Prepared all sales reports and bank deposits. Payroll calculation & submission. Exercise class instruction. Marketing.

  Spa Lady

  Harford Community College

  HEAT Center

  Non-credit class Instructor

  Adjunct Instructor

• Microsoft Office

  Bookkeeping

  Purchasing

  Sales

  Proposal Writing

  Marketing

  Accounting

  Accounts Receivable

  Financial Reporting

  Customer Relations

  QuickBooks

  Word

  Payroll

  Accounts Payable

  Customer Service

  Budgets

  Excel

  Scheduling

  Account Management

  Team Management

  Lam

  ♦ Exhibits high degree of self-motivation and discipline. ♦ Demonstrates strong attention to detail and organization. ♦ Effectively prioritizes competing requirements – possesses strong sense of urgency.♦ Expertise in situation assessment and ability to recommend and implement creative solutions in efficient manner. \n ♦ Effective communicator

  polished interpersonal

  writing and telephone skills. \n♦ Dependable ♦ Logistics/coordination of resources

  data analysis and scheduling are specific strengths\n\nThirteen plus years experience in office/personnel management

  human resources/scheduling

  Executive Assistant in manufacturing industry. Five plus years as Assistant Business Manager for vehicle sales; finance & insurance. Two years in mortgage brokerage/lending. Twelve plus years as Office Manager/Controller in HVAC construction industry. Eleven plus years with CPA as corporate tax client representative.\n\nExecutive Assistant

  Human Resource Generalist

  accounting

  customer service

  project management

  sales

  marketing and business development skills in various industry environments. Proficient in all MS Office programs and QuickBooks. Experienced with PeopleSoft & ESC Service programs.

  Betty

  Lam

  United Container Machinery

  Capital Mortgage Finance

  Almacy & Moats

  CPA

  MarquipWardUnited

  Harford Community College

  Harley-Davidson/Buell of Baltimore