Key Strengths

• Multi-skilled Executive-level Assistant, Notary Public.
• Technologically proficient in office software tools, MS Office, Presentation Material and Lotus Notes, ImageRight, SBSv2.
• History of building excellent customer and associate relationships.
• Self-starter with excellent verbal and written communication skills.
• Adaptable to changing environments, team player.

Confidential,
GLASTONBURY, CT
Lead Bond Assistant
Commercial Surety & Fidelity Underwriting Division
8/10/2009-Present

• Responsible for the largest region of the company which produces over $53 million in premium.  Assist Underwriters and Assistant Underwriters by handling new business, renewals, endorsements and cancellations with proper distribution to agents, principals and obligees.  Work with a variety of bonds consisting of license and permit, payment and performance, court bonds, miscellaneous, financial guarantees and bid bonds.  Prepare continuation certificates, send status requests, declination letters, riders, request applications and financial statements.  Ensure accurate data processing, provide customer service, keep track of all special handling and exceptions for all offices, maintain precise account receivables and/or correction of discrepancies, process collateral releases for entire company and also trained the entire processing center on procedures, generate personal credit and Experian business credit in order to approve or decline new or renewal business.
• Manage a large workflow of tasks within the processing center, delegate work accordingly to fellow associates, resolve issues with proper analyzing techniques, review legal documents.  Strive to meet our Service Level Agreement (SLA). Setup and conduct monthly meetings to ensure accuracy of procedures for each region of the company.
• Oversee special projects; assist other territories when needed, prepare documentation for training associates on new or changing procedures, test systems for upgrades in a test environment, on-going training of legal statutes and documents.

Confidential
HARTFORD, CT
Senior Administrative Assistant
Law Department - Life and Annuity Team
1/7/2008-4/13/2009

• Support the Life and Annuity line of business head and its unit of attorneys and paralegals.  Coordinate logistics of Senior Management meetings, point-of-contact between management and the Phoenix Edge Series Fund Board of Director members, quarterly board meeting preparation, attend board meetings.
• Prepare and review documents for EDGAR and SEC filings, all types of Agreements, Amendments, POAs, cover letters, memorandums, correspondence, payment and processing large volume of all legal invoices for group, including setting up new matters/clients, payment conflicts, prepared releases and severance packages with human resource attorney, handle highly sensitive and confidential matters, maintenance of all files, litigation files, records retention, process department monthly newsletter, attorney Albany rotation schedule and updates, continuously up to date on all company policies and procedures.
• Responsible for employee reimbursements, manage complex personal calendars, travel arrangements, car rentals, schedule seminars, organize meetings, special time sensitive projects, work with outside counsel and venders, scanned documents, faxes, UPS, copying, high volume phone contact, conflict resolution for the group, event planning.

Confidential
GLASTONBURY, CT
Senior Administrative Assistant
Appraisal Department
5/1992-11/2007

• Interact with appraisers, loan officers, underwriters and managers to prepare all appraisals, reviews, desktops, and engagement letters.  Prepare statistical monthly reporting and maintain entire Appraisal Department files.
• Research, input and monitor all databases including: real estate, auction, inventory, desktop, appraisal, and machinery & equipment.
• Compile information for the Real Estate Risk Assessment Group (RERA) system, gathering data from other database systems and the internet, responsible for policy and procedure manual updates and retention.
• Provide technical support for the Appraisal Department including:  data entry transcription, sanitize documents, presentation material, expense reports.
• Event organizer for company-wide diversity activities. Raised $5,000 for Make-a-Wish Foundation.  Lead organizer of the “Take your Child to Work Day.” 

Confidential
MIDDLEFIELD, CT
Administrative Assistant
Marketing Department
1990-1992

• Full administrative support for the Marketing Department.
• Prepare all quarterly reports.
• Accountable for tracking and fulfilling all sales leads, drafting and processing all purchase orders and billing.
• Review setup and produce all technical manuals for the company.

CERTIFICATION

Paralegal Certificate
Retail Banking and Fundamentals of Banking Certificates
Retail Management, National Honor Society
Member of Hartford Association of Insurance Women (HAIW)