Experience

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  Waterloo Capital

  • Dallas, Texas, United States

  • Client Services Associate

    • Feb 2024 - Present
    • Dallas, Texas, United States

    Client services assisting clients in all of their financial needs.

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  Retirement Planners of America

  • Plano, Texas, United States

  • Client Service Associate

    • Jan 2018 - Feb 2024
    • Plano, Texas, United States

    Work in financial services assisting partner in the firm. Help clients with all transactions from distributions to transfers. Open and close accounts. Maintain calendar, complete annuity applications, and track all annuities and transfers in progress.

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  New York Life Insurance Company

  • 12201 Merit Drive, Dallas, TX 75251

  • Service Representative

    • Sep 2011 - Jan 2018
    • 12201 Merit Drive, Dallas, TX 75251

    Provide excellent service to our agents. Process life insurance policies from inception to completion. Make bound and deliverable policies ready for agents to take to clients. Handle daily deposit. Worksite Coordinator for our office Employer Whole Life groups.

• 

  Lakeview Centennial High School

  • Garland, Texas

  • Assistant Principal Secretary

    • Dec 2006 - Sep 2011
    • Garland, Texas

    Supporting three administrators required exceptional multi-tasking skills keeping calendars, scheduling appointments, and handling workloads. Acted as a liaison between parents and principals answering incoming calls from four lines to the main office working in a fast-paced environment. Administrator of monthly employee absence reports for the campus ensuring accuracy. Guaranteed the collection and submission of annual inventory of all classrooms ensuring accurate details. Used Excel to distribute academic letter jackets and assist in the Academic Awards program for 1500 underclassmen printing certificates, creating invitation mail outs, and stage lists. Entered all detentions into Mapper ensuring the ability to track discipline for 2200 students. Increased positive customer experience by dealing effectively with parents and school administrators by signing them into the computer system and directing them to their destinations.

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  Doubletree Hotel

  • Holy See (Vatican City State)
  • Hospitality
  • 700 & Above Employee

  • Executive Administrative Assistant to Human Resources Director

    • Sep 1995 - Jun 1996

    Provided support for all applicants to the hotel, including scheduling interviews and checking references. Created employee newsletter and bulletin boards. As the front-line assistant, greeted and directed all who entered the hotel business office. Created a color-coded filing system for all departments within the hotel.

  • Executive Administrative Assistant to the General Manager

    • Sep 1994 - Sep 1995

    Gave part-time assistance to the hotel General Manager. Created customer response letters. Typed documents using Dictaphone. Created mail merge for mass mail outs.

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  Brinker International

  • Payroll Associate

    • Jul 1990 - Jul 1992

    Began as data-entry operator inputting terminations and vacations. Promoted to payroll associate handling 15 restaurant payrolls per week meeting three separate deadlines. Responded to all manager calls.