Experience

First Commerce Bank
• Banking
• 1 - 100 Employee
• Administrative Assistant

  • Feb 2013 - Present


Kennedy Funding Financial LLC

• United States
• Real Estate

• Administrative Assistant - Temporary Assigment

  • May 2012 - Jul 2012

  • Utilized Microsoft Word Templates to create Letters of Interest, Loan Commitments, Loan Offers, Real Estate Appraisal Letters and Commission Protection and Non-Disclosure Agreements for Brokers. Documents were tailored to meet each borrower’s deal scenario when feasible. All documents to potential borrowers transmitted in Adobe Acrobat (PDF format). • Answering of Busy Multi-Line Phones (NEC Dterm80). • Meeting and Conference Call Scheduling for President and Co-Chief Executive Officer, Loan Officers. • Scanning Documents into Outlook and Server in an effort to reduce paper accumulation. • Diversified Duties to Include – Mail Distribution. Show less



Kennedy Funding, Inc.

• Executive Administrative Assistant-CEO, VP & General Counsel, Chief Loan Officer, Controller

  • Oct 2004 - Sep 2011

  • Utilized Microsoft Word Templates to create Letters of Interest, Loan Commitments, Loan Offers, Real Estate Appraisal Letters and Commission Protection and Non-Disclosure Agreements for Brokers. Documents were tailored to meet each borrower’s deal scenario when feasible. All documents to potential borrowers transmitted in Adobe Acrobat (PDF format). • Answering of Busy Multi-Line Phones (NEC Dterm80). • Meeting and Conference Call Scheduling for Co-Chief Executive Officer and Chief Loan Officer. • Scanning Documents into Outlook and Server in an effort to reduce paper accumulation. • Prepared Daily Bank Deposits. • Diversified Duties to Include – Mail Distribution, Office Machine Troubleshooting/Maintenance and Purchasing Agent for Office Supplies. • July 2006 - September 2011, worked closely with the Co-Directors, Marketing and Printing Companies on The Kennedy Funding Invitational Tennis Event. The event was held to raise funds for The Leslie Simon Breast Care and Cytodiagnosis Center at Englewood Hospital and The Breast Care Center at Nyack Hospital. Event Mailings sent to potential sponsors and guests required strong telephone/email communication follow up in the collection and processing of contributions. Persistent follow up measures utilized when necessary to collect outstanding contributions. Excel spreadsheets created to tracking incoming contributions as well as identify outstanding contributions requiring additional follow up. Worked closely with the marketing company to organize the layout of the event booklet acknowledging sponsors for the event. Show less



Tofel & Clark, Inc.

• Administrative Assistant to 2 Sales Representatives in Small Food Brokerage Company

  • May 2002 - Oct 2004

  • Prepared Monthly Commission Statements in Microsoft Excel by Vendor. • Prepared Seasonal Presentations to Customers in both Microsoft Word and PowerPoint. • Prepared Sales Spreadsheets for Customers by Vendor and Territory in Excel. • EDI – Customer Orders received via EDI—entered in Linux and transmitted to Vendor for Processing. • Shipped Vendor Product Samples to Customers. • Purchasing Agent for Office Supplies. • Provided Customer Service/Troubleshoot/Follow-Up on Purchase Orders. Show less



Neurology Group of Bergen County, P.A

• United States
• Medical Practices
• 1 - 100 Employee

• Administrative Assistant in HR Dept. to the Practice Administrator and Chief of Finance

  • Jan 1999 - May 2002

  • Administrative support to the Practice Administrator, Senior Managing Partner, Chief of Finance and Bookkeeper. • Handled Meeting Coordination for Chief of Finance. • Assisted in Employee Health Benefits Coordination (Enrollments/Terminations/Plan Option Reviews/Annual Census Reviews/Maintained Confidential Employee Records/Counsel Employee on plan use.) • Purchasing Agent for office supplies as well as negotiated contract pricing with vendors. • Prepared employee “new hire” packets for Practice Administrator. • Assisted the Bookkeeper with bank deposits, payables and reconcile checks from previous months. • Troubleshoot office machinery problems (i.e. copiers, fax). • Renewed Physician CDS Licenses and Prescription Pads. Show less