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Senior Account Executive Resume
Terry
US-Georgia-Atlanta North
Administrative Assistant
I offer a long track record of customer service and administrative support to Technical and Financial Executives, Real Estate Sales Professionals, Engineers, and Accountants. You will benefit from my following key strengths:
Computer expertise, with proficiency in all MS Office Programs (Word, Excel, PowerPoint, Access, Outlook, and Adobe Acrobat).
Broad based experience covering a full spectrum of administrative duties including; customer care, financial accounting, formal document and sales presentation creation, sales tracking, database administration, meeting coordination and project/program support.
The advantages of experience working with strong personalities and gaining respect and trust when calculating sales commissions, meeting and greeting clients.
Superior multitasking talents, with the ability to prioritize assignments, gives strong attention to detail, and develop solutions to challenging business problems and translating those talents into an efficient and smooth running office.
A proven reputation, with a consistent history of exemplary performance reviews, recognition for efficiency improvements to office systems, work flows and processes.
Having a consistently positive attitude and considered to be a polished professional, understanding the importance of every position working together to create a successful organization.
Please consider my qualifications and experience on the attached resume. I look forward to hearing from you.
Thank you for your time and consideration.
Terry Bellocchio
Terry A. Bellocchio
A dependable professional with 14 years of experience providing effective customer service, sales and administrative support. Expertise with financial accounting, formal document creation, advanced computer skills, sales and manpower tracking. Possesses a strong commitment to excellence and a superior attention to detail. Highly organized and adaptable to changing situations, supported by the highest degree of integrity, with a flawless record of maintaining professionalism and confidentiality.
PROFESSIONAL EXPERIENCE
TechNet Resources, Alpharetta, GA 10/2008- Present
A provider of outsourced, integrated customer management services.
Office Administrator to Convergys Director of Operations Support Services at AT&T Mobility.
Greet guests and clients, and provide secure entry to suite, overseeing entries in visitor log.
Receive and distribute mail and packages.
Stock and keep track of break room and office supplies.
Field facility service and maintenance requests daily (conference room scheduling, Citrix MetaFrame access, HR policy/procedures, IT requests, security access badges, and building maintenance).
Manpower reporting utilizing Excel data bases. Acting as liaison between contract clients and office for administrative and payroll matters for all contract employees (verify and request overtime approvals, keep track of overtime, sick time and vacation time for 120 employees).
Keep updated organizational charts and seating charts utilizing Excel spread sheets and PowerPoint.
Accomplishments:
Quickly grasped position procedures and gained respect from superiors that employee manpower tracking reports were accurate.
Early on, awarded additional duty of tracking and assigning company computer equipment (laptops, computer accessories) increasing my skills and usefulness to employer.
Bear Stearns, Atlanta, GA 7/2007- 8/2008
A leading global investment banking, securities trading, and brokerage firm.
Administrative Assistant to Branch Supervisory and Surveillance Manager.
Created daily customer form letters informing clients of account activities such as unsolicited trades and mutual fund short-term trades and fielded client trade letter questions. Kept up-to-date logs on all trade letter correspondence.
Created and sent out monthly activity letters to clients requiring return receipt with signature. Fielded client questions, advised clients to sign and return the letters promptly. Kept and up-to-date logs of returned receipts.
Monitored daily brokerto-client trade solicitations.
Filed all incoming and outgoing broker, sales assistant, and management correspondence daily.
Produced monthly management reports and daily trade reports.
Arranged firm-element training on regulatory matters for business units as assigned, such as Annual Compliance Meetings and other Compliance training. Scheduled and took meeting minutes and attendance.
Provided daily Receptionist and Sales Assistant backup during lunch breaks, sickness and vacations, answered all incoming calls, greeted clients, and gave assistance to Brokers with client accounts and paperwork.
Accomplishments:
Learned several new financial software systems ahead of schedule to easily locate client information.
Quickly gained the respect and trust of the Financial Brokers with providing extensive customer service.
Early on, awarded the duty of daily Receptionist backup, representing the company and greeting the clients.
Jenny Pruitt & Associates, Atlanta, GA 8/2005 7/2007
A top Atlanta Residential Real Estate Brokerage.
Closing Coordinator to 140 Real Estate Agents.
Accurately calculated and inputted all real estate transactions in to Profit Power accounting system. Double checked each transaction for accuracy and completion of all forms.
Provided daily support to Lawyers and Clients during and after closings with HUD form information.
Distributed commission and bonus checks, kept track of account receivables due from agent (i.e. quarterly E&O Insurance, sign charges, advertising bills and misc. office expenses) to be paid.
