Experience

Newburyport Bank

• United States
• Banking
• 100 - 200 Employee

• Commercial Lending Administrator

  • Feb 2020 - Present

  Newburyport, Massachusetts, United States



First Ipswich Bank

• United States
• Banking

• Commercial Lending Assistant

  • Aug 2019 - Feb 2020

  Ipswich, MA Provide administrative support to the commercial lenders with the pre-closing documentation process, including coordinating loan closing with attorneys and customers, Prepare loan setup forms, loan advances/disbursements. Follow up on missing documentation. Maintain credit files via hard copy and scanning process.



Conley's Drug Store

• United States
• Personal Care Product Manufacturing

• Front Store Supervisory

  • 2015 - 2019

  Ipswich, MA Answered incoming calls and provided face-to-face customer service. Handled cash, credit card transactions, and processed account receivable payments. Oversaw a staff of six, worked within budget to stock store and maintain inventory.



TÜV SÜD America

• United States

• Temp for HR Training & Development

  • Apr 2016 - May 2016

  Provided support to the Director of Training. Maintained files and department reports.



Fresenius Medical Care

• Germany
• Hospitals and Health Care
• 100 - 200 Employee

• Executive Assistant of Data Analytics

  • 2007 - 2015

  Waltham, MA Provided support to the VP of Data Analytics along with the Custom Reporting & Data Analysis Group and the Integrated Care Group. Coordinated travel arrangements, scheduled meetings, completed monthly expense reports and processed department invoices. Produced weekly and monthly reports for internal customers. Focused on dedicated and Ad hoc projects, when needed, or to multi-task when more appropriate. Handled department complaints and ensured that all is operating efficiently. Obtained… Show more Provided support to the VP of Data Analytics along with the Custom Reporting & Data Analysis Group and the Integrated Care Group. Coordinated travel arrangements, scheduled meetings, completed monthly expense reports and processed department invoices. Produced weekly and monthly reports for internal customers. Focused on dedicated and Ad hoc projects, when needed, or to multi-task when more appropriate. Handled department complaints and ensured that all is operating efficiently. Obtained journal articles via the internet. Ordered and maintained office supplies, computers and software.

• Executive Assistant To Chairman Of The Board And Chief Executive Officer

  • 2002 - 2007

  Waltham, MA Scheduled meetings and appointments. Handled the Chairman’s schedule in Excel and in Lotus Notes and prepared daily schedules. Arranged travel for Board members, Supervisory Board & Audit Committee members. Coordinated Executive Group meetings that were held in the U.S. Interacted with the Senior Management Team of North America, Germany’s Chief of Staff Office and Chief Financial Officer. Submitted payments to be made to vendors and consultants through accounts payable. Completed monthly… Show more Scheduled meetings and appointments. Handled the Chairman’s schedule in Excel and in Lotus Notes and prepared daily schedules. Arranged travel for Board members, Supervisory Board & Audit Committee members. Coordinated Executive Group meetings that were held in the U.S. Interacted with the Senior Management Team of North America, Germany’s Chief of Staff Office and Chief Financial Officer. Submitted payments to be made to vendors and consultants through accounts payable. Completed monthly expense reports. Oversaw the department to ensure that all operated efficiently and handled any problems that arose. Handled calls from external and internal contacts, patients, parent company of Germany, doctors and others while maintaining an attitude of customer service on the telephone at all times. Prepared and distributed correspondence, handled mail and shipments, researched articles and maintained Lotus Organizer database.



Eaton Vance

• United States
• Investment Management
• 400 - 500 Employee

• Marketing Administration Coordinator

  • 2000 - 2001

  Greater Boston Area Served as liaison between Automated Solutions Direct, Inc., a literature fulfillment warehouse, and Eaton Vance. Coordinated order processing for marketing literature with fulfillment warehouse on a daily basis. Composed monthly and quarterly mass mailings to clients, brokers and dealers.

• Municipal Bond Department Administrative Assistant

  • 1997 - 2000

  Greater Boston Area Provided administration support to the Vice President, Manager of Municipal Research. Acted as the municipal bond department’s IT liaison for analytic and general reporting. Exposed to bond cusips and the fundamentals of a Bond Department. Collected and maintained data for the research department.