Experience

Power Systems West

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Administrative Assistant

  • Dec 2021 - Present

  Boise, Idaho, United States Create purchase orders using Priority ERP, close purchase orders using Corrigo Pro, research orders and parts, plus ad hoc tasks. * Ensure that POs are created accurately and determine the required maintenance parts. After work completion, close the PO.



United Heritage Insurance

• Insurance
• 1 - 100 Employee

• Assistant Life Claims Analyst

  • Jan 2021 - Aug 2021

  Meridian, Idaho, United States Primary assist for the insurance channel relating to death benefit claim processing, via written, electronic, and internet inquiries. * Chosen for completeness of a massive volume of death certificates primarily due to COVID, following up to 900 active claims. * Check tickler system daily; generate up to 50 written items of correspondence to obtain certificates from funeral homes. * Review certificates for accuracy, completeness, and compliance to standards. Updated system… Show more Primary assist for the insurance channel relating to death benefit claim processing, via written, electronic, and internet inquiries. * Chosen for completeness of a massive volume of death certificates primarily due to COVID, following up to 900 active claims. * Check tickler system daily; generate up to 50 written items of correspondence to obtain certificates from funeral homes. * Review certificates for accuracy, completeness, and compliance to standards. Updated system when complete. * Process the Claims Inbox of approximately 40 a day and assist with two bi-annual Social Security Death Master File reviews. Show less



Blue Cross of Idaho

• United States
• Insurance
• 700 & Above Employee

• Sales Support Coordinator

  • Aug 2019 - Dec 2019

  Meridian, Idaho Provided front-line support for the sales channel, using organizational tools and resources to address various inquiries. * Was chosen for a major certification project, and far outperformed employees' work from previous years. * Ensured BCI compliance standards were met through detailed reporting and validated accuracy of sales commissions. * Performed as backup to two permanent sales support coordinators, appointing new brokers, running queries, proofreading, and conducting… Show more Provided front-line support for the sales channel, using organizational tools and resources to address various inquiries. * Was chosen for a major certification project, and far outperformed employees' work from previous years. * Ensured BCI compliance standards were met through detailed reporting and validated accuracy of sales commissions. * Performed as backup to two permanent sales support coordinators, appointing new brokers, running queries, proofreading, and conducting quality assurance activities. * Completed Book of Business (BOB), transferring the business from one broker to another, and Agent of Record (AOR) actions, consisting of moving one subscriber/client from one broker to another; as well as Task Tracking activities, involving variance corrections. Validated BCI receipt of broker’s CMS FWA certification and completion of the MA Product Training. Show less



Pet Adoption League (PAL)

• Volunteer Rescue Coordinator

  • Mar 2008 - Oct 2018

  Emmett, Idaho Among a team of 20 volunteers, oversee and coordinate all aspects of pet rescue and adoption services. Recognized as one of only six volunteers to run 95% of shelter operations at 30 hours per week. * Assisted with program management including providing insights into the $70K annual budget for an operation that housed an average of 21 dogs and 35 cats. * Assisted the team by organizing and executing event planning activities for adoptions, car washes, bake sales, and Santa Paws to… Show more Among a team of 20 volunteers, oversee and coordinate all aspects of pet rescue and adoption services. Recognized as one of only six volunteers to run 95% of shelter operations at 30 hours per week. * Assisted with program management including providing insights into the $70K annual budget for an operation that housed an average of 21 dogs and 35 cats. * Assisted the team by organizing and executing event planning activities for adoptions, car washes, bake sales, and Santa Paws to increase adoption efforts throughout the local community; in 2017 spearheaded three auctions and other events that raised $5K. * Recognized by the Board of Directors for contributions including outstanding leadership, adherence to high quality, and integrity. Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Administrator II | Portfolio Administrator I

  • Jan 2006 - Oct 2006

  Pittsburgh, Pennsylvania, United States Mellon International Banking - Energy * Entrusted with a portfolio of 50 customers with interests in the energy sector. * Oversaw the timely completion of credit approval forms for clients seeking up to $100MM in lines of credit. * Managed an average of 4-6 financial packages per week with responsibilities for completing a request for proposals (RFPs) and other back-office paperwork. * Directly supported senior executives and business leaders to meet their diverse… Show more Mellon International Banking - Energy * Entrusted with a portfolio of 50 customers with interests in the energy sector. * Oversaw the timely completion of credit approval forms for clients seeking up to $100MM in lines of credit. * Managed an average of 4-6 financial packages per week with responsibilities for completing a request for proposals (RFPs) and other back-office paperwork. * Directly supported senior executives and business leaders to meet their diverse administrative needs. * Followed up with customers to gather financial statements and other documents; ensured each client’s needs were met and nurtured relationships to ensure repeat business. * Data entered and maintained various databases and received recognition from executive leaders regarding the accuracy of information housed in each system.

• Portfolio Administrator I

  • Apr 2004 - Jan 2006

  Pittsburgh, Pennsylvania, United States Mellon International Banking - Diversified * Managed a diverse portfolio of clients and held responsible for preparing credit approval applications, data entry and reporting to senior leaders. * Monitored each client’s application through the end-to-end credit approval process. * Ensured each application met standards for compliance and quality control; addressed arising challenges and mitigated risks. * Prepared a wide array of internal documents to include memos and other… Show more Mellon International Banking - Diversified * Managed a diverse portfolio of clients and held responsible for preparing credit approval applications, data entry and reporting to senior leaders. * Monitored each client’s application through the end-to-end credit approval process. * Ensured each application met standards for compliance and quality control; addressed arising challenges and mitigated risks. * Prepared a wide array of internal documents to include memos and other communications leveraged by senior executives and business stakeholders. * Recognized gaps in processes and provided solutions to streamline daily processes; for instance worked closely with the Account Manager to revise the methodology employed for revenue data updates. * Received the “Mellon Institutional Banking Excellence Award” for exceptional delivery of service to the Hertz account.

• Executive Assistant and Personal Secretary

  • Feb 1995 - Apr 2004

  Pittsburgh, Pennsylvania, United States * Handled all the details of professional existence for executive supervisor, including scheduling, travel, paperwork, filing, appointments, office matters, and any other required tasks. * Oversaw complex details for correspondence and work relations with important clients. * Was instrumental in furthering both company goals and supervisor’s successful workflow and results. * Responsible for impeccably accurate documents and financial statements.