Generated and distributed weekly reports to Managing Broker on closed and pending sales at Jenny Pruitts top producing office, with approximately 140 agents, doing an average of over $470 million in gross sales yearly.
Kept up-to-date, individual agent sales volume totals for submission to the Atlanta Board of Realtors Million Dollar Club. Also tracked and kept agents sales volume information for monthly and yearly office and company-wide sales contests.
Coordinated with other office staff to cover office duties; receptionist fill-in; kept office printers, copiers and fax machines operational; assisted agents with business organization, and computer questions.
Accomplishments:
Implemented a new system to identify and eliminate unpaid sign charges owed by Agents.
Came into an understaffed, unorganized office at the height of the Real Estate boom. Took charged, got familiar with the accounting system, and rapidly organized the office before the height of the sales season.
Gained the trust and respect of the real estate sales team by providing commission checks which were always one time and correct, and by providing sales volume reporting that was consistently accurate and up-to-date.
RMT, Inc., (Residuals Management Technology), Atlanta, GA 11/2001 7/2005
An environmental consulting firm.
Sole Administrative Assistant to 20 Environmental Engineers.
Created environmental analysis reports, proposals, work authorizations, and financial invoices, utilizing Microsoft Word and Excel report macros while adhering to strict company-wide documentation formats. Distributed multiple reports to clients, government agencies, staff, and RMT office libraries.
Prepared sales and marketing materials utilizing Power Point and Adobe Acrobat.
Kept an organized filing system of all hard and soft document copies, complying with strict corporate guidelines.
Provided daily fill in as receptionist, greeting clients and answering all incoming calls; distribute daily mail; order office supplies and assist with all other office duties.
Accomplishments
Received a Bonus Award in recognition for the error-free preparation and delivery of a complex Regulatory Database Summary within a short time frame.
Became an expert working with Microsoft Word form letter macros and Microsoft Mail merging applications.
DistribuTech, Inc. Atlanta, GA 4/2001 9/2001
A Publications Sales and Distribution Company
Administrative Assistant to Regional Manager
Administered reception and verified accuracy of corporate sales and procedural information flow from market to region and from region to territory. Monitored regional administrative expenses and processed office invoices utilizing QuickBooks. Maintain records and files for regional office to include customer contract files, full and part-time employee files, vendor/contractor files, financial files and correspondence.
Updated and monitored monthly financial spreadsheets and informed upper management of expense status in relation to budget. Kept up-to-date company policies and procedures and convey updates throughout the region.
Answered all calls and coordinated incoming and outgoing mail for the Regional office.
C.T.G., Inc. Smyrna, GA 11/1999 4/2001
A provider of sales, service, installation, and repair on high-end electronics.
Customer Service Coordinator
Solely responsible for greeting all customers and checking in their equipment to be repaired. Checked in all equipment shipped in from clients to be repaired. Provided superior client interaction to ensure quality control.
In charge of warranty eligibility and initiated warranty claim forms. Provided up-to-date customer contact with equipment information. Received payment and verify funds on repaired equipment. Responsible for all service r parts orders and kept up-to-date records on parts ordered, received or on back order.
Assisted eight technicians, assigned equipment, and handled scheduling of outside service appointments.
Began employment as the Assistant to the Accounting and Sales departments, answered and directed all incoming calls and assisted with mailings and bill collections. Was promoted within 1 year of service.
Lockheed Martin, Information Systems, Orlando, FL 06/1995 11/1999
A world leader of simulation, training support, test systems, and information identification technologies.
Financial Assistant to Financial Accountants and Program Managers.
Created weekly manpower variance reports utilizing FoxPro and Excel programs, kept up-to-date manpower plans in data base system. Extracted weekly, monthly, and quarterly data from multiple support systems. Updated plans, and analyzed data to assist in the financial forecasting process.
Generated manpower reports and special analysis spreadsheets on demand for approximately 20 Program Managers. Utilized advanced Excel features such as automated data subtotals, Vlookup tables to linked files, auto filters, and pivot tables for extracting and summarizing manpower performance data. Utilized FoxPro commands to sort and extract mission area data from company payroll file into Excel for further refinement.
Awarded a secondary position with Configuration Data Management (CDM), assisted in maintaining a database that tracked all hardware and software drawing revisions. Published meeting agendas listing revisions to be approved for release at the weekly change board meetings. Attended meetings and published minutes.
EDUCATION
The Sawyer School, Pittsburgh, PA Completed the Travel & Tourism Course in with a 4.0 GPA
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